Company lists · Data refreshed September 2026
Top 25 Financial advisory AI software companies based in Switzerland
RevenueBase identified 58 company matches for financial advisory AI software companies associated with Switzerland as of September 2026 and tracks 427 professional contacts across them, including 166 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial advisory AI software companies associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 25 largest financial advisory AI software companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 113 contacts → | ||||
Exact match “PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 38 contacts → | ||||
Exact match “Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Effixis supports financial institutions, private companies, and public organizations in their AI & data innovation projects through state-of-the-art solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Currently, over 80% of actively managed funds fail to beat the benchmarks*.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Aisot Technologies is a Zurich-based AI company pioneering advanced, AI-driven investment solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “We love numbers!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Our solution harnesses cutting-edge AI technology and hardware advancements to enhance model performance and gain deeper insights into portfolio dynamics” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Financial models and fully automated trading software” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Codemacher is the worldwide leading business platform for Artificial Intelligence in asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “mu Capital Management is a boutique specializing in data-driven equity strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “At Paidle, our vision is to offer consumers and businesses of all kind, innovative and seamless financial products using latest technology such as AI/Machine learning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Altruist Capital creates and manages AI-driven investment portfolios, both for-profit and in the philanthropy space.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “We build AI Applications for Finance & Marketing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Tectonic Platforms develops specialist investment strategies and funds for global healthcare and life sciences sectors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Finplify AG is a Swiss fintech firm specialised in AI-driven solutions for financial data analysis, market insights, and investment decision-making.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial advisory AI software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 58 financial advisory AI software companies based in Switzerland
See the full list, filter by size, metro and specialty, and access 166 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisory AI software companies based in Switzerland at a glance
As of Sep 28, 2026Companies by employee count
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 58 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Switzerland whose business descriptions match “financial advisory AI software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 166 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisory AI software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory AI software companies are there based in Switzerland?
RevenueBase identified 58 company matches for financial advisory AI software companies associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Pricehubble tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory AI software companies?
Zurich leads with 21 company records, followed by Basel (4) and Geneva (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 166 professional contacts with verified work emails tracked across these 58 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 58 financial advisory AI software companies based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial advisory AI software companies based in Sydney, Australia
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Company intelligence · public preview
Top 25 financial advisory AI software companies based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 58 matching company records for financial advisory AI software companies based in Switzerland, with 427 tracked contacts and 166 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Pricehubblepricehubble.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 113 contacts → |
“PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Braingroup AGbraingroup.chHQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Effixis, An Artefact Companyeffixis.chHQ: St-sulpice, SwitzerlandReported employees: 11-50 | St-sulpice, Switzerland | 11-50 | Exact match | 29 contacts → |
“Effixis supports financial institutions, private companies, and public organizations in their AI & data innovation projects through state-of-the-art solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Selma Financeselma.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  3rd-Eyes Analytics AG3rd-eyes.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Smart Wealth Asset Management AGsmartwealth.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 14 contacts → |
“Currently, over 80% of actively managed funds fail to beat the benchmarks*.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Trendratingtrendrating.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Yainvestyainvest.ai HQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 13 contacts → |
“We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Allindexallindex.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 12 contacts → |
“AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aisot Technologiesaisot.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 11 contacts → |
“Aisot Technologies is a Zurich-based AI company pioneering advanced, AI-driven investment solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Speedlab AGspeedlab.agHQ: Cham, SwitzerlandReported employees: 11-50 | Cham, Switzerland | 11-50 | Exact match | 9 contacts → |
“SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fintrust Partnersfintrust-partners.chHQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 8 contacts → |
“We love numbers!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  VG Consulting SAvgsa.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Masteractuarymasteractuary.comHQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 5 contacts → |
“Our solution harnesses cutting-edge AI technology and hardware advancements to enhance model performance and gain deeper insights into portfolio dynamics” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 4 contacts → |
“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  rataran.comrataran.comHQ: Savosa, SwitzerlandReported employees: 1-10 | Savosa, Switzerland | 1-10 | Exact match | 4 contacts → |
“Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Circular Capitalcircularcapital.comHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Financial models and fully automated trading software” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Codemacher AGcodemacher.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 3 contacts → |
“Codemacher is the worldwide leading business platform for Artificial Intelligence in asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MU Capital Management AGmucm.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 2 contacts → |
“mu Capital Management is a boutique specializing in data-driven equity strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Paidle SApaidle.comHQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 2 contacts → |
“At Paidle, our vision is to offer consumers and businesses of all kind, innovative and seamless financial products using latest technology such as AI/Machine learning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Altruist Leaguealtruistleague.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 2 contacts → |
“Altruist Capital creates and manages AI-driven investment portfolios, both for-profit and in the philanthropy space.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nodeflownodeflow.chHQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 2 contacts → |
“We build AI Applications for Finance & Marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Pentafolio AGpentafolio.chHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Tectonic Platformstectonicplatforms.comHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 2 contacts → |
“Tectonic Platforms develops specialist investment strategies and funds for global healthcare and life sciences sectors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finplify AGfinplify.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Finplify AG is a Swiss fintech firm specialised in AI-driven solutions for financial data analysis, market insights, and investment decision-making.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 58 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
58 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 58 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find based in Switzerland?
