Company lists · Data refreshed September 2026

Top 25 Financial research consulting firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 111 companies tracked

RevenueBase identified 111 financial research consulting firms headquartered in Switzerland as of September 2026 and tracks 375 professional contacts across them, including 114 with verified work emails. Zurich is the largest hub.

This list covers financial research consulting firms headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

111Companies

375Contacts tracked

114Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial research consulting firms based in Switzerland

Ranked by team size

Top 25 of 111 financial research consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial research consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ecofact AG	Indirect evidence	Stadtkreis 4 Aussersihl, SwitzerlandHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “ECOFACT was founded as a spin-off of a leading Swiss bank in Zurich in 1998.” Source: RevenueBase Database · checked Sep 28, 2026
2	Lumrisk	Indirect evidence	Nyon, SwitzerlandHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Source: RevenueBase Database · checked Sep 28, 2026
3	Independent Credit View AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “As a leading credit research boutique Independent Credit View specialises in providing institutional bond investors with tailor-made credit research and advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
4	Wellershoff & Partners LTD	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Wellershoff & Partners, seit 2009 eine unabhängige Wirtschaftsberatung, hilft Kunden, bessere strategische Investitionsentscheidungen zu treffen.” Source: RevenueBase Database · checked Sep 28, 2026
5	Valvest Partners AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Independent Financial Analysis and Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026
6	GS Global SA	Partial evidence	Payerne, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Études et conseils Assurances / Services financiers « Après plus de 10 ans passés au service de mes clients au sein d’une grande compagnie d’assurance, il me tenait à cœur de…” Source: RevenueBase Database · checked Sep 28, 2026
7	Aarauinvest AG	Partial evidence	Aarau, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Source: RevenueBase Database · checked Sep 28, 2026
8	Algofin AG	Partial evidence	St. Gallen, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Algofin AG is a consulting company domiciled in St.” Source: RevenueBase Database · checked Sep 28, 2026
9	Crystal Shore Alpha	Indirect evidence	Sion, SwitzerlandHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Crystal Shore Alpha delivers smart data and actionable insights across Asia, Emerging Markets, Commodities and Cryptocurrencies.” Source: RevenueBase Database · checked Sep 28, 2026
10	Safe Hands Gmbh	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “Together we have more than 500 years of wide-ranging experience in the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
11	Finomics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Finomics AG specializes in advising and managing projects in the areas of financial structuring, project financing, risk management, asset and liability management, regulations…” Source: RevenueBase Database · checked Sep 28, 2026
12	Inari Digital AG	Strong evidence	Pfäffikon, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Source: RevenueBase Database · checked Sep 28, 2026
13	GUT Corporate Finance AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Gut Corporate Finance is a corporate finance advisory firm based in Zurich.” Source: RevenueBase Database · checked Sep 28, 2026
14	Strat Group Advisory & Investment AG	Indirect evidence	Pfäffikon, SwitzerlandHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We provide best-in class capital markets and corporate finance advice as well as investment analysis with a 360° integrated service offering.” Source: RevenueBase Database · checked Sep 28, 2026
15	Archbridge Capital	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Source: RevenueBase Database · checked Sep 28, 2026
16	Yourcfo Consulting Sagl	Partial evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “yourCFO® Consulting Group is a team of professionals, with a significant track record in corporate finance, aiming at assisting corporations in the process of…” Source: RevenueBase Database · checked Sep 28, 2026
17	Faber Consulting AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Founded in 2008 and domiciled in Zurich, Faber Consulting supports its clients in researching and analysing their business environment, developing and implementing a distinct…” Source: RevenueBase Database · checked Sep 28, 2026
18	Inflection Point	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Macro Research, Central Banks Coverage, Economic Data Commentary, Portfolio Construction, Scenario Analysis, Risk Budgeting & Position Management.” Source: RevenueBase Database · checked Sep 28, 2026
19	Goldberg Merchant Solutions Gmbh	Partial evidence	Zurigo, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Goldberg Merchant Solutions is a Swiss financial consultancy firm with a distinctive focus on corporate advisory and structured finance activities.” Source: RevenueBase Database · checked Sep 28, 2026
20	DPM Finances ET Consulting Sàrl	Strong evidence	Fribourg, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “dpm finances et consulting sàrl est spécialisée dans l'analyse financière et le conseil aux entreprises.” Source: RevenueBase Database · checked Sep 28, 2026
21	Wealth Solutions Partners LTD	Indirect evidence	Cité, SwitzerlandHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Source: RevenueBase Database · checked Sep 28, 2026
22	Sonashares AG	Strong evidence	Baech Sz, SwitzerlandHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
23	FFC Fincoord Finance Coordinators LTD	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “fincoord is a privately-owned consulting firm offering financial and strategic advisory and management services” Source: RevenueBase Database · checked Sep 28, 2026
24	Clairvaux Capital AG	Partial evidence	Basel, SwitzerlandHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Clairvaux Capital AG focuses on financial market analysis and creates, implements and markets innovative investment and financial risk management strategies.” Source: RevenueBase Database · checked Sep 28, 2026
25	GRG Conseils Financiers	Partial evidence	Sion, SwitzerlandHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Votre partenaire spécialisé en conseils financiers.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial research consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial research consulting firms.
Partial evidence: Its own public description names part of financial research consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial research consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 111 financial research consulting firms based in Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 114 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial research consulting firms based in Switzerland at a glance

As of Sep 28, 2026

30.4%Verified-email coverage

3.4Average contacts per company

1-10Median size (employees)

20.7%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 111 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial research consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “financial research consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial research consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial research consulting firms, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 114 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial research consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 111 financial research consulting firms headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Ecofact AG, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most financial research consulting firms?

Zurich leads with 23 headquartered companies, followed by Geneva (10) and Geneve (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 114 verified decision-maker contacts tracked across these 111 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 111 financial research consulting firms based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

Financial research consulting firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.