Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in Switzerland
RevenueBase identified 750 company matches for financial consulting firms associated with Switzerland as of September 2026 and tracks 18,742 professional contacts across them, including 8,645 with verified work emails and 1,110 with mobile numbers. Zurich is the largest hub.
This list covers company matches for financial consulting firms 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 2, 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 consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,601 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 3,940 contacts → | ||||
Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 1,408 contacts → | ||||
Exact match “Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 953 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 759 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 296 contacts → | ||||
Exact match “At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 219 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 2, 2026 · View company records in RevenueBase | |||||
| 8 | 218 contacts → | ||||
Exact match “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 170 contacts → | ||||
Exact match “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 80 contacts → | ||||
Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 78 contacts → | ||||
Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 67 contacts → | ||||
Exact match “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 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 2, 2026 · View company records in RevenueBase | |||||
| 14 | 63 contacts → | ||||
Exact match “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 53 contacts → | ||||
Exact match “Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 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 2, 2026 · View company records in RevenueBase | |||||
| 17 | 40 contacts → | ||||
Exact match “Aalto Capital is a full-service corporate finance advisory firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 36 contacts → | ||||
Exact match “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 35 contacts → | ||||
Exact match “CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 31 contacts → | ||||
Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Sep 2, 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 consulting firms”. 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 750 financial consulting firms based in Switzerland
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Financial consulting firms based in Switzerland at a glance
As of Sep 2, 2026Companies by employee count
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 consulting firms” 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 8,645 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 2, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in Switzerland?
RevenueBase identified 750 company matches for financial consulting firms 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 consulting firms?
Zurich leads with 119 company records, followed by Geneva (102) and Lugano (36).
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 8,645 professional contacts with verified work emails tracked across these 750 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 750 financial consulting firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
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Company intelligence · public preview
Top 25 financial consulting firms 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 750 matching company records for financial consulting firms based in Switzerland, with 18,742 tracked contacts and 8,645 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 2, 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 consulting firms 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: HQ not recorded; location: Zurich, SwitzerlandReported employees: 5,001-10,000 | HQ not recorded; location: Zurich, Switzerland | 5,001-10,000 | Exact match | 6,601 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lazardlazard.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Geneva, Switzerland | 1,001-5,000 | Exact match | 3,940 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Degroof Petercamdegroofpetercam.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Geneva, Switzerland | 1,001-5,000 | Exact match | 1,408 contacts → |
“Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Lausanne, Switzerland | 1,001-5,000 | Exact match | 953 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BLKBbiolink.lyHQ: HQ not recorded; location: Liestal, SwitzerlandReported employees: 501-1,000 | HQ not recorded; location: Liestal, Switzerland | 501-1,000 | Exact match | 759 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Skybound Wealth Managementskyboundwealth.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Geneva, Switzerland | 201-500 | Exact match | 296 contacts → |
“At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: HQ not recorded; location: Luzern, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Luzern, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bordier & Cie, Banquiers Privésbordier.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Unigestionunigestion.comHQ: HQ not recorded; location: SwitzerlandReported employees: 51-200 | HQ not recorded; location: Switzerland | 51-200 | Exact match | 170 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Swiss Life Wealth Managersswisslife-wealth.chHQ: HQ not recorded; location: St. Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St. Gallen, Switzerland | 51-200 | Exact match | 80 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ppcmetrics AGppcmetrics.chHQ: HQ not recorded; location: Nyon, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Nyon, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finalix Business Consultingfinalix.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 67 contacts → |
“Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MWC Groupmwcgroup.chHQ: HQ not recorded; location: Schindellegi, SwitzerlandReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  EMG SAemgsa.chHQ: HQ not recorded; location: Cointrin, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Cointrin, Switzerland | 51-200 | Exact match | 63 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Raiffeisenbank St.Gallenraiffeisen.chHQ: HQ not recorded; location: St.Gallen St.Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St.Gallen St.Gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Capital Visioncapitalvision.chHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aalto Capitalaaltocapital.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Aalto Capital is a full-service corporate finance advisory firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  I.L.Team AGilteam.chHQ: HQ not recorded; location: Rotkreuz, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Rotkreuz, Switzerland | 51-200 | Exact match | 39 contacts → |
“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  JLP Gestion&associésjlpgestion.chHQ: HQ not recorded; location: Eysins, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Eysins, Switzerland | 11-50 | Exact match | 36 contacts → |
“Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Convisa AGconvisa.chHQ: HQ not recorded; location: Schwyz, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Schwyz, Switzerland | 51-200 | Exact match | 35 contacts → |
“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Belvédère Asset Management AGbelvedere-am.comHQ: HQ not recorded; location: Glarus, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Woodman Asset Management AGwoodman.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Academix Consult AGacademix.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Invest-Partners Wealth Management AGinvest-partners.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Belgravia Wealth Managementbelgraviawealth.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 29 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 750 company matches
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
737 records in the displayed employee bands.
