Company lists · Data refreshed September 2026

Top 25 Family office outsourcing providers based in Switzerland

RevenueBase identified 1,056 company matches for family office outsourcing providers associated with Switzerland as of September 2026 and tracks 17,778 professional contacts across them, including 8,468 with verified work emails. Geneva is the largest hub.

This list covers company matches for family office outsourcing providers 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 September 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
1,056Companies
17,778Contacts tracked
8,468Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest family office outsourcing providers based in Switzerland

Ranked by team size
Top 25 of 1,056 company matches for family office outsourcing providers based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZurich, SwitzerlandHQ recorded Sep 28, 20265,001-10,0006,597 contacts →

Exact match

“Julius Baer is present in around 25 countries and 60 locations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchZürich, SwitzerlandHQ recorded Sep 28, 20261,001-5,0002,067 contacts →

Exact match

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchZürich, SwitzerlandHQ recorded Sep 28, 20261,001-5,000948 contacts →

Exact match

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchZug, SwitzerlandHQ recorded Sep 28, 2026201-500171 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 · Sep 28, 2026 · View company records in RevenueBase
5Exact matchGeneva 12, SwitzerlandHQ recorded Sep 28, 202651-200162 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchBasel, SwitzerlandHQ recorded Sep 28, 2026201-500134 contacts →

Exact match

“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-200118 contacts →

Exact match

“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact match3011 Bern, SwitzerlandHQ recorded Sep 28, 2026201-500109 contacts →

Exact match

“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchLuzern, SwitzerlandHQ recorded Sep 28, 202651-200105 contacts →

Exact match

“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-200103 contacts →

Exact match

“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchLugano, SwitzerlandHQ recorded Sep 28, 202651-20089 contacts →

Exact match

“Ceresio Investors represents the Swiss banking group headed by Banca del Ceresio - specialised in large asset management, securities custody, corporate & investment banking and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchZürich, SwitzerlandHQ recorded Sep 28, 202651-20077 contacts →

Exact match

“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-20074 contacts →

Exact match

“Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-20072 contacts →

Exact match

“We have been helping people manage their wealth since the 1700s.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchZug, SwitzerlandHQ recorded Sep 28, 202651-20071 contacts →

Exact match

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchZurich, SwitzerlandHQ recorded Sep 28, 202651-20066 contacts →

Exact match

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchZurich, SwitzerlandHQ recorded Sep 28, 202651-20060 contacts →

Exact match

“We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchZurich, SwitzerlandHQ recorded Sep 28, 202651-20053 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchStadtkreis 2, SwitzerlandHQ recorded Sep 28, 202611-5051 contacts →

Exact match

“The Independent Wealth Office – built for clarity, control, and better decisions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchStadtkreis 8 Riesbach, SwitzerlandHQ recorded Sep 28, 202611-5050 contacts →

Exact match

“We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-20047 contacts →

Exact match

“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchZürich, SwitzerlandHQ recorded Sep 28, 202651-20046 contacts →

Exact match

“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202611-5044 contacts →

Exact match

“Novum Partners was founded in 2018 by a group of four partners who shared a common vision.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchGeneva, SwitzerlandHQ recorded Sep 28, 202651-20042 contacts →

Exact match

“Rhone Trust is a leading international group whose mission is to be integral to the protection and succession of family wealth through a personalized service and long-term client…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchSt Gallen, SwitzerlandHQ recorded Sep 28, 202651-20040 contacts →

Exact match

“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 1,056 family office outsourcing providers based in Switzerland

See the full list, filter by size, metro and specialty, and access 8,468 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Family office outsourcing providers based in Switzerland at a glance

As of Sep 28, 2026
47.6%Verified-email coverage
16.8Average contacts per company
1-10Median size (employees)
23.8%Largest-city concentration · Geneva
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
700
11-50
274
51-200
52
201-500
7
501-1,000
1
1,001-5,000
4
5,001-10,000
2
10001+
1

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 1,056 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 “family office outsourcing providers” 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 8,468 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 September 28, 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.

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 “family office outsourcing providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office outsourcing providers are there based in Switzerland?

RevenueBase identified 1,056 company matches for family office outsourcing providers associated with Switzerland as of September 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?

Julius Baer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office outsourcing providers?

Geneva leads with 251 company records, followed by Zurich (224) and Lugano (76).

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 8,468 professional contacts with verified work emails tracked across these 1,056 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 September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 1,056 family office outsourcing providers based in 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 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.