datalevel AG

datalevel AG is a Swiss fintech company based in Birmensdorf (ZH) that was founded in 2017. The company is developing the Data Refinery Box (DRB)—a platform for refining financial data from a wide variety of sources into standardised, traceable information for the financial and banking industries.

Core Competency

The Data Refinery Box is an autonomous, technical integration layer that provides financial intermediaries with customised data services on a white-label basis. The generalised data model makes all services based on it compatible with one another—once the DRB is set up for one service, additional services can be used without any additional onboarding effort.

Products & Solutions

• Swiss E-Tax Statement (eCH-0196) — Fully Managed Service with annual SSK acceptance, including Data integration between the FTA and the ECB, quality control, error analysis, and automated corrections. B2B for universal, private, and retail banks, robo-advisors, and family offices; additionally, a B2C offering for IBKR clients.
• eCH-0248 (new in 2026) — Machine-readable pension certificates (2nd pillar & 3a) with eCH-0270 2D barcodes.
• eCH-0275 — Tax Certificates for Health Insurance Companies.
• International Tax Statements (Generic)
• Cross-border tax refunds, automated through the SIX Advanced Tax Services Portal. The Data Refinery Box provides country-specific reimbursement data for upload to the ATS portal.
• Data Services — Data feeds for external asset managers, data hub, customised data solutions, including Real-time calculations, simulations, and microservices.

Innovations & Collaborations

• Development of a new verifier tool for the Swiss Tax Conference (SSK) to test eCH e-government standards in the tax sector (Sept. 2025).
• Partnership with Saxo Bank Switzerland AG for fully digital tax returns (2022).
• Strategic evolution from a pure tax solution (formerly TaxLevel) to comprehensive finance management covering the areas of accounting, financing, and investing.

Target Market

Swiss banks, asset managers, brokers, robo-advisors, family offices, pension funds, life insurers, and health insurers