Company lists · Data refreshed October 2026

Top 25 Generational wealth accounting services based in Geneva, Switzerland

RevenueBase identified 125 company matches for generational wealth accounting services associated with Geneva, Switzerland as of October 2026 and tracks 1,542 professional contacts across them, including 539 with verified work emails. Across Switzerland, Geneva is the largest hub for this category.

This list covers company matches for generational wealth accounting services associated with Geneva, 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 October 22, 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 RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built
125Companies
1,542Contacts tracked
539Verified emails
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The 25 largest generational wealth accounting services based in Geneva, Switzerland

Ranked by team size
Top 25 of 125 company matches for generational wealth accounting services based in Geneva, Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 2026201-500215 contacts →

Exact match

“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202651-200117 contacts →

Exact match

“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202651-20043 contacts →

Exact match

“At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5039 contacts →

Exact match

“Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5038 contacts →

Exact match

“What if you came across a wealth management company that was much more than just that?”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5033 contacts →

Exact match

“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5027 contacts →

Exact match

“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5026 contacts →

Exact match

“Everything we do is designed to simplify your financial life and bring clarity to complexity.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202651-20026 contacts →

Exact match

“Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202651-20025 contacts →

Exact match

“We offer a compelling experience to our growing base of partners and clients.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5019 contacts →

Exact match

“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5019 contacts →

Exact match

“Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5018 contacts →

Exact match

“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202651-20018 contacts →

Exact match

“Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5017 contacts →

Exact match

“We’re an independent provider of international financial advice and wealth management solutions for global professionals.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5016 contacts →

Exact match

“Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5016 contacts →

Exact match

“LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5014 contacts →

Exact match

“Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5012 contacts →

Exact match

“Our story started in 1991.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5012 contacts →

Exact match

“With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 20261-1012 contacts →

Exact match

“Wealth management and family office for entrepreneurs, athletes and next generation.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 202611-5012 contacts →

Exact match

“Alias Partners is one of the oldest independent wealth management firms in Geneva.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 20261-107 contacts →

Exact match

“Delta Finance vous accompagne dans une gestion de fortune complète et experte.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 20261-107 contacts →

Exact match

“Alkimia SA a été créée en mai 2018 sous l’impulsion d’anciens cadres de grandes banques privées et caisses de pension et s’adresse essentiellement à une clientèle privée suisse.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25Exact matchGeneva, SwitzerlandHQ recorded Oct 22, 2026201-5006 contacts →

Exact match

“Delen (Suisse) is part of the Delen Private Bank Group, a family-run wealth management firm specialized in asset management and wealth planning.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 25 of 125 generational wealth accounting services based in Geneva, Switzerland

See the full list, filter by size, metro and specialty, and access 539 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Generational wealth accounting services based in Geneva, Switzerland at a glance

As of Oct 22, 2026
35.0%Verified-email coverage
12.3Average contacts per company
1-10Median size (employees)
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
69
11-50
43
51-200
9
201-500
2
1,001-5,000
1

Email recency for this list is measured across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 125 companies.

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 Geneva, Switzerland whose business descriptions match “generational wealth accounting services” 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 539 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 October 22, 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.

Generational wealth accounting services by metro in Switzerland

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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth accounting services are there based in Geneva, Switzerland?

RevenueBase identified 125 company matches for generational wealth accounting services associated with Geneva, Switzerland as of October 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?

Bordier & Cie, Banquiers Privés tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Switzerland has the most generational wealth accounting services?

Geneva leads Switzerland with 125 company records, followed by Zurich (110) and Lugano (39).

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 539 professional contacts with verified work emails tracked across these 125 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 October 22, 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.