Company lists · Data refreshed October 2026
Top 25 Financial asset management services based in Switzerland
RevenueBase identified 147 company matches for financial asset management services associated with Switzerland as of October 2026 and tracks 4,402 professional contacts across them, including 2,128 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial asset management services 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 October 25, 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 asset management services based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,140 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 2 | 888 contacts → | ||||
Exact match “We support our clients in achieving their long-term investment objectives.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 3 | 104 contacts → | ||||
Exact match “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 4 | 72 contacts → | ||||
Exact match “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 5 | 62 contacts → | ||||
Exact match “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 6 | 41 contacts → | ||||
Exact match “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 8 | 27 contacts → | ||||
Exact match “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 11 | 22 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 · Oct 25, 2026 · View company records in RevenueBase | |||||
| 12 | 22 contacts → | ||||
Exact match “We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “Jacobs Holding AG is a global professional investment firm based in London & Zurich and founded in 1994 by entrepreneur Klaus J.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Vermögensverwaltung ohne Fachchinesisch.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Amber Lion Partners offers wealth and asset management with performance-based compensation models, debt advisory (real estate, marine and aviation) and venture capital.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “We are an independent asset manager based in Geneva.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded in the RevenueBase company graph · Oct 25, 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 asset management services”. 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 147 financial asset management services based in Switzerland
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Financial asset management services based in Switzerland at a glance
As of Oct 25, 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 147 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 asset management services” 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 2,128 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 October 25, 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 asset management services 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 asset management services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial asset management services are there based in Switzerland?
RevenueBase identified 147 company matches for financial asset management services associated with Switzerland as of October 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?
Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial asset management services?
Zurich leads with 42 company records, followed by Geneva (36) and Lugano (14).
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 2,128 professional contacts with verified work emails tracked across these 147 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 October 25, 2026.
Ready to reach these companies? Verified emails and direct dials for all 147 financial asset management services based in Switzerland. Start with a free account, no credit card.
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- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
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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- New lists
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Company intelligence · public preview
Top 25 financial asset management services 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 147 matching company records for financial asset management services based in Switzerland, with 4,402 tracked contacts and 2,128 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: October 25, 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 asset management services 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 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,140 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Swiss Life Asset Managersswisslife-am.comHQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 888 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  NS Partnersnspgroup.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 104 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Zugerberg Finanzzugerberg-finanz.chHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 72 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bellecapitalbellecapital.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 62 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Complementa AGcomplementa.chHQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 41 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Invest-Partners Wealth Management AGinvest-partners.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Petiole Asset Managementpetiole.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 27 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Crossinvest SAcrossinvest.chHQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 27 contacts → |
“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Compass Asset Management SAcompass-am.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 24 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  DCP Client Partner AGdcp.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 22 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Avalor Investment AGavalor.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Corum Vermögensverwaltung AGcorumag.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 19 contacts → |
“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Amadeus Capital SAamadeus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Jabre Capital Partnersjabcap.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 18 contacts → |
“Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Feri Schweiz AGferi.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 15 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fortune Financial Strategiesfortunefs.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Jacobs Holdingjacobsholding.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 13 contacts → |
“Jacobs Holding AG is a global professional investment firm based in London & Zurich and founded in 1994 by entrepreneur Klaus J.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Victory Asset Management AGvictoryam.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wydler Asset Managementwydlerinvest.ch HQ: Wilen Bei Wollerau, SwitzerlandReported employees: 1-10 | Wilen Bei Wollerau, Switzerland | 1-10 | Exact match | 9 contacts → |
“Vermögensverwaltung ohne Fachchinesisch.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Amber Lion Partnersamberlion.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Amber Lion Partners offers wealth and asset management with performance-based compensation models, debt advisory (real estate, marine and aviation) and venture capital.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gama Asset Managementgama-am.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“We are an independent asset manager based in Geneva.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Portas Capital AG Schweizportascapital.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial asset management services: dataset insights
October 25, 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
146 records in the displayed employee bands.
1 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 147 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: October 25, 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 asset management services by metro
Questions about this company list
What does Exact match mean for financial asset management services?
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 asset management services did RevenueBase find based in Switzerland?
The saved snapshot records 147 matching company records, 4,402 tracked contacts and 2,128 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: October 25, 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 asset management services by geography
- Financial asset management services based in Sydney, Australia
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- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong
- Financial asset management services based in Bangalore, India
- Financial asset management services based in Mumbai, India
- Financial asset management services based in New Delhi, India
- Financial asset management services based in Madrid, Spain
- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial asset management services based in Switzerland. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/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 asset management services based in Sydney, Australia
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Company intelligence · public preview
Top 25 financial asset management services based in Switzerland
RevenueBase records 147 matching company records for financial asset management services based in Switzerland, with 4,402 tracked contacts and 2,128 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: October 25, 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 asset management services 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 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,140 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Swiss Life Asset Managersswisslife-am.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 888 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | NS Partnersnspgroup.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 104 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Zugerberg Finanzzugerberg-finanz.ch HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 72 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bellecapitalbellecapital.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 62 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Complementa AGcomplementa.ch HQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 41 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Invest-Partners Wealth Management AGinvest-partners.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Petiole Asset Managementpetiole.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 27 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Crossinvest SAcrossinvest.ch HQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 27 contacts → |
“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Compass Asset Management SAcompass-am.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 24 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | DCP Client Partner AGdcp.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 22 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Avalor Investment AGavalor.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Corum Vermögensverwaltung AGcorumag.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 19 contacts → |
“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Amadeus Capital SAamadeus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Jabre Capital Partnersjabcap.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 18 contacts → |
“Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Feri Schweiz AGferi.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 15 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fortune Financial Strategiesfortunefs.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jacobs Holdingjacobsholding.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 13 contacts → |
“Jacobs Holding AG is a global professional investment firm based in London & Zurich and founded in 1994 by entrepreneur Klaus J.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Victory Asset Management AGvictoryam.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wydler Asset Managementwydlerinvest.ch HQ: Wilen Bei Wollerau, SwitzerlandReported employees: 1-10 | Wilen Bei Wollerau, Switzerland | 1-10 | Exact match | 9 contacts → |
“Vermögensverwaltung ohne Fachchinesisch.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Amber Lion Partnersamberlion.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Amber Lion Partners offers wealth and asset management with performance-based compensation models, debt advisory (real estate, marine and aviation) and venture capital.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gama Asset Managementgama-am.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“We are an independent asset manager based in Geneva.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Portas Capital AG Schweizportascapital.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial asset management services: dataset insights
October 25, 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
146 records in the displayed employee bands.
1 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 147 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: October 25, 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 asset management services by metro
Questions about this company list
What does Exact match mean for financial asset management services?
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 asset management services did RevenueBase find based in Switzerland?
The saved snapshot records 147 matching company records, 4,402 tracked contacts and 2,128 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: October 25, 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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- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial asset management services based in Switzerland. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/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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