Company lists · Data refreshed November 2026
Top 25 Expat financial planning services based in Switzerland
RevenueBase identified 223 company matches for expat financial planning services associated with Switzerland as of November 2026 and tracks 2,729 professional contacts across them, including 1,034 with verified work emails. Zurich is the largest hub.
This list covers company matches for expat financial planning services 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.
The 25 largest expat financial planning services based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,022 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 175 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 64 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 59 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 35 contacts → | ||||
Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 34 contacts → | ||||
Exact match “Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 33 contacts → | ||||
Exact match “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 33 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 27 contacts → | ||||
Exact match “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 25 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 21 contacts → | ||||
Exact match “At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “Beyeler Consulting ist ein 100% neutrales und unabhängig geführtes schweizerisches Finanzdienstleistungsunternehmen, welches Privat- und Firmenkunden in sämtlichen Finanziellen…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 19 contacts → | ||||
Exact match “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “Parce que nous avons tous des situations et besoins différents, Jay Solutions s'adapte et propose des conseils sur mesure.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “We are an independently owned insurance & financial consultancy, offering financial advice to Swiss locals and Expatriates living in Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 13 contacts → | ||||
Exact match “Seit 2005 agieren wir als erfolgreiches Unternehmen in der Schweizer Finanzbranche.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “We compare for you the best offers as your personal finance consultant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “Cabinet de conseil spécialisé en planification financière, FINKE accompagne les travailleurs suisses et frontaliers tout au long de leur préparation à la retraite.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “expat financial planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 223 expat financial planning services based in Switzerland
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Expat financial planning services based in Switzerland at a glance
As of Nov 6, 2026Companies by employee count
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 223 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 “expat financial planning services” 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 1,034 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.
Expat financial planning services by metro
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 “expat financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many expat financial planning services are there based in Switzerland?
RevenueBase identified 223 company matches for expat financial planning services 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?
VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most expat financial planning services?
Zurich leads with 28 company records, followed by Geneva (27) and Basel (14).
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 1,034 professional contacts with verified work emails tracked across these 223 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.
Ready to reach these companies? Verified emails and direct dials for all 223 expat financial planning services based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Expat financial planning services by geography
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- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
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.
More company lists
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- Lists A-Z
- New lists
- Expat financial planning services based in Melbourne, Australia
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Company intelligence · public preview
Top 25 expat financial planning services based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 223 matching company records for expat financial planning services based in Switzerland, with 2,729 tracked contacts and 1,034 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 expat financial planning services based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 175 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 64 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  EMG SAemgsa.chHQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bucher Invest AGbucherinvest.chHQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 35 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 34 contacts → |
“Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fina Finanzplanung AGfina.chHQ: Köniz, SwitzerlandReported employees: Not recorded | Köniz, Switzerland | Not recorded | Exact match | 33 contacts → |
“Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  JLP Gestion&associésjlpgestion.chHQ: Eysins, SwitzerlandReported employees: 11-50 | Eysins, Switzerland | 11-50 | Exact match | 33 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Academix Consult AGacademix.chHQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 29 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  OVB Vermögensberatung Schweiz AGovb-ag.chHQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vontobel Swiss Financial Advisers AGvontobelsfa.com HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  CDR Capitalcdr-capital.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  DCP Client Partner AGdcp.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 21 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Monfort International Gmbhmonfortintl.comHQ: Pfäffikon Sz, SwitzerlandReported employees: 11-50 | Pfäffikon Sz, Switzerland | 11-50 | Exact match | 21 contacts → |
“At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Beyeler Consulting Gmbhbeyelerconsulting.chHQ: Pfäffikon, SwitzerlandReported employees: 11-50 | Pfäffikon, Switzerland | 11-50 | Exact match | 20 contacts → |
“Beyeler Consulting ist ein 100% neutrales und unabhängig geführtes schweizerisches Finanzdienstleistungsunternehmen, welches Privat- und Firmenkunden in sämtlichen Finanziellen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Alphaswissalphaswiss.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  JAY Solutionsjaysolutions.chHQ: Vernier, SwitzerlandReported employees: 11-50 | Vernier, Switzerland | 11-50 | Exact match | 19 contacts → |
“Parce que nous avons tous des situations et besoins différents, Jay Solutions s'adapte et propose des conseils sur mesure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lawsons Wealthlawsonswealth.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Swiss Prime International AGswiss-prime.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 13 contacts → |
“We are an independently owned insurance & financial consultancy, offering financial advice to Swiss locals and Expatriates living in Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Wallisellen / Hof, SwitzerlandReported employees: 51-200 | Wallisellen / Hof, Switzerland | 51-200 | Exact match | 13 contacts → |
“Seit 2005 agieren wir als erfolgreiches Unternehmen in der Schweizer Finanzbranche.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NVC AGnvc.chHQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 12 contacts → |
“We compare for you the best offers as your personal finance consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  LEO Trustleotrust.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 11 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  FINKEfinkeswiss.chHQ: Carouge, SwitzerlandReported employees: 51-200 | Carouge, Switzerland | 51-200 | Exact match | 10 contacts → |
“Cabinet de conseil spécialisé en planification financière, FINKE accompagne les travailleurs suisses et frontaliers tout au long de leur préparation à la retraite.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Toledo Capital AGtoledocapital.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Zeus Capital SAzeuscapital.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 223 company matches
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Expat financial planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
221 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 223 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Expat financial planning services by metro
Questions about this company list
What does Exact match mean for expat financial planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many expat financial planning services did RevenueBase find based in Switzerland?
