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, its RevenueBase Smart Search rating, 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 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Swissquote	Indirect evidence	Zurich, Switzerland	1,001-5,000	1,300 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
2	Swissborg	Partial evidence	Lausanne, Switzerland	201-500	234 contacts →
	Partial evidence “Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Source: RevenueBase Database · checked Sep 2, 2026
3	Svag Schweizer Vermögensberatung AG	Indirect evidence	Luzern, Switzerland	201-500	219 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 2, 2026
4	ETOPS	Strong evidence	Cham, Switzerland	201-500	164 contacts →
	Strong evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 2, 2026
5	Alpian Bank	Indirect evidence	Geneve, Switzerland	51-200	123 contacts →
	Indirect evidence “Alpian is a digital bank on a mission to democratise premium banking.” Source: RevenueBase Database · checked Sep 2, 2026
6	Masttro	Partial evidence	Zurich, Switzerland	51-200	89 contacts →
	Partial evidence “Masttro is the leading provider of wealth management technology.” Source: RevenueBase Database · checked Sep 2, 2026
7	Privatam	Indirect evidence	Zurich, Switzerland	11-50	59 contacts →
	Indirect evidence “Did you know that any investor in the world can create his own customized investment?” Source: RevenueBase Database · checked Sep 2, 2026
8	Raiffeisenbank St.Gallen	Indirect evidence	St.Gallen St.Gallen, Switzerland	51-200	53 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
9	Dapm SA	Strong evidence	Geneva, Switzerland	51-200	44 contacts →
	Strong evidence “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Source: RevenueBase Database · checked Sep 2, 2026
10	Performativ	Partial evidence	Zurich, Switzerland	51-200	43 contacts →
	Partial evidence “Performativ is the operating system powering tomorrow’s wealth management.” Source: RevenueBase Database · checked Sep 2, 2026
11	Finfox	Indirect evidence	Zurich, Switzerland	11-50	38 contacts →
	Indirect evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 2, 2026
12	Assetmax	Partial evidence	Lugano, Switzerland	11-50	36 contacts →
	Partial evidence “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: RevenueBase Database · checked Sep 2, 2026
13	Lionsoul Global	Partial evidence	Zurich, Switzerland	11-50	36 contacts →
	Partial evidence “Lionsoul Global is your trusted provider for digital asset wealth management.” Source: RevenueBase Database · checked Sep 2, 2026
14	True Wealth	Strong evidence	Zurich, Switzerland	11-50	35 contacts →
	Strong 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 2, 2026
15	Everon AG	Partial evidence	Zurich, Switzerland	11-50	29 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 2, 2026
16	3rd-Eyes Analytics AG	Partial evidence	Zurich, Switzerland	11-50	24 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 2, 2026
17	COLB	Partial evidence	Geneva, Switzerland	1-10	23 contacts →
	Partial evidence “Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Source: RevenueBase Database · checked Sep 2, 2026
18	VESTR	Partial evidence	Zug, Switzerland	11-50	20 contacts →
	Partial evidence “vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.” Source: RevenueBase Database · checked Sep 2, 2026
19	Umushroom	Indirect evidence	Zurich, Switzerland	1-10	20 contacts →
	Indirect evidence “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: RevenueBase Database · checked Sep 2, 2026
20	Marmot	Partial evidence	Zurich, Switzerland	11-50	17 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 2, 2026
21	Findependent	Indirect evidence	Lenzburg, Switzerland	1-10	14 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 2, 2026
22	Merlin Investor	Partial evidence	Lugano, Switzerland	11-50	14 contacts →
	Partial evidence “Merlin Investor is a DIFC-headquartered WealthTech company providing institutional-grade portfolio intelligence infrastructure for banks and financial institutions across the…” Source: RevenueBase Database · checked Sep 2, 2026
23	smat.io	Partial evidence	Delemont, Switzerland	11-50	12 contacts →
	Partial evidence “SMAT was created in 2020 to enable the European Wealth Management community to access more easily traditional and digital alternative investment opportunities.” Source: RevenueBase Database · checked Sep 2, 2026
24	SWIC	Partial evidence	Zurich, Switzerland	1-10	10 contacts →
	Partial evidence “SWIC Digital Gateway AG is a Swiss-headquartered FinTech firm driving global financial inclusion through its blockchain-powered tokenization engine.” Source: RevenueBase Database · checked Sep 2, 2026
25	Unriskomega AG	Partial evidence	Kloten, Switzerland	11-50	10 contacts →
	Partial evidence “UnRiskOmega AG is a Swiss fintech company developing innovative financial technology solutions since 2016.” Source: RevenueBase Database · checked Sep 2, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 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

49.6%Verified-email coverage

3.8%Mobile-number coverage

32.2Average contacts per company

1-10Median size (employees)

34.8%Largest-city concentration · Zurich

Sep 2, 2026Page data 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 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 platforms”. 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 platforms), 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 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 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, 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

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 platforms, 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 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 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.