Company lists · Data refreshed September 2026

Top 23 Fractional cfp services agencies based in Switzerland

RevenueBase identified 61 fractional cfp services agencies headquartered in Switzerland as of September 2026 and tracks 1,437 professional contacts across them, including 577 with verified work emails. Zurich is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 19, 2026 86% judged on-target in blind review
61Companies
1,437Contacts tracked
577Verified emails
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The 23 largest fractional cfp services agencies based in Switzerland

Ranked by team size
Top 23 of 61 fractional cfp services agencies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAdliswil, SwitzerlandHQ checked Sep 19, 2026201-500212 contacts →

Indirect evidence

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceTrogen, SwitzerlandHQ checked Sep 19, 202651-20030 contacts →

Indirect evidence

“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceCarouge, SwitzerlandHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceGrand-lancy, SwitzerlandHQ checked Sep 19, 202611-509 contacts →

Indirect 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 19, 2026
7Indirect evidenceLocarno, SwitzerlandHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceAarau, SwitzerlandHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceZug, SwitzerlandHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Welcome to CN Goodall.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceWinterthur, SwitzerlandHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Die neidhart rüttimann & partner ag bietet Ihnen genau die Finanzdienstleistungen, die Sie sich wünschen.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceChiasso, SwitzerlandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceRapperswil, SwitzerlandHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceGeneve, SwitzerlandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceChur, SwitzerlandHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch privaten Fragestellungen.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceEaux-vives, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Cabinet indépendant de planification financière et de conseils patrimoniaux pour particuliers et entreprises.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceCarouge, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“A Swiss-regulated financial advisory firm based out of Geneva.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceSursee, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Weisst du, wie du erfolgreich Vermögen aufbauen kannst?”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceBulle, SwitzerlandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceGeneva, SwitzerlandHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidencePratteln, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceZug, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Investment Management and Financial Services firm.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceLamboing, SwitzerlandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“AMFC assists individuals and businesses in managing their finances.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 23 of 61 fractional cfp services agencies based in Switzerland

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Fractional cfp services agencies based in Switzerland at a glance

As of Sep 19, 2026
40.2%Verified-email coverage
23.6Average contacts per company
1-10Median size (employees)
9.8%Largest-city concentration · Zurich
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
14
51-200
2
201-500
1
1,001-5,000
1

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 61 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 577 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 19, 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Switzerland?

RevenueBase identified 61 fractional cfp services agencies 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?

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

Which city has the most fractional cfp services agencies?

Zurich leads with 6 headquartered companies, followed by Zug (4) and Baar (3).

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 577 verified decision-maker contacts tracked across these 61 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 19, 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.