Company lists · Data refreshed September 2026
Top 16 Financial services CRM companies based in Switzerland
RevenueBase identified 36 company matches for financial services CRM companies associated with Switzerland as of September 2026 and tracks 775 professional contacts across them, including 374 with verified work emails. Zurich is the largest hub.
This list covers company matches for financial services CRM companies 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 16 largest financial services CRM companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 38 contacts → | ||||
Exact match “Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 21 contacts → | ||||
Exact match “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Logismata is a market leader providing innovative business concepts combined with new technology within the financial industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Finance, insurance, real estate, local and international taxes, HR, accounting, salaries and more financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Profinder ist die Finanzfachstelle für klare Entscheidungen in jeder Lebensphase.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Since Strategy-sa brings bespoke business expertise, with tailor-made IT solutions for the financial industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “nowtec solutions AG is building and providing a next-generation CRM for corporate and non-profit customers alike.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “IFINITY AG (founded 2015) is an independent service provider committed to strengthening the operational efficiency and regulatory compliance of independent asset managers (IAMs).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Customer-Relationship-Management (xRM/CRM) Wir sind CRM-Spezialisten seit über 18 Jahren.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Arilla ist das erste CRM der Schweiz, welches von Broker für Broker entwickelt wurde.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “CRMLAB.net is professionalizing Customer Relationship Management systems & processes at and around any Telecom Operator, Financial Institute, Retailer, insurance Company etc.” 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 CRM companies”. 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 16 of 36 financial services CRM companies based in Switzerland
See the full list, filter by size, metro and specialty, and access 374 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM companies 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 36 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 CRM companies” 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 374 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.
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 CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there based in Switzerland?
RevenueBase identified 36 company matches for financial services CRM companies 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?
Axeleris Group AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM companies?
Zurich leads with 5 company records, followed by Aarau (1) and Bachenbulach (1).
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 374 professional contacts with verified work emails tracked across these 36 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 36 financial services CRM companies based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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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 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 CRM companies based in Mumbai, India
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Company intelligence · public preview
Top 16 financial services CRM companies 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 36 matching company records for financial services CRM companies based in Switzerland, with 775 tracked contacts and 374 verified work emails.
This public preview shows 16 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 16 financial services CRM companies 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 |  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. | |||||
| 2 |  Braingroup AGbraingroup.chHQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Banca Raiffeisen Della Campagnadornaraiffeisen.chHQ: Stabio, SwitzerlandReported employees: 11-50 | Stabio, Switzerland | 11-50 | Exact match | 21 contacts → |
“Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Logismatalogismata.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Logismata is a market leader providing innovative business concepts combined with new technology within the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Maximum Value Sàrlmaximumvalue.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 11 contacts → |
“Finance, insurance, real estate, local and international taxes, HR, accounting, salaries and more financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Profinderprofinder.chHQ: Kloten, SwitzerlandReported employees: 11-50 | Kloten, Switzerland | 11-50 | Exact match | 9 contacts → |
“Profinder ist die Finanzfachstelle für klare Entscheidungen in jeder Lebensphase.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Strategy SAstrategy-sa.chHQ: Echandens, SwitzerlandReported employees: 1-10 | Echandens, Switzerland | 1-10 | Exact match | 8 contacts → |
“Since Strategy-sa brings bespoke business expertise, with tailor-made IT solutions for the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nowtec Solutions AGnowtec.solutionsHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 8 contacts → |
“nowtec solutions AG is building and providing a next-generation CRM for corporate and non-profit customers alike.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 7 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 6 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ifinity AGifinity.chHQ: Tuggen, SwitzerlandReported employees: 11-50 | Tuggen, Switzerland | 11-50 | Exact match | 5 contacts → |
“IFINITY AG (founded 2015) is an independent service provider committed to strengthening the operational efficiency and regulatory compliance of independent asset managers (IAMs).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Laurus IT Inspiration AGlaurus.chHQ: Mellingen, SwitzerlandReported employees: 1-10 | Mellingen, Switzerland | 1-10 | Exact match | 4 contacts → |
“Customer-Relationship-Management (xRM/CRM) Wir sind CRM-Spezialisten seit über 18 Jahren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Arilla Software Gmbharilla.chHQ: Bachenbülach, SwitzerlandReported employees: 11-50 | Bachenbülach, Switzerland | 11-50 | Exact match | 3 contacts → |
“Arilla ist das erste CRM der Schweiz, welches von Broker für Broker entwickelt wurde.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Crmlab.Net & Papers.Ch Ecosave Gmbhcrmlab.netHQ: Birr, SwitzerlandReported employees: 1-10 | Birr, Switzerland | 1-10 | Exact match | 1 contacts → |
“CRMLAB.net is professionalizing Customer Relationship Management systems & processes at and around any Telecom Operator, Financial Institute, Retailer, insurance Company etc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 36 company matches
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Financial services CRM companies: 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
36 records in the displayed employee bands.
