Company lists · Data refreshed September 2026

Top 18 Asset management companies for estates based in Zurich, Switzerland

RevenueBase identified 189 asset management companies for estates headquartered in Zurich, Switzerland as of September 2026 and tracks 12,039 professional contacts across them, including 6,362 with verified work emails. Across Switzerland, Zurich is the largest hub for this category.

This list covers asset management companies for estates headquartered in Zurich, Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
189Companies
12,039Contacts tracked
6,362Verified emails
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The 18 largest asset management companies for estates based in Zurich, Switzerland

Ranked by team size
Top 18 of 189 asset management companies for estates based in Zurich, Switzerland, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 20265,001-10,0006,597 contacts →

Indirect evidence

“Julius Baer is present in around 25 countries and 60 locations.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 20261,001-5,000834 contacts →

Indirect evidence

“We support our clients in achieving their long-term investment objectives.”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20066 contacts →

Strong evidence

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20060 contacts →

Partial evidence

“We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions.”

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20053 contacts →

Partial evidence

“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…”

Source: RevenueBase Database · checked Sep 30, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20040 contacts →

Partial evidence

“Wir glauben an eine neue Ära des Wealth Managements.”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20039 contacts →

Indirect evidence

“Monterosa is the leading brand of a group of companies, present across the world’s major financial centers, offering independent financial services.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5038 contacts →

Partial evidence

“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5031 contacts →

Indirect evidence

“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5022 contacts →

Partial evidence

“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5021 contacts →

Partial evidence

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5021 contacts →

Partial evidence

“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.”

Source: RevenueBase Database · checked Sep 30, 2026
13Strong evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5019 contacts →

Strong evidence

“Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5016 contacts →

Indirect evidence

“Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5015 contacts →

Indirect evidence

“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5015 contacts →

Partial evidence

“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202611-5014 contacts →

Indirect evidence

“BFI Infinity Inc.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceZurich, SwitzerlandHQ checked Sep 30, 202651-20013 contacts →

Indirect evidence

“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 18 of 189 asset management companies for estates based in Zurich, Switzerland

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Asset management companies for estates based in Zurich, Switzerland at a glance

As of Sep 30, 2026
52.8%Verified-email coverage
63.7Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
119
11-50
47
51-200
15
201-500
1
1,001-5,000
3
5,001-10,000
2

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 189 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management companies for estates, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Zurich, Switzerland whose own description of what they do matches “asset management companies for estates”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management companies for estates), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management companies for estates, and records with no verified work email. Companies headquartered outside Zurich are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 6,362 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management companies for estates, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management companies for estates are there based in Zurich, Switzerland?

RevenueBase identified 189 asset management companies for estates headquartered in Zurich, Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Julius Baer, headquartered in Zurich, tops this list with the largest team on record.

Which city in Switzerland has the most asset management companies for estates?

Zurich leads Switzerland with 189 headquartered companies, followed by Geneva (179) and Lugano (51).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 6,362 verified decision-maker contacts tracked across these 189 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.