Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 163 companies tracked

RevenueBase identified 163 goal based wealth management platforms headquartered in Switzerland as of September 2026 and tracks 2,191 professional contacts across them, including 1,133 with verified work emails. Zurich is the largest hub.

This list covers goal based wealth management 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 28, 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 28, 2026 86% judged on-target in blind review

163Companies

2,191Contacts tracked

1,133Verified emails

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The 25 largest goal based wealth management platforms based in Switzerland

Ranked by team size

Top 25 of 163 goal based wealth management platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management 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	ETOPS	Strong evidence	Cham, SwitzerlandHQ checked Sep 28, 2026	201-500	171 contacts →
	Strong evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 28, 2026
2	Cité Gestion SA	Strong evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	51-200	138 contacts →
	Strong evidence “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Source: RevenueBase Database · checked Sep 28, 2026
3	EVOOQ	Strong evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	51-200	134 contacts →
	Strong evidence “Evooq builds software for wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
4	NS Partners	Strong evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	51-200	103 contacts →
	Strong evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 28, 2026
5	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 28, 2026
6	Marcuard Heritage	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	53 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	42 contacts →
	Strong evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Finfox	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	39 contacts →
	Indirect evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 28, 2026
9	Parkview	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
10	Copernicus Wealth Management	Strong evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 28, 2026
11	Bruellan Group	Strong evidence	Genève, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “What if you came across a wealth management company that was much more than just that?” Source: RevenueBase Database · checked Sep 28, 2026
12	Assetmax	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: RevenueBase Database · checked Sep 28, 2026
13	True Wealth	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	34 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 28, 2026
14	Belvédère Asset Management AG	Partial evidence	Glarus, SwitzerlandHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Source: RevenueBase Database · checked Sep 28, 2026
15	Woodman Asset Management AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 28, 2026
16	OLZ AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “OLZ AG – Be smart.” Source: RevenueBase Database · checked Sep 28, 2026
17	Lumen Capital Investors - Singapore	Strong evidence	Singapore, SwitzerlandHQ checked Sep 28, 2026	11-50	30 contacts →
	Strong evidence “Lumen Capital Investor is a Multi-Family Office, and Wealth Manager established in Singapore in 2010 THE POWER OF THE INDEPENDENT MODEL Our independent asset management model…” Source: RevenueBase Database · checked Sep 28, 2026
18	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 28, 2026
19	Blackshield Capital	Indirect evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 28, 2026	51-200	26 contacts →
	Indirect evidence “We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Source: RevenueBase Database · checked Sep 28, 2026
20	Selma Finance	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Source: RevenueBase Database · checked Sep 28, 2026
21	DCP Client Partner AG	Indirect evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Source: RevenueBase Database · checked Sep 28, 2026
22	3rd-Eyes Analytics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	22 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 28, 2026
23	The KEY S.A	Indirect evidence	Plan-les-ouates, SwitzerlandHQ checked Sep 28, 2026	1-10	20 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Umushroom	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	1-10	20 contacts →
	Indirect evidence “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: RevenueBase Database · checked Sep 28, 2026
25	Belvoir Capital AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “The world is changing at a breath-taking pace.” Source: RevenueBase Database · checked Sep 28, 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: goal based wealth management 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 goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management 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 163 goal based wealth management platforms based in Switzerland

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Goal based wealth management platforms based in Switzerland at a glance

As of Sep 28, 2026

51.7%Verified-email coverage

13.4Average contacts per company

1-10Median size (employees)

30.7%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 163 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 goal based wealth management 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 “goal based wealth management 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 goal based wealth management 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 goal based wealth management 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, 1,133 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 28, 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.

Goal based wealth management platforms by metro

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 goal based wealth management 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 goal based wealth management platforms are there based in Switzerland?

RevenueBase identified 163 goal based wealth management 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?

ETOPS, headquartered in Cham, tops this list with the largest team on record.

Which city has the most goal based wealth management platforms?

Zurich leads with 50 headquartered companies, followed by Geneva (25) and Geneve (12).

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 1,133 verified decision-maker contacts tracked across these 163 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 28, 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.