Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 439 companies tracked

RevenueBase identified 439 financial services consultants headquartered in Switzerland as of September 2026 and tracks 3,042 professional contacts across them, including 1,097 with verified work emails. Zurich is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review

439Companies

3,042Contacts tracked

1,097Verified emails

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The 25 largest financial services consultants based in Switzerland

Ranked by team size

Top 25 of 439 financial services consultants based in Switzerland, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 16, 2026
2	Ppcmetrics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	51-200	78 contacts →
	Indirect evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 16, 2026
3	Finalix Business Consulting	Partial evidence	Zurich, SwitzerlandHQ checked Sep 16, 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 16, 2026
4	EMG SA	Partial evidence	Cointrin, SwitzerlandHQ checked Sep 16, 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 16, 2026
5	System Agency	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	54 contacts →
	Indirect evidence “Leaders in Management” Source: RevenueBase Database · checked Sep 16, 2026
6	Axeleris Group AG	Partial evidence	Sachseln, SwitzerlandHQ checked Sep 16, 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 16, 2026
7	Dilife & CO SA	Partial evidence	Lancy, SwitzerlandHQ checked Sep 16, 2026	11-50	37 contacts →
	Partial evidence “DiLife & co SA est votre partenaire privilégié pour trouver des solutions financières selon votre situation et vos besoins!” Source: RevenueBase Database · checked Sep 16, 2026
8	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 16, 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 16, 2026
9	JLP Gestion&associés	Partial evidence	Eysins, SwitzerlandHQ checked Sep 16, 2026	11-50	36 contacts →
	Partial evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 16, 2026
10	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 16, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 16, 2026
11	Zurich, Agence Générale Walter Tosalli	Partial evidence	Neuchâtel, SwitzerlandHQ checked Sep 16, 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 16, 2026
12	CDR Capital	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	25 contacts →
	Partial evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 16, 2026
13	Rexult AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 16, 2026	11-50	25 contacts →
	Indirect evidence “Rexult AG is a Management Consulting company located in Optingenstrasse 56, Bern, Canton of Bern, Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
14	LSP	Indirect evidence	Kemptthal, SwitzerlandHQ checked Sep 16, 2026	11-50	23 contacts →
	Indirect evidence “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Source: RevenueBase Database · checked Sep 16, 2026
15	Banca Raiffeisen Della Campagnadorna	Indirect evidence	Stabio, SwitzerlandHQ checked Sep 16, 2026	11-50	21 contacts →
	Indirect evidence “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Source: RevenueBase Database · checked Sep 16, 2026
16	Inversa Consulting AG	Indirect evidence	Zug, SwitzerlandHQ checked Sep 16, 2026	1-10	17 contacts →
	Indirect evidence “inVersa ist ein Unternehmen, welches Dienstleistungen in den Bereichen Treuhand, Steuer- und Unternehmensberatung, Umstrukturierungen, Nachfolgeberatung, Unternehmensbewertungen…” Source: RevenueBase Database · checked Sep 16, 2026
17	Inspecta Treuhand AG	Indirect evidence	Sankt Gallen, SwitzerlandHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Source: RevenueBase Database · checked Sep 16, 2026
18	V&v Consulting AG	Indirect evidence	Opfikon, SwitzerlandHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Source: RevenueBase Database · checked Sep 16, 2026
19	Format A AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Source: RevenueBase Database · checked Sep 16, 2026
20	Across Advisory AG	Indirect evidence	Baar, SwitzerlandHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Unser Antrieb ist, für unsere Kunden eine bessere finanzielle Zukunft zu schaffen, indem wir unsere erstklassig Erfahrung einbringen.” Source: RevenueBase Database · checked Sep 16, 2026
21	Maximum Value Sàrl	Partial evidence	Carouge, SwitzerlandHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “Finance, insurance, real estate, local and international taxes, HR, accounting, salaries and more financial services.” Source: RevenueBase Database · checked Sep 16, 2026
22	Ramus & Company	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	10 contacts →
	Indirect evidence “Founded in 2016, Ramus & Company is a consulting firm based in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
23	Zeus Capital SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Source: RevenueBase Database · checked Sep 16, 2026
24	Dynafisc Frôté SA	Indirect evidence	Bienne, SwitzerlandHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “Née en 2002 sous la raison sociale "F&P Services SA", la société devient en 2022 "Dynafisc Frôté SA" à la suite du développement de nouvelles compétences et notamment de…” Source: RevenueBase Database · checked Sep 16, 2026
25	Gubser Kalt & Partner AG	Indirect evidence	Uster, SwitzerlandHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “Schön wenn man seine Beratung in guten Händen weiss.” Source: RevenueBase Database · checked Sep 16, 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 consultants. 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 consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. 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 439 financial services consultants based in Switzerland

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Financial services consultants based in Switzerland at a glance

As of Sep 16, 2026

36.1%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

11.2%Largest-city concentration · Zurich

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

349

11-50

51-200

201-500

501-1,000

1,001-5,000

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 439 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 consultants, 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 consultants”. 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 consultants), 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 consultants, 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, 1,097 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 16, 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 consultants by metro

Financial services consultants in Zurich49

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 consultants, 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 consultants are there based in Switzerland?

RevenueBase identified 439 financial services consultants 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?

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

Which city has the most financial services consultants?

Zurich leads with 49 headquartered companies, followed by Geneva (18) and Lugano (18).

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 1,097 verified decision-maker contacts tracked across these 439 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 16, 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.