Company lists · Data refreshed September 2026
Top 25 Asset management consulting firms based in Switzerland
RevenueBase identified 482 asset management consulting firms headquartered in Switzerland as of September 2026 and tracks 7,345 professional contacts across them, including 3,335 with verified work emails. Zurich is the largest hub.
This list covers asset management consulting firms headquartered in 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 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest asset management consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,067 contacts → | ||||
Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 948 contacts → | ||||
Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 758 contacts → | ||||
Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 212 contacts → | ||||
Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 171 contacts → | ||||
Indirect evidence “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 80 contacts → | ||||
Indirect evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 78 contacts → | ||||
Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 66 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 44 contacts → | ||||
Indirect evidence “Unabhängiges Beratungsunternehmen für Vorsorgeeinrichtungen, Versicherungen, Stiftungen und weitere Unternehmen - Im Jahr 2005 als Spin-Off der Universität St.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 40 contacts → | ||||
Indirect evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 36 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 36 contacts → | ||||
Indirect evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 32 contacts → | ||||
Indirect evidence “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 31 contacts → | ||||
Indirect evidence “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 31 contacts → | ||||
Partial evidence “We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 30 contacts → | ||||
Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 29 contacts → | ||||
Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 27 contacts → | ||||
Indirect evidence “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 25 contacts → | ||||
Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 25 contacts → | ||||
Indirect evidence “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 25 contacts → | ||||
Partial evidence “As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 24 contacts → | ||||
Indirect evidence “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 23 contacts → | ||||
Indirect evidence “Berater & Partner is a renowned and qualified boutique firm where proven and proactive specialists provide interdisciplinary and top quality advisory services in fiduciary, legal…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 23 contacts → | ||||
Indirect evidence “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 21 contacts → | ||||
Indirect evidence “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 482 asset management consulting firms based in Switzerland
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Asset management consulting firms based in Switzerland at a glance
As of Sep 14, 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 482 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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Switzerland whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Switzerland 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, 3,335 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 14, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management consulting firms by metro
- Asset management consulting firms in Zurich91
- Asset management consulting firms in Geneva43
- Asset management consulting firms in Geneve32
- Asset management consulting firms in Lugano26
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 consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management consulting firms are there based in Switzerland?
RevenueBase identified 482 asset management consulting firms headquartered in 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?
Vontobel, headquartered in Zurich, tops this list with the largest team on record.
Which city has the most asset management consulting firms?
Zurich leads with 91 headquartered companies, followed by Geneva (43) and Geneve (32).
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 3,335 verified decision-maker contacts tracked across these 482 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 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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