Company lists · Data refreshed September 2026
Top 15 Asset and wealth management consulting firms based in Zurich, Switzerland
RevenueBase identified 292 asset and wealth management consulting firms headquartered in Zurich, Switzerland as of September 2026 and tracks 31,536 professional contacts across them, including 12,036 with verified work emails. Zurich is the largest hub.
This list covers asset and wealth management consulting firms headquartered in Zurich, 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 15 largest asset and wealth management consulting firms based in Zurich, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 16,805 contacts → | ||||
Indirect evidence “Credit Suisse Group AG has been acquired by UBS Group AG.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 834 contacts → | ||||
Indirect evidence “We support our clients in achieving their long-term investment objectives.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 85 contacts → | ||||
Partial evidence “XY is an international group specialized in strategic consulting and the control of large estates.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 66 contacts → | ||||
Strong evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 60 contacts → | ||||
Strong evidence “We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 58 contacts → | ||||
Strong evidence “Orbium is now part of Accenture Wealth Management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 54 contacts → | ||||
Indirect evidence “Als einer der bedeutendsten unabhängigen Schweizer Finanzdienstleister widmet sich die swisspartners Gruppe den Bedürfnissen internationaler Privatkunden.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 53 contacts → | ||||
Strong evidence “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 51 contacts → | ||||
Indirect evidence “bmpi AG has been providing services for the financial sector since 1997.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 40 contacts → | ||||
Strong evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 38 contacts → | ||||
Strong evidence “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 31 contacts → | ||||
Indirect evidence “Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 29 contacts → | ||||
Indirect evidence “Die Neue Helvetische Bank AG mit Sitz in Zürich wurde im Januar 2011 gegründet und im April 2018 umfirmiert in Helvetische Bank AG.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Indirect evidence “IFBC ist ein führendes, unabhängiges Schweizer Beratungsunternehmen, spezialisiert auf Corporate Finance und M&A.” 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 15 of 292 asset and wealth management consulting firms based in Zurich, Switzerland
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Asset and wealth management consulting firms based in Zurich, 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 Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 292 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 Zurich, 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 Zurich 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, 12,036 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 Zurich, Switzerland?
RevenueBase identified 292 asset and wealth management consulting firms headquartered in Zurich, 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?
Credit Suisse, headquartered in Zurich, 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 12,036 verified decision-maker contacts tracked across these 292 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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