Company lists · Data refreshed September 2026
Top 25 Financial services companies based in Switzerland
The Switzerland financial services companies directory contains 146 companies and 112,289 contacts, including 56,481 email addresses. Zurich is the single most-represented city among the companies on the list, and the directory was updated in September 2026.
Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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.
The 25 largest financial services companies based in Switzerland
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Indirect evidence | 88,348 contacts → | |||
“From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Indirect evidence | 16,805 contacts → | |||
“Credit Suisse Group AG has been acquired by UBS Group AG.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Indirect evidence | 2,211 contacts → | |||
“Wir sind menschlich und handeln verantwortungsvoll.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Strong evidence | 948 contacts → | |||
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Indirect evidence | 758 contacts → | |||
“Was morgen zählt, beginnt heute.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Indirect evidence | 633 contacts → | |||
“Die 1870 gegründete Graubündner Kantonalbank bietet alles, was eine moderne Universalbank ausmacht – für Privatpersonen, die Wirtschaft und die öffentliche Hand.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Indirect evidence | 449 contacts → | |||
“Die Zuger Kantonalbank ist die führende Bank im Wirtschaftsraum Zug und die erste Wahl in Vermögensfragen.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Strong evidence | 212 contacts → | |||
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Strong evidence | 167 contacts → | |||
“Alu Menziken is a Financial Services company located in P.O.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Indirect evidence | 123 contacts → | |||
“Wir sind Baloise – Ihr inspirierender Partner für unser gemeinsames Morgen.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Indirect evidence | 111 contacts → | |||
“Die Combinvest.ch AG bietet als unabhängiger Finanzdienstleister jedem Menschen die Möglichkeit wirtschaftlich sicher und finanziell unabhängig zu werden.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Indirect evidence | 53 contacts → | |||
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Strong evidence | 51 contacts → | |||
“bmpi AG has been providing services for the financial sector since 1997.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Indirect evidence | 48 contacts → | |||
“Banque Audi (Suisse) SA is a banking company based out of COURS DES BASTIONS 18, Geneva, Switzerland.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Strong evidence | 42 contacts → | |||
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Strong evidence | 38 contacts → | |||
“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Strong evidence | 35 contacts → | |||
“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Strong evidence | 23 contacts → | |||
“Compétences, écoute et proximité, voilà notre promesse pour vous dispenser des conseils personnalisés en matière d'assurances, de prévoyance, de placements financiers et…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Indirect evidence | 23 contacts → | |||
“Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Strong evidence | 21 contacts → | |||
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Strong evidence | 16 contacts → | |||
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Indirect evidence | 13 contacts → | |||
“Die Handeys GmbH wurde im Jahr gegründet und beschäftigt etwa 15 Mitarbeiter sowie über 150+ Vermittler, die in den Bereichen Handeys Finanzen, Versicherungen und Reisen tätig…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Indirect evidence | 12 contacts → | |||
“Nous privilégions une gestion active!” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Indirect evidence | 11 contacts → | |||
“Nos agences Allianz dans le canton de Neuchâtel vous accompagnent sur l'ensemble de vos projets de vie.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | Indirect evidence | 9 contacts → | |||
“Ihr Partner für Versicherungslösungen, Anlageberatung und Hypotheken.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
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 services companies. 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 services companies.
- Partial evidence
- Its own public description names part of financial services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services companies. 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 146 financial services companies based in Switzerland
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Financial services companies based in Switzerland at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 56,481 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 6, 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
How many financial services companies are in the directory?
The directory contains 146 financial services companies based in Switzerland.
Where are the financial services companies located?
The directory covers financial services companies based in Switzerland; Zurich is the single most-represented city among the companies on the list.
How many contacts and email addresses are available for financial services companies?
The directory includes 112,289 contacts and 56,481 email addresses for financial services companies.
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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 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.
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