Company lists · Data refreshed September 2026

Top 25 Family office software providers based in Switzerland

Name: Family office software providers based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 360 companies tracked

RevenueBase identified 360 family office software providers headquartered in Switzerland as of September 2026 and tracks 2,991 professional contacts across them, including 1,252 with verified work emails and 105 with mobile numbers. Zurich is the largest hub.

This list covers family office software providers 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

360Companies

2,991Contacts tracked

1,252Verified emails

105Mobile numbers

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The 25 largest family office software providers based in Switzerland

Ranked by team size

Top 25 of 360 family office software providers based in Switzerland, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names family office software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	ETOPSIndirect evidence	Cham, Switzerland	201-500	164
	“Etops is the pan-European technology platform for wealth and asset management.” Source: company website · checked Sep 2, 2026
2	EVOOQPartial evidence	Zurich, Switzerland	51-200	134
	“Evooq builds software for wealth management.” Source: company website · checked Sep 2, 2026
3	Clermont TrustPartial evidence	Geneva, Switzerland	51-200	98
	“Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Source: company website · checked Sep 2, 2026
4	MasttroIndirect evidence	Zurich, Switzerland	51-200	89
	“Masttro is the leading provider of wealth management technology.” Source: company website · checked Sep 2, 2026
5	Fits Profidata Development RomaniaPartial evidence	Urdorf, Switzerland	51-200	63
	“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Source: company website · checked Sep 2, 2026
6	SFOStrong evidence	Zurich, Switzerland	51-200	54
	“Schmidt Family Office (SFO) is a multi-family office that supports legacy families.” Source: company website · checked Sep 2, 2026
7	Novum PartnersIndirect evidence	Geneve, Switzerland	11-50	44
	“Novum Partners was founded in 2018 by a group of four partners who shared a common vision.” Source: company website · checked Sep 2, 2026
8	PerformativIndirect evidence	Zurich, Switzerland	51-200	43
	“Performativ is the operating system powering tomorrow’s wealth management.” Source: company website · checked Sep 2, 2026
9	Kaiser Partner Wealth AdvisorsPartial evidence	Zurich, Switzerland	51-200	40
	“We are Kaiser Partner, a family-owned wealth advisor operating from Liechtenstein and Switzerland.” Source: company website · checked Sep 2, 2026
10	AssetmaxStrong evidence	Lugano, Switzerland	11-50	36
	“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: company website · checked Sep 2, 2026
11	STP SuissetechpartnersIndirect evidence	Geneva, Switzerland	11-50	35
	“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Source: company website · checked Sep 2, 2026
12	Belvédère Asset Management AGIndirect evidence	Glarus, Switzerland	11-50	32
	“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: company website · checked Sep 2, 2026
13	SGFCStrong evidence	Nyon, Switzerland	51-200	32
	“Single Family Office en matière économique, immobilière et financière.” Source: company website · checked Sep 2, 2026
14	Helvetic TrustIndirect evidence	Zurich, Switzerland	11-50	31
	“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.” Source: company website · checked Sep 2, 2026
15	Woodman Asset Management AGStrong evidence	Zurich, Switzerland	11-50	31
	“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: company website · checked Sep 2, 2026
16	FinartisPartial evidence	Lausanne, Switzerland	51-200	30
	“FINARTIS Group SA is a global financial technology company and banking software provider.” Source: company website · checked Sep 2, 2026
17	Verium AGStrong evidence	Zurich, Switzerland	11-50	26
	“Verium is a Zurich-based, management-owned multi-family office providing a wide range of services to entrepreneurial families with the objective to secure and grow the family…” Source: company website · checked Sep 2, 2026
18	Lumen Capital Investors - SingaporeStrong evidence	Singapore, Switzerland	11-50	25
	“Lumen Capital Investor is a Multi-Family Office, and Wealth Manager established in Singapore in 2010 THE POWER OF THE INDEPENDENT MODEL Our independent asset management model…” Source: company website · checked Sep 2, 2026
19	Principal Vermögensverwaltung AGStrong evidence	Zurich, Switzerland	11-50	22
	“Als Vermögensverwaltungsboutique bieten wir unseren langjährigen internationalen Kunden individuell massgeschneiderte Vermögensverwaltungs, Beratungs- und Family Office-…” Source: company website · checked Sep 2, 2026
20	Colombo Wealth SAStrong evidence	Zurich, Switzerland	51-200	19
	“Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.” Source: company website · checked Sep 2, 2026
21	D-Tail Family OfficeStrong evidence	Feusisberg, Switzerland	11-50	19
	“Wir sind ein internationales Family Office mit Hauptsitz in der Schweiz und einem Standort in Frankfurt am Main.” Source: company website · checked Sep 2, 2026
22	Richfox CapitalStrong evidence	Zurich, Switzerland	11-50	18
	“Richfox Capital is an investment group based in Switzerland (HQ, fully FINMA-regulated), the Netherlands, and Czechia, focused on family office management, wealth management…” Source: company website · checked Sep 2, 2026
23	Swiss KMU Partners AGStrong evidence	Sankt Gallen, Switzerland	11-50	16
	“Wir sind ein Multi Family Office, das verschiedene Familien individuell zur gemeinsamen Stärke verhilft.” Source: company website · checked Sep 2, 2026
24	Format A AGIndirect evidence	Zurich, Switzerland	11-50	15
	“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Source: company website · checked Sep 2, 2026
25	Nahmani Grunder & CIE AGPartial evidence	Geneva, Switzerland	11-50	15
	“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Source: company website · checked Sep 2, 2026

Showing 25 of 360 family office software providers based in Switzerland

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Family office software providers based in Switzerland at a glance

As of Sep 2, 2026

1-10Median size (employees)

ZurichLargest hub · 96 HQs

105Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

221

11-50

111

51-200

201-500

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 family office software providers, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “family office software providers”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among family office software providers, 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 an evidence 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, 1,252 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 2, 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.

Family office software providers by metro

Family office software providers in Zurich96
Family office software providers in Geneva48
Family office software providers in Geneve33
Family office software providers in Lugano28

Frequently asked

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

RevenueBase identified 360 family office software providers 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?

ETOPS, headquartered in Cham, tops this list with the largest team on record.

Which city has the most family office software providers?

Zurich leads with 96 headquartered companies, followed by Geneva (48) and Geneve (33).

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 1,252 verified decision-maker contacts tracked across these 360 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 2, 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 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.