Company lists · Data refreshed September 2026

Top 15 Financial planning recruiters based in Switzerland

RevenueBase identified 47 company matches for financial planning recruiters associated with Switzerland as of September 2026 and tracks 140 professional contacts across them, including 31 with verified work emails. Zurich is the largest hub.

This list covers company matches for financial planning recruiters 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 20, 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 20, 2026 How this list was built
47Companies
140Contacts tracked
31Verified emails
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The 15 largest financial planning recruiters based in Switzerland

Ranked by team size
Top 15 of 47 company matches for financial planning recruiters based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBaar, SwitzerlandHQ recorded Sep 20, 202611-5011 contacts →

Exact match

“For talents only» - Information Technology & Financial Services Professionelle Talentrekrutierung seit über 15 Jahren Die Goldwyn Partners Group AG ist ein langjährig etabliertes…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchSwitzerlandHQ recorded Sep 20, 202651-2009 contacts →

Exact match

“Hoffer & Associates Switzerland AG is a global specialist of recruitment solutions and consulting services within the global financial services industry.** FOLLOW US ** on…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchAarau, SwitzerlandHQ recorded Sep 20, 202611-507 contacts →

Exact match

“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchZürich, SwitzerlandHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Finance experts, experts in recruitment.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchGeneva, SwitzerlandHQ recorded Sep 20, 202611-505 contacts →

Exact match

“Leading Advisers is a specialized recruitment firm in the Finance, Legal and Compliance sectors Contact:+41.78.66.77.844 +41.22.899.10.80 a.azoura@leadingadvisers.ch”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchBiel, SwitzerlandHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Ihr Unternehmen für Finanzdiensleistungen in Biel.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchGeneva, SwitzerlandHQ recorded Sep 20, 202611-503 contacts →

Exact match

“Lexton Stanley is a boutique executive search firm based in Geneva, with two complementary areas of specialisation.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchGümligen, SwitzerlandHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Lutz & Partner AG Human Resources is a management consulting company based in Switzerland.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchBulle, SwitzerlandHQ recorded Sep 20, 20261-103 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 20, 2026 · View company records in RevenueBase
10Exact match4, SwitzerlandHQ recorded Sep 20, 20261-103 contacts →

Exact match

“STAEGER PERSONAL PARTNERS is a passionate Recruiting and HR Advisory partner specialized on Commodity and Finance roles.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchDübendorf, SwitzerlandHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Schön, dass Sie Sie uns folgen!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchLancy, SwitzerlandHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Eiger Advisors is a boutique executive search firm dedicated to discreet, high-impact recruitment for the financial services sector.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchGeneva, SwitzerlandHQ recorded Sep 20, 202611-501 contacts →

Exact match

“Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchZürich, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“elivate GmbH is a Zurich based recruitment agency specialized in financial services and adjacent areas.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchMörschwil, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Mit über 15 Jahren Erfahrung im HR Bereich, spezialisiert in Rekrutierungen von Fach- und Führungskräften aus etlichen Branchen, bieten wir unsere Dienstleitung individuell…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 15 of 47 financial planning recruiters based in Switzerland

See the full list, filter by size, metro and specialty, and access 31 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning recruiters based in Switzerland at a glance

As of Sep 20, 2026
22.1%Verified-email coverage
3.0Average contacts per company
1-10Median size (employees)
27.7%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
7
51-200
2

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 47 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 recruiters” 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 31 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 20, 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there based in Switzerland?

RevenueBase identified 47 company matches for financial planning recruiters 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?

Goldwyn Partners Group AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning recruiters?

Zurich leads with 13 company records, followed by Geneva (7) and Basel (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 31 professional contacts with verified work emails tracked across these 47 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 20, 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.