The saved snapshot records 58 matching company records, 427 tracked contacts and 166 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory AI software companies by geography
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
- Financial advisory AI software companies based in Mumbai, India
- Financial advisory AI software companies based in Singapore, Singapore
- Financial advisory AI software companies based in Dubai, United Arab Emirates
- Financial advisory AI software companies based in London, United Kingdom
- Financial advisory AI software companies based in Austin, United States
- Financial advisory AI software companies based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
Company intelligence · public preview
Top 25 financial advisory AI software companies based in Switzerland
RevenueBase records 58 matching company records for financial advisory AI software companies based in Switzerland, with 427 tracked contacts and 166 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Pricehubblepricehubble.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 113 contacts → |
“PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Braingroup AGbraingroup.ch HQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Effixis, An Artefact Companyeffixis.ch HQ: St-sulpice, SwitzerlandReported employees: 11-50 | St-sulpice, Switzerland | 11-50 | Exact match | 29 contacts → |
“Effixis supports financial institutions, private companies, and public organizations in their AI & data innovation projects through state-of-the-art solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Selma Financeselma.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 3rd-Eyes Analytics AG3rd-eyes.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Smart Wealth Asset Management AGsmartwealth.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 14 contacts → |
“Currently, over 80% of actively managed funds fail to beat the benchmarks*.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Trendratingtrendrating.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Yainvestyainvest.ai HQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 13 contacts → |
“We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Allindexallindex.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 12 contacts → |
“AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aisot Technologiesaisot.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 11 contacts → |
“Aisot Technologies is a Zurich-based AI company pioneering advanced, AI-driven investment solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Speedlab AGspeedlab.ag HQ: Cham, SwitzerlandReported employees: 11-50 | Cham, Switzerland | 11-50 | Exact match | 9 contacts → |
“SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fintrust Partnersfintrust-partners.ch HQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 8 contacts → |
“We love numbers!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | VG Consulting SAvgsa.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Masteractuarymasteractuary.com HQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 5 contacts → |
“Our solution harnesses cutting-edge AI technology and hardware advancements to enhance model performance and gain deeper insights into portfolio dynamics” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 4 contacts → |
“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | rataran.comrataran.com HQ: Savosa, SwitzerlandReported employees: 1-10 | Savosa, Switzerland | 1-10 | Exact match | 4 contacts → |
“Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Circular Capitalcircularcapital.com HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Financial models and fully automated trading software” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Codemacher AGcodemacher.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 3 contacts → |
“Codemacher is the worldwide leading business platform for Artificial Intelligence in asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MU Capital Management AGmucm.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 2 contacts → |
“mu Capital Management is a boutique specializing in data-driven equity strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paidle SApaidle.com HQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 2 contacts → |
“At Paidle, our vision is to offer consumers and businesses of all kind, innovative and seamless financial products using latest technology such as AI/Machine learning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Altruist Leaguealtruistleague.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 2 contacts → |
“Altruist Capital creates and manages AI-driven investment portfolios, both for-profit and in the philanthropy space.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nodeflownodeflow.ch HQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 2 contacts → |
“We build AI Applications for Finance & Marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pentafolio AGpentafolio.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Tectonic Platformstectonicplatforms.com HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 2 contacts → |
“Tectonic Platforms develops specialist investment strategies and funds for global healthcare and life sciences sectors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finplify AGfinplify.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Finplify AG is a Swiss fintech firm specialised in AI-driven solutions for financial data analysis, market insights, and investment decision-making.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 58 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
58 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 58 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find based in Switzerland?
The saved snapshot records 58 matching company records, 427 tracked contacts and 166 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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