TEN YEARS OF FIDUCIARY SERVICE, ONE STEADY COURSE.
Veltica's story is, above all, one of growth built on trust. From a local office to a firm active in many areas of advisory, tax and accounting, every stage of our development has been guided by one constant aim: to remain accessible, responsive and close to our clients.
VELTICA FINANCE: THE EVOLUTION OF A MODERN FIDUCIARY FIRM
2017
Founded in Lausanne
Veltica opens its doors with a simple conviction: a fiduciary firm should speak its clients' language, not the language of the authorities. From day one, our mission has been to support entrepreneurs, self-employed professionals and private individuals with clarity, closeness and pragmatism. Behind every file lies a life project, an ambition or a growing business. It is this human reality that has always guided the way we work and advise our clients.
2019
Opening of the Geneva office
Faced with growing demand in French-speaking Switzerland, Veltica takes a new step in its development by opening its Geneva office. This strategic location allows us to be even closer to our clients, broaden our regional presence and offer even more responsive support to entrepreneurs, companies and private individuals in the region. The Geneva opening also reflects Veltica's determination to keep growing while preserving what has been its strength from the very beginning: a personalised service, high-quality advice and a lasting relationship of trust with each of its clients. The new office quickly becomes a favoured meeting point for supporting local and international business ventures, in a region renowned for its economic dynamism and its openness to the world.
2020
The team grows stronger
To support its growth and meet the needs of an increasingly diverse clientele, Veltica continues to develop by significantly strengthening its team. The arrival of five client managers marks an important milestone in the company's history and reflects the trust our clients place in us. With this experienced team, we are able to offer even more personalised follow-up, greater responsiveness and stronger expertise in accounting, tax, payroll and business administration. Each client manager supports their clients with closeness and commitment, making sure to provide solutions tailored to their needs and goals. This stronger team allows Veltica to preserve what has made it successful from the outset: a human approach, a high level of quality and a lasting relationship of trust with each of its clients.
2022
Veltica becomes an apprenticeship training company
Convinced that passing on knowledge is essential to the development of the profession, Veltica takes a new step by gaining accreditation as a training company. This commitment reflects our determination to play an active part in training the next generation and to contribute to the future of the fiduciary, accounting and tax professions. In welcoming our first apprentices, we make it a point of honour to offer them a stimulating working environment, high-quality supervision and hands-on experience of the profession. Alongside experienced professionals, they develop their skills, discover the realities of the job and acquire the knowledge they need to succeed in their careers. This important milestone perfectly illustrates the values that have driven Veltica since it was founded: sharing knowledge, investing in tomorrow's talent and a commitment to building a sustainable, forward-looking company.
2022
Launch of Veltica International, dedicated to tax support for US taxpayers and dealings with the IRS.
Veltica is listed on the official IRS website as a provider of support to US taxpayers. This recognition reflects our expertise in international taxation and enables us to help US citizens and dual nationals meet their tax obligations, both in Switzerland and in the United States.
2025
New areas of expertise - Advisory & Insurance
2025 marks an important milestone in Veltica's evolution, with the in-house development of new centres of expertise dedicated to advisory services, investment and insurance. This diversification reflects our aim to offer clients ever more comprehensive and centralised support. Beyond traditional fiduciary services, Veltica is broadening its expertise to support entrepreneurs, executives and private individuals in their strategic decisions, in structuring their assets and in identifying solutions suited to their long-term goals. This development gives our clients an overall view of their financial, administrative and wealth situation, while keeping a trusted contact person who can advise them at every stage of their development. With this new offering, Veltica confirms its ambition to become a leading partner, able to support its clients well beyond their accounting and tax obligations.
2026
The Veltica platform
In 2026, Veltica takes a new step in its development with the launch of its new website and the integration of numerous digital tools designed to simplify its clients' day-to-day lives. A secure client area, interactive tools, mandate tracking, a modern CRM and insurance services are now brought together in a single ecosystem designed to offer a smooth, centralised experience. This technological development meets a clear ambition: to give our clients easier access to their information and to our services, while benefiting from ever more responsive support. The tools may evolve, but our philosophy remains unchanged. At Veltica, technology is not meant to replace the human relationship, but to strengthen it. By bringing expertise, innovation and closeness together on a single platform, Veltica confirms its determination to build the fiduciary firm of tomorrow: more accessible, more efficient and always focused on its clients' needs.
Our constants since day one
Proximity
A dedicated contact person who knows your file and replies within 24 hours.
Independence
Tied to no banking group or insurer — our advice serves you alone.
Confidentiality
Professional secrecy and data hosted in Switzerland — from the very start.