Company lists · Data refreshed September 2026
Top 19 Fiduciary advisors based in Zurich, Switzerland
RevenueBase identified 124 fiduciary advisors headquartered in Zurich, Switzerland as of September 2026 and tracks 1,956 professional contacts across them, including 880 with verified work emails. Zurich is the largest hub.
This list covers fiduciary advisors 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 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.
The 19 largest fiduciary advisors based in Zurich, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Indirect evidence “1291 Group is an independent, Swiss-founded insurance broker specialising in bespoke wealth protection solutions built around life insurance structures for high-net-worth families…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 60 contacts → | ||||
Partial evidence “We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 31 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Indirect evidence “TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Indirect evidence “Persönlich für Sie da * 1989 gegründet und durch Eigentümer geführt.* Rund 30 Mitarbeiter aus verschiedenen Bereichen.* Umfassendes Qualitätsmanagement aufgrund bestehender…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Indirect evidence “Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Indirect evidence “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence “BFI Infinity Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “Dr.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Indirect evidence “The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Indirect evidence “VALUEworks recognises that every family is different.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “VermögensPartner AG, wir beraten absolut unabhängig und ohne Provisionen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Partial evidence “Carey Partners is a regulated Fiduciary company with an experienced team focused on wealth planning and tailor-made structuring solutions for entrepreneurs and high net worth…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 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 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “SIDENIA LTD is a privately owned company based in Zurich that provides personalized family trust services for selected individuals and families through its group.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Partial evidence “Independent Capital Group AG is a wealth management and investment advisory firm based in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “Die Zollicont Treuhand AG ist Ihr vertrauensvoller Treuhänder in und um Zürich.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 19 of 124 fiduciary advisors based in Zurich, Switzerland
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Fiduciary advisors based in Zurich, Switzerland at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 124 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 Zurich, 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 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, 880 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 Zurich, Switzerland?
RevenueBase identified 124 fiduciary advisors 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?
1291 Group, headquartered in Zurich, 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 880 verified decision-maker contacts tracked across these 124 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.
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