Company lists · Data refreshed September 2026
Top 25 Financial services consultancies based in Switzerland
RevenueBase identified 547 company matches for financial services consultancies associated with 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 company matches for financial services consultancies 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 25 largest financial services consultancies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,072 contacts → | ||||
Exact match “Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 209 contacts → | ||||
Exact match “We are Excelian: Luxoft Financial Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 148 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 69 contacts → | ||||
Exact match “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 66 contacts → | ||||
Exact match “FCG Private Finance SA is an independent Intermediary in Bank and Insurance products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 66 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 59 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 56 contacts → | ||||
Exact match “Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “bmpi AG has been providing services for the financial sector since 1997.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 50 contacts → | ||||
Exact match “Since its foundation in 1994, has established itself as an owner-managed with locations in Germany and Switzerland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 47 contacts → | ||||
Exact match “axeleris offers high-class consulting services as well as comprehensive offer packages for banks, insurance companies and financial service providers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 46 contacts → | ||||
Exact match “Projects and processes - business and IT - consulting and implementation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 38 contacts → | ||||
Exact match “is an independent owner-managed firm with an international footprint.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 38 contacts → | ||||
Exact match “i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 36 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 36 contacts → | ||||
Exact match “Als Premium-Anbieter von Banking Technology Experts unterstützen wir unsere Kunden in der Finanzindustrie fachlich und technisch in allen Gebieten der digitalen Transformation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 35 contacts → | ||||
Exact match “CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 33 contacts → | ||||
Exact match “DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 30 contacts → | ||||
Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 28 contacts → | ||||
Exact match “Wir beraten und begleiten Sie gerne bei Ihren finanziellen Angelegenheiten.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 27 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “ECOFACT was founded as a spin-off of a leading Swiss bank in Zurich in 1998.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “ON-POINT Connect is a specialized consulting boutique with a presence in Switzerland, Germany and the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 25 contacts → | ||||
Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” 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 services consultancies”. 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 25 of 547 financial services consultancies based in Switzerland
See the full list, filter by size, metro and specialty, and access 2,209 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services consultancies 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 547 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 services consultancies” 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 2,209 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.
Financial services consultancies by metro
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 services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consultancies are there based in Switzerland?
RevenueBase identified 547 company matches for financial services consultancies 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?
Synpulse tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services consultancies?
Zurich leads with 90 company records, followed by Geneva (47) and Zug (29).
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 2,209 professional contacts with verified work emails tracked across these 547 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 547 financial services consultancies based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Financial services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
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Company intelligence · public preview
Top 25 financial services consultancies 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 547 matching company records for financial services consultancies based in Switzerland, with 5,843 tracked contacts and 2,209 verified work emails.
This public preview shows 25 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 25 financial services consultancies 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 | Synpulsesynpulse.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 1,072 contacts → |
“Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Excelian Luxoft Financial Servicesexcelian.luxoft.comHQ: Zug, SwitzerlandReported employees: 10001+ | Zug, Switzerland | 10001+ | Exact match | 209 contacts → |
“We are Excelian: Luxoft Financial Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sofgentechmahindra.comHQ: Geneva, SwitzerlandReported employees: 501-1,000 | Geneva, Switzerland | 501-1,000 | Exact match | 148 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Finalix Business Consultingfinalix.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 69 contacts → |
“Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FCG Private Finance SAfcg.swiss HQ: Weggis, SwitzerlandReported employees: 11-50 | Weggis, Switzerland | 11-50 | Exact match | 66 contacts → |
“FCG Private Finance SA is an independent Intermediary in Bank and Insurance products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  EMG SAemgsa.chHQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Forty2 AGforty2.chHQ: Cham, SwitzerlandReported employees: 51-200 | Cham, Switzerland | 51-200 | Exact match | 56 contacts → |
“Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BMPIbmpi.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 51 contacts → |
“bmpi AG has been providing services for the financial sector since 1997.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Oraïseoraise.comHQ: Schindellegi, SwitzerlandReported employees: 51-200 | Schindellegi, Switzerland | 51-200 | Exact match | 50 contacts → |
“Since its foundation in 1994, has established itself as an owner-managed with locations in Germany and Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Axeleris Group AGaxeleris.chHQ: Sachseln, SwitzerlandReported employees: 51-200 | Sachseln, Switzerland | 51-200 | Exact match | 47 contacts → |
“axeleris offers high-class consulting services as well as comprehensive offer packages for banks, insurance companies and financial service providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Pragmatica AGpragmatica.chHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 46 contacts → |
“Projects and processes - business and IT - consulting and implementation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Singular Groupsingular.chHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 38 contacts → |
“is an independent owner-managed firm with an international footprint.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  I.L.Team AGilteam.chHQ: Rotkreuz, SwitzerlandReported employees: 51-200 | Rotkreuz, Switzerland | 51-200 | Exact match | 38 contacts → |
“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Oepfelbaum IT Management AGoepfelbaum.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Als Premium-Anbieter von Banking Technology Experts unterstützen wir unsere Kunden in der Finanzindustrie fachlich und technisch in allen Gebieten der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Convisa AGconvisa.chHQ: Schwyz, SwitzerlandReported employees: 51-200 | Schwyz, Switzerland | 51-200 | Exact match | 35 contacts → |
“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  DYN Groupdyngroup.chHQ: Lausanne, SwitzerlandReported employees: 11-50 | Lausanne, Switzerland | 11-50 | Exact match | 33 contacts → |
“DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Academix Consult AGacademix.chHQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Raiffeisenbank Oltenraiffeisen.chHQ: Olten, SwitzerlandReported employees: 11-50 | Olten, Switzerland | 11-50 | Exact match | 28 contacts → |
“Wir beraten und begleiten Sie gerne bei Ihren finanziellen Angelegenheiten.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ecofact AGecofact.comHQ: Stadtkreis 4 Aussersihl, SwitzerlandReported employees: 11-50 | Stadtkreis 4 Aussersihl, Switzerland | 11-50 | Exact match | 25 contacts → |
“ECOFACT was founded as a spin-off of a leading Swiss bank in Zurich in 1998.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  On-Point Connecton-point.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 25 contacts → |
“ON-POINT Connect is a specialized consulting boutique with a presence in Switzerland, Germany and the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bucher Invest AGbucherinvest.chHQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 547 company matches
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Financial services consultancies: 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
545 records in the displayed employee bands.
