Company lists · Data refreshed October 2026
Top 23 Financial management platforms based in Switzerland
RevenueBase identified 41 company matches for financial management platforms associated with Switzerland as of October 2026 and tracks 517 professional contacts across them, including 263 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial management platforms associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 23 largest financial management platforms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 97 contacts → | ||||
Exact match “EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 43 contacts → | ||||
Exact match “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 36 contacts → | ||||
Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 35 contacts → | ||||
Exact match “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 34 contacts → | ||||
Exact match “WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Gegründet im Jahr 1995 beschäftigt die inova:solutions AG an ihrem Standort in Ostermundigen heute rund 45 bestens ausgebildete Mitarbeitende.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “KLARA is committed to ensuring that everything that an SME or your private household cost a lot of effort can be done faster.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “GIT SA, fondée en 1981 à Genève, édite les logiciels WinEUR, logiciels de gestion et de comptabilité professionnels, gestion commerciale, salaires et RH, GED/ECM.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “VIZIBILITY is a cloud-based SaaS platform that empowers private banks, wealth managers, brokers, and fintech professionals to manage the full lifecycle of structured products with…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Revolutionize financial management with real-time accounting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Tresio ist die führende Schweizer Lösung für Cashflow-Management und Liquiditätsplanung.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Expert for financial software since 1988” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Notre utilisation de logiciels de pointe optimise tous vos processus, de la comptabilité à la gestion des ressources humaines.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “FinMetrics: Your Navigator in Finance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Divercefi is building the ultimate investment portfolio management solution.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Die Toppic Informatik AG ist seit über 30 Jahren in der Applikationsentwicklung tätig.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Seit der Gründung 1995 setzen wir uns dafür ein, dass unsere Kunden mehr Erfolg haben.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Financial Data Hub Benvenuto su Financial Data Hub, il tuo portale innovativo per soluzioni finanziarie intelligenti.” Recorded in the RevenueBase company graph · Oct 1, 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 management platforms”. 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 23 of 41 financial management platforms based in Switzerland
See the full list, filter by size, metro and specialty, and access 263 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial management platforms based in Switzerland at a glance
As of Oct 1, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 41 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Switzerland whose business descriptions match “financial management platforms” 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 263 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 1, 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.
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 management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial management platforms are there based in Switzerland?
RevenueBase identified 41 company matches for financial management platforms associated with Switzerland as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
EWM Global tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial management platforms?
Zurich leads with 8 company records, followed by Lausanne (3) and Baar (2).
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 263 professional contacts with verified work emails tracked across these 41 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 41 financial management platforms 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.
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Company intelligence · public preview
