Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 418 companies tracked

RevenueBase identified 418 company matches for financial planning consulting firms associated with Switzerland as of September 2026 and tracks 3,968 professional contacts across them, including 1,627 with verified work emails and 72 with mobile numbers. Zurich is the largest hub.

This list covers company matches for financial planning 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 30, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

418Companies

3,968Contacts tracked

1,627Verified emails

72Mobile numbers

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The 25 largest financial planning consulting firms based in Switzerland

Ranked by team size

Top 25 of 418 company matches for financial planning consulting firms based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 30, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	BLKB	Exact match	Liestal, SwitzerlandHQ recorded Sep 30, 2026	501-1,000	758 contacts →
	Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Svag Schweizer Vermögensberatung AG	Exact match	Adliswil, SwitzerlandHQ recorded Sep 30, 2026	201-500	212 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 30, 2026 · View company records in RevenueBase
4	EMG SA	Exact match	Cointrin, SwitzerlandHQ recorded Sep 30, 2026	51-200	59 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 30, 2026 · View company records in RevenueBase
5	Dilife & CO SA	Exact match	Lancy, SwitzerlandHQ recorded Sep 30, 2026	11-50	37 contacts →
	Exact match “DiLife & co SA est votre partenaire privilégié pour trouver des solutions financières selon votre situation et vos besoins!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	JLP Gestion&associés	Exact match	Eysins, SwitzerlandHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
7	Fina Finanzplanung AG	Exact match	Köniz, SwitzerlandHQ recorded Sep 30, 2026	n/a	31 contacts →
	Exact match “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Academix Consult AG	Exact match	Trogen, SwitzerlandHQ recorded Sep 30, 2026	51-200	30 contacts →
	Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Zurich, Agence Générale Walter Tosalli	Exact match	Neuchâtel, SwitzerlandHQ recorded Sep 30, 2026	11-50	27 contacts →
	Exact match “Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	CDR Capital	Exact match	Geneva, SwitzerlandHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Glimex AG	Exact match	Wallisellen, SwitzerlandHQ recorded Sep 30, 2026	51-200	25 contacts →
	Exact match “Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Bucher Invest AG	Exact match	Dättwil Ag, SwitzerlandHQ recorded Sep 30, 2026	51-200	25 contacts →
	Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Pegasos Finance Gmbh	Exact match	Dietikon / Im Berg, SwitzerlandHQ recorded Sep 30, 2026	51-200	24 contacts →
	Exact match “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	LSP	Exact match	Kemptthal, SwitzerlandHQ recorded Sep 30, 2026	11-50	23 contacts →
	Exact match “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Banca Raiffeisen Della Campagnadorna	Exact match	Stabio, SwitzerlandHQ recorded Sep 30, 2026	11-50	21 contacts →
	Exact match “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Monfort International Gmbh	Exact match	Pfäffikon Sz, SwitzerlandHQ recorded Sep 30, 2026	11-50	19 contacts →
	Exact match “At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Inversa Consulting AG	Exact match	Zug, SwitzerlandHQ recorded Sep 30, 2026	1-10	17 contacts →
	Exact match “inVersa ist ein Unternehmen, welches Dienstleistungen in den Bereichen Treuhand, Steuer- und Unternehmensberatung, Umstrukturierungen, Nachfolgeberatung, Unternehmensbewertungen…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Telomere Capital	Exact match	Carouge, SwitzerlandHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Inspecta Treuhand AG	Exact match	Sankt Gallen, SwitzerlandHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	V&v Consulting AG	Exact match	Opfikon, SwitzerlandHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Format A AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Solver Advisory AG	Exact match	Uster, SwitzerlandHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Effizient und mit kreativen Lösungen unterstützen wir Sie bei vielschichtigen Herausforderungen rund um M&A und Corporate Finance für KMU, Steuerberatung, Unternehmensbewertung…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Across Advisory AG	Exact match	Baar, SwitzerlandHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “Unser Antrieb ist, für unsere Kunden eine bessere finanzielle Zukunft zu schaffen, indem wir unsere erstklassig Erfahrung einbringen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Roth Gygax & Partner AG	Exact match	Gümligen, SwitzerlandHQ recorded Sep 30, 2026	11-50	13 contacts →
	Exact match “Seit 2003 bietet die Roth Gygax & Partner AG eine unabhängige und professionelle Beratung in den Bereichen Vorsorge, Vermögen und Versicherungen an.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	FINKE	Exact match	Carouge, SwitzerlandHQ recorded Sep 30, 2026	51-200	11 contacts →
	Exact match “Cabinet de conseil spécialisé en planification financière, FINKE accompagne les travailleurs suisses et frontaliers tout au long de leur préparation à la retraite.” Recorded in the RevenueBase company graph · Sep 30, 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 planning 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 418 financial planning consulting firms based in Switzerland

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Financial planning consulting firms based in Switzerland at a glance

As of Sep 30, 2026

41.0%Verified-email coverage

1.8%Mobile-number coverage

9.5Average contacts per company

1-10Median size (employees)

9.3%Largest-city concentration · Zurich

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

318

11-50

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

4400–30

1,13531–60

4961–90

190–180

2180+

Company record updated

Median 82.0d

00–30

20131–60

2,06361–90

1,39590–180

309180+

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 planning 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 1,627 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 30, 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 planning consulting firms by metro

Financial planning consulting firms in Geneva30

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 planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Switzerland?

RevenueBase identified 418 company matches for financial planning 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?

VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Zurich leads with 39 company records, followed by Geneva (30) and Zug (15).

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 1,627 professional contacts with verified work emails tracked across these 418 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 30, 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.