Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in Switzerland

Name: Fintech wealth advisors based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 109 companies tracked

RevenueBase identified 109 fintech wealth advisors headquartered in Switzerland as of September 2026 and tracks 1,585 professional contacts across them, including 715 with verified work emails. Zurich is the largest hub.

This list covers fintech wealth advisors headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

109Companies

1,585Contacts tracked

715Verified emails

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The 25 largest fintech wealth advisors based in Switzerland

Ranked by team size

Top 25 of 109 fintech wealth advisors based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Crealogix	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	201-500	257 contacts →
	Partial evidence “We’re CREALOGIX, a global fintech organisation with over 380 employees globally.” Source: RevenueBase Database · checked Sep 28, 2026
2	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 28, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	ETOPS	Partial evidence	Cham, SwitzerlandHQ checked Sep 28, 2026	201-500	171 contacts →
	Partial evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 28, 2026
4	Cité Gestion SA	Partial evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	51-200	138 contacts →
	Partial evidence “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Source: RevenueBase Database · checked Sep 28, 2026
5	Alpian Bank	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	125 contacts →
	Indirect evidence “Alpian is a digital bank on a mission to democratise premium banking.” Source: RevenueBase Database · checked Sep 28, 2026
6	Dapm SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	43 contacts →
	Strong evidence “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Source: RevenueBase Database · checked Sep 28, 2026
7	Finfox	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 28, 2026
8	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 28, 2026
9	Bruellan Group	Partial evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “What if you came across a wealth management company that was much more than just that?” Source: RevenueBase Database · checked Sep 28, 2026
10	True Wealth	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Source: RevenueBase Database · checked Sep 28, 2026
11	Everon AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Source: RevenueBase Database · checked Sep 28, 2026
12	Selma Finance	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Source: RevenueBase Database · checked Sep 28, 2026
13	3rd-Eyes Analytics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Source: RevenueBase Database · checked Sep 28, 2026
14	RJ Management	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Source: RevenueBase Database · checked Sep 28, 2026
15	Telomere Capital	Strong evidence	Carouge, SwitzerlandHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 28, 2026
16	Marmot	Partial evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Source: RevenueBase Database · checked Sep 28, 2026
17	Findependent	Indirect evidence	Lenzburg, SwitzerlandHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Source: RevenueBase Database · checked Sep 28, 2026
18	Trafina Private Bank LTD	Indirect evidence	Basel, SwitzerlandHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
19	Kaspar	Indirect evidence	St. Gallen, SwitzerlandHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Source: RevenueBase Database · checked Sep 28, 2026
20	Asserta Asset Management AG	Partial evidence	8001 Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Asserta, your Wealth Management - We advise you holistically, individually and independently of which banks you are currently a customer of.” Source: RevenueBase Database · checked Sep 28, 2026
21	Serenis	Partial evidence	Grand-lancy, SwitzerlandHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Source: RevenueBase Database · checked Sep 28, 2026
22	Swissprivate AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Source: RevenueBase Database · checked Sep 28, 2026
23	IRC Finance AG	Indirect evidence	Basel, SwitzerlandHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Source: RevenueBase Database · checked Sep 28, 2026
24	Consolitech Switzerland LTD	Partial evidence	Schindellegi, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Source: RevenueBase Database · checked Sep 28, 2026
25	Spheric Capital SA	Partial evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At Spheric Capital, we are pioneering a new type of Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fintech wealth advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech wealth advisors.
Partial evidence: Its own public description names part of fintech wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 109 fintech wealth advisors based in Switzerland

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Fintech wealth advisors based in Switzerland at a glance

As of Sep 28, 2026

45.1%Verified-email coverage

14.5Average contacts per company

1-10Median size (employees)

23.9%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 109 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech wealth advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “fintech wealth advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech wealth advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fintech wealth advisors, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 715 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech wealth advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech wealth advisors are there based in Switzerland?

RevenueBase identified 109 fintech wealth advisors headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most fintech wealth advisors?

Zurich leads with 26 headquartered companies, followed by Geneva (11) and Geneve (9).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 715 verified decision-maker contacts tracked across these 109 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.