Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Switzerland

Name: Financial services consultancies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 547 companies tracked

RevenueBase identified 547 financial services consultancies headquartered in Switzerland as of September 2026 and tracks 5,843 professional contacts across them, including 2,209 with verified work emails. Zurich is the largest hub.

This list covers financial services consultancies 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

547Companies

5,843Contacts tracked

2,209Verified emails

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The 25 largest financial services consultancies based in Switzerland

Ranked by team size

Top 25 of 547 financial services consultancies 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 services consultancies: 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	Synpulse	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	1,072 contacts →
	Partial evidence “Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.” Source: RevenueBase Database · checked Sep 28, 2026
2	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 28, 2026
3	Excelian Luxoft Financial Services	Partial evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	10001+	209 contacts →
	Partial evidence “We are Excelian: Luxoft Financial Services.” Source: RevenueBase Database · checked Sep 28, 2026
4	Sofgen	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	501-1,000	148 contacts →
	Partial evidence “A Tech Mahindra company, founded in SOFGEN delivers end-to-end banking IT solutions on a variety of bank platforms both in and around core systems to over 150 financial…” Source: RevenueBase Database · checked Sep 28, 2026
5	Finalix Business Consulting	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	69 contacts →
	Partial evidence “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
6	FCG Private Finance SA	Indirect evidence	Weggis, SwitzerlandHQ checked Sep 28, 2026	11-50	66 contacts →
	Indirect evidence “FCG Private Finance SA is an independent Intermediary in Bank and Insurance products.” Source: RevenueBase Database · checked Sep 28, 2026
7	MWC Group	Partial evidence	Schindellegi, SwitzerlandHQ checked Sep 28, 2026	11-50	66 contacts →
	Partial evidence “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Source: RevenueBase Database · checked Sep 28, 2026
8	EMG SA	Partial evidence	Cointrin, SwitzerlandHQ checked Sep 28, 2026	51-200	59 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
9	Forty2 AG	Partial evidence	Cham, SwitzerlandHQ checked Sep 28, 2026	51-200	56 contacts →
	Partial evidence “Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Source: RevenueBase Database · checked Sep 28, 2026
10	BMPI	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	51 contacts →
	Partial evidence “bmpi AG has been providing services for the financial sector since 1997.” Source: RevenueBase Database · checked Sep 28, 2026
11	Oraïse	Indirect evidence	Schindellegi, SwitzerlandHQ checked Sep 28, 2026	51-200	50 contacts →
	Indirect evidence “Since its foundation in 1994, has established itself as an owner-managed with locations in Germany and Switzerland.” Source: RevenueBase Database · checked Sep 28, 2026
12	Axeleris Group AG	Partial evidence	Sachseln, SwitzerlandHQ checked Sep 28, 2026	51-200	47 contacts →
	Partial evidence “axeleris offers high-class consulting services as well as comprehensive offer packages for banks, insurance companies and financial service providers.” Source: RevenueBase Database · checked Sep 28, 2026
13	Pragmatica AG	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	51-200	46 contacts →
	Indirect evidence “Projects and processes - business and IT - consulting and implementation.” Source: RevenueBase Database · checked Sep 28, 2026
14	Singular Group	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	51-200	38 contacts →
	Indirect evidence “is an independent owner-managed firm with an international footprint.” Source: RevenueBase Database · checked Sep 28, 2026
15	I.L.Team AG	Partial evidence	Rotkreuz, SwitzerlandHQ checked Sep 28, 2026	51-200	38 contacts →
	Partial evidence “i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Source: RevenueBase Database · checked Sep 28, 2026
16	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Source: RevenueBase Database · checked Sep 28, 2026
17	Oepfelbaum IT Management AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Als Premium-Anbieter von Banking Technology Experts unterstützen wir unsere Kunden in der Finanzindustrie fachlich und technisch in allen Gebieten der digitalen Transformation.” Source: RevenueBase Database · checked Sep 28, 2026
18	Convisa AG	Partial evidence	Schwyz, SwitzerlandHQ checked Sep 28, 2026	51-200	35 contacts →
	Partial evidence “CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Source: RevenueBase Database · checked Sep 28, 2026
19	DYN Group	Indirect evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “DYN Group brings together qualified professionals to meet your business and wealth management needs.” Source: RevenueBase Database · checked Sep 28, 2026
20	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 28, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 28, 2026
21	Raiffeisenbank Olten	Indirect evidence	Olten, SwitzerlandHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Wir beraten und begleiten Sie gerne bei Ihren finanziellen Angelegenheiten.” Source: RevenueBase Database · checked Sep 28, 2026
22	Zurich, Agence Générale Walter Tosalli	Partial evidence	Neuchâtel, SwitzerlandHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	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
24	On-Point Connect	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “ON-POINT Connect is a specialized consulting boutique with a presence in Switzerland, Germany and the UK.” Source: RevenueBase Database · checked Sep 28, 2026
25	Bucher Invest AG	Indirect evidence	Dättwil Ag, SwitzerlandHQ checked Sep 28, 2026	51-200	25 contacts →
	Indirect evidence “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” 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 services consultancies. 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 consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. 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 547 financial services consultancies based in Switzerland

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Financial services consultancies based in Switzerland at a glance

As of Sep 28, 2026

37.8%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

16.5%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

385

11-50

117

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 547 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 services consultancies, 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 consultancies”. 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 consultancies), 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 consultancies, 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, 2,209 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.

Financial services consultancies by metro

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 services consultancies, 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 services consultancies are there based in Switzerland?

RevenueBase identified 547 financial services consultancies 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?

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

Which city has the most financial services consultancies?

Zurich leads with 90 headquartered companies, followed by Geneva (29) and Zug (29).

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 2,209 verified decision-maker contacts tracked across these 547 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.

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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.