Company lists · Data refreshed September 2026
Top 25 Family office software providers based in Switzerland
RevenueBase identified 360 company matches for family office software providers associated with 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 company matches for family office software 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 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.
The 25 largest family office software providers based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 164 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 134 contacts → | ||||
Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 98 contacts → | ||||
Exact match “Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 89 contacts → | ||||
Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 63 contacts → | ||||
Exact match “Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Schmidt Family Office (SFO) is a multi-family office that supports legacy families.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 44 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 2, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “Performativ is the operating system powering tomorrow’s wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 40 contacts → | ||||
Exact match “We are Kaiser Partner, a family-owned wealth advisor operating from Liechtenstein and Switzerland.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 35 contacts → | ||||
Exact match “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 32 contacts → | ||||
Exact match “Single Family Office en matière économique, immobilière et financière.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 31 contacts → | ||||
Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “FINARTIS Group SA is a global financial technology company and banking software provider.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 26 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 22 contacts → | ||||
Exact match “Als Vermögensverwaltungsboutique bieten wir unseren langjährigen internationalen Kunden individuell massgeschneiderte Vermögensverwaltungs, Beratungs- und Family Office-…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “Wir sind ein internationales Family Office mit Hauptsitz in der Schweiz und einem Standort in Frankfurt am Main.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Richfox Capital is an investment group based in Switzerland (HQ, fully FINMA-regulated), the Netherlands, and Czechia, focused on family office management, wealth management…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “Wir sind ein Multi Family Office, das verschiedene Familien individuell zur gemeinsamen Stärke verhilft.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded in the RevenueBase company graph · Sep 2, 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 “family office software providers”. 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 360 family office software providers based in Switzerland
See the full list, filter by size, metro and specialty, and access 1,252 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Family office software providers based in Switzerland at a glance
As of Sep 2, 2026Companies by employee count
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 software 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 1,252 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 2, 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.
Family office software providers 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 “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in Switzerland?
RevenueBase identified 360 company matches for family office software 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?
ETOPS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office software providers?
Zurich leads with 96 company records, followed by Geneva (81) and Lugano (28).
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 1,252 professional contacts with verified work emails tracked across these 360 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 360 family office software providers based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
Company intelligence · public preview
Top 25 family office software providers 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 360 matching company records for family office software providers based in Switzerland, with 2,991 tracked contacts and 1,252 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: September 2, 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 family office software providers 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 |  ETOPSetops.comHQ: HQ not recorded; location: Cham, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Cham, Switzerland | 201-500 | Exact match | 164 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  EVOOQevooq.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Clermont Trustclermonttrust.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 98 contacts → |
“Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Masttromasttro.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 89 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fits Profidata Development Romaniaprofidatagroup.comHQ: HQ not recorded; location: Urdorf, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SFOsfo.co.zaHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 54 contacts → |
“Schmidt Family Office (SFO) is a multi-family office that supports legacy families.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Novum Partnersnovumpartners.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 44 contacts → |
“Novum Partners was founded in 2018 by a group of four partners who shared a common vision.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Performativperformativ.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 43 contacts → |
“Performativ is the operating system powering tomorrow’s wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kaiser Partner Wealth Advisorskaiserpartner.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“We are Kaiser Partner, a family-owned wealth advisor operating from Liechtenstein and Switzerland.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Assetmaxinfront.coHQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  STP Suissetechpartnerssuissetechpartners.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Belvédère Asset Management AGbelvedere-am.comHQ: HQ not recorded; location: Glarus, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SGFCsgfc.chHQ: HQ not recorded; location: Nyon, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Nyon, Switzerland | 51-200 | Exact match | 32 contacts → |
“Single Family Office en matière économique, immobilière et financière.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Helvetic Trusthelvetic-trust.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Woodman Asset Management AGwoodman.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finartisfinartis.comHQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Lausanne, Switzerland | 51-200 | Exact match | 30 contacts → |
“FINARTIS Group SA is a global financial technology company and banking software provider.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Verium AGverium.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lumen Capital Investors - Singaporelci.com.sgHQ: HQ not recorded; location: Singapore, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Singapore, Switzerland | 11-50 | Exact match | 25 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Principal Vermögensverwaltung AGprincipal.liHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“Als Vermögensverwaltungsboutique bieten wir unseren langjährigen internationalen Kunden individuell massgeschneiderte Vermögensverwaltungs, Beratungs- und Family Office-…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Colombo Wealth SAcolombo.swissHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 19 contacts → |
“Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  D-Tail Family Officed-tail.chHQ: HQ not recorded; location: Feusisberg, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Feusisberg, Switzerland | 11-50 | Exact match | 19 contacts → |
“Wir sind ein internationales Family Office mit Hauptsitz in der Schweiz und einem Standort in Frankfurt am Main.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Richfox Capitalrichfox.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Richfox Capital is an investment group based in Switzerland (HQ, fully FINMA-regulated), the Netherlands, and Czechia, focused on family office management, wealth management…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Swiss KMU Partners AGskpag.chHQ: HQ not recorded; location: Sankt Gallen, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir sind ein Multi Family Office, das verschiedene Familien individuell zur gemeinsamen Stärke verhilft.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Format A AGformat-a.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Nahmani Grunder & CIE AGnahmanigrunder.chHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 15 contacts → |
“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 360 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
350 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in Switzerland?
