Company lists · Data refreshed September 2026

Top 20 Direct indexing companies based in Switzerland

RevenueBase identified 45 direct indexing companies headquartered in Switzerland as of September 2026 and tracks 2,375 professional contacts across them, including 1,245 with verified work emails. Zurich is the largest hub.

This list covers direct indexing 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
45Companies
2,375Contacts tracked
1,245Verified emails
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The 20 largest direct indexing companies based in Switzerland

Ranked by team size
Top 20 of 45 direct indexing 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 direct indexing 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
1Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,0002,067 contacts →

Indirect 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 19, 2026
2Indirect evidenceBaar, SwitzerlandHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Wir sind der führende unabhängige Vermögensverwalter der Schweiz mit einer über 30 jährigen Geschichte.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceGeneva, SwitzerlandHQ checked Sep 19, 202651-20016 contacts →

Indirect evidence

“Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect 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
5Indirect evidenceGenève, SwitzerlandHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Nous privilégions une gestion active!”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-108 contacts →

Indirect 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
8Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Portas Capital AG verwaltet Vermögen und berät Investoren.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceGeneva, SwitzerlandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceAppenzell, SwitzerlandHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Geld anlegen ist aus unserer Sicht keine Wissenschaft, sondern eine Kunst.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceBasel, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceZug, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

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

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

Indirect evidence

“A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceGenève, SwitzerlandHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Founded in 1960, Kendra Securities House is a swiss securities firm.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceGeneva, SwitzerlandHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Dominicé is an investment management company based in Geneva & Pfäffikon (SZ).”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceRoot D4, SwitzerlandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Unabhängige Vermögensverwaltung Luzern, Anlageberatung, sichere Geldanlagen.”

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
19Indirect evidenceZug, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Investment Management and Financial Services firm.”

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

Indirect evidence

“Investieren Sie mit den besten Anlagetalenten und kombinieren Sie diese in einem Portfolio.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 45 direct indexing companies based in Switzerland

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Direct indexing companies based in Switzerland at a glance

As of Sep 19, 2026
52.4%Verified-email coverage
52.8Average contacts per company
1-10Median size (employees)
28.9%Largest-city concentration · Zurich
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
11
51-200
3
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 45 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 direct indexing 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 “direct indexing 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 direct indexing 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 direct indexing 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, 1,245 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 direct indexing 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 direct indexing companies are there based in Switzerland?

RevenueBase identified 45 direct indexing 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 direct indexing companies?

Zurich leads with 13 headquartered companies, followed by Geneva (7) and Zug (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 1,245 verified decision-maker contacts tracked across these 45 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.