Company lists · Data refreshed September 2026
Top 25 Financial services firms based in Switzerland
RevenueBase identified 104 company matches for financial services firms associated with Switzerland as of September 2026 and tracks 114,852 professional contacts across them, including 58,403 with verified work emails. Geneva is the largest hub.
This list covers company matches for financial services firms 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 16, 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 firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 88,348 contacts → | ||||
Exact match “From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 16,805 contacts → | ||||
Exact match “Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 4,612 contacts → | ||||
Exact match “With over employees and more than CHF 400 billion in client assets under management, Zürcher Kantonalbank (ZKB) is the second largest bank in Switzerland.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 2,211 contacts → | ||||
Exact match “Wir sind menschlich und handeln verantwortungsvoll.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 797 contacts → | ||||
Exact match “Banquier universel depuis 1816, le groupe BCGE propose aux particuliers, aux entreprises et aux institutions des prestations bancaires diversifiées et de qualité : services…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 449 contacts → | ||||
Exact match “Die Zuger Kantonalbank ist die führende Bank im Wirtschaftsraum Zug und die erste Wahl in Vermögensfragen.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 265 contacts → | ||||
Exact match “REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 167 contacts → | ||||
Exact match “Alu Menziken is a Financial Services company located in P.O.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 123 contacts → | ||||
Exact match “Wir sind Baloise – Ihr inspirierender Partner für unser gemeinsames Morgen.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 112 contacts → | ||||
Exact match “Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 53 contacts → | ||||
Exact match “Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 51 contacts → | ||||
Exact match “bmpi AG has been providing services for the financial sector since 1997.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “Banque Audi (Suisse) SA is a banking company based out of COURS DES BASTIONS 18, Geneva, Switzerland.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 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 16, 2026 · View company records in RevenueBase | |||||
| 15 | 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 16, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Profinder ist die Finanzfachstelle für klare Entscheidungen in jeder Lebensphase.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Alle Finanzdienstleistungen aus einer Hand.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “ALPHA BLUE SKY MANAGEMENT S.A.(ABSM) offers tailor-made financial advice and services to Swiss and International customers.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Calliopa Capital stands for security, stability and first class service for our clients.” Recorded in the RevenueBase company graph · Sep 16, 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 firms”. 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 104 financial services firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 58,403 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services firms based in Switzerland at a glance
As of Sep 16, 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 104 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 firms” 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 58,403 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 16, 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services firms are there based in Switzerland?
RevenueBase identified 104 company matches for financial services firms 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?
UBS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services firms?
Geneva leads with 18 company records, followed by Zurich (13) and Lugano (7).
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 58,403 professional contacts with verified work emails tracked across these 104 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 104 financial services firms based in Switzerland. Start with a free account, no credit card.
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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
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Company intelligence · public preview
Top 25 financial services firms 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 104 matching company records for financial services firms based in Switzerland, with 114,852 tracked contacts and 58,403 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 16, 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 firms 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 |  UBSubs.comHQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 88,348 contacts → |
“From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Credit Suissecredit-suisse.comHQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 16,805 contacts → |
“Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Zürcher Kantonalbankzkb.ch HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 4,612 contacts → |
“With over employees and more than CHF 400 billion in client assets under management, Zürcher Kantonalbank (ZKB) is the second largest bank in Switzerland.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Baloise CHbaloise.comHQ: Basel, SwitzerlandReported employees: 5,001-10,000 | Basel, Switzerland | 5,001-10,000 | Exact match | 2,211 contacts → |
“Wir sind menschlich und handeln verantwortungsvoll.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BCGEbcge.ch HQ: 1211 Genève 2, SwitzerlandReported employees: 501-1,000 | 1211 Genève 2, Switzerland | 501-1,000 | Exact match | 797 contacts → |
“Banquier universel depuis 1816, le groupe BCGE propose aux particuliers, aux entreprises et aux institutions des prestations bancaires diversifiées et de qualité : services…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Zuger Kantonalbankzugerkb.chHQ: Zug, SwitzerlandReported employees: 501-1,000 | Zug, Switzerland | 501-1,000 | Exact match | 449 contacts → |
“Die Zuger Kantonalbank ist die führende Bank im Wirtschaftsraum Zug und die erste Wahl in Vermögensfragen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Reyl Intesa Sanpaoloreyl.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 265 contacts → |
“REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ALU Menziken Groupalu-menziken.comHQ: Reinach, SwitzerlandReported employees: 501-1,000 | Reinach, Switzerland | 501-1,000 | Exact match | 167 contacts → |
“Alu Menziken is a Financial Services company located in P.O.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Baloise Baselbaloise.chHQ: Basel, SwitzerlandReported employees: 5,001-10,000 | Basel, Switzerland | 5,001-10,000 | Exact match | 123 contacts → |
“Wir sind Baloise – Ihr inspirierender Partner für unser gemeinsames Morgen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | PKB Private Bankpkb.ch HQ: Lugano, SwitzerlandReported employees: 201-500 | Lugano, Switzerland | 201-500 | Exact match | 112 contacts → |
“Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Raiffeisenbank St.Gallenraiffeisen.chHQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Banque Audi Suisse SAbankaudi.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 48 contacts → |
“Banque Audi (Suisse) SA is a banking company based out of COURS DES BASTIONS 18, Geneva, Switzerland.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Invest-Partners Wealth Management AGinvest-partners.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Svag Ticinosvag.chHQ: Lugano, SwitzerlandReported employees: Not recorded | Lugano, Switzerland | Not recorded | Exact match | 18 contacts → |
“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fortune Financial Strategiesfortunefs.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bellomo Treuhand AGbellomotreuhand.ch HQ: Münchenstein, SwitzerlandReported employees: 1-10 | Münchenstein, Switzerland | 1-10 | Exact match | 5 contacts → |
“Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SM Finance Gmbhsmfinance.ch HQ: Glattbrugg, SwitzerlandReported employees: 1-10 | Glattbrugg, Switzerland | 1-10 | Exact match | 5 contacts → |
“Alle Finanzdienstleistungen aus einer Hand.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alpha Blue SKY Management SAalphablueskymanagement.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“ALPHA BLUE SKY MANAGEMENT S.A.(ABSM) offers tailor-made financial advice and services to Swiss and International customers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Calliopa Capital AGcalliopacapital.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 4 contacts → |
“Calliopa Capital stands for security, stability and first class service for our clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Financial services firms: dataset insights
September 16, 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
103 records in the displayed employee bands.
