Company lists · Data refreshed October 2026
Top 19 Generational wealth accounting services based in Zurich, Switzerland
RevenueBase identified 110 company matches for generational wealth accounting services associated with Zurich, Switzerland as of October 2026 and tracks 2,050 professional contacts across them, including 895 with verified work emails. Across Switzerland, Geneva is the largest hub for this category (125 companies); Zurich follows with 110.
This list covers company matches for generational wealth accounting services associated with Zurich, 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.
The 19 largest generational wealth accounting services based in Zurich, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 50 contacts → | ||||
Exact match “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “Verium is a Zurich-based, management-owned multi-family office providing a wide range of services to entrepreneurial families with the objective to secure and grow the family…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 23 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Boutique multi-family office helping families to attain their financial goals and plan for future generations.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Independent Financial Analysis and Wealth Management.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “VALUEworks recognises that every family is different.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Steuerberatung / Pensionsplanung / Vermögensverwaltung Wir bieten Ihnen eine seriöse Finanzplanung.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Insignium Wealth Management AG is an independent asset management company founded in 2012.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Independent Capital Group AG is a wealth management and investment advisory firm based in Zurich, Switzerland.” Recorded in the RevenueBase company graph · Oct 22, 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 “generational wealth accounting services”. 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 19 of 110 generational wealth accounting services based in Zurich, Switzerland
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Generational wealth accounting services based in Zurich, Switzerland at a glance
As of Oct 22, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 110 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 Zurich, 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 895 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 Zurich, Switzerland?
RevenueBase identified 110 company matches for generational wealth accounting services associated with Zurich, 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?
Marcuard Heritage 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 895 professional contacts with verified work emails tracked across these 110 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.
Ready to reach these companies? Verified emails and direct dials for all 110 generational wealth accounting services based in Zurich, Switzerland. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 19 generational wealth accounting services based in Zurich, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 110 matching company records for generational wealth accounting services based in Zurich, Switzerland, with 2,050 tracked contacts and 895 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 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 19 generational wealth accounting services based in Zurich, 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 |  Marcuard Heritagemarcuardheritage.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 50 contacts → |
“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Parkviewparkviewgroup.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Verium AGverium.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 27 contacts → |
“Verium is a Zurich-based, management-owned multi-family office providing a wide range of services to entrepreneurial families with the objective to secure and grow the family…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 23 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Avalor Investment AGavalor.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Format A AGformat-a.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Nahmani Grunder & CIE AGnahmanigrunder.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ARX Capital AGarxcapital.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 12 contacts → |
“The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Carré Trustcarre-trust.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 12 contacts → |
“Boutique multi-family office helping families to attain their financial goals and plan for future generations.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  LEO Trustleotrust.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 9 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Valvest Partners AGvalvest.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Independent Financial Analysis and Wealth Management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Valueworksvalueworks.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“VALUEworks recognises that every family is different.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Conseillers Suisse SAconseillers-suisse.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Steuerberatung / Pensionsplanung / Vermögensverwaltung Wir bieten Ihnen eine seriöse Finanzplanung.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Toledo Capital AGtoledocapital.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Philos & Partnersphilospartners.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Portas Capital AG Schweizportascapital.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Insignium Wealth Management AGinsigniumgroup.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Insignium Wealth Management AG is an independent asset management company founded in 2012.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Independent Capital Group AGindependent-capital.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Independent Capital Group AG is a wealth management and investment advisory firm based in Zurich, Switzerland.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 110 company matches
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Generational wealth accounting services: dataset insights
October 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
107 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 110 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 22, 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 ↗
Generational wealth accounting services by metro in Switzerland
Questions about this company list
What does Exact match mean for generational wealth accounting services?
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 generational wealth accounting services did RevenueBase find based in Zurich, Switzerland?
The saved snapshot records 110 matching company records, 2,050 tracked contacts and 895 verified emails. The public preview displays 19 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: October 22, 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 19 generational wealth accounting services based in Zurich, Switzerland. Snapshot: October 22, 2026. https://revenuebase.ai/companies/generational-wealth-accounting-services/switzerland/zurich.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 19 generational wealth accounting services based in Zurich, Switzerland
RevenueBase records 110 matching company records for generational wealth accounting services based in Zurich, Switzerland, with 2,050 tracked contacts and 895 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 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 19 generational wealth accounting services based in Zurich, 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 | Marcuard Heritagemarcuardheritage.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 50 contacts → |
“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Parkviewparkviewgroup.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Verium AGverium.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 27 contacts → |
“Verium is a Zurich-based, management-owned multi-family office providing a wide range of services to entrepreneurial families with the objective to secure and grow the family…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 23 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Avalor Investment AGavalor.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Format A AGformat-a.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Nahmani Grunder & CIE AGnahmanigrunder.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ARX Capital AGarxcapital.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 12 contacts → |
“The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Carré Trustcarre-trust.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 12 contacts → |
“Boutique multi-family office helping families to attain their financial goals and plan for future generations.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | LEO Trustleotrust.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 9 contacts → |
“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Valvest Partners AGvalvest.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Independent Financial Analysis and Wealth Management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Valueworksvalueworks.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“VALUEworks recognises that every family is different.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Conseillers Suisse SAconseillers-suisse.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Steuerberatung / Pensionsplanung / Vermögensverwaltung Wir bieten Ihnen eine seriöse Finanzplanung.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Toledo Capital AGtoledocapital.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Philos & Partnersphilospartners.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Portas Capital AG Schweizportascapital.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Insignium Wealth Management AGinsigniumgroup.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Insignium Wealth Management AG is an independent asset management company founded in 2012.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Independent Capital Group AGindependent-capital.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“Independent Capital Group AG is a wealth management and investment advisory firm based in Zurich, Switzerland.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 110 company matches
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Generational wealth accounting services: dataset insights
October 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
107 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 110 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 22, 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 ↗
Generational wealth accounting services by metro in Switzerland
Questions about this company list
What does Exact match mean for generational wealth accounting services?
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 generational wealth accounting services did RevenueBase find based in Zurich, Switzerland?
The saved snapshot records 110 matching company records, 2,050 tracked contacts and 895 verified emails. The public preview displays 19 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: October 22, 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 19 generational wealth accounting services based in Zurich, Switzerland. Snapshot: October 22, 2026. https://revenuebase.ai/companies/generational-wealth-accounting-services/switzerland/zurich.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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