Company lists · Data refreshed September 2026
Top 20 Financial planning platforms based in Switzerland
RevenueBase identified 59 company matches for financial planning platforms associated with Switzerland as of September 2026 and tracks 396 professional contacts across them, including 175 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial planning 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 September 28, 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 20 largest financial planning 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded in the RevenueBase company graph · Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Kein Plan?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Bei allem, was wir tun, geht es uns darum, den Menschen dabei zu begleiten, individuell weiterzukommen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Die zentralen Werte unseres Unternehmens B&F Partner sind, mit viel Engagement und Ehrgeiz Klientinnen und Klienten, sowie Unternehmen und deren Mitarbeitern zu helfen das zu…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Cabinet indépendant de planification financière et de conseils patrimoniaux pour particuliers et entreprises.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Divercefi is building the ultimate investment portfolio management solution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Moderne Finanzplanung ist die Synthese aus Steuerberatung, Finanzmathematik und dem vertieften Wissen über Produkte aus der Bank, Versicherungs- und Immobilienbranche.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We advise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “FinFinder.ch bringt ratsuchende Privatpersonen und kompetente Finanzberater zusammen.” Recorded in the RevenueBase company graph · Sep 28, 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 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 20 of 59 financial planning platforms based in Switzerland
See the full list, filter by size, metro and specialty, and access 175 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning platforms based in Switzerland at a glance
As of Sep 28, 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 59 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 planning 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 175 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 28, 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 planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning platforms are there based in Switzerland?
RevenueBase identified 59 company matches for financial planning platforms 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?
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 planning platforms?
Zurich leads with 13 company records, followed by Basel (6) and Zug (3).
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 175 professional contacts with verified work emails tracked across these 59 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 59 financial planning platforms based in Switzerland. Start with a free account, no credit card.
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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.
More company lists
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Company intelligence · public preview
Top 20 financial planning 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 59 matching company records for financial planning platforms based in Switzerland, with 396 tracked contacts and 175 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 20 financial planning 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Finfoxfinfox.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 28, 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Selma Financeselma.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Umushroomumushroom.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VIACviac.chHQ: 4002, SwitzerlandReported employees: 11-50 | 4002, Switzerland | 11-50 | Exact match | 17 contacts → |
“VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  IRC Finance AGirc-finance.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 7 contacts → |
“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 6 contacts → |
“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Kloten, SwitzerlandReported employees: 11-50 | Kloten, Switzerland | 11-50 | Exact match | 5 contacts → |
“Kein Plan?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tria Consulting AGtria-consulting.ch HQ: Sursee, SwitzerlandReported employees: 1-10 | Sursee, Switzerland | 1-10 | Exact match | 4 contacts → |
“Bei allem, was wir tun, geht es uns darum, den Menschen dabei zu begleiten, individuell weiterzukommen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  B&f Partnerbf-partner.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die zentralen Werte unseres Unternehmens B&F Partner sind, mit viel Engagement und Ehrgeiz Klientinnen und Klienten, sowie Unternehmen und deren Mitarbeitern zu helfen das zu…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Impact & CO SNCimpact-fe.chHQ: Eaux-vives, SwitzerlandReported employees: 1-10 | Eaux-vives, Switzerland | 1-10 | Exact match | 3 contacts → |
“Cabinet indépendant de planification financière et de conseils patrimoniaux pour particuliers et entreprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rosbotham Financerosbothamfinance.com HQ: Bulle, SwitzerlandReported employees: 1-10 | Bulle, Switzerland | 1-10 | Exact match | 3 contacts → |
“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Blackden Financial S.Ablackdenfinancial.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 1 contacts → |
“Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finnascor AGfinnascor.ch HQ: Birsfelden, SwitzerlandReported employees: 1-10 | Birsfelden, Switzerland | 1-10 | Exact match | 1 contacts → |
“Moderne Finanzplanung ist die Synthese aus Steuerberatung, Finanzmathematik und dem vertieften Wissen über Produkte aus der Bank, Versicherungs- und Immobilienbranche.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Clear Minds Investment AGclearminds.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | finfinder.chfinfinder.ch HQ: Schönenberg, SwitzerlandReported employees: 1-10 | Schönenberg, Switzerland | 1-10 | Exact match | 1 contacts → |
“FinFinder.ch bringt ratsuchende Privatpersonen und kompetente Finanzberater zusammen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 59 company matches
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Financial planning platforms: dataset insights
September 28, 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
58 records in the displayed employee bands.
