Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in Switzerland

Name: Ai-driven portfolio management companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 110 companies tracked

RevenueBase identified 110 ai-driven portfolio management companies headquartered in Switzerland as of September 2026 and tracks 435 professional contacts across them, including 115 with verified work emails. Zurich is the largest hub.

This list covers ai-driven portfolio management companies 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

110Companies

435Contacts tracked

115Verified emails

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The 25 largest ai-driven portfolio management companies based in Switzerland

Ranked by team size

Top 25 of 110 ai-driven portfolio management companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Selma Finance	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Source: RevenueBase Database · checked Sep 19, 2026
2	Ellipsis	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	20 contacts →
	Partial evidence “Ellipsis is an early-stage AI deep tech VC focused exclusively on transformative AI solutions.” Source: RevenueBase Database · checked Sep 19, 2026
3	Lakefield Partners AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.” Source: RevenueBase Database · checked Sep 19, 2026
4	Nnaisense	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Founded by some of the leading minds in artificial intelligence, NNAISENSE has developed a breakthrough Generative AI framework for financial markets that builds on its 20+ years…” Source: RevenueBase Database · checked Sep 19, 2026
5	Smart Wealth Asset Management AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Currently, over 80% of actively managed funds fail to beat the benchmarks*.” Source: RevenueBase Database · checked Sep 19, 2026
6	Trendrating	Strong evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Source: RevenueBase Database · checked Sep 19, 2026
7	Allindex	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.” Source: RevenueBase Database · checked Sep 19, 2026
8	Aisot Technologies	Strong evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “Aisot Technologies is a Zurich-based AI company pioneering advanced, AI-driven investment solutions.” Source: RevenueBase Database · checked Sep 19, 2026
9	Academic Alpha AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Die Academic Alpha AG steht für den Anlage- und Unternehmenserfolg (Alpha) auf der Basis wissenschaftlicher Forschung (Academic).” Source: RevenueBase Database · checked Sep 19, 2026
10	Speedlab AG	Partial evidence	Cham, SwitzerlandHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.” Source: RevenueBase Database · checked Sep 19, 2026
11	MY Seed Advisor	Indirect evidence	Genève, SwitzerlandHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “MSA construit des portefeuilles crypto early stage et replicables en quelques minutes par mois avec un objectif de surperformer le Bitcoin” Source: RevenueBase Database · checked Sep 19, 2026
12	Frontier Commodities	Indirect evidence	Zug, SwitzerlandHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “An investor specializing in, absolute-return "quantamental" commodity strategies.” Source: RevenueBase Database · checked Sep 19, 2026
13	Icon Asset Management AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “A̲b̲o̲u̲t̲ Icon Asset Management AG is an innovative Swiss asset management firm specialising in alternative investments and products.” Source: RevenueBase Database · checked Sep 19, 2026
14	Athenee Investment	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Source: RevenueBase Database · checked Sep 19, 2026
15	Schlossberg Technologies	Partial evidence	Zug, SwitzerlandHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Schlossberg Technologies is a quantitative investment management company trading in global financial markets, dedicated to producing exceptional returns for its investors by…” Source: RevenueBase Database · checked Sep 19, 2026
16	Smart Society Ventures	Partial evidence	Geneva, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Smart Society Ventures invests in growth-stage energy technology companies at the intersection of energy and AI.” Source: RevenueBase Database · checked Sep 19, 2026
17	VG Consulting SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Source: RevenueBase Database · checked Sep 19, 2026
18	Hansemerkur Trust Swiss AG Hmts	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “As a 100% subsidiary of the HanseMerkur Insurance Group, HanseMerkur Trust Swiss (HMTS) is deeply rooted in a traditional Hanseatic company.” Source: RevenueBase Database · checked Sep 19, 2026
19	Masteractuary	Strong evidence	Lausanne, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Our solution harnesses cutting-edge AI technology and hardware advancements to enhance model performance and gain deeper insights into portfolio dynamics” Source: RevenueBase Database · checked Sep 19, 2026
20	Eqitron	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Eqitron is a Fintech start up dedicated to disrupt the traditional equity investing and research.” Source: RevenueBase Database · checked Sep 19, 2026
21	Tolomeo Capital	Partial evidence	SwitzerlandHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “What challenges do you face in your asset management?” Source: RevenueBase Database · checked Sep 19, 2026
22	Ecofin Software And Technology Ag, Zurich	Indirect evidence	SwitzerlandHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Source: RevenueBase Database · checked Sep 19, 2026
23	Knidos	Partial evidence	Zug, SwitzerlandHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Knidos Labs Blockchain Studio / Team behind @knidos_ai / backed by @avax Knidos AI is an AI-powered trading agent built on Avalanche, focused on capturing opportunities across…” Source: RevenueBase Database · checked Sep 19, 2026
24	rataran.com	Indirect evidence	Savosa, SwitzerlandHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients.” Source: RevenueBase Database · checked Sep 19, 2026
25	Divercefi	Strong evidence	Hünenberg, SwitzerlandHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Divercefi is building the ultimate investment portfolio management solution.” Source: RevenueBase Database · checked Sep 19, 2026

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: ai-driven portfolio management companies. 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 ai-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. 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 110 ai-driven portfolio management companies based in Switzerland

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Ai-driven portfolio management companies based in Switzerland at a glance

As of Sep 19, 2026

26.4%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

30.0%Largest-city concentration · Zurich

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 110 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 ai-driven portfolio management companies, 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 “ai-driven portfolio management companies”. 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 ai-driven portfolio management companies), 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 ai-driven portfolio management companies, 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, 115 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 19, 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.

Ai-driven portfolio management companies by metro

Ai-driven portfolio management companies in Zurich33

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 ai-driven portfolio management companies, 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 ai-driven portfolio management companies are there based in Switzerland?

RevenueBase identified 110 ai-driven portfolio management companies 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?

Selma Finance, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most ai-driven portfolio management companies?

Zurich leads with 33 headquartered companies, followed by Geneva (13) and Zug (11).

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 115 verified decision-maker contacts tracked across these 110 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 19, 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.