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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to financial consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Julius Baer	Indirect evidence	Zurich, Switzerland	5,001-10,000	6,601 contacts →
	Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 2, 2026
2	Lazard	Partial evidence	Geneva, Switzerland	1,001-5,000	3,940 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
3	Degroof Petercam	Partial evidence	Geneva, Switzerland	1,001-5,000	1,408 contacts →
	Partial evidence “Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Source: RevenueBase Database · checked Sep 2, 2026
4	VZ Vermögenszentrum	Partial evidence	Lausanne, Switzerland	1,001-5,000	953 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 2, 2026
5	BLKB	Indirect evidence	Liestal, Switzerland	501-1,000	759 contacts →
	Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 2, 2026
6	Skybound Wealth Management	Partial evidence	Geneva, Switzerland	201-500	296 contacts →
	Partial evidence “At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.” Source: RevenueBase Database · checked Sep 2, 2026
7	Svag Schweizer Vermögensberatung AG	Partial evidence	Luzern, Switzerland	201-500	219 contacts →
	Partial evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 2, 2026
8	Bordier & Cie, Banquiers Privés	Partial evidence	Geneva, Switzerland	201-500	218 contacts →
	Partial evidence “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Source: RevenueBase Database · checked Sep 2, 2026
9	Unigestion	Indirect evidence	Switzerland	51-200	170 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
10	Swiss Life Wealth Managers	Indirect evidence	St. Gallen, Switzerland	51-200	80 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 2, 2026
11	Ppcmetrics AG	Partial evidence	Nyon, Switzerland	51-200	78 contacts →
	Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 2, 2026
12	Finalix Business Consulting	Partial evidence	Zurich, Switzerland	51-200	67 contacts →
	Partial evidence “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Source: RevenueBase Database · checked Sep 2, 2026
13	MWC Group	Partial evidence	Schindellegi, Switzerland	11-50	66 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
14	EMG SA	Partial evidence	Cointrin, Switzerland	51-200	63 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
15	Raiffeisenbank St.Gallen	Indirect evidence	St.Gallen St.Gallen, Switzerland	51-200	53 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
16	Capital Vision	Partial evidence	Geneva, Switzerland	11-50	42 contacts →
	Partial evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 2, 2026
17	Aalto Capital	Indirect evidence	Zurich, Switzerland	51-200	40 contacts →
	Indirect evidence “Aalto Capital is a full-service corporate finance advisory firm.” Source: RevenueBase Database · checked Sep 2, 2026
18	I.L.Team AG	Partial evidence	Rotkreuz, Switzerland	51-200	39 contacts →
	Partial evidence “i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Source: RevenueBase Database · checked Sep 2, 2026
19	JLP Gestion&associés	Partial evidence	Eysins, Switzerland	11-50	36 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
20	Convisa AG	Partial evidence	Schwyz, Switzerland	51-200	35 contacts →
	Partial evidence “CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Source: RevenueBase Database · checked Sep 2, 2026
21	Belvédère Asset Management AG	Partial evidence	Glarus, Switzerland	11-50	32 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
22	Woodman Asset Management AG	Indirect evidence	Zurich, Switzerland	11-50	31 contacts →
	Indirect evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 2, 2026
23	Academix Consult AG	Indirect evidence	Zurich, Switzerland	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 2, 2026
24	Invest-Partners Wealth Management AG	Indirect evidence	Zurich, Switzerland	11-50	29 contacts →
	Indirect evidence “Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: RevenueBase Database · checked Sep 2, 2026
25	Belgravia Wealth Management	Indirect evidence	Geneva, Switzerland	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial consulting firms.
Partial evidence: Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

46.1%Verified-email coverage

5.9%Mobile-number coverage

25.0Average contacts per company

1-10Median size (employees)

15.9%Largest-city concentration · Zurich

Sep 2, 2026Page data 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 RevenueBase Smart Search 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 Smart Search, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 its RevenueBase Smart Search 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

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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 Smart Search, 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.