The saved snapshot records 360 matching company records, 2,991 tracked contacts and 1,252 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: September 2, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
Company intelligence · public preview
Top 25 family office software providers based in Switzerland
RevenueBase records 360 matching company records for family office software providers based in Switzerland, with 2,991 tracked contacts and 1,252 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: September 2, 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 family office software providers 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 | ETOPSetops.com HQ: HQ not recorded; location: Cham, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Cham, Switzerland | 201-500 | Exact match | 164 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | EVOOQevooq.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Clermont Trustclermonttrust.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 98 contacts → |
“Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Masttromasttro.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 89 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fits Profidata Development Romaniaprofidatagroup.com HQ: HQ not recorded; location: Urdorf, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SFOsfo.co.za HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 54 contacts → |
“Schmidt Family Office (SFO) is a multi-family office that supports legacy families.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Novum Partnersnovumpartners.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 44 contacts → |
“Novum Partners was founded in 2018 by a group of four partners who shared a common vision.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Performativperformativ.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 43 contacts → |
“Performativ is the operating system powering tomorrow’s wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kaiser Partner Wealth Advisorskaiserpartner.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“We are Kaiser Partner, a family-owned wealth advisor operating from Liechtenstein and Switzerland.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Assetmaxinfront.co HQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | STP Suissetechpartnerssuissetechpartners.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Belvédère Asset Management AGbelvedere-am.com HQ: HQ not recorded; location: Glarus, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SGFCsgfc.ch HQ: HQ not recorded; location: Nyon, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Nyon, Switzerland | 51-200 | Exact match | 32 contacts → |
“Single Family Office en matière économique, immobilière et financière.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Helvetic Trusthelvetic-trust.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Woodman Asset Management AGwoodman.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finartisfinartis.com HQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Lausanne, Switzerland | 51-200 | Exact match | 30 contacts → |
“FINARTIS Group SA is a global financial technology company and banking software provider.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Verium AGverium.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lumen Capital Investors - Singaporelci.com.sg HQ: HQ not recorded; location: Singapore, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Singapore, Switzerland | 11-50 | Exact match | 25 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Principal Vermögensverwaltung AGprincipal.li HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“Als Vermögensverwaltungsboutique bieten wir unseren langjährigen internationalen Kunden individuell massgeschneiderte Vermögensverwaltungs, Beratungs- und Family Office-…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Colombo Wealth SAcolombo.swiss HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 19 contacts → |
“Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | D-Tail Family Officed-tail.ch HQ: HQ not recorded; location: Feusisberg, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Feusisberg, Switzerland | 11-50 | Exact match | 19 contacts → |
“Wir sind ein internationales Family Office mit Hauptsitz in der Schweiz und einem Standort in Frankfurt am Main.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Richfox Capitalrichfox.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Richfox Capital is an investment group based in Switzerland (HQ, fully FINMA-regulated), the Netherlands, and Czechia, focused on family office management, wealth management…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Swiss KMU Partners AGskpag.ch HQ: HQ not recorded; location: Sankt Gallen, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir sind ein Multi Family Office, das verschiedene Familien individuell zur gemeinsamen Stärke verhilft.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Format A AGformat-a.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nahmani Grunder & CIE AGnahmanigrunder.ch HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Geneva, Switzerland | 11-50 | Exact match | 15 contacts → |
“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 360 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
350 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in Switzerland?
The saved snapshot records 360 matching company records, 2,991 tracked contacts and 1,252 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: September 2, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada