Company lists · Data refreshed November 2026

Top 25 Endowment fund consultants based in Switzerland

RevenueBase identified 79 company matches for endowment fund consultants associated with Switzerland as of November 2026 and tracks 796 professional contacts across them, including 307 with verified work emails. Zurich is the largest hub.

This list covers company matches for endowment fund consultants 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 November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
79Companies
796Contacts tracked
307Verified emails
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The 25 largest endowment fund consultants based in Switzerland

Ranked by team size
Top 25 of 79 company matches for endowment fund consultants based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202651-20087 contacts →

Exact match

“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-5054 contacts →

Exact match

“Calibrium is an independent, professional and regulated investment office providing bespoke investment services to a select group of clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSt Gallen, SwitzerlandHQ recorded Nov 6, 202651-20041 contacts →

Exact match

“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchLuzern, SwitzerlandHQ recorded Nov 6, 202611-5037 contacts →

Exact match

“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-5028 contacts →

Exact match

“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchLugano, SwitzerlandHQ recorded Nov 6, 202611-5024 contacts →

Exact match

“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSt. Gallen, SwitzerlandHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Finreon, founded in 2009 as a spin-off from the University of St.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact match65, SwitzerlandHQ recorded Nov 6, 20261-1018 contacts →

Exact match

“Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchZürich, SwitzerlandHQ recorded Nov 6, 202611-5016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchZürich, SwitzerlandHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Suchen Sie einen Experten in Finanzfragen?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Keep making waves”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 20261-108 contacts →

Exact match

“MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-108 contacts →

Exact match

“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchAarau, SwitzerlandHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchChiasso, SwitzerlandHQ recorded Nov 6, 20261-106 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchZug, SwitzerlandHQ recorded Nov 6, 202611-506 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 · Nov 6, 2026 · View company records in RevenueBase
17Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-106 contacts →

Exact match

“RML Advisory GmbH (RML Advisory Ltd liab Co.) is an independent alternative investment advisory firm, originally established in 2017 under the name RML Advisory that specializes…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchWädenswil, SwitzerlandHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Eine Idee mehr!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchTübach, SwitzerlandHQ recorded Nov 6, 202611-504 contacts →

Exact match

“Wir bieten Anlageberatung und Vermögensverwaltung, die man versteht.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Developing an effective investment strategy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchZug, SwitzerlandHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchPfäffikon, SwitzerlandHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBaech Sz, SwitzerlandHQ recorded Nov 6, 20261-102 contacts →

Exact match

“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchHorgen, SwitzerlandHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchRoot D4, SwitzerlandHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Unabhängige Vermögensverwaltung Luzern, Anlageberatung, sichere Geldanlagen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 79 endowment fund consultants based in Switzerland

See the full list, filter by size, metro and specialty, and access 307 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Endowment fund consultants based in Switzerland at a glance

As of Nov 6, 2026
38.6%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
27.8%Largest-city concentration · Zurich
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
23
51-200
3

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 79 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 “endowment fund consultants” 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 307 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

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 “endowment fund consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many endowment fund consultants are there based in Switzerland?

RevenueBase identified 79 company matches for endowment fund consultants associated with Switzerland as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ppcmetrics AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most endowment fund consultants?

Zurich leads with 22 company records, followed by Geneva (13) and Zug (7).

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 307 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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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.