Company lists · Data refreshed September 2026

Top 22 Estate planning accountants based in Lugano, Switzerland

RevenueBase identified 41 estate planning accountants headquartered in Lugano, Switzerland as of September 2026 and tracks 267 professional contacts across them, including 148 with verified work emails. Zurich is the largest hub.

This list covers estate planning accountants headquartered in Lugano, 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
41Companies
267Contacts tracked
148Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 22 largest estate planning accountants based in Lugano, Switzerland

Ranked by team size
Top 22 of 41 estate planning accountants based in Lugano, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202651-20045 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
2Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5036 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
3Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202651-20020 contacts →

Indirect evidence

“Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 2026n/a18 contacts →

Indirect evidence

“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202651-20013 contacts →

Indirect evidence

“Altiqa Group is a global consultancy firm born from the merger of Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Eleutheria Wealth ha lo scopo di aiutare i clienti a realizzare i propri obiettivi finanziari, non soltanto come gestore patrimoniale, ma anche tramite servizi di Family Office e…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“LFA is a leading fee-based Swiss wealth manager for U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Fiduciaria Antonini SA, con oltre un secolo di esperienza, fondata nel 1885 come studio legale notarile dall’avvocato Severino Antonini e strutturata nella forma giuridica attuale…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“FF Marcuard SA was founded in 2010 by Fiorello Fiore, a Swiss banker with many years of experience in management, financial advising and building client relationships that span…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“When it comes to investment and wealth management there is no “one suits all” approach.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Excellence is our mission.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“Fiduciaria con sede a Lugano e consolidata esperienza sul territorio, offriamo servizi professionali e personalizzati a privati, professionisti e aziende.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Overview Intelligent Invest SA is Swiss based, independent financial advisory firm, providing wealth management and advisory as well as multi-family office services.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“LCP Livingston Capital Partners SA is a company based out of SALITA DEI FRATI 3A, Lugano, Ticino, Switzerland.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Valuefid SA is a Swiss fiduciary company since 1972.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 2026n/a1 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 41 estate planning accountants based in Lugano, Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 148 reachable decision-makers.

Free signup · no credit card

View the full list →

Estate planning accountants based in Lugano, Switzerland at a glance

As of Sep 20, 2026
55.4%Verified-email coverage
6.5Average contacts per company
1-10Median size (employees)
300.0%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
10
51-200
3
10001+
1

Email recency for this list is measured across the whole Switzerland list rather than for Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 41 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 Lugano, 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 Lugano 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, 148 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 in Switzerland

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 Lugano, Switzerland?

RevenueBase identified 41 estate planning accountants headquartered in Lugano, 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?

Fiduciaria Mega SA, headquartered in Lugano, 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 148 verified decision-maker contacts tracked across these 41 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.

Ready to reach these companies? Verified emails and direct dials for all 41 estate planning accountants based in Lugano, Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

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.