Company lists · Data refreshed September 2026

Top 25 Algorithmic wealth management companies based in Switzerland

Name: Algorithmic wealth management companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 122 companies tracked

RevenueBase identified 122 algorithmic wealth management companies headquartered in Switzerland as of September 2026 and tracks 2,886 professional contacts across them, including 1,445 with verified work emails. Zurich is the largest hub.

This list covers algorithmic wealth 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 16, 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 16, 2026 86% judged on-target in blind review

122Companies

2,886Contacts tracked

1,445Verified emails

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The 25 largest algorithmic wealth management companies based in Switzerland

Ranked by team size

Top 25 of 122 algorithmic wealth management companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic wealth 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	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 16, 2026
2	ETOPS	Strong evidence	Cham, SwitzerlandHQ checked Sep 16, 2026	201-500	171 contacts →
	Strong evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 16, 2026
3	Finfox	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	11-50	39 contacts →
	Indirect evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 16, 2026
4	True Wealth	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	34 contacts →
	Strong evidence “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Source: RevenueBase Database · checked Sep 16, 2026
5	OLZ AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 16, 2026	11-50	30 contacts →
	Indirect evidence “OLZ AG – Be smart.” Source: RevenueBase Database · checked Sep 16, 2026
6	Selma Finance	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 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 16, 2026
7	3rd-Eyes Analytics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Source: RevenueBase Database · checked Sep 16, 2026
8	Umushroom	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	20 contacts →
	Indirect evidence “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: RevenueBase Database · checked Sep 16, 2026
9	Findependent	Indirect evidence	Lenzburg, SwitzerlandHQ checked Sep 16, 2026	1-10	15 contacts →
	Indirect evidence “Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Source: RevenueBase Database · checked Sep 16, 2026
10	Tindeco	Partial evidence	Zug, SwitzerlandHQ checked Sep 16, 2026	11-50	14 contacts →
	Partial evidence “Tindeco’s revolutionary technology is transforming investment management.” Source: RevenueBase Database · checked Sep 16, 2026
11	Smart Wealth Asset Management AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Currently, over 80% of actively managed funds fail to beat the benchmarks*.” Source: RevenueBase Database · checked Sep 16, 2026
12	Trendrating	Partial evidence	Lugano, SwitzerlandHQ checked Sep 16, 2026	11-50	14 contacts →
	Partial evidence “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Source: RevenueBase Database · checked Sep 16, 2026
13	Allindex	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	12 contacts →
	Indirect evidence “AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.” Source: RevenueBase Database · checked Sep 16, 2026
14	Aisot Technologies	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “Aisot Technologies is a Zurich-based AI company pioneering advanced, AI-driven investment solutions.” Source: RevenueBase Database · checked Sep 16, 2026
15	Kaspar	Indirect evidence	St. Gallen, SwitzerlandHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Source: RevenueBase Database · checked Sep 16, 2026
16	Speedlab AG	Partial evidence	Cham, SwitzerlandHQ checked Sep 16, 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 16, 2026
17	Finlab Solutions SA	Partial evidence	Eaux-vives, SwitzerlandHQ checked Sep 16, 2026	11-50	8 contacts →
	Partial evidence “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Source: RevenueBase Database · checked Sep 16, 2026
18	IRC Finance AG	Indirect evidence	Basel, SwitzerlandHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Source: RevenueBase Database · checked Sep 16, 2026
19	Quantarea AG	Partial evidence	Stettlen, SwitzerlandHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “We are a team of asset management specialists with extensive experience in the development and implementation of quantitative investment strategies.” Source: RevenueBase Database · checked Sep 16, 2026
20	Actan AG	Partial evidence	Luzern, SwitzerlandHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “ACTAN – Beyond Emotions ACTAN ist ein Schweizer WealthTech- und QuantTech-Spezialist mit Fokus auf regelbasiertes Investieren und datengesteuerte Lösungen.” Source: RevenueBase Database · checked Sep 16, 2026
21	Athenee Investment	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial 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 16, 2026
22	1000ftad	Partial evidence	Balgach, SwitzerlandHQ checked Sep 16, 2026	11-50	6 contacts →
	Partial evidence “Erleben Sie die Software von Wir haben effizienten Devisenhandel Institutionelles algorithmisches FX-Trading für Vermögensverwalter, Family Offices & professionelle Investoren \|…” Source: RevenueBase Database · checked Sep 16, 2026
23	Zeltner & CO	Strong evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 16, 2026	1-10	6 contacts →
	Strong evidence “Encapsulating the best of both worlds, Zeltner & Co offers its clients access to two complementary investment solutions: Our Private Wealth Management offering includes tailored…” Source: RevenueBase Database · checked Sep 16, 2026
24	Berger, VAN Berchem & CIE SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 16, 2026	11-50	6 contacts →
	Indirect evidence “Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
25	Alquant	Indirect evidence	Fribourg, SwitzerlandHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.” Source: RevenueBase Database · checked Sep 16, 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: algorithmic wealth 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 algorithmic wealth management companies.
Partial evidence: Its own public description names part of algorithmic wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name algorithmic wealth 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 122 algorithmic wealth management companies based in Switzerland

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Algorithmic wealth management companies based in Switzerland at a glance

As of Sep 16, 2026

50.1%Verified-email coverage

23.7Average contacts per company

1-10Median size (employees)

27.0%Largest-city concentration · Zurich

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 122 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 algorithmic wealth 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 “algorithmic wealth 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 algorithmic wealth 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 algorithmic wealth 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, 1,445 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 16, 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.

Algorithmic wealth management companies by metro

Algorithmic wealth 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 algorithmic wealth 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 algorithmic wealth management companies are there based in Switzerland?

RevenueBase identified 122 algorithmic wealth 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?

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

Which city has the most algorithmic wealth management companies?

Zurich leads with 33 headquartered companies, followed by Zug (15) and Geneva (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 1,445 verified decision-maker contacts tracked across these 122 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 16, 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.