Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in Switzerland
RevenueBase identified 92 company matches for fintech wealth platforms associated with Switzerland as of September 2026 and tracks 2,965 professional contacts across them, including 1,471 with verified work emails and 112 with mobile numbers. Zurich is the largest hub.
This list covers company matches for fintech wealth platforms 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 2, 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 fintech wealth platforms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,300 contacts → | ||||
Exact match “We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 234 contacts → | ||||
Exact match “Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 219 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 2, 2026 · View company records in RevenueBase | |||||
| 4 | 164 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 123 contacts → | ||||
Exact match “Alpian is a digital bank on a mission to democratise premium banking.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 89 contacts → | ||||
Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 59 contacts → | ||||
Exact match “Did you know that any investor in the world can create his own customized investment?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 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 2, 2026 · View company records in RevenueBase | |||||
| 9 | 44 contacts → | ||||
Exact match “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 43 contacts → | ||||
Exact match “Performativ is the operating system powering tomorrow’s wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 36 contacts → | ||||
Exact match “Lionsoul Global is your trusted provider for digital asset wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 35 contacts → | ||||
Exact match “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 29 contacts → | ||||
Exact match “Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Merlin Investor is a DIFC-headquartered WealthTech company providing institutional-grade portfolio intelligence infrastructure for banks and financial institutions across the…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “SMAT was created in 2020 to enable the European Wealth Management community to access more easily traditional and digital alternative investment opportunities.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “SWIC Digital Gateway AG is a Swiss-headquartered FinTech firm driving global financial inclusion through its blockchain-powered tokenization engine.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “UnRiskOmega AG is a Swiss fintech company developing innovative financial technology solutions since 2016.” Recorded in the RevenueBase company graph · Sep 2, 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 “fintech wealth platforms”. 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 92 fintech wealth platforms based in Switzerland
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Fintech wealth platforms based in Switzerland at a glance
As of Sep 2, 2026Companies by employee count
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 “fintech wealth platforms” 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 1,471 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 2, 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.
Fintech wealth platforms 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 “fintech wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in Switzerland?
RevenueBase identified 92 company matches for fintech wealth platforms 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?
Swissquote tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth platforms?
Zurich leads with 32 company records, followed by Zug (9) and Geneva (8).
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 1,471 professional contacts with verified work emails tracked across these 92 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 92 fintech wealth platforms based in Switzerland. Start with a free account, no credit card.
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Fintech wealth platforms by geography
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- Fintech wealth platforms based in France
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Browse the directory
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
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
Company intelligence · public preview
Top 25 fintech wealth platforms 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 92 matching company records for fintech wealth platforms based in Switzerland, with 2,965 tracked contacts and 1,471 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 2, 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 fintech wealth platforms 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 |  Swissquoteswq.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Zurich, Switzerland | 1,001-5,000 | Exact match | 1,300 contacts → |
“We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Swissborgswissborg.comHQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Lausanne, Switzerland | 201-500 | Exact match | 234 contacts → |
“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: HQ not recorded; location: Luzern, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Luzern, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ETOPSetops.comHQ: HQ not recorded; location: Cham, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Cham, Switzerland | 201-500 | Exact match | 164 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Alpian Bankalpian.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 123 contacts → |
“Alpian is a digital bank on a mission to democratise premium banking.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Masttromasttro.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 89 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Privatamprivatam.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 59 contacts → |
“Did you know that any investor in the world can create his own customized investment?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Raiffeisenbank St.Gallenraiffeisen.chHQ: HQ not recorded; location: St.Gallen St.Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St.Gallen 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Dapm SAdapm.comHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 44 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Performativperformativ.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 43 contacts → |
“Performativ is the operating system powering tomorrow’s wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Finfoxfinfox.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 38 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Assetmaxinfront.coHQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lionsoul Globallionsoul.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Lionsoul Global is your trusted provider for digital asset wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  True Wealthtruewealth.chHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 35 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Everon AGeveron.swissHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  3rd-Eyes Analytics AG3rd-eyes.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  COLBcolb.financeHQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Geneva, Switzerland | 1-10 | Exact match | 23 contacts → |
“Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  VESTRvestr.comHQ: HQ not recorded; location: Zug, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Umushroomumushroom.comHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Marmotmarmot.financeHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Findependentfindependent.chHQ: HQ not recorded; location: Lenzburg, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Lenzburg, Switzerland | 1-10 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Merlin Investormerlininvestor.comHQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Merlin Investor is a DIFC-headquartered WealthTech company providing institutional-grade portfolio intelligence infrastructure for banks and financial institutions across the…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  smat.iosmat.ioHQ: HQ not recorded; location: Delemont, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Delemont, Switzerland | 11-50 | Exact match | 12 contacts → |
“SMAT was created in 2020 to enable the European Wealth Management community to access more easily traditional and digital alternative investment opportunities.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SWICswic.digitalHQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Zurich, Switzerland | 1-10 | Exact match | 10 contacts → |
“SWIC Digital Gateway AG is a Swiss-headquartered FinTech firm driving global financial inclusion through its blockchain-powered tokenization engine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Unriskomega AGunriskomega.comHQ: HQ not recorded; location: Kloten, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Kloten, Switzerland | 11-50 | Exact match | 10 contacts → |
“UnRiskOmega AG is a Swiss fintech company developing innovative financial technology solutions since 2016.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
92 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in Switzerland?
