Company lists · Data refreshed September 2026

Top 21 Automated investment management companies based in Switzerland

RevenueBase identified 56 automated investment management companies headquartered in Switzerland as of September 2026 and tracks 300 professional contacts across them, including 89 with verified work emails. Zurich is the largest hub.

This list covers automated investment management companies 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
56Companies
300Contacts tracked
89Verified emails
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The 21 largest automated investment management companies based in Switzerland

Ranked by team size
Top 21 of 56 automated investment management companies 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 automated investment management companies: 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 evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-5034 contacts →

Partial evidence

“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-5026 contacts →

Partial evidence

“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-1020 contacts →

Indirect evidence

“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceLenzburg, SwitzerlandHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Currently, over 80% of actively managed funds fail to beat the benchmarks*.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceCham, SwitzerlandHQ checked Sep 19, 202611-509 contacts →

Strong evidence

“SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Active Index Investing by Hinder» As an independent asset management company based in Zurich, Hinder Asset Management is charting new territory in managing wealth for private…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceBasel, SwitzerlandHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceBalgach, SwitzerlandHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Erleben Sie die Software von Wir haben effizienten Devisenhandel Institutionelles algorithmisches FX-Trading für Vermögensverwalter, Family Offices & professionelle Investoren |…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceLugano, SwitzerlandHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSwitzerlandHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceZug, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidencePfäffikon, SwitzerlandHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“mu Capital Management is a boutique specializing in data-driven equity strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceGeneva, SwitzerlandHQ checked Sep 19, 202651-2002 contacts →

Partial evidence

“Altruist Capital creates and manages AI-driven investment portfolios, both for-profit and in the philanthropy space.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“Portfoliodigitalisierung, Portfoliomanagement”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBasel, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We advise.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Dufour Capital ist eine Investmentboutique, die sich auf systematische, regelbasierte Anlagelösungen spezialisiert hat.”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“iMaps Aiternativ Dynamic is an AI-driven, automated investment solution for organizations, financial advisors, and private investors looking for reliable returns.”

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceGeneva, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Asset management, advisory services based on automated market analysis”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 21 of 56 automated investment management companies based in Switzerland

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Automated investment management companies based in Switzerland at a glance

As of Sep 19, 2026
29.7%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
33.9%Largest-city concentration · Zurich
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
16
51-200
2

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 56 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 automated investment management companies, 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 “automated investment management companies”. 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 automated investment management companies), 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 automated investment management companies, 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, 89 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.

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 automated investment management companies, 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 automated investment management companies are there based in Switzerland?

RevenueBase identified 56 automated investment management companies 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?

True Wealth, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most automated investment management companies?

Zurich leads with 19 headquartered companies, followed by Basel (5) and Geneva (4).

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 89 verified decision-maker contacts tracked across these 56 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.