Company lists · Data refreshed September 2026
Top 21 Asset management and consulting services based in Lugano, Switzerland
RevenueBase identified 47 company matches for asset management and consulting services associated with Lugano, Switzerland as of September 2026 and tracks 297 professional contacts across them, including 130 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (160 companies); Lugano has 47.
This list covers company matches for asset management and consulting services associated with Lugano, 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 21 largest asset management and consulting services based in Lugano, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 18 contacts → | ||||
Exact match “Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “We are investment specialists focused on private wealth management for private clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Altiqa Group is a global consultancy firm born from the merger of Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “When it comes to investment and wealth management there is no “one suits all” approach.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Excellence is our mission.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Studio, valutazione e realizzazione di progetti finalizzati alla detenzione di beni patrimoniali, allo svolgimento di attività imprenditoriali e commerciali…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Amministrazione immobiliare Compravendita Consulenze” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Fiduciaria con sede a Lugano e consolidata esperienza sul territorio, offriamo servizi professionali e personalizzati a privati, professionisti e aziende.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Missione L'obiettivo primario della Extrafid SA è di assicurare la massima crescita possibile del patrimonio gestito, in armonia con le esigenze di ogni singolo cliente e nel…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Grazie ad un esperienza consolidata, MSC immo trust SAGL garantisce alla propria clientela assistenza a 360 gradi: valutazioni immobiliari assistenza giuridica assistenza…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…” 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 management and consulting services”. 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 21 of 47 asset management and consulting services based in Lugano, Switzerland
See the full list, filter by size, metro and specialty, and access 130 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset management and consulting services based in Lugano, 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 Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 47 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 Lugano, Switzerland whose business descriptions match “asset management and consulting services” 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 130 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 management and consulting services 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 management and consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management and consulting services are there based in Lugano, Switzerland?
RevenueBase identified 47 company matches for asset management and consulting services associated with Lugano, 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?
Copernicus Wealth Management 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 management and consulting services?
Zurich leads Switzerland with 160 company records, followed by Geneva (143) and Lugano (47).
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 130 professional contacts with verified work emails tracked across these 47 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 47 asset management and consulting services based in Lugano, Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Asset management and consulting services by geography
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil
- Asset management and consulting services based in Curitiba, Brazil
- Asset management and consulting services based in Porto Alegre, Brazil
- Asset management and consulting services based in Rio De Janeiro, Brazil
- Asset management and consulting services based in Sao Paulo, Brazil
- Asset management and consulting services based in Calgary, Canada
- Asset management and consulting services based in Edmonton, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 21 asset management and consulting services based in Lugano, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 47 matching company records for asset management and consulting services based in Lugano, Switzerland, with 297 tracked contacts and 130 verified work emails.
This public preview shows 21 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 21 asset management and consulting services based in Lugano, 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  Svag Ticinosvag.chHQ: Lugano, SwitzerlandReported employees: Not recorded | Lugano, Switzerland | Not recorded | Exact match | 18 contacts → |
“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Soave Private Investors SAsoavepi.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 13 contacts → |
“We are investment specialists focused on private wealth management for private clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altiqa Luganoaltiqa.groupHQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 13 contacts → |
“Altiqa Group is a global consultancy firm born from the merger of Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Zeus Capital SAzeuscapital.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 10 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nemesis Asset Management AGnemesisamgroup.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Aequitum SAaequitum.comHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  House Of Wealth SAhouseofwealth.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bluestar Investment Managers SAbluestar-im.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 7 contacts → |
“BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  D&d SA Capital Managementdnd.swissHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“When it comes to investment and wealth management there is no “one suits all” approach.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Per4mper4m.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 4 contacts → |
“Excellence is our mission.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sofipo Global Plus SAsofipo.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 4 contacts → |
“Studio, valutazione e realizzazione di progetti finalizzati alla detenzione di beni patrimoniali, allo svolgimento di attività imprenditoriali e commerciali…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Suisse Immo Solutions SAsuisseimmosolutions.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 3 contacts → |
“Amministrazione immobiliare Compravendita Consulenze” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Gruppo Cofisgruppocofis.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 3 contacts → |
“Fiduciaria con sede a Lugano e consolidata esperienza sul territorio, offriamo servizi professionali e personalizzati a privati, professionisti e aziende.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Open Partners Asset Management SAopenpartners.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 2 contacts → |
“Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Studio Fiduciario Pagani SApaganigroup.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 1 contacts → |
“Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Extrafid SAextrafid.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“Missione L'obiettivo primario della Extrafid SA è di assicurare la massima crescita possibile del patrimonio gestito, in armonia con le esigenze di ogni singolo cliente e nel…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MSC Immo Trust Saglmsc-immo.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“Grazie ad un esperienza consolidata, MSC immo trust SAGL garantisce alla propria clientela assistenza a 360 gradi: valutazioni immobiliari assistenza giuridica assistenza…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fortworth AGfortworth.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 47 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management and consulting services: 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
47 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 Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 47 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 management and consulting services by metro in Switzerland
Questions about this company list
What does Exact match mean for asset management and consulting services?
