Company lists · Data refreshed September 2026

Top 25 Digital wealth management companies based in Switzerland

Name: Digital wealth management companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 15, 2026 117 companies tracked

RevenueBase identified 117 digital wealth management companies headquartered in Switzerland as of September 2026 and tracks 5,096 professional contacts across them, including 2,782 with verified work emails. Zurich is the largest hub.

This list covers digital wealth 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 15, 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 15, 2026 86% judged on-target in blind review

117Companies

5,096Contacts tracked

2,782Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest digital wealth management companies based in Switzerland

Ranked by team size

Top 25 of 117 digital wealth management companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 15, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 15, 2026	1,001-5,000	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 15, 2026
2	Swissquote	Partial evidence	Gland, SwitzerlandHQ checked Sep 15, 2026	1,001-5,000	1,302 contacts →
	Partial evidence “We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.” Source: RevenueBase Database · checked Sep 15, 2026
3	Crealogix	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 15, 2026	201-500	257 contacts →
	Indirect evidence “We’re CREALOGIX, a global fintech organisation with over 380 employees globally.” Source: RevenueBase Database · checked Sep 15, 2026
4	ETOPS	Strong evidence	Cham, SwitzerlandHQ checked Sep 15, 2026	201-500	171 contacts →
	Strong evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 15, 2026
5	Cité Gestion SA	Strong evidence	Genève, SwitzerlandHQ checked Sep 15, 2026	51-200	138 contacts →
	Strong evidence “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Source: RevenueBase Database · checked Sep 15, 2026
6	Alpian Bank	Partial evidence	Geneva, SwitzerlandHQ checked Sep 15, 2026	51-200	125 contacts →
	Partial evidence “Alpian is a digital bank on a mission to democratise premium banking.” Source: RevenueBase Database · checked Sep 15, 2026
7	NS Partners	Strong evidence	Genève, SwitzerlandHQ checked Sep 15, 2026	51-200	103 contacts →
	Strong evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 15, 2026
8	Dapm SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 15, 2026	51-200	43 contacts →
	Partial evidence “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Source: RevenueBase Database · checked Sep 15, 2026
9	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 15, 2026	11-50	42 contacts →
	Strong evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 15, 2026
10	Finfox	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 15, 2026	11-50	39 contacts →
	Indirect evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 15, 2026
11	Copernicus Wealth Management	Strong evidence	Lugano, SwitzerlandHQ checked Sep 15, 2026	11-50	36 contacts →
	Strong 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 15, 2026
12	Bruellan Group	Strong evidence	Genève, SwitzerlandHQ checked Sep 15, 2026	11-50	36 contacts →
	Strong evidence “What if you came across a wealth management company that was much more than just that?” Source: RevenueBase Database · checked Sep 15, 2026
13	True Wealth	Strong evidence	Zurich, SwitzerlandHQ checked Sep 15, 2026	11-50	34 contacts →
	Strong 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 15, 2026
14	Woodman Asset Management AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 15, 2026	11-50	31 contacts →
	Strong evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 15, 2026
15	Everon AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 15, 2026	11-50	31 contacts →
	Strong evidence “Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Source: RevenueBase Database · checked Sep 15, 2026
16	Blackshield Capital	Indirect evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 15, 2026	51-200	26 contacts →
	Indirect evidence “We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Source: RevenueBase Database · checked Sep 15, 2026
17	Selma Finance	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 15, 2026	11-50	26 contacts →
	Indirect 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 15, 2026
18	Sunpartners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 15, 2026	11-50	25 contacts →
	Strong 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 15, 2026
19	3rd-Eyes Analytics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 15, 2026	11-50	22 contacts →
	Partial evidence “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Source: RevenueBase Database · checked Sep 15, 2026
20	Umushroom	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 15, 2026	1-10	20 contacts →
	Indirect evidence “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: RevenueBase Database · checked Sep 15, 2026
21	VIAC	Partial evidence	4002, SwitzerlandHQ checked Sep 15, 2026	11-50	17 contacts →
	Partial evidence “VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Source: RevenueBase Database · checked Sep 15, 2026
22	Marmot	Partial evidence	Zürich, SwitzerlandHQ checked Sep 15, 2026	11-50	16 contacts →
	Partial evidence “Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Source: RevenueBase Database · checked Sep 15, 2026
23	Pictet North America Advisors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 15, 2026	11-50	15 contacts →
	Indirect evidence “Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Source: RevenueBase Database · checked Sep 15, 2026
24	Findependent	Indirect evidence	Lenzburg, SwitzerlandHQ checked Sep 15, 2026	1-10	15 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 15, 2026
25	Tindeco	Partial evidence	Zug, SwitzerlandHQ checked Sep 15, 2026	11-50	14 contacts →
	Partial evidence “Tindeco’s revolutionary technology is transforming investment management.” Source: RevenueBase Database · checked Sep 15, 2026

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: digital wealth management companies. 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 digital wealth management companies.
Partial evidence: Its own public description names part of digital wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital wealth management companies. 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 117 digital wealth management companies based in Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,782 reachable decision-makers.

Free signup · no credit card

View the full list →

Digital wealth management companies based in Switzerland at a glance

As of Sep 15, 2026

54.6%Verified-email coverage

43.6Average contacts per company

1-10Median size (employees)

27.4%Largest-city concentration · Zurich

Sep 15, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 117 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 digital wealth 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 “digital wealth 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 digital wealth 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 digital wealth 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, 2,782 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 15, 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.

Digital wealth management companies by metro

Digital wealth management companies in Zurich32

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 digital wealth 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 digital wealth management companies are there based in Switzerland?

RevenueBase identified 117 digital wealth 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?

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

Which city has the most digital wealth management companies?

Zurich leads with 32 headquartered companies, followed by Geneva (15) and Geneve (11).

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 2,782 verified decision-maker contacts tracked across these 117 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 15, 2026.

Ready to reach these companies? Verified emails and direct dials for all 117 digital wealth management companies based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

Digital wealth management companies by geography

Browse the directory

Browse: Companies home · All Switzerland lists · All Digital wealth management companies lists · New lists

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.