Company lists · Data refreshed October 2026
Top 25 Employee-owned financial services based in Switzerland
RevenueBase identified 73 company matches for employee-owned financial services associated with Switzerland as of October 2026 and tracks 4,740 professional contacts across them, including 2,467 with verified work emails. Geneva is the largest hub.
This list covers company matches for employee-owned financial services associated with 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 October 12, 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 25 largest employee-owned financial services based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,140 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 986 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 769 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 203 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 50 contacts → | ||||
Exact match “Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 33 contacts → | ||||
Exact match “Prime Partners S.A.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 18 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Ihr Unternehmen für Finanzdiensleistungen in Biel.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “A Swiss-regulated financial advisory firm based out of Geneva.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “All-In Finance was founded in 1997 and now serves both private and institutional clients from Switzerland and abroad, with offices in Zurich and Grandvaux.” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned financial 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 25 of 73 employee-owned financial services based in Switzerland
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Employee-owned financial services based in Switzerland at a glance
As of Oct 12, 2026Companies by employee count
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 73 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 Switzerland whose business descriptions match “employee-owned financial 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 2,467 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 October 12, 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.
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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many employee-owned financial services are there based in Switzerland?
RevenueBase identified 73 company matches for employee-owned financial services associated with Switzerland as of October 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?
Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most employee-owned financial services?
Geneva leads with 12 company records, followed by Zurich (12) and Zug (5).
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 2,467 professional contacts with verified work emails tracked across these 73 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 73 employee-owned financial services based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Employee-owned financial services by geography
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- Employee-owned financial services based in Mumbai, India
- Employee-owned financial services based in Pune, India
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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.
More company lists
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- Lists A-Z
- New lists
- Employee-owned financial services based in Melbourne, Australia
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Company intelligence · public preview
Top 25 employee-owned financial services based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for employee-owned financial services based in Switzerland, with 4,740 tracked contacts and 2,467 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 25 employee-owned financial services based in 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 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,140 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 986 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 769 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 203 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Raiffeisenbank St.Gallenraiffeisen.chHQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 50 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Prime Partners SAprime-partners.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Prime Partners S.A.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 23 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alphaswissalphaswiss.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investment Associates AGinvestmentassociates.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fortune Financial Strategiesfortunefs.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trafina Private Bank LTDtrafina.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | PRO Finanz Schweiz AGpro-finanz.ch HQ: Oberuzwil, SwitzerlandReported employees: 51-200 | Oberuzwil, Switzerland | 51-200 | Exact match | 11 contacts → |
“We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Serenisserenis.chHQ: Grand-lancy, SwitzerlandReported employees: 11-50 | Grand-lancy, Switzerland | 11-50 | Exact match | 9 contacts → |
“At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 8 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bellomo Treuhand AGbellomotreuhand.ch HQ: Münchenstein, SwitzerlandReported employees: 1-10 | Münchenstein, Switzerland | 1-10 | Exact match | 6 contacts → |
“Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Berger, VAN Berchem & CIE SAbergervanberchem.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 6 contacts → |
“Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wedge Associates SAwedge.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kendra Securities House KSHkendra.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Corestone Investment Managers AGcorestone.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 4 contacts → |
“Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Life Gate AGlife-gate.ch HQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fisc-Center Gmbhfisc-center.ch HQ: Biel, SwitzerlandReported employees: 1-10 | Biel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Ihr Unternehmen für Finanzdiensleistungen in Biel.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Akts & Partners SAaktspartners.chHQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 3 contacts → |
“A Swiss-regulated financial advisory firm based out of Geneva.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Rhein Investors AGrheininvestors.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  All-In Finanz AGall-in-finance.comHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 3 contacts → |
“All-In Finance was founded in 1997 and now serves both private and institutional clients from Switzerland and abroad, with offices in Zurich and Grandvaux.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Employee-owned financial services: dataset insights
October 12, 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
73 records in the displayed employee bands.
0 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 worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 73 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for employee-owned financial 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 employee-owned financial services did RevenueBase find based in Switzerland?
The saved snapshot records 73 matching company records, 4,740 tracked contacts and 2,467 verified emails. The public preview displays 25 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: October 12, 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.
Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
- Employee-owned financial services based in Paris, France
- Employee-owned financial services based in Bangalore, India
- Employee-owned financial services based in Mumbai, India
- Employee-owned financial services based in Pune, India
- Employee-owned financial services based in London, United Kingdom
- Employee-owned financial services based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 employee-owned financial services based in Switzerland. Snapshot: October 12, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
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- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
Company intelligence · public preview
Top 25 employee-owned financial services based in Switzerland
RevenueBase records 73 matching company records for employee-owned financial services based in Switzerland, with 4,740 tracked contacts and 2,467 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 25 employee-owned financial services based in 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 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,140 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 986 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 769 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 203 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Raiffeisenbank St.Gallenraiffeisen.ch HQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 50 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prime Partners SAprime-partners.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Prime Partners S.A.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 23 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alphaswissalphaswiss.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investment Associates AGinvestmentassociates.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fortune Financial Strategiesfortunefs.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trafina Private Bank LTDtrafina.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | PRO Finanz Schweiz AGpro-finanz.ch HQ: Oberuzwil, SwitzerlandReported employees: 51-200 | Oberuzwil, Switzerland | 51-200 | Exact match | 11 contacts → |
“We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Serenisserenis.ch HQ: Grand-lancy, SwitzerlandReported employees: 11-50 | Grand-lancy, Switzerland | 11-50 | Exact match | 9 contacts → |
“At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 8 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bellomo Treuhand AGbellomotreuhand.ch HQ: Münchenstein, SwitzerlandReported employees: 1-10 | Münchenstein, Switzerland | 1-10 | Exact match | 6 contacts → |
“Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Berger, VAN Berchem & CIE SAbergervanberchem.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 6 contacts → |
“Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wedge Associates SAwedge.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Wedge Associates SA a été fondée en 2004 avec la volonté d’offrir à une clientèle privée un service personnalisé et des conseils d’investissements sur mesure.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kendra Securities House KSHkendra.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 4 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Corestone Investment Managers AGcorestone.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 4 contacts → |
“Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Life Gate AGlife-gate.ch HQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fisc-Center Gmbhfisc-center.ch HQ: Biel, SwitzerlandReported employees: 1-10 | Biel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Ihr Unternehmen für Finanzdiensleistungen in Biel.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Akts & Partners SAaktspartners.ch HQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 3 contacts → |
“A Swiss-regulated financial advisory firm based out of Geneva.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rhein Investors AGrheininvestors.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | All-In Finanz AGall-in-finance.com HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 3 contacts → |
“All-In Finance was founded in 1997 and now serves both private and institutional clients from Switzerland and abroad, with offices in Zurich and Grandvaux.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Employee-owned financial services: dataset insights
October 12, 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
73 records in the displayed employee bands.
0 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 worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 73 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for employee-owned financial 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 employee-owned financial services did RevenueBase find based in Switzerland?
The saved snapshot records 73 matching company records, 4,740 tracked contacts and 2,467 verified emails. The public preview displays 25 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: October 12, 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 25 employee-owned financial services based in Switzerland. Snapshot: October 12, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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