Company lists · Data refreshed September 2026

Top 20 Family office software providers based in Geneva, Switzerland

RevenueBase identified 55 family office software providers headquartered in Geneva, Switzerland as of September 2026 and tracks 591 professional contacts across them, including 246 with verified work emails and 13 with mobile numbers. Across Switzerland, Zurich is the largest hub for this category (96 companies); Geneva follows with 48.

This list covers family office software providers headquartered in Geneva, Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 12, 2026 86% judged on-target in blind review
55Companies
591Contacts tracked
246Verified emails
13Mobile numbers
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The 20 largest family office software providers based in Geneva, Switzerland

Ranked by team size
Top 20 of 55 family office software providers based in Geneva, Switzerland, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to family office software providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGeneva, SwitzerlandHQ checked Sep 12, 202651-20074 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5035 contacts →

Indirect evidence

“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…”

Source: RevenueBase Database · checked Sep 12, 2026
3Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5032 contacts →

Strong evidence

“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…”

Source: RevenueBase Database · checked Sep 12, 2026
4Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 202651-20028 contacts →

Strong evidence

“Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.”

Source: RevenueBase Database · checked Sep 12, 2026
5Indirect evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5017 contacts →

Indirect evidence

“Sesame Financial Group is a financial boutique headquartered in Geneva.”

Source: RevenueBase Database · checked Sep 12, 2026
6Indirect evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5012 contacts →

Indirect evidence

“ACE for Advice & Corporate Engineering, is a well-established independent Group of Companies, including our Trustee Entities in Switzerland, New Zealand and the United States.”

Source: RevenueBase Database · checked Sep 12, 2026
7Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5010 contacts →

Strong evidence

“HBK, as a Multi Family Office, provides its clients with a complete and tailored solution for the management and supervision of their global financial affairs, with the aim to…”

Source: RevenueBase Database · checked Sep 12, 2026
8Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-1010 contacts →

Strong evidence

“Wealth management and family office for entrepreneurs, athletes and next generation.”

Source: RevenueBase Database · checked Sep 12, 2026
9Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-1010 contacts →

Strong evidence

“NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date.”

Source: RevenueBase Database · checked Sep 12, 2026
10Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-5010 contacts →

Strong evidence

“Established by leading Swiss families, our Multi-Family Office is built on a foundation of trust and expertise, with a singular goal: delivering superior returns through strategic…”

Source: RevenueBase Database · checked Sep 12, 2026
11Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-106 contacts →

Strong evidence

“Nomad partners is an independent family investment office based in geneva, switzerland.”

Source: RevenueBase Database · checked Sep 12, 2026
12Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-106 contacts →

Strong evidence

“SAF & Co is a multi family office that started business in 2007 as an investment company for private investors.”

Source: RevenueBase Database · checked Sep 12, 2026
13Partial evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-105 contacts →

Partial evidence

“Prestinvest SA is an established independent wealth management company servicing Entrepreneurs, Families and Financial Professionals.”

Source: RevenueBase Database · checked Sep 12, 2026
14Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-105 contacts →

Strong evidence

“Founded in July 2016, Platinum Swiss Partners SA is an independent and privately owned company, which provides bespoke wealth management solutions and family office services to…”

Source: RevenueBase Database · checked Sep 12, 2026
15Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-104 contacts →

Strong evidence

“Located in the heart of Geneva, Columbus Private is an independent, Multi Family Office that leverages the stability of Switzerland to provide more than just wealth management.”

Source: RevenueBase Database · checked Sep 12, 2026
16Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-104 contacts →

Strong evidence

“Our mission is to provide an unbiased, personalized and fully integrated family office and wealth management advisory services to grow and preserve your wealth in the long term…”

Source: RevenueBase Database · checked Sep 12, 2026
17Strong evidenceGeneva, SwitzerlandHQ checked Sep 12, 202611-503 contacts →

Strong evidence

“Altaira Services is a private family-office structure based in Geneva, Switzerland.”

Source: RevenueBase Database · checked Sep 12, 2026
18Partial evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-103 contacts →

Partial evidence

“Investivity is a Swiss regulated independent Private Investment Office which offers Wealth Management and Private Wealth services, along with a drive for innovation powered by…”

Source: RevenueBase Database · checked Sep 12, 2026
19Indirect evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
20Partial evidenceGeneva, SwitzerlandHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Diamas is a Multifamily Office in Switzerland that maintains its independence to prioritize its clients' interests.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 20 of 55 family office software providers based in Geneva, Switzerland

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Family office software providers based in Geneva, Switzerland at a glance

As of Sep 12, 2026
41.6%Verified-email coverage
2.2%Mobile-number coverage
10.7Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
16
51-200
3

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

Company record updated

Median 64.0d

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 RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Geneva, 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.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family office software providers, and records with no verified work email. Companies headquartered outside Geneva are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 246 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 12, 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 in Switzerland

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 55 family office software providers headquartered in Geneva, 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?

Bedrock Group, headquartered in Geneva, tops this list with the largest team on record.

Which city in Switzerland has the most family office software providers?

Zurich leads Switzerland 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 246 verified decision-maker contacts tracked across these 55 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 12, 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.