13 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 750 matching company records, 18,742 tracked contacts and 8,645 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 2, 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
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- Financial consulting firms based in the Netherlands
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Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/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 consulting firms based in the United States
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Company intelligence · public preview
Top 25 financial consulting firms based in Switzerland
RevenueBase records 750 matching company records for financial consulting firms based in Switzerland, with 18,742 tracked contacts and 8,645 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 2, 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 consulting firms 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: HQ not recorded; location: Zurich, SwitzerlandReported employees: 5,001-10,000 | HQ not recorded; location: Zurich, Switzerland | 5,001-10,000 | Exact match | 6,601 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lazardlazard.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Geneva, Switzerland | 1,001-5,000 | Exact match | 3,940 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Degroof Petercamdegroofpetercam.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Geneva, Switzerland | 1,001-5,000 | Exact match | 1,408 contacts → |
“Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Lausanne, Switzerland | 1,001-5,000 | Exact match | 953 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BLKBbiolink.ly HQ: HQ not recorded; location: Liestal, SwitzerlandReported employees: 501-1,000 | HQ not recorded; location: Liestal, Switzerland | 501-1,000 | Exact match | 759 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Skybound Wealth Managementskyboundwealth.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Geneva, Switzerland | 201-500 | Exact match | 296 contacts → |
“At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: HQ not recorded; location: Luzern, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Luzern, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bordier & Cie, Banquiers Privésbordier.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Unigestionunigestion.com HQ: HQ not recorded; location: SwitzerlandReported employees: 51-200 | HQ not recorded; location: Switzerland | 51-200 | Exact match | 170 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Swiss Life Wealth Managersswisslife-wealth.ch HQ: HQ not recorded; location: St. Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St. Gallen, Switzerland | 51-200 | Exact match | 80 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ppcmetrics AGppcmetrics.ch HQ: HQ not recorded; location: Nyon, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Nyon, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finalix Business Consultingfinalix.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 67 contacts → |
“Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MWC Groupmwcgroup.ch HQ: HQ not recorded; location: Schindellegi, SwitzerlandReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | EMG SAemgsa.ch HQ: HQ not recorded; location: Cointrin, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Cointrin, Switzerland | 51-200 | Exact match | 63 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Raiffeisenbank St.Gallenraiffeisen.ch HQ: HQ not recorded; location: St.Gallen St.Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St.Gallen St.Gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Visioncapitalvision.ch HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aalto Capitalaaltocapital.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Aalto Capital is a full-service corporate finance advisory firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | I.L.Team AGilteam.ch HQ: HQ not recorded; location: Rotkreuz, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Rotkreuz, Switzerland | 51-200 | Exact match | 39 contacts → |
“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | JLP Gestion&associésjlpgestion.ch HQ: HQ not recorded; location: Eysins, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Eysins, Switzerland | 11-50 | Exact match | 36 contacts → |
“Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Convisa AGconvisa.ch HQ: HQ not recorded; location: Schwyz, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Schwyz, Switzerland | 51-200 | Exact match | 35 contacts → |
“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Belvédère Asset Management AGbelvedere-am.com HQ: HQ not recorded; location: Glarus, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Woodman Asset Management AGwoodman.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Academix Consult AGacademix.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Invest-Partners Wealth Management AGinvest-partners.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Belgravia Wealth Managementbelgraviawealth.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 29 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
737 records in the displayed employee bands.
13 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 750 matching company records, 18,742 tracked contacts and 8,645 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 2, 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 consulting firms based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/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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