Company lists · Data refreshed October 2026

Top 15 Financial services investment managers based in Zurich, Switzerland

RevenueBase identified 128 company matches for financial services investment managers associated with Zurich, Switzerland as of October 2026 and tracks 12,289 professional contacts across them, including 6,479 with verified work emails. Across Switzerland, Zurich is the largest hub for this category.

This list covers company matches for financial services investment managers associated with Zurich, 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
128Companies
12,289Contacts tracked
6,479Verified emails
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The 15 largest financial services investment managers based in Zurich, Switzerland

Ranked by team size
Top 15 of 128 company matches for financial services investment managers based in Zurich, Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZurich, SwitzerlandHQ recorded Oct 12, 20265,001-10,0007,092 contacts →

Exact match

“Julius Baer is present in around 25 countries and 60 locations.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchZurich, SwitzerlandHQ recorded Oct 12, 20261,001-5,000888 contacts →

Exact match

“We support our clients in achieving their long-term investment objectives.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202651-20062 contacts →

Exact match

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202651-20050 contacts →

Exact match

“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202651-20042 contacts →

Exact match

“Wir glauben an eine neue Ära des Wealth Managements.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202651-20037 contacts →

Exact match

“Monterosa is the leading brand of a group of companies, present across the world’s major financial centers, offering independent financial services.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5023 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 · Oct 12, 2026 · View company records in RevenueBase
8Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5022 contacts →

Exact match

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5019 contacts →

Exact match

“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5017 contacts →

Exact match

“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202611-5014 contacts →

Exact match

“BFI Infinity Inc.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchZurich, SwitzerlandHQ recorded Oct 12, 20261-1012 contacts →

Exact match

“The team at ARX Capital works tirelessly to help you to achieve your financial objectives.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchZurich, SwitzerlandHQ recorded Oct 12, 202651-2009 contacts →

Exact match

“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 15 of 128 financial services investment managers based in Zurich, Switzerland

See the full list, filter by size, metro and specialty, and access 6,479 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Zurich, Switzerland at a glance

As of Oct 12, 2026
52.7%Verified-email coverage
96.0Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
72
11-50
38
51-200
12
1,001-5,000
3
5,001-10,000
2

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 128 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 Zurich, Switzerland whose business descriptions match “financial services investment managers” 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 6,479 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services investment managers by metro in Switzerland

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 investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Zurich, Switzerland?

RevenueBase identified 128 company matches for financial services investment managers associated with Zurich, Switzerland as of October 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?

Julius Baer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Switzerland has the most financial services investment managers?

Zurich leads Switzerland with 128 company records, followed by Geneva (124) and Lugano (38).

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 6,479 professional contacts with verified work emails tracked across these 128 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 October 12, 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 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.