Company lists · Data refreshed September 2026
Top 25 Account management firms based in Switzerland
RevenueBase identified 124 company matches for account management firms associated with Switzerland as of September 2026 and tracks 729 professional contacts across them, including 314 with verified work emails. Geneva is the largest hub.
This list covers company matches for account management firms associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 account management firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 171 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 33 contacts → | ||||
Exact match “DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 16 contacts → | ||||
Exact match “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Née en 2002 sous la raison sociale "F&P Services SA", la société devient en 2022 "Dynafisc Frôté SA" à la suite du développement de nouvelles compétences et notamment de…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Sie haben Fragen rund um Unternehmensberatung, Treuhand, Steuern oder Immobilienmanagement?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Seit 1996 fest in Kriens verwurzelt, hat sich unsere Gesellschaft – ehemals Jürg Balmer Steuerberatung und Treuhand AG – in den letzten Jahren kontinuierlich weiterentwickelt.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Treuhand Schwab AG is an accounting company based out of Bernstrasse 30, Murten, Fr, Switzerland.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Die Zehnder Treuhand AG ist ein in der Region stark verankertes Treuhandunternehmen aus Lenzburg im Aargau.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “In den Bereichen Buchführung, Treuhand, Unternehmensberatung, Steuerberatung und PC-Hof-Informatik bieten wir unseren Kunden eine umfassende Dienstleistungspalette mit…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “We strive to assist in building, preserving and protecting your and your family’s hard-earned wealth, through custom-tailored products and services, a strict moral code and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Une vision d'ensemble; E-Gestion SA est une société de services qui regroupe sous une même entité des activités de fiduciaire (comptabilité, révision, fiscalité, création, vente…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “account management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 124 account management firms based in Switzerland
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Account management firms based in Switzerland at a glance
As of Sep 21, 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 124 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Switzerland whose business descriptions match “account management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 314 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “account management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many account management firms are there based in Switzerland?
RevenueBase identified 124 company matches for account management firms associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Kendris tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most account management firms?
Geneva leads with 12 company records, followed by Zurich (9) and Lugano (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 314 professional contacts with verified work emails tracked across these 124 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 124 account management firms based in Switzerland. Start with a free account, no credit card.
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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 SmartSearch, 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.
More company lists
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- New lists
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Company intelligence · public preview
Top 25 account management firms based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 124 matching company records for account management firms based in Switzerland, with 729 tracked contacts and 314 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account management firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DYN Groupdyngroup.chHQ: Lausanne, SwitzerlandReported employees: 11-50 | Lausanne, Switzerland | 11-50 | Exact match | 33 contacts → |
“DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Amadeus Capital SAamadeus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Inspecta Treuhand AGinspecta.chHQ: Sankt Gallen, SwitzerlandReported employees: 11-50 | Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fortune Financial Strategiesfortunefs.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Format A AGformat-a.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  LEO Trustleotrust.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 13 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Zeus Capital SAzeuscapital.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 10 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dynafisc Frôté SAdynafiscfrote.chHQ: Bienne, SwitzerlandReported employees: 11-50 | Bienne, Switzerland | 11-50 | Exact match | 10 contacts → |
“Née en 2002 sous la raison sociale "F&P Services SA", la société devient en 2022 "Dynafisc Frôté SA" à la suite du développement de nouvelles compétences et notamment de…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Toledo Capital AGtoledocapital.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fiba Consulting AGfiba-consulting.ch HQ: Aesch (basel-land), SwitzerlandReported employees: 11-50 | Aesch (basel-land), Switzerland | 11-50 | Exact match | 9 contacts → |
“Sie haben Fragen rund um Unternehmensberatung, Treuhand, Steuern oder Immobilienmanagement?” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  A.M. Family Office SAamfamilyoffice.chHQ: Locarno, SwitzerlandReported employees: 1-10 | Locarno, Switzerland | 1-10 | Exact match | 9 contacts → |
“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Swiss Finance Management International SAswissfim.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 8 contacts → |
“Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 7 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Balmer Buck Zenhäusern AGbalmer.chHQ: Kriens, SwitzerlandReported employees: 11-50 | Kriens, Switzerland | 11-50 | Exact match | 7 contacts → |
“Seit 1996 fest in Kriens verwurzelt, hat sich unsere Gesellschaft – ehemals Jürg Balmer Steuerberatung und Treuhand AG – in den letzten Jahren kontinuierlich weiterentwickelt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 6 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ibex Capital LTDibex.capital HQ: Chiasso, SwitzerlandReported employees: 1-10 | Chiasso, Switzerland | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Treuhand Schwab AGtreuhandschwab.chHQ: Murten, SwitzerlandReported employees: 1-10 | Murten, Switzerland | 1-10 | Exact match | 6 contacts → |
“Treuhand Schwab AG is an accounting company based out of Bernstrasse 30, Murten, Fr, Switzerland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Zehnder Treuhand AGzehnder-treuhand.chHQ: Lenzburg, SwitzerlandReported employees: 11-50 | Lenzburg, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Zehnder Treuhand AG ist ein in der Region stark verankertes Treuhandunternehmen aus Lenzburg im Aargau.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Agro Treuhand Thurgau AGatthurgau.chHQ: Weinfelden, SwitzerlandReported employees: 11-50 | Weinfelden, Switzerland | 11-50 | Exact match | 5 contacts → |
“In den Bereichen Buchführung, Treuhand, Unternehmensberatung, Steuerberatung und PC-Hof-Informatik bieten wir unseren Kunden eine umfassende Dienstleistungspalette mit…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BAO Financial Groupbaofinancialgroup.com HQ: Montreux, SwitzerlandReported employees: 11-50 | Montreux, Switzerland | 11-50 | Exact match | 5 contacts → |
“We strive to assist in building, preserving and protecting your and your family’s hard-earned wealth, through custom-tailored products and services, a strict moral code and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | E-Gestion SAe-gestion.ch HQ: Auvernier, SwitzerlandReported employees: 11-50 | Auvernier, Switzerland | 11-50 | Exact match | 5 contacts → |
“Une vision d'ensemble; E-Gestion SA est une société de services qui regroupe sous une même entité des activités de fiduciaire (comptabilité, révision, fiscalité, création, vente…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
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Account management firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
124 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for account management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account management firms did RevenueBase find based in Switzerland?
