Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Switzerland

RevenueBase identified 239 association financial advisory firms headquartered in Switzerland as of September 2026 and tracks 3,464 professional contacts across them, including 1,643 with verified work emails. Zurich is the largest hub.

This list covers association financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review
239Companies
3,464Contacts tracked
1,643Verified emails
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The 25 largest association financial advisory firms based in Switzerland

Ranked by team size
Top 25 of 239 association financial advisory firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: 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
1Partial evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,000948 contacts →

Partial evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceLiestal, SwitzerlandHQ checked Sep 19, 2026501-1,000758 contacts →

Indirect evidence

“Was morgen zählt, beginnt heute.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceAdliswil, SwitzerlandHQ checked Sep 19, 2026201-500212 contacts →

Partial evidence

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceGeneva, SwitzerlandHQ checked Sep 19, 202651-20080 contacts →

Strong 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 19, 2026
5Strong evidenceSchindellegi, SwitzerlandHQ checked Sep 19, 202611-5066 contacts →

Strong 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 19, 2026
6Indirect evidenceBern, SwitzerlandHQ checked Sep 19, 202651-20050 contacts →

Indirect evidence

“Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlage­beratung eng zu…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceLuzern, SwitzerlandHQ checked Sep 19, 202611-5036 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceEysins, SwitzerlandHQ checked Sep 19, 202611-5036 contacts →

Partial 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 19, 2026
9Indirect evidenceTrogen, SwitzerlandHQ checked Sep 19, 202651-20030 contacts →

Indirect evidence

“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceHünenberg, SwitzerlandHQ checked Sep 19, 2026501-1,00027 contacts →

Indirect evidence

“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceGeneva, SwitzerlandHQ checked Sep 19, 202611-5025 contacts →

Partial evidence

“Everything we do is designed to simplify your financial life and bring clarity to complexity.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 19, 202651-20025 contacts →

Indirect evidence

“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceDietikon / Im Berg, SwitzerlandHQ checked Sep 19, 202651-20024 contacts →

Indirect evidence

“Pegasos Finance - Ihr starker Partner in der Finanzberatung.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceStabio, SwitzerlandHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceGenève, SwitzerlandHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“BCDT, créée en 2001, a pour vocation d’offrir un service global et hautement personnalisé à une clientèle fidèle et de qualité, institutionnelle et privée.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.”

Source: RevenueBase Database · checked Sep 19, 2026
17Strong evidenceCarouge, SwitzerlandHQ checked Sep 19, 202611-5016 contacts →

Strong evidence

“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceLugano, SwitzerlandHQ checked Sep 19, 20261-1016 contacts →

Partial evidence

“The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceLiestal, SwitzerlandHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceOpfikon, SwitzerlandHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceGeuensee, SwitzerlandHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“FINQUEST ist ein unabhängiger Finanzdienstleister mit Fokus auf eine ganzheitliche Beratung.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“BFI Infinity Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceCité, SwitzerlandHQ checked Sep 19, 202651-20014 contacts →

Partial evidence

“Lawsons Network is the solution for ambitious financial advisers who want independence without compromise.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceBerne, SwitzerlandHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Accompagner les personnes dans chaque étape de la vie.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“Suchen Sie einen Experten in Finanzfragen?”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 239 association financial advisory firms based in Switzerland

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Association financial advisory firms based in Switzerland at a glance

As of Sep 19, 2026
47.4%Verified-email coverage
14.5Average contacts per company
1-10Median size (employees)
11.7%Largest-city concentration · Zurich
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
167
11-50
52
51-200
15
201-500
1
501-1,000
2
1,001-5,000
1

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 239 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 association financial advisory 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 “association financial advisory 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 association financial advisory 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 association financial advisory 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, 1,643 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 19, 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.

Association financial advisory firms by metro

  • Association financial advisory firms in Zurich28

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 association financial advisory 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 association financial advisory firms are there based in Switzerland?

RevenueBase identified 239 association financial advisory 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?

VZ Vermögenszentrum, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Zurich leads with 28 headquartered companies, followed by Geneva (19) and Geneve (9).

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 1,643 verified decision-maker contacts tracked across these 239 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 19, 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.