Company lists · Data refreshed November 2026
Top 19 Asset allocation advisors based in Geneva, Switzerland
RevenueBase identified 51 company matches for asset allocation advisors associated with Geneva, Switzerland as of November 2026 and tracks 528 professional contacts across them, including 106 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (54 companies); Geneva follows with 51.
This list covers company matches for asset allocation advisors associated with Geneva, 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 November 6, 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 19 largest asset allocation advisors based in Geneva, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 24 contacts → | ||||
Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 9 contacts → | ||||
Exact match “Keep making waves” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 8 contacts → | ||||
Exact match “MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 7 contacts → | ||||
Exact match “Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “We believe that great ideas move the world, but it is brilliant execution that builds the extraordinary.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “RAM Capital SA is a dynamic and forward-thinking independent financial wealth management firm, headquartered in the city of Geneva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “Delen (Suisse) is part of the Delen Private Bank Group, a family-run wealth management firm specialized in asset management and wealth planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Since 1990, MultiPlus has been providing independent, objective and personalised financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “SuisseRock Advisory Services is a Swiss born company here in Geneva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Grâce à notre équipe de professionnels hautement expérimentés et à notre vaste réseau de partenaires externes, nous constituons des stratégies d’investissement sur une base…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Nous sommes particulièrement conscients que chaque patrimoine individuel ou familial a une histoire unique.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Capital is abundant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Woodstone Capital est une société de gestion de fortune, basée à Genève en Suisse, qui offre des solutions d’investissement innovantes et personnalisées à des clients privés et…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Arto was founded based on the need for an independent party to advise clients concerning asset structuring, asset allocation, and the selection and handling of third parties…” Recorded in the RevenueBase company graph · Nov 6, 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 “asset allocation advisors”. 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 19 of 51 asset allocation advisors based in Geneva, Switzerland
See the full list, filter by size, metro and specialty, and access 106 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset allocation advisors based in Geneva, Switzerland at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 51 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 Geneva, Switzerland whose business descriptions match “asset allocation advisors” 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 106 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 November 6, 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.
Asset allocation advisors by metro in Switzerland
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 “asset allocation advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation advisors are there based in Geneva, Switzerland?
RevenueBase identified 51 company matches for asset allocation advisors associated with Geneva, Switzerland as of November 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?
CDR Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Switzerland has the most asset allocation advisors?
Zurich leads Switzerland with 54 company records, followed by Geneva (51) and Lugano (14).
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 106 professional contacts with verified work emails tracked across these 51 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 asset allocation advisors based in Geneva, Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 19 asset allocation advisors based in Geneva, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for asset allocation advisors based in Geneva, Switzerland, with 528 tracked contacts and 106 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 asset allocation advisors based in Geneva, 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 |  CDR Capitalcdr-capital.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  AVA Investorsava-investors.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MBS Capital Advicembscapital.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Berger, VAN Berchem & CIE SAbergervanberchem.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 7 contacts → |
“Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Aurea Global Investmentsaureainv.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 6 contacts → |
“We believe that great ideas move the world, but it is brilliant execution that builds the extraordinary.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  RAM Capital SAramcapital.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“RAM Capital SA is a dynamic and forward-thinking independent financial wealth management firm, headquartered in the city of Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Delen Suissedelen.chHQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 5 contacts → |
“Delen (Suisse) is part of the Delen Private Bank Group, a family-run wealth management firm specialized in asset management and wealth planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Athenee Investmentathenee-investment.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Monrey SAmonreysa.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wedge Associates SAwedge.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Perennium SAperennium.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Kendra Securities House KSHkendra.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Multiplus Family Office Servicesmultiplus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Since 1990, MultiPlus has been providing independent, objective and personalised financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Suisserock Advisory Services Sàrlsuisserock.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“SuisseRock Advisory Services is a Swiss born company here in Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Arcus Financearcus-fin.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 3 contacts → |
“Grâce à notre équipe de professionnels hautement expérimentés et à notre vaste réseau de partenaires externes, nous constituons des stratégies d’investissement sur une base…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Naef Gestion Internationale S.Anaef-international.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 3 contacts → |
“Nous sommes particulièrement conscients que chaque patrimoine individuel ou familial a une histoire unique.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Schreiber Associates International LTDs-aint.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 3 contacts → |
“Capital is abundant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Woodstone Capitalwscapital.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 2 contacts → |
“Woodstone Capital est une société de gestion de fortune, basée à Genève en Suisse, qui offre des solutions d’investissement innovantes et personnalisées à des clients privés et…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Arto Private Office Switzerland SAarto-mfo.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Arto was founded based on the need for an independent party to advise clients concerning asset structuring, asset allocation, and the selection and handling of third parties…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 51 company matches
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Asset allocation advisors: dataset insights
November 6, 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
50 records in the displayed employee bands.