2 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 547 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 ↗
Financial services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 services consultancies did RevenueBase find based in Switzerland?
The saved snapshot records 547 matching company records, 5,843 tracked contacts and 2,209 verified emails. The public preview displays 25 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 services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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 services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
Company intelligence · public preview
Top 25 financial services consultancies based in Switzerland
RevenueBase records 547 matching company records for financial services consultancies based in Switzerland, with 5,843 tracked contacts and 2,209 verified work emails.
This public preview shows 25 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 25 financial services consultancies 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 | Synpulsesynpulse.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 1,072 contacts → |
“Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Excelian Luxoft Financial Servicesexcelian.luxoft.com HQ: Zug, SwitzerlandReported employees: 10001+ | Zug, Switzerland | 10001+ | Exact match | 209 contacts → |
“We are Excelian: Luxoft Financial Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sofgentechmahindra.com HQ: Geneva, SwitzerlandReported employees: 501-1,000 | Geneva, Switzerland | 501-1,000 | Exact match | 148 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Finalix Business Consultingfinalix.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 69 contacts → |
“Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FCG Private Finance SAfcg.swiss HQ: Weggis, SwitzerlandReported employees: 11-50 | Weggis, Switzerland | 11-50 | Exact match | 66 contacts → |
“FCG Private Finance SA is an independent Intermediary in Bank and Insurance products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | EMG SAemgsa.ch HQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Forty2 AGforty2.ch HQ: Cham, SwitzerlandReported employees: 51-200 | Cham, Switzerland | 51-200 | Exact match | 56 contacts → |
“Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BMPIbmpi.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 51 contacts → |
“bmpi AG has been providing services for the financial sector since 1997.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Oraïseoraise.com HQ: Schindellegi, SwitzerlandReported employees: 51-200 | Schindellegi, Switzerland | 51-200 | Exact match | 50 contacts → |
“Since its foundation in 1994, has established itself as an owner-managed with locations in Germany and Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Axeleris Group AGaxeleris.ch HQ: Sachseln, SwitzerlandReported employees: 51-200 | Sachseln, Switzerland | 51-200 | Exact match | 47 contacts → |
“axeleris offers high-class consulting services as well as comprehensive offer packages for banks, insurance companies and financial service providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pragmatica AGpragmatica.ch HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 46 contacts → |
“Projects and processes - business and IT - consulting and implementation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Singular Groupsingular.ch HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 38 contacts → |
“is an independent owner-managed firm with an international footprint.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | I.L.Team AGilteam.ch HQ: Rotkreuz, SwitzerlandReported employees: 51-200 | Rotkreuz, Switzerland | 51-200 | Exact match | 38 contacts → |
“i.l.team ag is a Financial Services company located in Hinterbergstrasse 22, CGN, Germany.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Oepfelbaum IT Management AGoepfelbaum.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Als Premium-Anbieter von Banking Technology Experts unterstützen wir unsere Kunden in der Finanzindustrie fachlich und technisch in allen Gebieten der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Convisa AGconvisa.ch HQ: Schwyz, SwitzerlandReported employees: 51-200 | Schwyz, Switzerland | 51-200 | Exact match | 35 contacts → |
“CONVISA AG is a Financial Services company located in 14 Herrengasse, Schwyz, Canton of Schwyz, Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | DYN Groupdyngroup.ch HQ: Lausanne, SwitzerlandReported employees: 11-50 | Lausanne, Switzerland | 11-50 | Exact match | 33 contacts → |
“DYN Group brings together qualified professionals to meet your business and wealth management needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Academix Consult AGacademix.ch HQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Raiffeisenbank Oltenraiffeisen.ch HQ: Olten, SwitzerlandReported employees: 11-50 | Olten, Switzerland | 11-50 | Exact match | 28 contacts → |
“Wir beraten und begleiten Sie gerne bei Ihren finanziellen Angelegenheiten.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ecofact AGecofact.com HQ: Stadtkreis 4 Aussersihl, SwitzerlandReported employees: 11-50 | Stadtkreis 4 Aussersihl, Switzerland | 11-50 | Exact match | 25 contacts → |
“ECOFACT was founded as a spin-off of a leading Swiss bank in Zurich in 1998.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | On-Point Connecton-point.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 25 contacts → |
“ON-POINT Connect is a specialized consulting boutique with a presence in Switzerland, Germany and the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bucher Invest AGbucherinvest.ch HQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 547 company matches
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Financial services consultancies: 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
545 records in the displayed employee bands.
2 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 547 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 ↗
Financial services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 services consultancies did RevenueBase find based in Switzerland?
The saved snapshot records 547 matching company records, 5,843 tracked contacts and 2,209 verified emails. The public preview displays 25 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
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Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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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