0 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 36 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 CRM companies did RevenueBase find based in Switzerland?
The saved snapshot records 36 matching company records, 775 tracked contacts and 374 verified emails. The public preview displays 16 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 CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 16 financial services CRM companies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/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 CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
Company intelligence · public preview
Top 16 financial services CRM companies based in Switzerland
RevenueBase records 36 matching company records for financial services CRM companies based in Switzerland, with 775 tracked contacts and 374 verified work emails.
This public preview shows 16 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 16 financial services CRM companies 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 | 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. | |||||
| 2 | Braingroup AGbraingroup.ch HQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Banca Raiffeisen Della Campagnadornaraiffeisen.ch HQ: Stabio, SwitzerlandReported employees: 11-50 | Stabio, Switzerland | 11-50 | Exact match | 21 contacts → |
“Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Logismatalogismata.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Logismata is a market leader providing innovative business concepts combined with new technology within the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Maximum Value Sàrlmaximumvalue.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 11 contacts → |
“Finance, insurance, real estate, local and international taxes, HR, accounting, salaries and more financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Profinderprofinder.ch HQ: Kloten, SwitzerlandReported employees: 11-50 | Kloten, Switzerland | 11-50 | Exact match | 9 contacts → |
“Profinder ist die Finanzfachstelle für klare Entscheidungen in jeder Lebensphase.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Strategy SAstrategy-sa.ch HQ: Echandens, SwitzerlandReported employees: 1-10 | Echandens, Switzerland | 1-10 | Exact match | 8 contacts → |
“Since Strategy-sa brings bespoke business expertise, with tailor-made IT solutions for the financial industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nowtec Solutions AGnowtec.solutions HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 8 contacts → |
“nowtec solutions AG is building and providing a next-generation CRM for corporate and non-profit customers alike.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Aarau, SwitzerlandReported employees: 11-50 | Aarau, Switzerland | 11-50 | Exact match | 7 contacts → |
“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 6 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ifinity AGifinity.ch HQ: Tuggen, SwitzerlandReported employees: 11-50 | Tuggen, Switzerland | 11-50 | Exact match | 5 contacts → |
“IFINITY AG (founded 2015) is an independent service provider committed to strengthening the operational efficiency and regulatory compliance of independent asset managers (IAMs).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Laurus IT Inspiration AGlaurus.ch HQ: Mellingen, SwitzerlandReported employees: 1-10 | Mellingen, Switzerland | 1-10 | Exact match | 4 contacts → |
“Customer-Relationship-Management (xRM/CRM) Wir sind CRM-Spezialisten seit über 18 Jahren.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Arilla Software Gmbharilla.ch HQ: Bachenbülach, SwitzerlandReported employees: 11-50 | Bachenbülach, Switzerland | 11-50 | Exact match | 3 contacts → |
“Arilla ist das erste CRM der Schweiz, welches von Broker für Broker entwickelt wurde.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Crmlab.Net & Papers.Ch Ecosave Gmbhcrmlab.net HQ: Birr, SwitzerlandReported employees: 1-10 | Birr, Switzerland | 1-10 | Exact match | 1 contacts → |
“CRMLAB.net is professionalizing Customer Relationship Management systems & processes at and around any Telecom Operator, Financial Institute, Retailer, insurance Company etc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 36 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services CRM companies: 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
36 records in the displayed employee bands.
0 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 36 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 CRM companies did RevenueBase find based in Switzerland?
The saved snapshot records 36 matching company records, 775 tracked contacts and 374 verified emails. The public preview displays 16 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.
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Cite this list
RevenueBase Data Team. Top 16 financial services CRM companies based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/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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