Company lists · Data refreshed September 2026
Top 20 Asset and wealth management consulting firms based in Basel, Switzerland
RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Basel, Switzerland as of September 2026 and tracks 1,887 professional contacts across them, including 219 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (292 companies); Basel has 26.
This list covers company matches for asset and wealth management consulting firms associated with Basel, 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 20 largest asset and wealth management consulting firms based in Basel, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,590 contacts → | ||||
Exact match “As an international group committed to sustainability, J.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 134 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 40 contacts → | ||||
Exact match “Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Die INFIBA Vermögensverwaltungs AG ist ein grosser unabhängiger Vermögensverwalter an den Standorten in Basel, Zürich, Balzers FL (Schwestergesellschaft) und spezialisiert auf die…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Consilior AG is an independent wealth management company based in Basel.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Mit einem angefragten Hypothekarvolumen von über 6 Milliarden CHF und mehr als zufriedenen Kund:innen hat sich SWISSCHANGE als führender Spezialist für Hypotheken und…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Wir vereinen den Bankberater mit dem Versicherungsmakler und dem Steuerexperten.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Die Riedweg & Hrovat AG ist eine bankenunabhängige Vermögensverwaltungs- und Finanzberatungsfirma mit Sitz in Basel, die seit ihrer Gründung im Jahr 1997 Privat- sowie…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Prosperity Investment Management, a firm with the specific aim of managing the wealth of individuals, families, entrepreneurs and executives since it’s inception.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “I support you with financial management, strategy, financing and investments.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Unsere unabhängigen Empfehlungen und Einschätzungen helfen Ihnen, mit Ihren Banken und Vermögensverwaltern die optimalste Leistung zu erzielen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Blattner Partner GmbH aus Basel ist Ihr Partner für Finanzberatungen, Steuerberatungen, Vermögensberatungen, Vorsorgeberatungen, Firmenberatungen und Vermögensanlagen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” 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 “asset and wealth management consulting 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 20 of 26 asset and wealth management consulting firms based in Basel, Switzerland
See the full list, filter by size, metro and specialty, and access 219 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 Basel, Switzerland whose business descriptions match “asset and wealth management consulting 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 219 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.
Asset and wealth management consulting firms 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 and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Basel, Switzerland?
RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Basel, 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?
J. Safra Sarasin 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 and wealth management consulting firms?
Zurich leads Switzerland with 292 company records, followed by Geneva (290) and Lugano (83). Basel has 26.
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 219 professional contacts with verified work emails tracked across these 26 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 26 asset and wealth management consulting firms based in Basel, 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.
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Company intelligence · public preview
Top 20 asset and wealth management consulting firms based in Basel, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 26 matching company records for asset and wealth management consulting firms based in Basel, Switzerland, with 1,887 tracked contacts and 219 verified work emails.
This public preview shows 20 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 20 asset and wealth management consulting firms based in Basel, 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 | J. Safra Sarasinjsafrasarasin.com HQ: Basel, SwitzerlandReported employees: 1,001-5,000 | Basel, Switzerland | 1,001-5,000 | Exact match | 1,590 contacts → |
“As an international group committed to sustainability, J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.ch HQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 134 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Baumann & Cie, Banquiersbaumann-banquiers.ch HQ: Basel, SwitzerlandReported employees: 51-200 | Basel, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Scobag Privatbank AGscobag.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 30 contacts → |
“Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 13 contacts → |
“Die INFIBA Vermögensverwaltungs AG ist ein grosser unabhängiger Vermögensverwalter an den Standorten in Basel, Zürich, Balzers FL (Schwestergesellschaft) und spezialisiert auf die…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Trafina Private Bank LTDtrafina.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Consilior AGconsilior.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 9 contacts → |
“Consilior AG is an independent wealth management company based in Basel.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Moor & Bachmann AGmoorbachmann.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 8 contacts → |
“We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Swisschangeswisschange.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 6 contacts → |
“Mit einem angefragten Hypothekarvolumen von über 6 Milliarden CHF und mehr als zufriedenen Kund:innen hat sich SWISSCHANGE als führender Spezialist für Hypotheken und…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Carefinance Gmbhcarefinance.chHQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 5 contacts → |
“Wir vereinen den Bankberater mit dem Versicherungsmakler und dem Steuerexperten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pmfa Consulting AGpmfa.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
“At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Riedweg & Hrovat AGrh-finanz.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Riedweg & Hrovat AG ist eine bankenunabhängige Vermögensverwaltungs- und Finanzberatungsfirma mit Sitz in Basel, die seit ihrer Gründung im Jahr 1997 Privat- sowie…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vectis Vermögensverwaltung AGvectis.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Prosperity Investment Managementprosperity-im.com HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 3 contacts → |
“Prosperity Investment Management, a firm with the specific aim of managing the wealth of individuals, families, entrepreneurs and executives since it’s inception.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Rhein Investors AGrheininvestors.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Balfina AGbalfina.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 2 contacts → |
“Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stefan Bohren Gmbhstefanbohren.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“I support you with financial management, strategy, financing and investments.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HUG Vermögens-Optimierung AGhug-vo.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Unsere unabhängigen Empfehlungen und Einschätzungen helfen Ihnen, mit Ihren Banken und Vermögensverwaltern die optimalste Leistung zu erzielen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Blattner Partner Gmbhblattnerpartner.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Blattner Partner GmbH aus Basel ist Ihr Partner für Finanzberatungen, Steuerberatungen, Vermögensberatungen, Vorsorgeberatungen, Firmenberatungen und Vermögensanlagen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Carat Solutions AGcaratsolutions.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 26 company matches
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Asset and wealth management consulting 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
26 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 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 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 ↗
Asset and wealth management consulting firms by metro in Switzerland
Questions about this company list
What does Exact match mean for asset and wealth management consulting 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 asset and wealth management consulting firms did RevenueBase find based in Basel, Switzerland?
