Company lists · Data refreshed September 2026
Top 25 401k consulting firms based in Switzerland
RevenueBase identified 86 401k consulting firms headquartered in Switzerland as of September 2026 and tracks 458 professional contacts across them, including 180 with verified work emails. Zurich is the largest hub.
This list covers 401k consulting firms headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest 401k consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 78 contacts → | ||||
Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 30 contacts → | ||||
Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27 contacts → | ||||
Partial evidence “For more than 25 years, Pittet Associés SA has been a benchmark consulting firm for pension funds, insurance companies and all of the institutional players.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Indirect evidence “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “inVersa ist ein Unternehmen, welches Dienstleistungen in den Bereichen Treuhand, Steuer- und Unternehmensberatung, Umstrukturierungen, Nachfolgeberatung, Unternehmensbewertungen…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Im Zentrum unserer Bemühungen stehen die effiziente Arbeitsweise und die sensiblen Kundendaten.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “Als unabhängige Beratungs- und Treuhandfirma fokussieren wir uns seit mehr als 60 Jahren auf die Bedürfnisse kleiner und mittlerer Unternehmen aus den verschiedensten Branchen.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Sie haben Fragen rund um Unternehmensberatung, Treuhand, Steuern oder Immobilienmanagement?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Steuern / Recht - M&A - Immobilien - Treuhand Zusammen einfach mehr” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Seit 1996 fest in Kriens verwurzelt, hat sich unsere Gesellschaft – ehemals Jürg Balmer Steuerberatung und Treuhand AG – in den letzten Jahren kontinuierlich weiterentwickelt.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Die Treuhand von Flüe AG hat sich aus dem 1966 gegründeten Einzelunternehmen „Treuhand Hans von Flüe“ entwickelt.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “At PMFA Consulting AG, your financial and business goals are our top priority.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Wir beraten Sie in Finanz, Vorsorge- und Versicherungsfragen individuell, umfassend und unabhängig.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Entdecken Sie das Erfolgsdreieck von Triventum AG.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “L'expertise et le conseil fiduciaire au service de votre entreprise.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Die Unternehmen stehen in stetigem Wandel.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “We are specialists for startup, tax, accounting, financial planning, retirement counseling, matrimonial and inheritance law, payroll administration and accounting, corporate…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Steuer & Treuhand Experten AG ist ein etabliertes Treuhand- und Steuerberatungs unternehmen mit Sitz in Wallisellen (ZH).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Treuhand | Steuer-/Rechtsberatung | Unternehmensberatung | Wirtschaftsprüfung Jeder Mensch ist einzigartig.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Know-How und langjährige Erfahrung machen die Breitenmoser-Edelmann Treuhand AG zu einem idealen Geschäftspartner.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Treuhand, Unternehmensberatung, Steuerberatung, Buchführung, Personal, Firmengründung, Nachfolgeplanung, Businessplan, Debitorenbuchhaltung, Kreditorenbuchhaltung, Mahnwesen…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Wir erbringen Treuhanddienstleistungen insbesondere Steuerberatung, Buchführung, Unternehmensberatung und Bewertung.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Offriamo consulenza finanziaria indipendente a privati ed istituzioni” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names 401k consulting firms.
- Partial evidence
- Its own public description names part of 401k consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name 401k consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 86 401k consulting firms based in Switzerland
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401k consulting firms based in Switzerland at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 86 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Switzerland whose own description of what they do matches “401k consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among 401k consulting firms, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 180 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many 401k consulting firms are there based in Switzerland?
RevenueBase identified 86 401k consulting firms headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Ppcmetrics AG, headquartered in Switzerland, tops this list with the largest team on record.
Which city has the most 401k consulting firms?
Zurich leads with 7 headquartered companies, followed by Basel (4) and Geneve (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 180 verified decision-maker contacts tracked across these 86 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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