Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Switzerland

Name: Financial advisor recruitment firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 119 companies tracked

RevenueBase identified 119 financial advisor recruitment firms headquartered in Switzerland as of September 2026 and tracks 1,912 professional contacts across them, including 783 with verified work emails. Zurich is the largest hub.

This list covers financial advisor recruitment firms headquartered in 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 28, 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 28, 2026 86% judged on-target in blind review

119Companies

1,912Contacts tracked

783Verified emails

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The 25 largest financial advisor recruitment firms based in Switzerland

Ranked by team size

Top 25 of 119 financial advisor recruitment firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment firms: 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	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 28, 2026
2	Svag Schweizer Vermögensberatung AG	Partial evidence	Adliswil, SwitzerlandHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	CIGP	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	80 contacts →
	Strong evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 28, 2026
4	JLP Gestion&associés	Partial evidence	Eysins, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 28, 2026
5	HCP Switzerland	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 28, 2026
6	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 28, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 28, 2026
7	Pegasos Finance Gmbh	Indirect evidence	Dietikon / Im Berg, SwitzerlandHQ checked Sep 28, 2026	51-200	24 contacts →
	Indirect evidence “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Source: RevenueBase Database · checked Sep 28, 2026
8	Telomere Capital	Strong evidence	Carouge, SwitzerlandHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 28, 2026
9	Lotus Partners	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	15 contacts →
	Strong evidence “Founded in 2006, Lotus Partners is a leading executive search firm based in Geneva specialized in the recruitment and career advisory within the Banking, Financial and Fiduciary…” Source: RevenueBase Database · checked Sep 28, 2026
10	Hmsa Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…” Source: RevenueBase Database · checked Sep 28, 2026
11	Goldwyn Partners Group AG	Partial evidence	Baar, SwitzerlandHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “For talents only» - Information Technology & Financial Services Professionelle Talentrekrutierung seit über 15 Jahren Die Goldwyn Partners Group AG ist ein langjährig etabliertes…” Source: RevenueBase Database · checked Sep 28, 2026
12	AVA Investors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Keep making waves” Source: RevenueBase Database · checked Sep 28, 2026
13	Beyond Potentials	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Beyond Potentials is a recruitment and HR consulting firm in Geneva & Monaco, that helps organizations and talent come together around shared values, vision, and ambitions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Winterthur Consulting Group AG	Indirect evidence	Winterthur, SwitzerlandHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Herzlich willkommen im altehrwürdigen Volkarthaus im Herzen von Winterthur.” Source: RevenueBase Database · checked Sep 28, 2026
15	Serenis	Partial evidence	Grand-lancy, SwitzerlandHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Source: RevenueBase Database · checked Sep 28, 2026
16	A.M. Family Office SA	Indirect evidence	Locarno, SwitzerlandHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Source: RevenueBase Database · checked Sep 28, 2026
17	Hoffer & Associates Executive Search	Strong evidence	SwitzerlandHQ checked Sep 28, 2026	51-200	9 contacts →
	Strong evidence “Hoffer & Associates Switzerland AG is a global specialist of recruitment solutions and consulting services within the global financial services industry. FOLLOW US on…” Source: RevenueBase Database · checked Sep 28, 2026
18	Imperial Wealth Planning	Strong evidence	Pfäffikon, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Imperial Wealth Planning is an independent financial advisory firm, providing holistic financial advice and specialising in retirement planning, investments, mortgages, insurance…” Source: RevenueBase Database · checked Sep 28, 2026
19	Moor & Bachmann AG	Partial evidence	Basel, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “We have been advising high net worth private individuals, families and foundations for over 30 years.” Source: RevenueBase Database · checked Sep 28, 2026
20	Swissprivate AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Source: RevenueBase Database · checked Sep 28, 2026
21	Finanzbegleitung AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.” Source: RevenueBase Database · checked Sep 28, 2026
22	BCO Treuhand, Vorsorge UND Vermögensverwaltung AG	Indirect evidence	Aarau, SwitzerlandHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Source: RevenueBase Database · checked Sep 28, 2026
23	CN Goodall Gmbh	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to CN Goodall.” Source: RevenueBase Database · checked Sep 28, 2026
24	Neidhart Rüttimann & Partner AG	Indirect evidence	Winterthur, SwitzerlandHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Die neidhart rüttimann & partner ag bietet Ihnen genau die Finanzdienstleistungen, die Sie sich wünschen.” Source: RevenueBase Database · checked Sep 28, 2026
25	Finanzhandwerk Gmbh	Indirect evidence	Winterthur, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Sparen, versichern, vorsorgen, finanzieren.” Source: RevenueBase Database · checked Sep 28, 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: financial advisor recruitment firms. 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 financial advisor recruitment firms.
Partial evidence: Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor recruitment firms. 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 119 financial advisor recruitment firms based in Switzerland

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Financial advisor recruitment firms based in Switzerland at a glance

As of Sep 28, 2026

41.0%Verified-email coverage

16.1Average contacts per company

1-10Median size (employees)

18.5%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 119 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 financial advisor recruitment firms, 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 Switzerland whose own description of what they do matches “financial advisor recruitment firms”. 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 financial advisor recruitment firms), 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 financial advisor recruitment firms, and records with no verified work email. Companies headquartered outside Switzerland 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, 783 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 28, 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.

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 financial advisor recruitment firms, 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 financial advisor recruitment firms are there based in Switzerland?

RevenueBase identified 119 financial advisor recruitment firms headquartered in 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?

VZ Vermögenszentrum, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most financial advisor recruitment firms?

Zurich leads with 22 headquartered companies, followed by Geneva (13) and Geneve (11).

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 783 verified decision-maker contacts tracked across these 119 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 28, 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.