The saved snapshot records 26 matching company records, 1,887 tracked contacts and 219 verified emails. The public preview displays 20 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 20 asset and wealth management consulting firms based in Basel, Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/switzerland/basel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 20 asset and wealth management consulting firms based in Basel, Switzerland
RevenueBase records 26 matching company records for asset and wealth management consulting firms based in Basel, Switzerland, with 1,887 tracked contacts and 219 verified work emails.
This public preview shows 20 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 20 asset and wealth management consulting firms based in Basel, 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 | J. Safra Sarasinjsafrasarasin.com HQ: Basel, SwitzerlandReported employees: 1,001-5,000 | Basel, Switzerland | 1,001-5,000 | Exact match | 1,590 contacts → |
“As an international group committed to sustainability, J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.ch HQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 134 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Baumann & Cie, Banquiersbaumann-banquiers.ch HQ: Basel, SwitzerlandReported employees: 51-200 | Basel, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Scobag Privatbank AGscobag.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 30 contacts → |
“Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 13 contacts → |
“Die INFIBA Vermögensverwaltungs AG ist ein grosser unabhängiger Vermögensverwalter an den Standorten in Basel, Zürich, Balzers FL (Schwestergesellschaft) und spezialisiert auf die…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Trafina Private Bank LTDtrafina.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Consilior AGconsilior.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 9 contacts → |
“Consilior AG is an independent wealth management company based in Basel.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Moor & Bachmann AGmoorbachmann.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 8 contacts → |
“We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Swisschangeswisschange.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 6 contacts → |
“Mit einem angefragten Hypothekarvolumen von über 6 Milliarden CHF und mehr als zufriedenen Kund:innen hat sich SWISSCHANGE als führender Spezialist für Hypotheken und…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Carefinance Gmbhcarefinance.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 5 contacts → |
“Wir vereinen den Bankberater mit dem Versicherungsmakler und dem Steuerexperten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pmfa Consulting AGpmfa.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
“At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Riedweg & Hrovat AGrh-finanz.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Riedweg & Hrovat AG ist eine bankenunabhängige Vermögensverwaltungs- und Finanzberatungsfirma mit Sitz in Basel, die seit ihrer Gründung im Jahr 1997 Privat- sowie…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vectis Vermögensverwaltung AGvectis.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Prosperity Investment Managementprosperity-im.com HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 3 contacts → |
“Prosperity Investment Management, a firm with the specific aim of managing the wealth of individuals, families, entrepreneurs and executives since it’s inception.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Rhein Investors AGrheininvestors.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Balfina AGbalfina.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 2 contacts → |
“Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stefan Bohren Gmbhstefanbohren.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“I support you with financial management, strategy, financing and investments.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HUG Vermögens-Optimierung AGhug-vo.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Unsere unabhängigen Empfehlungen und Einschätzungen helfen Ihnen, mit Ihren Banken und Vermögensverwaltern die optimalste Leistung zu erzielen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Blattner Partner Gmbhblattnerpartner.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Blattner Partner GmbH aus Basel ist Ihr Partner für Finanzberatungen, Steuerberatungen, Vermögensberatungen, Vorsorgeberatungen, Firmenberatungen und Vermögensanlagen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Carat Solutions AGcaratsolutions.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 26 company matches
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Asset and wealth management consulting 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
26 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 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 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 ↗
Asset and wealth management consulting firms by metro in Switzerland
Questions about this company list
What does Exact match mean for asset and wealth management consulting 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 asset and wealth management consulting firms did RevenueBase find based in Basel, Switzerland?
The saved snapshot records 26 matching company records, 1,887 tracked contacts and 219 verified emails. The public preview displays 20 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 20 asset and wealth management consulting firms based in Basel, Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/switzerland/basel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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