Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Switzerland

Name: Estate planning accountants based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 694 companies tracked

RevenueBase identified 694 estate planning accountants headquartered in Switzerland as of September 2026 and tracks 6,022 professional contacts across them, including 2,426 with verified work emails. Zurich is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review

694Companies

6,022Contacts tracked

2,426Verified emails

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The 25 largest estate planning accountants based in Switzerland

Ranked by team size

Top 25 of 694 estate planning accountants based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026
2	Bordier & Cie, Banquiers Privés	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	201-500	218 contacts →
	Indirect evidence “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Source: RevenueBase Database · checked Sep 20, 2026
3	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 20, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 20, 2026
4	Kendris	Indirect evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	201-500	171 contacts →
	Indirect evidence “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
5	XY SA	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	85 contacts →
	Partial evidence “XY is an international group specialized in strategic consulting and the control of large estates.” Source: RevenueBase Database · checked Sep 20, 2026
6	CIGP	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	51-200	80 contacts →
	Indirect evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 20, 2026
7	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 20, 2026
8	MWC Group	Indirect evidence	Schindellegi, SwitzerlandHQ checked Sep 20, 2026	11-50	66 contacts →
	Indirect evidence “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Source: RevenueBase Database · checked Sep 20, 2026
9	Marcuard Heritage	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	53 contacts →
	Partial evidence “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Source: RevenueBase Database · checked Sep 20, 2026
10	Octogone Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 20, 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 20, 2026
11	Fiduciaria Mega SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	51-200	45 contacts →
	Indirect evidence “fiduciariaMega SA offers entrepreneurs, companies and individuals a comprehensive range of national and international consultancy services designed to provide pragmatic…” Source: RevenueBase Database · checked Sep 20, 2026
12	Baumann & Cie, Banquiers	Indirect evidence	Basel, SwitzerlandHQ checked Sep 20, 2026	51-200	40 contacts →
	Indirect evidence “Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Source: RevenueBase Database · checked Sep 20, 2026
13	Soundcapital	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	40 contacts →
	Indirect evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 20, 2026
14	Parkview	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	38 contacts →
	Indirect 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 20, 2026
15	Copernicus Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	11-50	36 contacts →
	Indirect 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 20, 2026
16	JLP Gestion&associés	Indirect evidence	Eysins, SwitzerlandHQ checked Sep 20, 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 20, 2026
17	Belvédère Asset Management AG	Indirect evidence	Glarus, SwitzerlandHQ checked Sep 20, 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 20, 2026
18	Summit Trust International SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Source: RevenueBase Database · checked Sep 20, 2026
19	Fina Finanzplanung AG	Indirect evidence	Köniz, SwitzerlandHQ checked Sep 20, 2026	n/a	31 contacts →
	Indirect evidence “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Source: RevenueBase Database · checked Sep 20, 2026
20	Woodman Asset Management AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect 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 20, 2026
21	Alpen Partners International AG Switzerland	Indirect evidence	Freienbach, SwitzerlandHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “alpeninternational.com \| ALPEN PARTNERS INTERNATIONAL AG \| Freienbach (Headquarters)\| Zurich \| Geneva \| Lugano \| Switzerland is an independent Swiss wealth manager registered with…” Source: RevenueBase Database · checked Sep 20, 2026
22	Lawsons Wealth	Indirect evidence	Geneve, SwitzerlandHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Source: RevenueBase Database · checked Sep 20, 2026
23	Colin&cie. Wealth Management	Indirect evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Colin & Cie serves high net worth individuals and institutional investors in Europe.” Source: RevenueBase Database · checked Sep 20, 2026
24	Scobag Privatbank AG	Indirect evidence	Basel, SwitzerlandHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Source: RevenueBase Database · checked Sep 20, 2026
25	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 20, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 694 estate planning accountants based in Switzerland

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Estate planning accountants based in Switzerland at a glance

As of Sep 20, 2026

40.3%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

17.7%Largest-city concentration · Zurich

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

466

11-50

176

51-200

201-500

501-1,000

1,001-5,000

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 694 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 2,426 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 20, 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.

Estate planning accountants by metro

Estate planning accountants in Zurich123
Estate planning accountants in Geneva67
Estate planning accountants in Geneve53
Estate planning accountants in Lugano41

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 estate planning accountants, 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 estate planning accountants are there based in Switzerland?

RevenueBase identified 694 estate planning accountants 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?

VZ Vermögenszentrum, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most estate planning accountants?

Zurich leads with 123 headquartered companies, followed by Geneva (67) and Geneve (53).

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 2,426 verified decision-maker contacts tracked across these 694 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 20, 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.