1 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 104 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 16, 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 firms?
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 firms did RevenueBase find based in Switzerland?
The saved snapshot records 104 matching company records, 114,852 tracked contacts and 58,403 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 16, 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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- Financial services firms based in New Delhi, India
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial services firms based in Switzerland. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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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- Financial services firms based in Ahmedabad, India
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Company intelligence · public preview
Top 25 financial services firms based in Switzerland
RevenueBase records 104 matching company records for financial services firms based in Switzerland, with 114,852 tracked contacts and 58,403 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 16, 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 firms 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 | UBSubs.com HQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 88,348 contacts → |
“From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Credit Suissecredit-suisse.com HQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 16,805 contacts → |
“Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Zürcher Kantonalbankzkb.ch HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 4,612 contacts → |
“With over employees and more than CHF 400 billion in client assets under management, Zürcher Kantonalbank (ZKB) is the second largest bank in Switzerland.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Baloise CHbaloise.com HQ: Basel, SwitzerlandReported employees: 5,001-10,000 | Basel, Switzerland | 5,001-10,000 | Exact match | 2,211 contacts → |
“Wir sind menschlich und handeln verantwortungsvoll.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BCGEbcge.ch HQ: 1211 Genève 2, SwitzerlandReported employees: 501-1,000 | 1211 Genève 2, Switzerland | 501-1,000 | Exact match | 797 contacts → |
“Banquier universel depuis 1816, le groupe BCGE propose aux particuliers, aux entreprises et aux institutions des prestations bancaires diversifiées et de qualité : services…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Zuger Kantonalbankzugerkb.ch HQ: Zug, SwitzerlandReported employees: 501-1,000 | Zug, Switzerland | 501-1,000 | Exact match | 449 contacts → |
“Die Zuger Kantonalbank ist die führende Bank im Wirtschaftsraum Zug und die erste Wahl in Vermögensfragen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Reyl Intesa Sanpaoloreyl.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 265 contacts → |
“REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ALU Menziken Groupalu-menziken.com HQ: Reinach, SwitzerlandReported employees: 501-1,000 | Reinach, Switzerland | 501-1,000 | Exact match | 167 contacts → |
“Alu Menziken is a Financial Services company located in P.O.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Baloise Baselbaloise.ch HQ: Basel, SwitzerlandReported employees: 5,001-10,000 | Basel, Switzerland | 5,001-10,000 | Exact match | 123 contacts → |
“Wir sind Baloise – Ihr inspirierender Partner für unser gemeinsames Morgen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | PKB Private Bankpkb.ch HQ: Lugano, SwitzerlandReported employees: 201-500 | Lugano, Switzerland | 201-500 | Exact match | 112 contacts → |
“Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Raiffeisenbank St.Gallenraiffeisen.ch HQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Banque Audi Suisse SAbankaudi.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 48 contacts → |
“Banque Audi (Suisse) SA is a banking company based out of COURS DES BASTIONS 18, Geneva, Switzerland.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Invest-Partners Wealth Management AGinvest-partners.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Svag Ticinosvag.ch HQ: Lugano, SwitzerlandReported employees: Not recorded | Lugano, Switzerland | Not recorded | Exact match | 18 contacts → |
“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fortune Financial Strategiesfortunefs.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bellomo Treuhand AGbellomotreuhand.ch HQ: Münchenstein, SwitzerlandReported employees: 1-10 | Münchenstein, Switzerland | 1-10 | Exact match | 5 contacts → |
“Bellomo Treuhand | Treuhand • Steuern • Beratung Bellomo Treuhand steht für persönliche, zuverlässige und vorausschauende Betreuung in sämtlichen treuhänderischen Belangen.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SM Finance Gmbhsmfinance.ch HQ: Glattbrugg, SwitzerlandReported employees: 1-10 | Glattbrugg, Switzerland | 1-10 | Exact match | 5 contacts → |
“Alle Finanzdienstleistungen aus einer Hand.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alpha Blue SKY Management SAalphablueskymanagement.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 5 contacts → |
“ALPHA BLUE SKY MANAGEMENT S.A.(ABSM) offers tailor-made financial advice and services to Swiss and International customers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Calliopa Capital AGcalliopacapital.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 4 contacts → |
“Calliopa Capital stands for security, stability and first class service for our clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Financial services firms: dataset insights
September 16, 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
103 records in the displayed employee bands.
1 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 104 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 16, 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 firms?
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 firms did RevenueBase find based in Switzerland?
The saved snapshot records 104 matching company records, 114,852 tracked contacts and 58,403 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 16, 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 25 financial services firms based in Switzerland. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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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