Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 750 companies tracked

RevenueBase identified 750 financial consulting firms headquartered in 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 financial consulting firms headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

750Companies

18,742Contacts tracked

8,645Verified emails

1,110Mobile numbers

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The 25 largest financial consulting firms based in Switzerland

Ranked by team size

Top 25 of 750 financial consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Julius BaerIndirect evidence	Zurich, Switzerland	5,001-10,000	6,601
	“Julius Baer is present in around 25 countries and 60 locations.” Source: company website · checked Sep 2, 2026
2	LazardPartial evidence	Geneva, Switzerland	1,001-5,000	3,940
	“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.” Source: company website · checked Sep 2, 2026
3	Degroof PetercamPartial evidence	Geneva, Switzerland	1,001-5,000	1,408
	“Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Source: company website · checked Sep 2, 2026
4	VZ VermögenszentrumPartial evidence	Lausanne, Switzerland	1,001-5,000	953
	“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: company website · checked Sep 2, 2026
5	BLKBIndirect evidence	Liestal, Switzerland	501-1,000	759
	“Was morgen zählt, beginnt heute.” Source: company website · checked Sep 2, 2026
6	Skybound Wealth ManagementPartial evidence	Geneva, Switzerland	201-500	296
	“At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.” Source: company website · checked Sep 2, 2026
7	Svag Schweizer Vermögensberatung AGPartial evidence	Luzern, Switzerland	201-500	219
	“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: company website · checked Sep 2, 2026
8	Bordier & Cie, Banquiers PrivésPartial evidence	Geneva, Switzerland	201-500	218
	“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Source: company website · checked Sep 2, 2026
9	UnigestionIndirect evidence	Switzerland	51-200	170
	“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…” Source: company website · checked Sep 2, 2026
10	Swiss Life Wealth ManagersIndirect evidence	St. Gallen, Switzerland	51-200	80
	“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: company website · checked Sep 2, 2026
11	Ppcmetrics AGPartial evidence	Nyon, Switzerland	51-200	78
	“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: company website · checked Sep 2, 2026
12	Finalix Business ConsultingPartial evidence	Zurich, Switzerland	51-200	67
	“Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Source: company website · checked Sep 2, 2026
13	MWC GroupPartial evidence	Schindellegi, Switzerland	11-50	66
	“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…” Source: company website · checked Sep 2, 2026
14	EMG SAPartial evidence	Cointrin, Switzerland	51-200	63
	“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.” Source: company website · checked Sep 2, 2026
15	Raiffeisenbank St.GallenIndirect evidence	St.Gallen St.Gallen, Switzerland	51-200	53
	“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…” Source: company website · checked Sep 2, 2026
16	Capital VisionPartial evidence	Geneva, Switzerland	11-50	42
	“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: company website · checked Sep 2, 2026
17	Aalto CapitalIndirect evidence	Zurich, Switzerland	51-200	40
	“Aalto Capital is a full-service corporate finance advisory firm.” Source: company website · checked Sep 2, 2026
18	I.L.Team AGPartial evidence	Rotkreuz, Switzerland	51-200	39
	“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Source: company website · checked Sep 2, 2026
19	JLP Gestion&associésPartial evidence	Eysins, Switzerland	11-50	36
	“Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: company website · checked Sep 2, 2026
20	Convisa AGPartial evidence	Schwyz, Switzerland	51-200	35
	“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Source: company website · checked Sep 2, 2026
21	Belvédère Asset Management AGPartial evidence	Glarus, Switzerland	11-50	32
	“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…” Source: company website · checked Sep 2, 2026
22	Woodman Asset Management AGIndirect evidence	Zurich, Switzerland	11-50	31
	“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: company website · checked Sep 2, 2026
23	Academix Consult AGIndirect evidence	Zurich, Switzerland	51-200	30
	“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: company website · checked Sep 2, 2026
24	Invest-Partners Wealth Management AGIndirect evidence	Zurich, Switzerland	11-50	29
	“Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: company website · checked Sep 2, 2026
25	Belgravia Wealth ManagementIndirect evidence	Geneva, Switzerland	51-200	29
	“We offer a compelling experience to our growing base of partners and clients.” Source: company website · checked Sep 2, 2026

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, 2026

1-10Median size (employees)

ZurichLargest hub · 119 HQs

1,110Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

522

11-50

168

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “financial consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among financial consulting firms, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 8,645 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial consulting firms by metro

Financial consulting firms in Zurich119
Financial consulting firms in Geneva62
Financial consulting firms in Geneve40
Financial consulting firms in Lugano36
Financial consulting firms in Zug34

Frequently asked

How many financial consulting firms are there based in Switzerland?

RevenueBase identified 750 financial consulting firms headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Julius Baer, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most financial consulting firms?

Zurich leads with 119 headquartered companies, followed by Geneva (62) and Geneve (40).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 8,645 verified decision-maker contacts tracked across these 750 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.