Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Switzerland

Name: Endowment management consulting firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 265 companies tracked

RevenueBase identified 265 endowment management consulting firms headquartered in Switzerland as of September 2026 and tracks 2,420 professional contacts across them, including 969 with verified work emails. Zurich is the largest hub.

This list covers endowment management consulting firms 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 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

265Companies

2,420Contacts tracked

969Verified emails

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The 25 largest endowment management consulting firms based in Switzerland

Ranked by team size

Top 25 of 265 endowment management consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: 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	Unigestion	Indirect evidence	Geneva 12, SwitzerlandHQ checked Sep 28, 2026	51-200	162 contacts →
	Indirect evidence “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Source: RevenueBase Database · checked Sep 28, 2026
2	Ppcmetrics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	78 contacts →
	Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 28, 2026
3	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	66 contacts →
	Strong evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 28, 2026
4	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 28, 2026	51-200	59 contacts →
	Indirect evidence “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Source: RevenueBase Database · checked Sep 28, 2026
5	Orbium Part Of Accenture Wealth Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	n/a	58 contacts →
	Partial evidence “Orbium is now part of Accenture Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026
6	Calibrium	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “Calibrium is an independent, professional and regulated investment office providing bespoke investment services to a select group of clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Octogone Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	47 contacts →
	Partial evidence “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
8	C-Alm AG	Indirect evidence	St.gallen, SwitzerlandHQ checked Sep 28, 2026	51-200	44 contacts →
	Indirect evidence “Unabhängiges Beratungsunternehmen für Vorsorgeeinrichtungen, Versicherungen, Stiftungen und weitere Unternehmen - Im Jahr 2005 als Spin-Off der Universität St.” Source: RevenueBase Database · checked Sep 28, 2026
9	Complementa AG	Indirect evidence	St Gallen, SwitzerlandHQ checked Sep 28, 2026	51-200	40 contacts →
	Indirect evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 28, 2026
10	Soundcapital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 28, 2026
11	Parkview	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
12	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial 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 28, 2026
13	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
14	JLP Gestion&associés	Indirect evidence	Eysins, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 28, 2026
15	Belvédère Asset Management AG	Indirect evidence	Glarus, SwitzerlandHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Source: RevenueBase Database · checked Sep 28, 2026
16	Woodman Asset Management AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial 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 28, 2026
17	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 28, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 28, 2026
18	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Pittet Associates	Partial evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “For more than 25 years, Pittet Associés SA has been a benchmark consulting firm for pension funds, insurance companies and all of the institutional players.” Source: RevenueBase Database · checked Sep 28, 2026
20	Blackshield Capital	Indirect evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 28, 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 28, 2026
21	CGA Conseils ET Gestion EN Assurances SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “Fortement implantée en Suisse Romande depuis 1995, CGA offre à ses clients un service global de conseils et de gestion en assurances de biens immobiliers, d’entreprises et caisse…” Source: RevenueBase Database · checked Sep 28, 2026
22	Clarus Capital Group AG	Indirect evidence	SwitzerlandHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “It all began with an idea and the desire for independence.” Source: RevenueBase Database · checked Sep 28, 2026
23	Compass Asset Management SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: RevenueBase Database · checked Sep 28, 2026
24	Finreon AG	Indirect evidence	St. Gallen, SwitzerlandHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Finreon, founded in 2009 as a spin-off from the University of St.” Source: RevenueBase Database · checked Sep 28, 2026
25	RJ Management	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial 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

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: endowment management consulting firms. 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 endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. 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 265 endowment management consulting firms based in Switzerland

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Endowment management consulting firms based in Switzerland at a glance

As of Sep 28, 2026

40.0%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

22.6%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

175

11-50

51-200

201-500

10001+

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 265 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 endowment management consulting firms, 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 “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 969 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.

Endowment management consulting firms by metro

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 endowment management consulting firms, 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 endowment management consulting firms are there based in Switzerland?

RevenueBase identified 265 endowment management consulting firms 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?

Unigestion, headquartered in Switzerland, tops this list with the largest team on record.

Which city has the most endowment management consulting firms?

Zurich leads with 60 headquartered companies, followed by Geneva (30) and Geneve (28).

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 969 verified decision-maker contacts tracked across these 265 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.