The saved snapshot records 92 matching company records, 2,965 tracked contacts and 1,471 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 2, 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
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Fintech wealth platforms based in the United States
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Company intelligence · public preview
Top 25 fintech wealth platforms based in Switzerland
RevenueBase records 92 matching company records for fintech wealth platforms based in Switzerland, with 2,965 tracked contacts and 1,471 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 2, 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 fintech wealth platforms 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 | Swissquoteswq.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1,001-5,000 | HQ not recorded; location: Zurich, Switzerland | 1,001-5,000 | Exact match | 1,300 contacts → |
“We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Swissborgswissborg.com HQ: HQ not recorded; location: Lausanne, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Lausanne, Switzerland | 201-500 | Exact match | 234 contacts → |
“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: HQ not recorded; location: Luzern, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Luzern, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ETOPSetops.com HQ: HQ not recorded; location: Cham, SwitzerlandReported employees: 201-500 | HQ not recorded; location: Cham, Switzerland | 201-500 | Exact match | 164 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Alpian Bankalpian.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 123 contacts → |
“Alpian is a digital bank on a mission to democratise premium banking.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Masttromasttro.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 89 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Privatamprivatam.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 59 contacts → |
“Did you know that any investor in the world can create his own customized investment?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Raiffeisenbank St.Gallenraiffeisen.ch HQ: HQ not recorded; location: St.Gallen St.Gallen, SwitzerlandReported employees: 51-200 | HQ not recorded; location: St.Gallen 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dapm SAdapm.com HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Geneva, Switzerland | 51-200 | Exact match | 44 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Performativperformativ.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 51-200 | HQ not recorded; location: Zurich, Switzerland | 51-200 | Exact match | 43 contacts → |
“Performativ is the operating system powering tomorrow’s wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finfoxfinfox.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 38 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Assetmaxinfront.co HQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lionsoul Globallionsoul.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Lionsoul Global is your trusted provider for digital asset wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | True Wealthtruewealth.ch HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 35 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Everon AGeveron.swiss HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 29 contacts → |
“Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 3rd-Eyes Analytics AG3rd-eyes.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | COLBcolb.finance HQ: HQ not recorded; location: Geneva, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Geneva, Switzerland | 1-10 | Exact match | 23 contacts → |
“Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | VESTRvestr.com HQ: HQ not recorded; location: Zug, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Umushroomumushroom.com HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marmotmarmot.finance HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Findependentfindependent.ch HQ: HQ not recorded; location: Lenzburg, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Lenzburg, Switzerland | 1-10 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Merlin Investormerlininvestor.com HQ: HQ not recorded; location: Lugano, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Merlin Investor is a DIFC-headquartered WealthTech company providing institutional-grade portfolio intelligence infrastructure for banks and financial institutions across the…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | smat.iosmat.io HQ: HQ not recorded; location: Delemont, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Delemont, Switzerland | 11-50 | Exact match | 12 contacts → |
“SMAT was created in 2020 to enable the European Wealth Management community to access more easily traditional and digital alternative investment opportunities.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SWICswic.digital HQ: HQ not recorded; location: Zurich, SwitzerlandReported employees: 1-10 | HQ not recorded; location: Zurich, Switzerland | 1-10 | Exact match | 10 contacts → |
“SWIC Digital Gateway AG is a Swiss-headquartered FinTech firm driving global financial inclusion through its blockchain-powered tokenization engine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Unriskomega AGunriskomega.com HQ: HQ not recorded; location: Kloten, SwitzerlandReported employees: 11-50 | HQ not recorded; location: Kloten, Switzerland | 11-50 | Exact match | 10 contacts → |
“UnRiskOmega AG is a Swiss fintech company developing innovative financial technology solutions since 2016.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
92 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in Switzerland?
The saved snapshot records 92 matching company records, 2,965 tracked contacts and 1,471 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 2, 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 fintech wealth platforms based in Switzerland. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/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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