Company lists · Data refreshed September 2026
Top 20 Asset and wealth management consulting firms based in Basel, Switzerland
RevenueBase identified 26 asset and wealth management consulting firms headquartered in Basel, Switzerland as of September 2026 and tracks 1,887 professional contacts across them, including 219 with verified work emails. Zurich is the largest hub.
This list covers asset and wealth management consulting firms headquartered in Basel, 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 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 20 largest asset and wealth management consulting firms based in Basel, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,590 contacts → | ||||
Indirect evidence “As an international group committed to sustainability, J.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 134 contacts → | ||||
Partial evidence “As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 40 contacts → | ||||
Indirect evidence “Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “Die INFIBA Vermögensverwaltungs AG ist ein grosser unabhängiger Vermögensverwalter an den Standorten in Basel, Zürich, Balzers FL (Schwestergesellschaft) und spezialisiert auf die…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Strong evidence “Consilior AG is an independent wealth management company based in Basel.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “We have been advising high net worth private individuals, families and foundations for over 30 years.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Mit einem angefragten Hypothekarvolumen von über 6 Milliarden CHF und mehr als zufriedenen Kund:innen hat sich SWISSCHANGE als führender Spezialist für Hypotheken und…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Wir vereinen den Bankberater mit dem Versicherungsmakler und dem Steuerexperten.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “At PMFA Consulting AG, your financial and business goals are our top priority.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Die Riedweg & Hrovat AG ist eine bankenunabhängige Vermögensverwaltungs- und Finanzberatungsfirma mit Sitz in Basel, die seit ihrer Gründung im Jahr 1997 Privat- sowie…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Prosperity Investment Management, a firm with the specific aim of managing the wealth of individuals, families, entrepreneurs and executives since it’s inception.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “I support you with financial management, strategy, financing and investments.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Unsere unabhängigen Empfehlungen und Einschätzungen helfen Ihnen, mit Ihren Banken und Vermögensverwaltern die optimalste Leistung zu erzielen.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Blattner Partner GmbH aus Basel ist Ihr Partner für Finanzberatungen, Steuerberatungen, Vermögensberatungen, Vorsorgeberatungen, Firmenberatungen und Vermögensanlagen.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset and wealth management consulting firms.
- Partial evidence
- Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 26 asset and wealth management consulting firms based in Basel, Switzerland
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Asset and wealth management consulting firms based in Basel, Switzerland at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Basel, so it is reported there. Company counts and contact totals on this page are exact for Basel, over 26 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 asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Basel, Switzerland whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Basel 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, 219 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 21, 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.
Asset and wealth management consulting firms by metro in Switzerland
- Asset and wealth management consulting firms in Zurich292
- Asset and wealth management consulting firms in Geneva180
- Asset and wealth management consulting firms in Geneve110
- Asset and wealth management consulting firms in Lugano83
- Asset and wealth management consulting firms in Zug66
- Asset and wealth management consulting firms in Basel26
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 asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset and wealth management consulting firms are there based in Basel, Switzerland?
RevenueBase identified 26 asset and wealth management consulting firms headquartered in Basel, 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?
J. Safra Sarasin, headquartered in Basel, tops this list with the largest team on record.
Which city has the most asset and wealth management consulting firms?
Zurich leads with 292 headquartered companies, followed by Geneva (180) and Geneve (110).
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 219 verified decision-maker contacts tracked across these 26 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 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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