Company lists · Data refreshed September 2026

Top 23 Family office software providers based in Zurich, Switzerland

RevenueBase identified 93 family office software providers headquartered in Zurich, Switzerland as of September 2026 and tracks 872 professional contacts across them, including 425 with verified work emails and 27 with mobile numbers. Across Switzerland, Zurich is the largest hub for this category.

This list covers family office software providers headquartered in Zurich, 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
93Companies
872Contacts tracked
425Verified emails
27Mobile numbers
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The 23 largest family office software providers based in Zurich, Switzerland

Ranked by team size
Top 23 of 93 family office software providers based in Zurich, 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 evidenceZurich, SwitzerlandHQ checked Sep 12, 2026201-500145 contacts →

Indirect evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 12, 2026
2Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5036 contacts →

Strong evidence

“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.”

Source: RevenueBase Database · checked Sep 12, 2026
3Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5035 contacts →

Strong evidence

“FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg.”

Source: RevenueBase Database · checked Sep 12, 2026
4Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5031 contacts →

Indirect evidence

“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.”

Source: RevenueBase Database · checked Sep 12, 2026
5Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5027 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 12, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5021 contacts →

Partial evidence

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Source: RevenueBase Database · checked Sep 12, 2026
7Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5017 contacts →

Strong evidence

“As an independent asset manager and multi-family office, we are a sparring partner to 1st generation wealth originated from your skills and the great technologies of our times.”

Source: RevenueBase Database · checked Sep 12, 2026
8Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5016 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 12, 2026
9Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5015 contacts →

Indirect evidence

“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.”

Source: RevenueBase Database · checked Sep 12, 2026
10Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5015 contacts →

Strong evidence

“Boutique multi-family office helping families to attain their financial goals and plan for future generations.”

Source: RevenueBase Database · checked Sep 12, 2026
11Partial evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-5015 contacts →

Partial evidence

“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.”

Source: RevenueBase Database · checked Sep 12, 2026
12Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 202651-20011 contacts →

Indirect evidence

“CREATING VALUE FOR THE FINANCIAL INDUSTRY”: ECOFIN Group has been creating value for financial services providers and investors for more than 30 years: innovative, scientifically…”

Source: RevenueBase Database · checked Sep 12, 2026
13Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-109 contacts →

Indirect evidence

“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.”

Source: RevenueBase Database · checked Sep 12, 2026
14Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-109 contacts →

Indirect evidence

“Independent Capital Group AG is a wealth management and investment advisory firm based in Zurich, Switzerland.”

Source: RevenueBase Database · checked Sep 12, 2026
15Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-508 contacts →

Strong evidence

“SWISSPATH Group is an independent multi-family office created to provide a more personal, quality-focused service to our clients.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-507 contacts →

Indirect evidence

“ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.”

Source: RevenueBase Database · checked Sep 12, 2026
17Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-107 contacts →

Strong evidence

“Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe”

Source: RevenueBase Database · checked Sep 12, 2026
18Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
19Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 202611-506 contacts →

Strong evidence

“Revinova Treuhand AG (Revinova) proposes a niche financial management and reporting service for Family Offices and Trusts that is tailored to the complex and unique needs of the…”

Source: RevenueBase Database · checked Sep 12, 2026
20Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-106 contacts →

Strong evidence

“Originating from a European private bank, G7NESIS is today an independent and partner-owned family office with its own asset management arm.”

Source: RevenueBase Database · checked Sep 12, 2026
21Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-106 contacts →

Strong evidence

“Ihr Family Office – unabhängig und frei im Geist.”

Source: RevenueBase Database · checked Sep 12, 2026
22Indirect evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
23Strong evidenceZurich, SwitzerlandHQ checked Sep 12, 20261-105 contacts →

Strong evidence

“Zacharias AG is a Swiss family office offering wealth management services to ultra-high net worth individuals.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 23 of 93 family office software providers based in Zurich, Switzerland

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

As of Sep 12, 2026
48.7%Verified-email coverage
3.1%Mobile-number coverage
9.4Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
31
51-200
5
201-500
1

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 Zurich, 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 Zurich 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, 425 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 Zurich, Switzerland?

RevenueBase identified 93 family office software providers headquartered in Zurich, 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?

Profidata, headquartered in Zurich, 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 425 verified decision-maker contacts tracked across these 93 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.