The saved snapshot records 124 matching company records, 729 tracked contacts and 314 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 account management firms based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- New lists
- Account management firms based in Melbourne, Australia
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Company intelligence · public preview
Top 25 account management firms based in Switzerland
RevenueBase records 124 matching company records for account management firms based in Switzerland, with 729 tracked contacts and 314 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account management firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DYN Groupdyngroup.ch HQ: Lausanne, SwitzerlandReported employees: 11-50 | Lausanne, Switzerland | 11-50 | Exact match | 33 contacts → |
“DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Amadeus Capital SAamadeus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Inspecta Treuhand AGinspecta.ch HQ: Sankt Gallen, SwitzerlandReported employees: 11-50 | Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fortune Financial Strategiesfortunefs.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Format A AGformat-a.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | LEO Trustleotrust.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 13 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Zeus Capital SAzeuscapital.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 10 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dynafisc Frôté SAdynafiscfrote.ch HQ: Bienne, SwitzerlandReported employees: 11-50 | Bienne, Switzerland | 11-50 | Exact match | 10 contacts → |
“Née en 2002 sous la raison sociale "F&P Services SA", la société devient en 2022 "Dynafisc Frôté SA" à la suite du développement de nouvelles compétences et notamment de…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Toledo Capital AGtoledocapital.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fiba Consulting AGfiba-consulting.ch HQ: Aesch (basel-land), SwitzerlandReported employees: 11-50 | Aesch (basel-land), Switzerland | 11-50 | Exact match | 9 contacts → |
“Sie haben Fragen rund um Unternehmensberatung, Treuhand, Steuern oder Immobilienmanagement?” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | A.M. Family Office SAamfamilyoffice.ch HQ: Locarno, SwitzerlandReported employees: 1-10 | Locarno, Switzerland | 1-10 | Exact match | 9 contacts → |
“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Swiss Finance Management International SAswissfim.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 8 contacts → |
“Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 7 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Balmer Buck Zenhäusern AGbalmer.ch HQ: Kriens, SwitzerlandReported employees: 11-50 | Kriens, Switzerland | 11-50 | Exact match | 7 contacts → |
“Seit 1996 fest in Kriens verwurzelt, hat sich unsere Gesellschaft – ehemals Jürg Balmer Steuerberatung und Treuhand AG – in den letzten Jahren kontinuierlich weiterentwickelt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 6 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ibex Capital LTDibex.capital HQ: Chiasso, SwitzerlandReported employees: 1-10 | Chiasso, Switzerland | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Treuhand Schwab AGtreuhandschwab.ch HQ: Murten, SwitzerlandReported employees: 1-10 | Murten, Switzerland | 1-10 | Exact match | 6 contacts → |
“Treuhand Schwab AG is an accounting company based out of Bernstrasse 30, Murten, Fr, Switzerland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zehnder Treuhand AGzehnder-treuhand.ch HQ: Lenzburg, SwitzerlandReported employees: 11-50 | Lenzburg, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Zehnder Treuhand AG ist ein in der Region stark verankertes Treuhandunternehmen aus Lenzburg im Aargau.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Agro Treuhand Thurgau AGatthurgau.ch HQ: Weinfelden, SwitzerlandReported employees: 11-50 | Weinfelden, Switzerland | 11-50 | Exact match | 5 contacts → |
“In den Bereichen Buchführung, Treuhand, Unternehmensberatung, Steuerberatung und PC-Hof-Informatik bieten wir unseren Kunden eine umfassende Dienstleistungspalette mit…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BAO Financial Groupbaofinancialgroup.com HQ: Montreux, SwitzerlandReported employees: 11-50 | Montreux, Switzerland | 11-50 | Exact match | 5 contacts → |
“We strive to assist in building, preserving and protecting your and your family’s hard-earned wealth, through custom-tailored products and services, a strict moral code and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | E-Gestion SAe-gestion.ch HQ: Auvernier, SwitzerlandReported employees: 11-50 | Auvernier, Switzerland | 11-50 | Exact match | 5 contacts → |
“Une vision d'ensemble; E-Gestion SA est une société de services qui regroupe sous une même entité des activités de fiduciaire (comptabilité, révision, fiscalité, création, vente…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Account management firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
124 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for account management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account management firms did RevenueBase find based in Switzerland?
The saved snapshot records 124 matching company records, 729 tracked contacts and 314 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 account management firms based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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