Top 23 financial management platforms 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 41 matching company records for financial management platforms based in Switzerland, with 517 tracked contacts and 263 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 23 financial management platforms 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 |  EWM Globalewmglobal.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Dapm SAdapm.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Assetmaxinfront.coHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  STP Suissetechpartnerssuissetechpartners.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealtharcwealtharc.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Inova Solutions AGinova.chHQ: Ostermundigen, SwitzerlandReported employees: 11-50 | Ostermundigen, Switzerland | 11-50 | Exact match | 27 contacts → |
“Gegründet im Jahr 1995 beschäftigt die inova:solutions AG an ihrem Standort in Ostermundigen heute rund 45 bestens ausgebildete Mitarbeitende.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  klara.chklara.chHQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 26 contacts → |
“KLARA is committed to ensuring that everything that an SME or your private household cost a lot of effort can be done faster.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  3rd-Eyes Analytics AG3rd-eyes.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  GIT SAgit.chHQ: Plan-les-ouates, SwitzerlandReported employees: 11-50 | Plan-les-ouates, Switzerland | 11-50 | Exact match | 14 contacts → |
“GIT SA, fondée en 1981 à Genève, édite les logiciels WinEUR, logiciels de gestion et de comptabilité professionnels, gestion commerciale, salaires et RH, GED/ECM.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Vizibilityvizibility.chHQ: Cité, SwitzerlandReported employees: 11-50 | Cité, Switzerland | 11-50 | Exact match | 8 contacts → |
“VIZIBILITY is a cloud-based SaaS platform that empowers private banks, wealth managers, brokers, and fintech professionals to manage the full lifecycle of structured products with…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sway Financeswayapp.ioHQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 8 contacts → |
“Revolutionize financial management with real-time accounting.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Greenlockgreenlock.ioHQ: Steinhausen, SwitzerlandReported employees: 1-10 | Steinhausen, Switzerland | 1-10 | Exact match | 8 contacts → |
“All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Tresiotresio.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Tresio ist die führende Schweizer Lösung für Cashflow-Management und Liquiditätsplanung.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Softcash AGsoftcash.chHQ: Schindellegi, SwitzerlandReported employees: 1-10 | Schindellegi, Switzerland | 1-10 | Exact match | 8 contacts → |
“Expert for financial software since 1988” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Consolitech Switzerland LTDconsolite.chHQ: Schindellegi, SwitzerlandReported employees: 1-10 | Schindellegi, Switzerland | 1-10 | Exact match | 6 contacts → |
“We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dilyticsdilytics.chHQ: Petit Lancy, SwitzerlandReported employees: 1-10 | Petit Lancy, Switzerland | 1-10 | Exact match | 5 contacts → |
“Notre utilisation de logiciels de pointe optimise tous vos processus, de la comptabilité à la gestion des ressources humaines.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finmetricsfinmetrics.comHQ: Morges, SwitzerlandReported employees: 11-50 | Morges, Switzerland | 11-50 | Exact match | 5 contacts → |
“FinMetrics: Your Navigator in Finance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Divercefidivercefi.comHQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Toppic Informatik AGtoppic.chHQ: Sevelen, SwitzerlandReported employees: 1-10 | Sevelen, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Toppic Informatik AG ist seit über 30 Jahren in der Applikationsentwicklung tätig.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Modulpark AGmodulpark.chHQ: Brugg, SwitzerlandReported employees: 11-50 | Brugg, Switzerland | 11-50 | Exact match | 1 contacts → |
“Seit der Gründung 1995 setzen wir uns dafür ein, dass unsere Kunden mehr Erfolg haben.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alphanectalphanect.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 1 contacts → |
“Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Orion EDPorionedp.com HQ: Lamone, SwitzerlandReported employees: 1-10 | Lamone, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Financial Data HUB SAfinancialdatahub.chHQ: Savosa, SwitzerlandReported employees: 1-10 | Savosa, Switzerland | 1-10 | Exact match | 1 contacts → |
“Financial Data Hub Benvenuto su Financial Data Hub, il tuo portale innovativo per soluzioni finanziarie intelligenti.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 41 company matches
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Financial management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 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 ↗
Questions about this company list
What does Exact match mean for financial management platforms?
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 management platforms did RevenueBase find based in Switzerland?