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 management and consulting services did RevenueBase find based in Lugano, Switzerland?
The saved snapshot records 47 matching company records, 297 tracked contacts and 130 verified emails. The public preview displays 21 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.
Related lists
Asset management and consulting services by geography
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil
- Asset management and consulting services based in Curitiba, Brazil
- Asset management and consulting services based in Porto Alegre, Brazil
- Asset management and consulting services based in Rio De Janeiro, Brazil
- Asset management and consulting services based in Sao Paulo, Brazil
- Asset management and consulting services based in Calgary, Canada
- Asset management and consulting services based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 21 asset management and consulting services based in Lugano, Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-and-consulting-services/switzerland/lugano.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 21 asset management and consulting services based in Lugano, Switzerland
RevenueBase records 47 matching company records for asset management and consulting services based in Lugano, Switzerland, with 297 tracked contacts and 130 verified work emails.
This public preview shows 21 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 21 asset management and consulting services based in Lugano, 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | Svag Ticinosvag.ch HQ: Lugano, SwitzerlandReported employees: Not recorded | Lugano, Switzerland | Not recorded | Exact match | 18 contacts → |
“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Soave Private Investors SAsoavepi.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 13 contacts → |
“We are investment specialists focused on private wealth management for private clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altiqa Luganoaltiqa.group HQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 13 contacts → |
“Altiqa Group is a global consultancy firm born from the merger of Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Zeus Capital SAzeuscapital.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 10 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nemesis Asset Management AGnemesisamgroup.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Aequitum SAaequitum.com HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | House Of Wealth SAhouseofwealth.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bluestar Investment Managers SAbluestar-im.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 7 contacts → |
“BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | D&d SA Capital Managementdnd.swiss HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“When it comes to investment and wealth management there is no “one suits all” approach.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Per4mper4m.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 4 contacts → |
“Excellence is our mission.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sofipo Global Plus SAsofipo.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 4 contacts → |
“Studio, valutazione e realizzazione di progetti finalizzati alla detenzione di beni patrimoniali, allo svolgimento di attività imprenditoriali e commerciali…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Suisse Immo Solutions SAsuisseimmosolutions.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 3 contacts → |
“Amministrazione immobiliare Compravendita Consulenze” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gruppo Cofisgruppocofis.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 3 contacts → |
“Fiduciaria con sede a Lugano e consolidata esperienza sul territorio, offriamo servizi professionali e personalizzati a privati, professionisti e aziende.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Open Partners Asset Management SAopenpartners.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 2 contacts → |
“Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Studio Fiduciario Pagani SApaganigroup.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 1 contacts → |
“Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Extrafid SAextrafid.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“Missione L'obiettivo primario della Extrafid SA è di assicurare la massima crescita possibile del patrimonio gestito, in armonia con le esigenze di ogni singolo cliente e nel…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MSC Immo Trust Saglmsc-immo.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“Grazie ad un esperienza consolidata, MSC immo trust SAGL garantisce alla propria clientela assistenza a 360 gradi: valutazioni immobiliari assistenza giuridica assistenza…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fortworth AGfortworth.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 1 contacts → |
“STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 47 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management and consulting services: 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
47 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 Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 47 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 management and consulting services by metro in Switzerland
Questions about this company list
What does Exact match mean for asset management and consulting services?
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 management and consulting services did RevenueBase find based in Lugano, Switzerland?
The saved snapshot records 47 matching company records, 297 tracked contacts and 130 verified emails. The public preview displays 21 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.
Related lists
Asset management and consulting services by geography
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil
- Asset management and consulting services based in Curitiba, Brazil
- Asset management and consulting services based in Porto Alegre, Brazil
- Asset management and consulting services based in Rio De Janeiro, Brazil
- Asset management and consulting services based in Sao Paulo, Brazil
- Asset management and consulting services based in Calgary, Canada
- Asset management and consulting services based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 21 asset management and consulting services based in Lugano, Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-and-consulting-services/switzerland/lugano.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management and consulting services based in Adelaide, Australia
- Asset management and consulting services based in Brisbane, Australia
- Asset management and consulting services based in Melbourne, Australia
- Asset management and consulting services based in Perth, Australia
- Asset management and consulting services based in Sydney, Australia
- Asset management and consulting services based in Belo Horizonte, Brazil