Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Switzerland

Name: Financial strategy consulting firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 430 companies tracked

RevenueBase identified 430 company matches for financial strategy consulting firms associated with Switzerland as of September 2026 and tracks 3,363 professional contacts across them, including 1,348 with verified work emails and 90 with mobile numbers. Zurich is the largest hub.

This list covers company matches for financial strategy consulting 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 30, 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 Sep 30, 2026 How this list was built

430Companies

3,363Contacts tracked

1,348Verified emails

90Mobile numbers

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The 25 largest financial strategy consulting firms based in Switzerland

Ranked by team size

Top 25 of 430 company matches for financial strategy consulting firms based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 30, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Svag Schweizer Vermögensberatung AG	Exact match	Adliswil, SwitzerlandHQ recorded Sep 30, 2026	201-500	212 contacts →
	Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	CIGP	Exact match	Geneva, SwitzerlandHQ recorded Sep 30, 2026	51-200	80 contacts →
	Exact match “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Ppcmetrics AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 30, 2026	51-200	78 contacts →
	Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Finalix Business Consulting	Exact match	Zurich, SwitzerlandHQ recorded Sep 30, 2026	51-200	69 contacts →
	Exact match “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	MWC Group	Exact match	Schindellegi, SwitzerlandHQ recorded Sep 30, 2026	11-50	66 contacts →
	Exact match “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	EMG SA	Exact match	Cointrin, SwitzerlandHQ recorded Sep 30, 2026	51-200	59 contacts →
	Exact match “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Complementa AG	Exact match	St Gallen, SwitzerlandHQ recorded Sep 30, 2026	51-200	40 contacts →
	Exact match “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	HIS Consultants AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 30, 2026	51-200	37 contacts →
	Exact match “Customized financial solutions - Swiss-made since 1973 Passion: We develop and advise with passion.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Weibel Hess & Partner AG WHP	Exact match	Luzern, SwitzerlandHQ recorded Sep 30, 2026	11-50	36 contacts →
	Exact match “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	JLP Gestion&associés	Exact match	Eysins, SwitzerlandHQ recorded Sep 30, 2026	11-50	36 contacts →
	Exact match “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Academix Consult AG	Exact match	Trogen, SwitzerlandHQ recorded Sep 30, 2026	51-200	30 contacts →
	Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Vortex Capital	Exact match	Zurich, SwitzerlandHQ recorded Sep 30, 2026	11-50	30 contacts →
	Exact match “Vortex Capital is a boutique capital advisory firm specializing in private placements, project financing, M&A, and corporate strategy for clients in the early and middle market.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	OVB Vermögensberatung Schweiz AG	Exact match	Hünenberg, SwitzerlandHQ recorded Sep 30, 2026	501-1,000	27 contacts →
	Exact match “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	CDR Capital	Exact match	Geneva, SwitzerlandHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Bucher Invest AG	Exact match	Dättwil Ag, SwitzerlandHQ recorded Sep 30, 2026	51-200	25 contacts →
	Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Pegasos Finance Gmbh	Exact match	Dietikon / Im Berg, SwitzerlandHQ recorded Sep 30, 2026	51-200	24 contacts →
	Exact match “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	DCP Client Partner AG	Exact match	Stadtkreis 2, SwitzerlandHQ recorded Sep 30, 2026	11-50	23 contacts →
	Exact match “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Banca Raiffeisen Della Campagnadorna	Exact match	Stabio, SwitzerlandHQ recorded Sep 30, 2026	11-50	21 contacts →
	Exact match “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Finwiwo AG	Exact match	St. Gallen, SwitzerlandHQ recorded Sep 30, 2026	11-50	20 contacts →
	Exact match “Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Kerius Finance 合	Exact match	Geneva / Paris, SwitzerlandHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “KERIUS Finance (Geneva, Paris & Lyon) is an independent advisory company specializing in management and hedging of market risks (currencies, interest rates and commodities) and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Inspecta Treuhand AG	Exact match	Sankt Gallen, SwitzerlandHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Telomere Capital	Exact match	Carouge, SwitzerlandHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	V&v Consulting AG	Exact match	Opfikon, SwitzerlandHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Solver Advisory AG	Exact match	Uster, SwitzerlandHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Effizient und mit kreativen Lösungen unterstützen wir Sie bei vielschichtigen Herausforderungen rund um M&A und Corporate Finance für KMU, Steuerberatung, Unternehmensbewertung…” Recorded in the RevenueBase company graph · Sep 30, 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 strategy consulting 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 430 financial strategy consulting firms based in Switzerland

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Financial strategy consulting firms based in Switzerland at a glance

As of Sep 30, 2026

40.1%Verified-email coverage

2.7%Mobile-number coverage

7.8Average contacts per company

1-10Median size (employees)

15.8%Largest-city concentration · Zurich

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

328

11-50

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

3700–30

93131–60

4361–90

090–180

4180+

Company record updated

Median 82.0d

00–30

35031–60

1,70461–90

1,06390–180

246180+

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 strategy consulting 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 1,348 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 30, 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 strategy consulting firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial strategy consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial strategy consulting firms are there based in Switzerland?

RevenueBase identified 430 company matches for financial strategy consulting 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?

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

Which city has the most financial strategy consulting firms?

Zurich leads with 68 company records, followed by Geneva (51) and Zug (26).

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 1,348 professional contacts with verified work emails tracked across these 430 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 30, 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.