1 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 across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 51 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: November 6, 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 ↗
Asset allocation advisors by metro in Switzerland
Questions about this company list
What does Exact match mean for asset allocation advisors?
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 asset allocation advisors did RevenueBase find based in Geneva, Switzerland?
The saved snapshot records 51 matching company records, 528 tracked contacts and 106 verified emails. The public preview displays 19 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: November 6, 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.
Related lists
Asset allocation advisors by geography
- Asset allocation advisors based in Buenos Aires, Argentina
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- Asset allocation advisors based in Porto Alegre, Brazil
- Asset allocation advisors based in Rio De Janeiro, Brazil
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- Asset allocation advisors based in Montreal, Canada
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Cite this list
RevenueBase Data Team. Top 19 asset allocation advisors based in Geneva, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/asset-allocation-advisors/switzerland/geneva.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset allocation advisors based in Buenos Aires, Argentina
- Asset allocation advisors based in Brisbane, Australia
- Asset allocation advisors based in Melbourne, Australia
- Asset allocation advisors based in Sydney, Australia
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- Asset allocation advisors based in Porto Alegre, Brazil
Company intelligence · public preview
Top 19 asset allocation advisors based in Geneva, Switzerland
RevenueBase records 51 matching company records for asset allocation advisors based in Geneva, Switzerland, with 528 tracked contacts and 106 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 asset allocation advisors based in Geneva, 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 | CDR Capitalcdr-capital.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | AVA Investorsava-investors.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MBS Capital Advicembscapital.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Berger, VAN Berchem & CIE SAbergervanberchem.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 7 contacts → |
“Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Aurea Global Investmentsaureainv.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 6 contacts → |
“We believe that great ideas move the world, but it is brilliant execution that builds the extraordinary.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | RAM Capital SAramcapital.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“RAM Capital SA is a dynamic and forward-thinking independent financial wealth management firm, headquartered in the city of Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Delen Suissedelen.ch HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 5 contacts → |
“Delen (Suisse) is part of the Delen Private Bank Group, a family-run wealth management firm specialized in asset management and wealth planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Athenee Investmentathenee-investment.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Monrey SAmonreysa.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wedge Associates SAwedge.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Perennium SAperennium.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Kendra Securities House KSHkendra.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Multiplus Family Office Servicesmultiplus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Since 1990, MultiPlus has been providing independent, objective and personalised financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Suisserock Advisory Services Sàrlsuisserock.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“SuisseRock Advisory Services is a Swiss born company here in Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Arcus Financearcus-fin.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 3 contacts → |
“Grâce à notre équipe de professionnels hautement expérimentés et à notre vaste réseau de partenaires externes, nous constituons des stratégies d’investissement sur une base…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Naef Gestion Internationale S.Anaef-international.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 3 contacts → |
“Nous sommes particulièrement conscients que chaque patrimoine individuel ou familial a une histoire unique.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Schreiber Associates International LTDs-aint.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 3 contacts → |
“Capital is abundant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Woodstone Capitalwscapital.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 2 contacts → |
“Woodstone Capital est une société de gestion de fortune, basée à Genève en Suisse, qui offre des solutions d’investissement innovantes et personnalisées à des clients privés et…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Arto Private Office Switzerland SAarto-mfo.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Arto was founded based on the need for an independent party to advise clients concerning asset structuring, asset allocation, and the selection and handling of third parties…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Asset allocation advisors: dataset insights
November 6, 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
50 records in the displayed employee bands.
1 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 across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 51 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: November 6, 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 ↗
Asset allocation advisors by metro in Switzerland
Questions about this company list
What does Exact match mean for asset allocation advisors?
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 asset allocation advisors did RevenueBase find based in Geneva, Switzerland?
The saved snapshot records 51 matching company records, 528 tracked contacts and 106 verified emails. The public preview displays 19 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: November 6, 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 19 asset allocation advisors based in Geneva, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/asset-allocation-advisors/switzerland/geneva.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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