Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in Switzerland
RevenueBase identified 346 company matches for financial advisory platforms associated with Switzerland as of September 2026 and tracks 11,206 professional contacts across them, including 5,657 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial advisory platforms 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 platforms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,597 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 758 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 212 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 171 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 138 contacts → | ||||
Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 97 contacts → | ||||
Exact match “EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 92 contacts → | ||||
Exact match “Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 80 contacts → | ||||
Exact match “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 66 contacts → | ||||
Exact match “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 42 contacts → | ||||
Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 39 contacts → | ||||
Exact match “Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 36 contacts → | ||||
Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 34 contacts → | ||||
Exact match “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 26 contacts → | ||||
Exact match “We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 25 contacts → | ||||
Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 24 contacts → | ||||
Exact match “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 20 contacts → | ||||
Exact match “vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” 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 platforms”. 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 346 financial advisory platforms based in Switzerland
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Financial advisory platforms 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 346 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 platforms” 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 5,657 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.
Financial advisory platforms by metro
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory platforms are there based in Switzerland?
RevenueBase identified 346 company matches for financial advisory platforms 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?
Julius Baer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory platforms?
Zurich leads with 71 company records, followed by Geneva (43) and Basel (16).
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 5,657 professional contacts with verified work emails tracked across these 346 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 346 financial advisory platforms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
Company intelligence · public preview
Top 25 financial advisory platforms 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 346 matching company records for financial advisory platforms based in Switzerland, with 11,206 tracked contacts and 5,657 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 platforms 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 |  Julius Baerjuliusbaer.comHQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ETOPSetops.comHQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cité Gestion SAcite-gestion.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  EWM Globalewmglobal.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gentwogentwo.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 92 contacts → |
“Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CIGPcigp.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dapm SAdapm.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Capital Visioncapitalvision.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finfoxfinfox.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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. | |||||
| 15 |  Assetmaxinfront.coHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  True Wealthtruewealth.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  OVB Vermögensberatung Schweiz AGovb-ag.chHQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Blackshield Capitalblackshield.capitalHQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 51-200 | Stadtkreis 1 Altstadt, Switzerland | 51-200 | Exact match | 26 contacts → |
“We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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. | |||||
| 20 |  Bucher Invest AGbucherinvest.chHQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pegasos Finance Gmbhpegasosfinance.chHQ: Dietikon / Im Berg, SwitzerlandReported employees: 51-200 | Dietikon / Im Berg, Switzerland | 51-200 | Exact match | 24 contacts → |
“Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DCP Client Partner AGdcp.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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. | |||||
| 24 |  VESTRvestr.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finwiwo AGfinwiwo.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 346 company matches
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Financial advisory platforms: 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
344 records in the displayed employee bands.
2 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 346 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 ↗
Financial advisory platforms by metro
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 platforms did RevenueBase find based in Switzerland?
The saved snapshot records 346 matching company records, 11,206 tracked contacts and 5,657 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 platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 financial advisory platforms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/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 platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
Company intelligence · public preview
Top 25 financial advisory platforms based in Switzerland
RevenueBase records 346 matching company records for financial advisory platforms based in Switzerland, with 11,206 tracked contacts and 5,657 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 platforms 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 | Julius Baerjuliusbaer.com HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ETOPSetops.com HQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cité Gestion SAcite-gestion.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EWM Globalewmglobal.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gentwogentwo.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 92 contacts → |
“Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CIGPcigp.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dapm SAdapm.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Visioncapitalvision.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finfoxfinfox.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | Assetmaxinfront.co HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | True Wealthtruewealth.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | OVB Vermögensberatung Schweiz AGovb-ag.ch HQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Blackshield Capitalblackshield.capital HQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 51-200 | Stadtkreis 1 Altstadt, Switzerland | 51-200 | Exact match | 26 contacts → |
“We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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. | |||||
| 20 | Bucher Invest AGbucherinvest.ch HQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pegasos Finance Gmbhpegasosfinance.ch HQ: Dietikon / Im Berg, SwitzerlandReported employees: 51-200 | Dietikon / Im Berg, Switzerland | 51-200 | Exact match | 24 contacts → |
“Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DCP Client Partner AGdcp.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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. | |||||
| 24 | VESTRvestr.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finwiwo AGfinwiwo.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 346 company matches
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Financial advisory platforms: 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
344 records in the displayed employee bands.
2 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 346 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 ↗
Financial advisory platforms by metro
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 platforms did RevenueBase find based in Switzerland?
The saved snapshot records 346 matching company records, 11,206 tracked contacts and 5,657 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 platforms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/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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