Company lists · Data refreshed November 2026
Top 20 Concierge wealth services based in Geneva, Switzerland
RevenueBase identified 270 company matches for concierge wealth services associated with Geneva, Switzerland as of November 2026 and tracks 6,210 professional contacts across them, including 1,779 with verified work emails. Across Switzerland, Geneva is the largest hub for this category.
This list covers company matches for concierge wealth services associated with Geneva, 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 November 6, 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 20 largest concierge wealth services based in Geneva, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 839 contacts → | ||||
Exact match “Partnership is how we work with clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 589 contacts → | ||||
Exact match “As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 236 contacts → | ||||
Exact match “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 117 contacts → | ||||
Exact match “A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 76 contacts → | ||||
Exact match “Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 50 contacts → | ||||
Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 47 contacts → | ||||
Exact match “At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 34 contacts → | ||||
Exact match “Prime Partners S.A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 33 contacts → | ||||
Exact match “Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 30 contacts → | ||||
Exact match “forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 30 contacts → | ||||
Exact match “Crescendo Partners is the registered trademark of Crescendo Capital SA, an independent Geneva-based wealth manager supervised by FINMA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 20 contacts → | ||||
Exact match “En Suisse et depuis plus de 20 ans, Sept Finance se développe en toute indépendance dans les métiers de la gestion de patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 19 contacts → | ||||
Exact match “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “40 ans d'expérience à votre service, devenez l'auteur de votre réussite, avec nous à vos côtés" Nous sommes fiers de mettre à votre disposition notre expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth 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 20 of 270 concierge wealth services based in Geneva, Switzerland
See the full list, filter by size, metro and specialty, and access 1,779 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Concierge wealth services based in Geneva, Switzerland at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 270 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 Geneva, Switzerland whose business descriptions match “concierge wealth 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 1,779 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 November 6, 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.
Concierge wealth 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many concierge wealth services are there based in Geneva, Switzerland?
RevenueBase identified 270 company matches for concierge wealth services associated with Geneva, Switzerland as of November 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?
Pictet 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 concierge wealth services?
Geneva leads Switzerland with 270 company records, followed by Zurich (259) and Lugano (75).
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 1,779 professional contacts with verified work emails tracked across these 270 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 270 concierge wealth services based in Geneva, Switzerland. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 20 concierge wealth services based in Geneva, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 270 matching company records for concierge wealth services based in Geneva, Switzerland, with 6,210 tracked contacts and 1,779 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 20 concierge wealth services based in Geneva, 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 |  Pictet Wealth Managementpictet.comHQ: Geneva, SwitzerlandReported employees: 1,001-5,000 | Geneva, Switzerland | 1,001-5,000 | Exact match | 839 contacts → |
“Partnership is how we work with clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Banque Heritageheritage.chHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 589 contacts → |
“As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bordier & Cie, Banquiers Privésbordier.comHQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 236 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Brainvest Brasilbrainvest.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 117 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bedrock Groupbedrockgroup.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 76 contacts → |
“Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Capital Visioncapitalvision.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 50 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Banque Eric Sturdza SAbanque-es.chHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Prime Partners SAprime-partners.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 34 contacts → |
“Prime Partners S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Summit Trust International SAsummit-group.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Forum Finance Group SA Geneva Switzerlandforum.financeHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 30 contacts → |
“forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Crescendo Partnerscrescendopartners.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 30 contacts → |
“Crescendo Partners is the registered trademark of Crescendo Capital SA, an independent Geneva-based wealth manager supervised by FINMA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Belgravia Wealth Managementbelgraviawealth.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 27 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CDR Capitalcdr-capital.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sept Finance SAseptfinance.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 20 contacts → |
“En Suisse et depuis plus de 20 ans, Sept Finance se développe en toute indépendance dans les métiers de la gestion de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Amadeus Capital SAamadeus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 20 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Alphaswissalphaswiss.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fiduciaire Verifid SAverifid.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“40 ans d'expérience à votre service, devenez l'auteur de votre réussite, avec nous à vos côtés" Nous sommes fiers de mettre à votre disposition notre expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RJ Managementrjmanagement.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Citadel Finance SAcitadel.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 270 company matches
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Concierge wealth services: dataset insights
November 6, 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
265 records in the displayed employee bands.
5 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 Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 270 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: November 6, 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 ↗
Concierge wealth services by metro in Switzerland
Questions about this company list
What does Exact match mean for concierge wealth 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 concierge wealth services did RevenueBase find based in Geneva, Switzerland?
The saved snapshot records 270 matching company records, 6,210 tracked contacts and 1,779 verified emails. The public preview displays 20 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 20 concierge wealth services based in Geneva, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concierge-wealth-services/switzerland/geneva.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 20 concierge wealth services based in Geneva, Switzerland
RevenueBase records 270 matching company records for concierge wealth services based in Geneva, Switzerland, with 6,210 tracked contacts and 1,779 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 20 concierge wealth services based in Geneva, 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 | Pictet Wealth Managementpictet.com HQ: Geneva, SwitzerlandReported employees: 1,001-5,000 | Geneva, Switzerland | 1,001-5,000 | Exact match | 839 contacts → |
“Partnership is how we work with clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banque Heritageheritage.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 589 contacts → |
“As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bordier & Cie, Banquiers Privésbordier.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 236 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Brainvest Brasilbrainvest.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 117 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bedrock Groupbedrockgroup.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 76 contacts → |
“Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Capital Visioncapitalvision.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 50 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Banque Eric Sturdza SAbanque-es.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Prime Partners SAprime-partners.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 34 contacts → |
“Prime Partners S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Summit Trust International SAsummit-group.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Forum Finance Group SA Geneva Switzerlandforum.finance HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 30 contacts → |
“forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Crescendo Partnerscrescendopartners.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 30 contacts → |
“Crescendo Partners is the registered trademark of Crescendo Capital SA, an independent Geneva-based wealth manager supervised by FINMA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Belgravia Wealth Managementbelgraviawealth.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 27 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CDR Capitalcdr-capital.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sept Finance SAseptfinance.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 20 contacts → |
“En Suisse et depuis plus de 20 ans, Sept Finance se développe en toute indépendance dans les métiers de la gestion de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Amadeus Capital SAamadeus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 20 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alphaswissalphaswiss.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fiduciaire Verifid SAverifid.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“40 ans d'expérience à votre service, devenez l'auteur de votre réussite, avec nous à vos côtés" Nous sommes fiers de mettre à votre disposition notre expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RJ Managementrjmanagement.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Citadel Finance SAcitadel.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Concierge wealth services: dataset insights
November 6, 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
265 records in the displayed employee bands.
5 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 Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 270 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: November 6, 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 ↗
Concierge wealth services by metro in Switzerland
Questions about this company list
What does Exact match mean for concierge wealth 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 concierge wealth services did RevenueBase find based in Geneva, Switzerland?
The saved snapshot records 270 matching company records, 6,210 tracked contacts and 1,779 verified emails. The public preview displays 20 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 20 concierge wealth services based in Geneva, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concierge-wealth-services/switzerland/geneva.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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