Company lists · Data refreshed September 2026

Top 23 Asset and wealth management consulting firms based in Geneva, Switzerland

RevenueBase identified 180 asset and wealth management consulting firms headquartered in Geneva, Switzerland as of September 2026 and tracks 9,605 professional contacts across them, including 4,683 with verified work emails. Zurich is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Geneva, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
180Companies
9,605Contacts tracked
4,683Verified emails
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The 23 largest asset and wealth management consulting firms based in Geneva, Switzerland

Ranked by team size
Top 23 of 180 asset and wealth management consulting firms based in Geneva, Switzerland, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 2026501-1,000582 contacts →

Indirect evidence

“Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-200548 contacts →

Indirect evidence

“As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 2026201-500269 contacts →

Indirect evidence

“Welcome to Syzerland Syz Group is a family-owned and run Swiss banking group.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 2026201-500218 contacts →

Indirect evidence

“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-20072 contacts →

Partial evidence

“We have been helping people manage their wealth since the 1700s.”

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-20043 contacts →

Partial evidence

“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5042 contacts →

Strong evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 21, 2026
8Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5038 contacts →

Strong evidence

“Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5038 contacts →

Indirect evidence

“We are an investment company – We develop strategies that participate in the current major secular transformations in order to achieve superior performance for our clients.”

Source: RevenueBase Database · checked Sep 21, 2026
10Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5032 contacts →

Strong evidence

“forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-20029 contacts →

Indirect evidence

“We offer a compelling experience to our growing base of partners and clients.”

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-20028 contacts →

Strong evidence

“Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5025 contacts →

Indirect evidence

“Everything we do is designed to simplify your financial life and bring clarity to complexity.”

Source: RevenueBase Database · checked Sep 21, 2026
14Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5025 contacts →

Strong evidence

“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5022 contacts →

Indirect evidence

“Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…”

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5020 contacts →

Strong evidence

“Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.”

Source: RevenueBase Database · checked Sep 21, 2026
17Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5017 contacts →

Strong evidence

Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5017 contacts →

Indirect evidence

“Sesame Financial Group is a financial boutique headquartered in Geneva.”

Source: RevenueBase Database · checked Sep 21, 2026
19Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5017 contacts →

Strong evidence

“RMG, The Risk Management Group (“RMG”) is a Geneva based firm specialised in advising clients on the selection, structuring, implementation and monitoring of asset and liability…”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5017 contacts →

Strong evidence

“Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.”

Source: RevenueBase Database · checked Sep 21, 2026
21Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5016 contacts →

Strong evidence

“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceGeneva, SwitzerlandHQ checked Sep 21, 202651-20016 contacts →

Strong evidence

“Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceGeneva, SwitzerlandHQ checked Sep 21, 202611-5015 contacts →

Indirect evidence

“Active à Genève depuis 1972, Fidinam (Genève) SA fournit des services fiduciaires, du conseil juridique, patrimonial et fiscal à une clientèle suisse et internationale parmi…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 23 of 180 asset and wealth management consulting firms based in Geneva, Switzerland

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Asset and wealth management consulting firms based in Geneva, Switzerland at a glance

As of Sep 21, 2026
48.8%Verified-email coverage
53.4Average contacts per company
1-10Median size (employees)
162.2%Largest-city concentration · Zurich
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
103
11-50
55
51-200
13
201-500
2
501-1,000
1
1,001-5,000
4
5,001-10,000
1

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 180 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 Geneva, 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 Geneva 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, 4,683 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

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 Geneva, Switzerland?

RevenueBase identified 180 asset and wealth management consulting firms headquartered in Geneva, 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?

Mirabaud Group, headquartered in Geneva, 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 4,683 verified decision-maker contacts tracked across these 180 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.