Modernising the Swiss fiduciary industry.

Through technology, partnership and succession.

Partner with Sequence

Thousands of Swiss fiduciary firms are

Swiss Bussiness operate on:

  • Founder-led.
  • Approaching retirement.
  • Operating manually.
  • Facing margin prsessure.

The industry must evolve.

Thousands of Swiss fiduciary firms are

Swiss Bussiness operate on:

  • Founder-led.
  • Approaching retirement.
  • Operating manually.
  • Facing margin pressure.

The industry must evolve.

Succession

We acquire 100% of your firm.

Structured earn-out.

Smooth transition.

Technology integration.

Partnership

We acquire a majority stake.

You stay.

We scale together.

Margins improve through AI.

We don’t attack fiduciaries.
We modernise them.

  • AI replaces manual workload.
  • Margins expand from ~10% to 30–40%.
  • Client base integrates into Sequence OS.
  • Staff transitions to using Sequence OS.

Sequence it works

  • Proven automation stack.
  • Structured 180-day integration playbook.
  • Performance-aligned earn-outs.