Company lists · Data refreshed September 2026

Top 25 Financial management consulting firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 314 companies tracked

RevenueBase identified 314 financial management consulting firms headquartered in Switzerland as of September 2026 and tracks 2,155 professional contacts across them, including 814 with verified work emails. Zurich is the largest hub.

This list covers financial management 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 28, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

314Companies

2,155Contacts tracked

814Verified emails

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The 25 largest financial management consulting firms based in Switzerland

Ranked by team size

Top 25 of 314 financial management consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management 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	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 28, 2026
2	Finalix Business Consulting	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	69 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 28, 2026
3	EMG SA	Partial evidence	Cointrin, SwitzerlandHQ checked Sep 28, 2026	51-200	59 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 28, 2026
4	Forty2 AG	Strong evidence	Cham, SwitzerlandHQ checked Sep 28, 2026	51-200	56 contacts →
	Strong evidence “Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Source: RevenueBase Database · checked Sep 28, 2026
5	HIS Consultants AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	51-200	37 contacts →
	Partial evidence “Customized financial solutions - Swiss-made since 1973 Passion: We develop and advise with passion.” Source: RevenueBase Database · checked Sep 28, 2026
6	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 28, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 28, 2026
7	MAS Advisory	Partial evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “mas advisory helps management, boards and investors facing complex strategic challenges to improve their performance.” Source: RevenueBase Database · checked Sep 28, 2026
8	Abaqon	Strong evidence	Stadtkreis 11, SwitzerlandHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “abaQon is a fast-growing management consulting company and a trusted partner to leading financial services organizations.” Source: RevenueBase Database · checked Sep 28, 2026
9	Protiviti Switzerland	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	n/a	22 contacts →
	Partial evidence “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Source: RevenueBase Database · checked Sep 28, 2026
10	Banca Raiffeisen Della Campagnadorna	Indirect evidence	Stabio, SwitzerlandHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Source: RevenueBase Database · checked Sep 28, 2026
11	Inversa Consulting AG	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	1-10	17 contacts →
	Indirect evidence “inVersa ist ein Unternehmen, welches Dienstleistungen in den Bereichen Treuhand, Steuer- und Unternehmensberatung, Umstrukturierungen, Nachfolgeberatung, Unternehmensbewertungen…” Source: RevenueBase Database · checked Sep 28, 2026
12	Inspecta Treuhand AG	Indirect evidence	Sankt Gallen, SwitzerlandHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Source: RevenueBase Database · checked Sep 28, 2026
13	V&v Consulting AG	Partial evidence	Opfikon, SwitzerlandHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Source: RevenueBase Database · checked Sep 28, 2026
14	Solver Advisory AG	Indirect evidence	Uster, SwitzerlandHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Effizient und mit kreativen Lösungen unterstützen wir Sie bei vielschichtigen Herausforderungen rund um M&A und Corporate Finance für KMU, Steuerberatung, Unternehmensbewertung…” Source: RevenueBase Database · checked Sep 28, 2026
15	Across Advisory AG	Indirect evidence	Baar, SwitzerlandHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Unser Antrieb ist, für unsere Kunden eine bessere finanzielle Zukunft zu schaffen, indem wir unsere erstklassig Erfahrung einbringen.” Source: RevenueBase Database · checked Sep 28, 2026
16	Pivotas AG	Partial evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “With a highly skilled team that has your back, we support you every step of the way to get the financial outcome you deserve.” Source: RevenueBase Database · checked Sep 28, 2026
17	Maximum Value Sàrl	Partial evidence	Carouge, SwitzerlandHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Finance, insurance, real estate, local and international taxes, HR, accounting, salaries and more financial services.” Source: RevenueBase Database · checked Sep 28, 2026
18	Ramus & Company	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Founded in 2016, Ramus & Company is a consulting firm based in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 28, 2026
19	A.M. Family Office SA	Indirect evidence	Locarno, SwitzerlandHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Source: RevenueBase Database · checked Sep 28, 2026
20	Confidum Financial Management Consultants AG	Strong evidence	St. Margrethen, SwitzerlandHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Die CONFIDUM Financial Management Consultants AG ist ein auf den Finanzdienstleistungsbereich spezialisiertes Beratungsunternehmen mit Schwerpunkt Strategie, Restrukturierung und…” Source: RevenueBase Database · checked Sep 28, 2026
21	Financial Keepers	Strong evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Financial Keepers – Your trusted partner in business management and financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ninety-Six Partners	Strong evidence	Lancy, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Créé en février 1996, Ninety-Six Partners SA est une société financière indépendante historiquement active dans le consulting relatif au secteur de la Banque & Finance (« C-Level…” Source: RevenueBase Database · checked Sep 28, 2026
23	Elystone Capital S.A	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Aarauinvest AG	Indirect evidence	Aarau, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Source: RevenueBase Database · checked Sep 28, 2026
25	Fidav SA	Indirect evidence	Mendrisio, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Dal 1982, Fidav SA affianca imprenditori, professionisti e privati con servizi fiduciari, consulenza fiscale, contabile, amministrativa e aziendale.” Source: RevenueBase Database · checked Sep 28, 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 management 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 management consulting firms.
Partial evidence: Its own public description names part of financial management 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 management 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 314 financial management consulting firms based in Switzerland

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Financial management consulting firms based in Switzerland at a glance

As of Sep 28, 2026

37.8%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

13.1%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

255

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 314 companies.

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 management 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 management 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 management 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 management 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, 814 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 28, 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 management consulting firms by metro

Financial management consulting firms in Zurich41

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 management 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 management consulting firms are there based in Switzerland?

RevenueBase identified 314 financial management 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?

VZ Vermögenszentrum, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most financial management consulting firms?

Zurich leads with 41 headquartered companies, followed by Zug (20) and Geneve (13).

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 814 verified decision-maker contacts tracked across these 314 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 28, 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.