Company lists · Data refreshed September 2026

Top 25 Fiduciary advisors based in Lugano, Switzerland

Name: Fiduciary advisors based in Lugano, Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 47 companies tracked

RevenueBase identified 47 fiduciary advisors headquartered in Lugano, Switzerland as of September 2026 and tracks 253 professional contacts across them, including 114 with verified work emails. Zurich is the largest hub.

This list covers fiduciary advisors headquartered in Lugano, 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 19, 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 19, 2026 86% judged on-target in blind review

47Companies

253Contacts tracked

114Verified emails

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The 25 largest fiduciary advisors based in Lugano, Switzerland

Ranked by team size

Top 25 of 47 fiduciary advisors based in Lugano, Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Copernicus Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	36 contacts →
	Indirect evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 19, 2026
2	Thalia Capital Advisors	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	16 contacts →
	Partial evidence “The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.” Source: RevenueBase Database · checked Sep 19, 2026
3	Fidi BC SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Fidi BC SA is an accounting company based out of Via G.B.” Source: RevenueBase Database · checked Sep 19, 2026
4	Amgest SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Founded almost 20 years ago, in 2006, Amgest is an independent wealth management boutique based in Lugano (Switzerland) providing long-term portfolio management solutions, network…” Source: RevenueBase Database · checked Sep 19, 2026
5	Swix Family Office SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients.” Source: RevenueBase Database · checked Sep 19, 2026
6	Dreieck Fiduciaria SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Trasparenza, Sinergia, Fiducia.” Source: RevenueBase Database · checked Sep 19, 2026
7	Zeus Capital SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Source: RevenueBase Database · checked Sep 19, 2026
8	Aequitum SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026
9	House Of Wealth SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Source: RevenueBase Database · checked Sep 19, 2026
10	Fidgen	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	51-200	8 contacts →
	Partial evidence “FidGen is an independent provider established to deliver first class fiduciary, trust, corporate, compliance, accounting and fund services to clients worldwide.” Source: RevenueBase Database · checked Sep 19, 2026
11	LFA Swiss Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “LFA is a leading fee-based Swiss wealth manager for U.S.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fiduciaria Antonini SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Fiduciaria Antonini SA, con oltre un secolo di esperienza, fondata nel 1885 come studio legale notarile dall’avvocato Severino Antonini e strutturata nella forma giuridica attuale…” Source: RevenueBase Database · checked Sep 19, 2026
13	FF Marcuard SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “FF Marcuard SA was founded in 2010 by Fiorello Fiore, a Swiss banker with many years of experience in management, financial advising and building client relationships that span…” Source: RevenueBase Database · checked Sep 19, 2026
14	D&d SA Capital Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “When it comes to investment and wealth management there is no “one suits all” approach.” Source: RevenueBase Database · checked Sep 19, 2026
15	Per4m	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “Excellence is our mission.” Source: RevenueBase Database · checked Sep 19, 2026
16	Società Fiduciaria E Consulenza SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Società Fiduciaria e Consulenza SA nasce nel 1962, impiega 9 collaboratori e vanta oggi clientela locale, nazionale ed internazionale, che dimostra di apprezzare l’attenzione, la…” Source: RevenueBase Database · checked Sep 19, 2026
17	Fiduciaria Gielle SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Fiduciaria Gielle SA è stata costituita nel dall'attuale Presidente del Consiglio di Amministrazione.” Source: RevenueBase Database · checked Sep 19, 2026
18	P&b Fiduciaria	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Cosa ti offriamo: un’azienda dove tutto fila liscio Dalla costituzione della tua società alla sua gestione contabile-amministrativa, dalla consulenza fiscale ai servizi per…” Source: RevenueBase Database · checked Sep 19, 2026
19	Intelligent Invest SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Overview Intelligent Invest SA is Swiss based, independent financial advisory firm, providing wealth management and advisory as well as multi-family office services.” Source: RevenueBase Database · checked Sep 19, 2026
20	Khora International SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Khora International SA è una fiduciaria svizzera membro dell’Organismo di Autodisciplina dei Fiduciari del Canton Ticino.” Source: RevenueBase Database · checked Sep 19, 2026
21	HRK & Partners SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Confidenzialità, Servizio a 360°, integrità, consulenza su misura con un personale giovane e dinamico, si occupa dei propri clienti con passione ed impegno.” Source: RevenueBase Database · checked Sep 19, 2026
22	Studio Fiduciario Pagani SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	11-50	1 contacts →
	Partial evidence “Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Source: RevenueBase Database · checked Sep 19, 2026
23	ATA Fiduciaria SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Fortworth AG	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…” Source: RevenueBase Database · checked Sep 19, 2026
25	Valuefid SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Valuefid SA is a Swiss fiduciary company since 1972.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fiduciary advisors.
Partial evidence: Its own public description names part of fiduciary advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 47 fiduciary advisors based in Lugano, Switzerland

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Fiduciary advisors based in Lugano, Switzerland at a glance

As of Sep 19, 2026

45.1%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

263.8%Largest-city concentration · Zurich

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Switzerland list rather than for Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 47 companies.

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 fiduciary advisors, 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 Lugano, Switzerland whose own description of what they do matches “fiduciary advisors”. 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 fiduciary advisors), 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 fiduciary advisors, and records with no verified work email. Companies headquartered outside Lugano 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, 114 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 19, 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.

Fiduciary advisors by metro in Switzerland

Fiduciary advisors in Zurich124
Fiduciary advisors in Geneve78
Fiduciary advisors in Geneva65
Fiduciary advisors in Lugano47
Fiduciary advisors in Basel35
Fiduciary advisors in Lausanne27

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 fiduciary advisors, 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 fiduciary advisors are there based in Lugano, Switzerland?

RevenueBase identified 47 fiduciary advisors headquartered in Lugano, 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?

Copernicus Wealth Management, headquartered in Lugano, tops this list with the largest team on record.

Which city has the most fiduciary advisors?

Zurich leads with 124 headquartered companies, followed by Geneve (78) and Geneva (65).

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 114 verified decision-maker contacts tracked across these 47 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 19, 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.