The saved snapshot records 41 matching company records, 517 tracked contacts and 263 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial management platforms by geography
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
- Financial management platforms based in New York, United States
- Financial management platforms based in San Francisco, United States
- Financial management platforms based in Australia
- Financial management platforms based in Brazil
- Financial management platforms based in Canada
- Financial management platforms based in Colombia
Cite this list
RevenueBase Data Team. Top 23 financial management platforms based in Switzerland. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-management-platforms/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 management platforms based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 23 financial management platforms based in Switzerland
RevenueBase records 41 matching company records for financial management platforms based in Switzerland, with 517 tracked contacts and 263 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 23 financial management platforms 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 | EWM Globalewmglobal.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dapm SAdapm.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Assetmaxinfront.co HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | STP Suissetechpartnerssuissetechpartners.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealtharcwealtharc.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Inova Solutions AGinova.ch HQ: Ostermundigen, SwitzerlandReported employees: 11-50 | Ostermundigen, Switzerland | 11-50 | Exact match | 27 contacts → |
“Gegründet im Jahr 1995 beschäftigt die inova:solutions AG an ihrem Standort in Ostermundigen heute rund 45 bestens ausgebildete Mitarbeitende.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | klara.chklara.ch HQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 26 contacts → |
“KLARA is committed to ensuring that everything that an SME or your private household cost a lot of effort can be done faster.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 3rd-Eyes Analytics AG3rd-eyes.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | GIT SAgit.ch HQ: Plan-les-ouates, SwitzerlandReported employees: 11-50 | Plan-les-ouates, Switzerland | 11-50 | Exact match | 14 contacts → |
“GIT SA, fondée en 1981 à Genève, édite les logiciels WinEUR, logiciels de gestion et de comptabilité professionnels, gestion commerciale, salaires et RH, GED/ECM.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vizibilityvizibility.ch HQ: Cité, SwitzerlandReported employees: 11-50 | Cité, Switzerland | 11-50 | Exact match | 8 contacts → |
“VIZIBILITY is a cloud-based SaaS platform that empowers private banks, wealth managers, brokers, and fintech professionals to manage the full lifecycle of structured products with…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sway Financeswayapp.io HQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 8 contacts → |
“Revolutionize financial management with real-time accounting.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Greenlockgreenlock.io HQ: Steinhausen, SwitzerlandReported employees: 1-10 | Steinhausen, Switzerland | 1-10 | Exact match | 8 contacts → |
“All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Tresiotresio.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Tresio ist die führende Schweizer Lösung für Cashflow-Management und Liquiditätsplanung.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Softcash AGsoftcash.ch HQ: Schindellegi, SwitzerlandReported employees: 1-10 | Schindellegi, Switzerland | 1-10 | Exact match | 8 contacts → |
“Expert for financial software since 1988” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Consolitech Switzerland LTDconsolite.ch HQ: Schindellegi, SwitzerlandReported employees: 1-10 | Schindellegi, Switzerland | 1-10 | Exact match | 6 contacts → |
“We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dilyticsdilytics.ch HQ: Petit Lancy, SwitzerlandReported employees: 1-10 | Petit Lancy, Switzerland | 1-10 | Exact match | 5 contacts → |
“Notre utilisation de logiciels de pointe optimise tous vos processus, de la comptabilité à la gestion des ressources humaines.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finmetricsfinmetrics.com HQ: Morges, SwitzerlandReported employees: 11-50 | Morges, Switzerland | 11-50 | Exact match | 5 contacts → |
“FinMetrics: Your Navigator in Finance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Divercefidivercefi.com HQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Toppic Informatik AGtoppic.ch HQ: Sevelen, SwitzerlandReported employees: 1-10 | Sevelen, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Toppic Informatik AG ist seit über 30 Jahren in der Applikationsentwicklung tätig.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Modulpark AGmodulpark.ch HQ: Brugg, SwitzerlandReported employees: 11-50 | Brugg, Switzerland | 11-50 | Exact match | 1 contacts → |
“Seit der Gründung 1995 setzen wir uns dafür ein, dass unsere Kunden mehr Erfolg haben.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alphanectalphanect.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 1 contacts → |
“Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Orion EDPorionedp.com HQ: Lamone, SwitzerlandReported employees: 1-10 | Lamone, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Financial Data HUB SAfinancialdatahub.ch HQ: Savosa, SwitzerlandReported employees: 1-10 | Savosa, Switzerland | 1-10 | Exact match | 1 contacts → |
“Financial Data Hub Benvenuto su Financial Data Hub, il tuo portale innovativo per soluzioni finanziarie intelligenti.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 41 company matches
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Financial management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 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 ↗
Questions about this company list
What does Exact match mean for financial management platforms?
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 management platforms did RevenueBase find based in Switzerland?
The saved snapshot records 41 matching company records, 517 tracked contacts and 263 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 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 23 financial management platforms based in Switzerland. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-management-platforms/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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