Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 92 companies tracked

RevenueBase identified 92 fintech wealth platforms headquartered in 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 fintech wealth platforms 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, how directly it supports the match, and when it was last checked. 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

92Companies

2,965Contacts tracked

1,471Verified emails

112Mobile numbers

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The 25 largest fintech wealth platforms based in Switzerland

Ranked by team size

Top 25 of 92 fintech wealth platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names fintech wealth platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	SwissquoteIndirect evidence	Zurich, Switzerland	1,001-5,000	1,300
	“We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.” Source: company website · checked Sep 2, 2026
2	SwissborgPartial evidence	Lausanne, Switzerland	201-500	234
	“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Source: company website · checked Sep 2, 2026
3	Svag Schweizer Vermögensberatung AGIndirect evidence	Luzern, Switzerland	201-500	219
	“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: company website · checked Sep 2, 2026
4	ETOPSStrong evidence	Cham, Switzerland	201-500	164
	“Etops is the pan-European technology platform for wealth and asset management.” Source: company website · checked Sep 2, 2026
5	Alpian BankIndirect evidence	Geneve, Switzerland	51-200	123
	“Alpian is a digital bank on a mission to democratise premium banking.” Source: company website · checked Sep 2, 2026
6	MasttroPartial evidence	Zurich, Switzerland	51-200	89
	“Masttro is the leading provider of wealth management technology.” Source: company website · checked Sep 2, 2026
7	PrivatamIndirect evidence	Zurich, Switzerland	11-50	59
	“Did you know that any investor in the world can create his own customized investment?” Source: company website · checked Sep 2, 2026
8	Raiffeisenbank St.GallenIndirect evidence	St.Gallen St.Gallen, Switzerland	51-200	53
	“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…” Source: company website · checked Sep 2, 2026
9	Dapm SAStrong evidence	Geneva, Switzerland	51-200	44
	“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Source: company website · checked Sep 2, 2026
10	PerformativPartial evidence	Zurich, Switzerland	51-200	43
	“Performativ is the operating system powering tomorrow’s wealth management.” Source: company website · checked Sep 2, 2026
11	FinfoxIndirect evidence	Zurich, Switzerland	11-50	38
	“Do you want to boost efficiency and client engagement in the investment advisory process?” Source: company website · checked Sep 2, 2026
12	AssetmaxPartial evidence	Lugano, Switzerland	11-50	36
	“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: company website · checked Sep 2, 2026
13	Lionsoul GlobalPartial evidence	Zurich, Switzerland	11-50	36
	“Lionsoul Global is your trusted provider for digital asset wealth management.” Source: company website · checked Sep 2, 2026
14	True WealthStrong evidence	Zurich, Switzerland	11-50	35
	“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: company website · checked Sep 2, 2026
15	Everon AGPartial evidence	Zurich, Switzerland	11-50	29
	“Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.” Source: company website · checked Sep 2, 2026
16	3rd-Eyes Analytics AGPartial evidence	Zurich, Switzerland	11-50	24
	“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: company website · checked Sep 2, 2026
17	COLBPartial evidence	Geneva, Switzerland	1-10	23
	“Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Source: company website · checked Sep 2, 2026
18	VESTRPartial evidence	Zug, Switzerland	11-50	20
	“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Source: company website · checked Sep 2, 2026
19	UmushroomIndirect evidence	Zurich, Switzerland	1-10	20
	“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: company website · checked Sep 2, 2026
20	MarmotPartial evidence	Zurich, Switzerland	11-50	17
	“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: company website · checked Sep 2, 2026
21	FindependentIndirect evidence	Lenzburg, Switzerland	1-10	14
	“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: company website · checked Sep 2, 2026
22	Merlin InvestorPartial evidence	Lugano, Switzerland	11-50	14
	“Merlin Investor is a DIFC-headquartered WealthTech company providing institutional-grade portfolio intelligence infrastructure for banks and financial institutions across the…” Source: company website · checked Sep 2, 2026
23	smat.ioPartial evidence	Delemont, Switzerland	11-50	12
	“SMAT was created in 2020 to enable the European Wealth Management community to access more easily traditional and digital alternative investment opportunities.” Source: company website · checked Sep 2, 2026
24	SWICPartial evidence	Zurich, Switzerland	1-10	10
	“SWIC Digital Gateway AG is a Swiss-headquartered FinTech firm driving global financial inclusion through its blockchain-powered tokenization engine.” Source: company website · checked Sep 2, 2026
25	Unriskomega AGPartial evidence	Kloten, Switzerland	11-50	10
	“UnRiskOmega AG is a Swiss fintech company developing innovative financial technology solutions since 2016.” Source: company website · checked Sep 2, 2026

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, 2026

1-10Median size (employees)

ZurichLargest hub · 32 HQs

112Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among fintech wealth platforms, 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 an evidence 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, 1,471 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 2, 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.

Fintech wealth platforms by metro

Fintech wealth platforms in Zurich32

Frequently asked

How many fintech wealth platforms are there based in Switzerland?

RevenueBase identified 92 fintech wealth platforms 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?

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

Which city has the most fintech wealth platforms?

Zurich leads with 32 headquartered companies, followed by Zug (9) and Geneva (6).

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 1,471 verified decision-maker contacts tracked across these 92 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 2, 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.