Company lists · Data refreshed September 2026

Top 24 Embedded wealth management platforms based in Geneva, Switzerland

Name: Embedded wealth management platforms based in Geneva, Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 57 companies tracked

RevenueBase identified 57 embedded wealth management platforms headquartered in Geneva, Switzerland as of September 2026 and tracks 777 professional contacts across them, including 385 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (108 companies); Geneva follows with 57.

This list covers embedded wealth management platforms headquartered in Geneva, 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 28, 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 28, 2026 86% judged on-target in blind review

57Companies

777Contacts tracked

385Verified emails

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The 24 largest embedded wealth management platforms based in Geneva, Switzerland

Ranked by team size

Top 24 of 57 embedded wealth management platforms based in Geneva, Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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	Alpian Bank	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	125 contacts →
	Indirect evidence “Alpian is a digital bank on a mission to democratise premium banking.” Source: RevenueBase Database · checked Sep 28, 2026
2	Dapm SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 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 28, 2026
3	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 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 28, 2026
4	HBS Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
5	STP Suissetechpartners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Source: RevenueBase Database · checked Sep 28, 2026
6	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Sunpartners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 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 28, 2026
8	Baseline Wealth Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Source: RevenueBase Database · checked Sep 28, 2026
9	RJ Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Source: RevenueBase Database · checked Sep 28, 2026
10	Sesame Financial Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Sesame Financial Group is a financial boutique headquartered in Geneva.” Source: RevenueBase Database · checked Sep 28, 2026
11	Alphaswiss	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Source: RevenueBase Database · checked Sep 28, 2026
12	Jabre Capital Partners	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	16 contacts →
	Strong 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 28, 2026
13	Pictet North America Advisors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 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 28, 2026
14	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Source: RevenueBase Database · checked Sep 28, 2026
15	Agora Capital SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “Founded in 2012, Agora Capital is an Independent Asset Manager that provides wealth management services, consolidation of portfolios and execution services.” Source: RevenueBase Database · checked Sep 28, 2026
16	Swiss Finance Management International SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
17	Mars Capital SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Independent alternative investment and wealth manager based in Geneva.” Source: RevenueBase Database · checked Sep 28, 2026
18	Prestinvest SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Prestinvest SA is an established independent wealth management company servicing Entrepreneurs, Families and Financial Professionals.” Source: RevenueBase Database · checked Sep 28, 2026
19	Suntrust Investment CO SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Source: RevenueBase Database · checked Sep 28, 2026
20	Aurea Global Investments	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We believe that great ideas move the world, but it is brilliant execution that builds the extraordinary.” Source: RevenueBase Database · checked Sep 28, 2026
21	GSK & Partners	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Our mission is to provide an unbiased, personalized and fully integrated family office and wealth management advisory services to grow and preserve your wealth in the long term…” Source: RevenueBase Database · checked Sep 28, 2026
22	Equilink	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Equilink is the co-investment platform for private markets.” Source: RevenueBase Database · checked Sep 28, 2026
23	Schreiber Associates International LTD	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Capital is abundant.” Source: RevenueBase Database · checked Sep 28, 2026
24	Millésime Private	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Millésime Private is not your traditional wealth advisory.” Source: RevenueBase Database · checked Sep 28, 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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 24 of 57 embedded wealth management platforms based in Geneva, Switzerland

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Embedded wealth management platforms based in Geneva, Switzerland at a glance

As of Sep 28, 2026

49.5%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 57 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 embedded wealth management platforms, 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 Geneva, Switzerland whose own description of what they do matches “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, and records with no verified work email. Companies headquartered outside Geneva 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, 385 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 28, 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.

Embedded wealth management platforms by metro in Switzerland

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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Geneva, Switzerland?

RevenueBase identified 57 embedded wealth management platforms headquartered in Geneva, 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?

Alpian Bank, headquartered in Geneva, tops this list with the largest team on record.

Which city in Switzerland has the most embedded wealth management platforms?

Zurich leads Switzerland with 108 headquartered companies, followed by Geneva (57) and Geneve (37).

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 385 verified decision-maker contacts tracked across these 57 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 28, 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.