1 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 59 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: September 28, 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 planning 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 planning platforms did RevenueBase find based in Switzerland?
The saved snapshot records 59 matching company records, 396 tracked contacts and 175 verified emails. The public preview displays 20 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: September 28, 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 planning platforms by geography
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
- Financial planning platforms based in Bangalore, India
- Financial planning platforms based in Hyderabad, India
- Financial planning platforms based in Mumbai, India
- Financial planning platforms based in Pune, India
- Financial planning platforms based in Singapore, Singapore
- Financial planning platforms based in Johannesburg, South Africa
Cite this list
RevenueBase Data Team. Top 20 financial planning platforms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-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 planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
Company intelligence · public preview
Top 20 financial planning platforms based in Switzerland
RevenueBase records 59 matching company records for financial planning platforms based in Switzerland, with 396 tracked contacts and 175 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 20 financial planning 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Finfoxfinfox.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 28, 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Selma Financeselma.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Umushroomumushroom.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VIACviac.ch HQ: 4002, SwitzerlandReported employees: 11-50 | 4002, Switzerland | 11-50 | Exact match | 17 contacts → |
“VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | IRC Finance AGirc-finance.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 7 contacts → |
“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 6 contacts → |
“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Kloten, SwitzerlandReported employees: 11-50 | Kloten, Switzerland | 11-50 | Exact match | 5 contacts → |
“Kein Plan?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tria Consulting AGtria-consulting.ch HQ: Sursee, SwitzerlandReported employees: 1-10 | Sursee, Switzerland | 1-10 | Exact match | 4 contacts → |
“Bei allem, was wir tun, geht es uns darum, den Menschen dabei zu begleiten, individuell weiterzukommen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | B&f Partnerbf-partner.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die zentralen Werte unseres Unternehmens B&F Partner sind, mit viel Engagement und Ehrgeiz Klientinnen und Klienten, sowie Unternehmen und deren Mitarbeitern zu helfen das zu…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Impact & CO SNCimpact-fe.ch HQ: Eaux-vives, SwitzerlandReported employees: 1-10 | Eaux-vives, Switzerland | 1-10 | Exact match | 3 contacts → |
“Cabinet indépendant de planification financière et de conseils patrimoniaux pour particuliers et entreprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rosbotham Financerosbothamfinance.com HQ: Bulle, SwitzerlandReported employees: 1-10 | Bulle, Switzerland | 1-10 | Exact match | 3 contacts → |
“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Blackden Financial S.Ablackdenfinancial.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 1 contacts → |
“Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finnascor AGfinnascor.ch HQ: Birsfelden, SwitzerlandReported employees: 1-10 | Birsfelden, Switzerland | 1-10 | Exact match | 1 contacts → |
“Moderne Finanzplanung ist die Synthese aus Steuerberatung, Finanzmathematik und dem vertieften Wissen über Produkte aus der Bank, Versicherungs- und Immobilienbranche.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clear Minds Investment AGclearminds.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | finfinder.chfinfinder.ch HQ: Schönenberg, SwitzerlandReported employees: 1-10 | Schönenberg, Switzerland | 1-10 | Exact match | 1 contacts → |
“FinFinder.ch bringt ratsuchende Privatpersonen und kompetente Finanzberater zusammen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 59 company matches
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Financial planning platforms: dataset insights
September 28, 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
58 records in the displayed employee bands.
1 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 59 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: September 28, 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 planning 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 planning platforms did RevenueBase find based in Switzerland?
The saved snapshot records 59 matching company records, 396 tracked contacts and 175 verified emails. The public preview displays 20 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: September 28, 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 20 financial planning platforms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-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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