Company lists · Data refreshed September 2026
Top 25 Asset consultants based in Switzerland
RevenueBase identified 387 company matches for asset consultants associated with Switzerland as of September 2026 and tracks 6,674 professional contacts across them, including 3,152 with verified work emails. Zurich is the largest hub.
This list covers company matches for asset consultants associated with 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 25 largest asset consultants based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,067 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 834 contacts → | ||||
Exact match “We support our clients in achieving their long-term investment objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 212 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 171 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 80 contacts → | ||||
Exact match “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 78 contacts → | ||||
Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 74 contacts → | ||||
Exact match “Maintaining and preserving special values have been the basis of our business activities since 1944.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 66 contacts → | ||||
Exact match “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 66 contacts → | ||||
Exact match “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 36 contacts → | ||||
Exact match “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 28 contacts → | ||||
Exact match “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Privalia Immobilier SA was established in 2011 by Michael and Christophe Ortiz and is a family business providing property development management, brokerage, valuation and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Lage, Lage, Lage.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 17 contacts → | ||||
Exact match “KERIUS Finance (Geneva, Paris & Lyon) is an independent advisory company specializing in management and hedging of market risks (currencies, interest rates and commodities) and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “Founded in 1990 by Olivier Ferrari, CONINCO Explorers in finance SA is, a financial company specialized in institutional, private and philanthropic asset management as well as…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 16 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 16 contacts → | ||||
Exact match “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” 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 consultants”. 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 25 of 387 asset consultants based in Switzerland
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Asset consultants based in Switzerland at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 387 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 Switzerland whose business descriptions match “asset consultants” 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 3,152 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.
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset consultants are there based in Switzerland?
RevenueBase identified 387 company matches for asset consultants associated with 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?
Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset consultants?
Zurich leads with 72 company records, followed by Geneva (56) and Lugano (21).
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 3,152 professional contacts with verified work emails tracked across these 387 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 387 asset consultants based in 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 25 asset consultants based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 387 matching company records for asset consultants based in Switzerland, with 6,674 tracked contacts and 3,152 verified work emails.
This public preview shows 25 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 25 asset consultants based in 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 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Swiss Life Asset Managersswisslife-am.comHQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 834 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  CIGPcigp.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ppcmetrics AGppcmetrics.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ginesta Immobilien AGginesta.chHQ: Küsnacht, SwitzerlandReported employees: 51-200 | Küsnacht, Switzerland | 51-200 | Exact match | 74 contacts → |
“Maintaining and preserving special values have been the basis of our business activities since 1944.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bellecapitalbellecapital.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 66 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Complementa AGcomplementa.chHQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 40 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Crossinvest SAcrossinvest.chHQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 29 contacts → |
“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Petiole Asset Managementpetiole.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Privaliaprivalia-immobilier.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 25 contacts → |
“Privalia Immobilier SA was established in 2011 by Michael and Christophe Ortiz and is a family business providing property development management, brokerage, valuation and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lumrisklumrisk.comHQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 22 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Compass Asset Management SAcompass-am.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 21 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  UTA Immobilien AGuta-immobilien.chHQ: Baden, SwitzerlandReported employees: 11-50 | Baden, Switzerland | 11-50 | Exact match | 20 contacts → |
“Lage, Lage, Lage.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Kerius Finance 合kerius-finance.comHQ: Geneva / Paris, SwitzerlandReported employees: 11-50 | Geneva / Paris, Switzerland | 11-50 | Exact match | 17 contacts → |
“KERIUS Finance (Geneva, Paris & Lyon) is an independent advisory company specializing in management and hedging of market risks (currencies, interest rates and commodities) and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Coninco Explorers In Finance SAconinco.ch HQ: Vevey, SwitzerlandReported employees: 11-50 | Vevey, Switzerland | 11-50 | Exact match | 17 contacts → |
“Founded in 1990 by Olivier Ferrari, CONINCO Explorers in finance SA is, a financial company specialized in institutional, private and philanthropic asset management as well as…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Amadeus Capital SAamadeus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fortune Financial Strategiesfortunefs.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 387 company matches
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Asset consultants: 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
385 records in the displayed employee bands.
2 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 worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 387 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 ↗
Questions about this company list
What does Exact match mean for asset consultants?
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 consultants did RevenueBase find based in Switzerland?
The saved snapshot records 387 matching company records, 6,674 tracked contacts and 3,152 verified emails. The public preview displays 25 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 25 asset consultants based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Asset consultants based in Adelaide, Australia
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Company intelligence · public preview
Top 25 asset consultants based in Switzerland
RevenueBase records 387 matching company records for asset consultants based in Switzerland, with 6,674 tracked contacts and 3,152 verified work emails.
This public preview shows 25 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 25 asset consultants based in 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 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Swiss Life Asset Managersswisslife-am.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 834 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | CIGPcigp.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ppcmetrics AGppcmetrics.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ginesta Immobilien AGginesta.ch HQ: Küsnacht, SwitzerlandReported employees: 51-200 | Küsnacht, Switzerland | 51-200 | Exact match | 74 contacts → |
“Maintaining and preserving special values have been the basis of our business activities since 1944.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bellecapitalbellecapital.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 66 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Complementa AGcomplementa.ch HQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 40 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Crossinvest SAcrossinvest.ch HQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 29 contacts → |
“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Petiole Asset Managementpetiole.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Privaliaprivalia-immobilier.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 25 contacts → |
“Privalia Immobilier SA was established in 2011 by Michael and Christophe Ortiz and is a family business providing property development management, brokerage, valuation and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lumrisklumrisk.com HQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 22 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Compass Asset Management SAcompass-am.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 21 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | UTA Immobilien AGuta-immobilien.ch HQ: Baden, SwitzerlandReported employees: 11-50 | Baden, Switzerland | 11-50 | Exact match | 20 contacts → |
“Lage, Lage, Lage.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Kerius Finance 合kerius-finance.com HQ: Geneva / Paris, SwitzerlandReported employees: 11-50 | Geneva / Paris, Switzerland | 11-50 | Exact match | 17 contacts → |
“KERIUS Finance (Geneva, Paris & Lyon) is an independent advisory company specializing in management and hedging of market risks (currencies, interest rates and commodities) and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Coninco Explorers In Finance SAconinco.ch HQ: Vevey, SwitzerlandReported employees: 11-50 | Vevey, Switzerland | 11-50 | Exact match | 17 contacts → |
“Founded in 1990 by Olivier Ferrari, CONINCO Explorers in finance SA is, a financial company specialized in institutional, private and philanthropic asset management as well as…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Amadeus Capital SAamadeus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fortune Financial Strategiesfortunefs.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 387 company matches
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Asset consultants: 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
385 records in the displayed employee bands.
2 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 worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 387 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 ↗
Questions about this company list
What does Exact match mean for asset consultants?
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 consultants did RevenueBase find based in Switzerland?
The saved snapshot records 387 matching company records, 6,674 tracked contacts and 3,152 verified emails. The public preview displays 25 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 25 asset consultants based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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