The saved snapshot records 223 matching company records, 2,729 tracked contacts and 1,034 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Expat financial planning services by geography
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Expat financial planning services based in Melbourne, Australia
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- Expat financial planning services based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 expat financial planning services based in Switzerland
RevenueBase records 223 matching company records for expat financial planning services based in Switzerland, with 2,729 tracked contacts and 1,034 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 expat financial planning services based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 175 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 64 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | EMG SAemgsa.ch HQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bucher Invest AGbucherinvest.ch HQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 35 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 34 contacts → |
“Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fina Finanzplanung AGfina.ch HQ: Köniz, SwitzerlandReported employees: Not recorded | Köniz, Switzerland | Not recorded | Exact match | 33 contacts → |
“Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | JLP Gestion&associésjlpgestion.ch HQ: Eysins, SwitzerlandReported employees: 11-50 | Eysins, Switzerland | 11-50 | Exact match | 33 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Academix Consult AGacademix.ch HQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 29 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | OVB Vermögensberatung Schweiz AGovb-ag.ch HQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vontobel Swiss Financial Advisers AGvontobelsfa.com HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | CDR Capitalcdr-capital.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | DCP Client Partner AGdcp.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 21 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Monfort International Gmbhmonfortintl.com HQ: Pfäffikon Sz, SwitzerlandReported employees: 11-50 | Pfäffikon Sz, Switzerland | 11-50 | Exact match | 21 contacts → |
“At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Beyeler Consulting Gmbhbeyelerconsulting.ch HQ: Pfäffikon, SwitzerlandReported employees: 11-50 | Pfäffikon, Switzerland | 11-50 | Exact match | 20 contacts → |
“Beyeler Consulting ist ein 100% neutrales und unabhängig geführtes schweizerisches Finanzdienstleistungsunternehmen, welches Privat- und Firmenkunden in sämtlichen Finanziellen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alphaswissalphaswiss.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | JAY Solutionsjaysolutions.ch HQ: Vernier, SwitzerlandReported employees: 11-50 | Vernier, Switzerland | 11-50 | Exact match | 19 contacts → |
“Parce que nous avons tous des situations et besoins différents, Jay Solutions s'adapte et propose des conseils sur mesure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lawsons Wealthlawsonswealth.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Swiss Prime International AGswiss-prime.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 13 contacts → |
“We are an independently owned insurance & financial consultancy, offering financial advice to Swiss locals and Expatriates living in Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Wallisellen / Hof, SwitzerlandReported employees: 51-200 | Wallisellen / Hof, Switzerland | 51-200 | Exact match | 13 contacts → |
“Seit 2005 agieren wir als erfolgreiches Unternehmen in der Schweizer Finanzbranche.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NVC AGnvc.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 12 contacts → |
“We compare for you the best offers as your personal finance consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LEO Trustleotrust.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 11 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | FINKEfinkeswiss.ch HQ: Carouge, SwitzerlandReported employees: 51-200 | Carouge, Switzerland | 51-200 | Exact match | 10 contacts → |
“Cabinet de conseil spécialisé en planification financière, FINKE accompagne les travailleurs suisses et frontaliers tout au long de leur préparation à la retraite.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Toledo Capital AGtoledocapital.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Zeus Capital SAzeuscapital.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 223 company matches
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Expat financial planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
221 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 223 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Expat financial planning services by metro
Questions about this company list
What does Exact match mean for expat financial planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many expat financial planning services did RevenueBase find based in Switzerland?
The saved snapshot records 223 matching company records, 2,729 tracked contacts and 1,034 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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