Company lists · Data refreshed September 2026

Top 25 Endowment management firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 79 companies tracked

RevenueBase identified 79 endowment management firms headquartered in Switzerland as of September 2026 and tracks 1,114 professional contacts across them, including 375 with verified work emails. Zurich is the largest hub.

This list covers endowment management 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 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

79Companies

1,114Contacts tracked

375Verified emails

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The 25 largest endowment management firms based in Switzerland

Ranked by team size

Top 25 of 79 endowment management firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management 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 19, 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 19, 2026
2	NS Partners	Partial evidence	Genève, SwitzerlandHQ checked Sep 19, 2026	51-200	103 contacts →
	Partial evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 19, 2026
3	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 19, 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 19, 2026
4	Calibrium	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 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 19, 2026
5	Soundcapital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	51-200	40 contacts →
	Partial evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 19, 2026
6	Parkview	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 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 19, 2026
7	Woodman Asset Management AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 19, 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 19, 2026
8	Corecam Family Office	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	51-200	30 contacts →
	Indirect evidence “Corecam was founded in 2009.” Source: RevenueBase Database · checked Sep 19, 2026
9	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 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 19, 2026
10	Altrafin AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 19, 2026
11	Novak, Thurnheer Partner AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Source: RevenueBase Database · checked Sep 19, 2026
12	Jabre Capital Partners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 19, 2026	51-200	16 contacts →
	Partial evidence “Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Source: RevenueBase Database · checked Sep 19, 2026
13	Nahmani Grunder & CIE AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Source: RevenueBase Database · checked Sep 19, 2026
14	Necker Finance Suisse SA	Partial evidence	Genève, SwitzerlandHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…” Source: RevenueBase Database · checked Sep 19, 2026
15	Lake Geneva Investment Partners SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect 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 19, 2026
16	Progredo AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Vermögensverwalter für Unternehmer – Freiheit, die bleibt.” Source: RevenueBase Database · checked Sep 19, 2026
17	FP Asset Management	Partial evidence	Baar, SwitzerlandHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “FP Asset Management AG has been managing clients’ assets since 2010 and is a member of the Swiss Association of Asset Managers.” Source: RevenueBase Database · checked Sep 19, 2026
18	Belvalor AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Belvalor is an independent asset manager providing investment management services to wealthy individuals, families and endowments.” Source: RevenueBase Database · checked Sep 19, 2026
19	Insignium Wealth Management AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Insignium Wealth Management AG is an independent asset management company founded in 2012.” Source: RevenueBase Database · checked Sep 19, 2026
20	Arvest Funds AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “ARVEST ist eine unabhängige Fondsleitung am Zürichsee.” Source: RevenueBase Database · checked Sep 19, 2026
21	Anglo-Swiss Advisors	Partial evidence	Aubonne, SwitzerlandHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We are a firm founded by 3 partners who collectively have more than 110 years of Investment and Wealth Management experience.” Source: RevenueBase Database · checked Sep 19, 2026
22	Delen Suisse	Partial evidence	Genève, SwitzerlandHQ checked Sep 19, 2026	201-500	6 contacts →
	Partial evidence “Delen (Suisse) is part of the Delen Private Bank Group, a family-run wealth management firm specialized in asset management and wealth planning.” Source: RevenueBase Database · checked Sep 19, 2026
23	RAM Capital SA	Partial evidence	Genève, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “RAM Capital SA is a dynamic and forward-thinking independent financial wealth management firm, headquartered in the city of Geneva.” Source: RevenueBase Database · checked Sep 19, 2026
24	Prestinvest SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Prestinvest SA is an established independent wealth management company servicing Entrepreneurs, Families and Financial Professionals.” Source: RevenueBase Database · checked Sep 19, 2026
25	ACT Asset Management AG	Partial evidence	SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “We are an independent asset management company with a strong commitment to our clients.” Source: RevenueBase Database · checked Sep 19, 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 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 firms.
Partial evidence: Its own public description names part of endowment management 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 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 79 endowment management firms based in Switzerland

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Endowment management firms based in Switzerland at a glance

As of Sep 19, 2026

33.7%Verified-email coverage

14.1Average contacts per company

1-10Median size (employees)

34.2%Largest-city concentration · Zurich

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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

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 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 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 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 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, 375 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Endowment management firms by metro

Endowment management firms in Zurich27

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 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 firms are there based in Switzerland?

RevenueBase identified 79 endowment management 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 firms?

Zurich leads with 27 headquartered companies, followed by Geneva (16) and Geneve (11).

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 375 verified decision-maker contacts tracked across these 79 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.