Company lists · Data refreshed November 2026

Top 22 High net worth financial advisors based in Switzerland

RevenueBase identified 906 company matches for high net worth financial advisors associated with Switzerland as of November 2026 and tracks 40,000 professional contacts across them, including 9,999 with verified work emails. Geneva is the largest hub.

This list covers company matches for high net worth financial advisors associated with 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 November 6, 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 Nov 6, 2026 How this list was built
906Companies
40,000Contacts tracked
9,999Verified emails
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The 22 largest high net worth financial advisors based in Switzerland

Ranked by team size
Top 22 of 906 company matches for high net worth financial advisors based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchZürich, SwitzerlandHQ recorded Nov 6, 20261,001-5,0001,022 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 20261,001-5,000839 contacts →

Exact match

“Partnership is how we work with clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchLiestal, SwitzerlandHQ recorded Nov 6, 2026501-1,000793 contacts →

Exact match

“Was morgen zählt, beginnt heute.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 2026201-500236 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 · Nov 6, 2026 · View company records in RevenueBase
5Exact matchAdliswil, SwitzerlandHQ recorded Nov 6, 2026201-500216 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchZug, SwitzerlandHQ recorded Nov 6, 2026201-500175 contacts →

Exact match

“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBasel, SwitzerlandHQ recorded Nov 6, 2026201-500156 contacts →

Exact match

“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202651-200148 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchLuzern, SwitzerlandHQ recorded Nov 6, 202651-200110 contacts →

Exact match

“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchGeneva 12, SwitzerlandHQ recorded Nov 6, 202651-200108 contacts →

Exact match

“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchZürich, SwitzerlandHQ recorded Nov 6, 202651-20081 contacts →

Exact match

“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202651-20077 contacts →

Exact match

“We have been helping people manage their wealth since the 1700s.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchZug, SwitzerlandHQ recorded Nov 6, 202651-20071 contacts →

Exact match

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSchindellegi, SwitzerlandHQ recorded Nov 6, 202611-5064 contacts →

Exact match

“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchStadtkreis 8 Riesbach, SwitzerlandHQ recorded Nov 6, 202611-5057 contacts →

Exact match

“We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchSt.gallen, SwitzerlandHQ recorded Nov 6, 202651-20056 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchStadtkreis 2, SwitzerlandHQ recorded Nov 6, 202611-5054 contacts →

Exact match

“The Independent Wealth Office – built for clarity, control, and better decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202611-5050 contacts →

Exact match

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchZürich, SwitzerlandHQ recorded Nov 6, 202651-20049 contacts →

Exact match

“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202651-20046 contacts →

Exact match

“Wir glauben an eine neue Ära des Wealth Managements.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchFreienbach, SwitzerlandHQ recorded Nov 6, 202611-5044 contacts →

Exact match

“alpenpartners.com | ALPEN PARTNERS AG | Freienbach (Headquarters)| Zurich | Geneva | Lugano | Switzerland is an independent Swiss wealth manager providing a full range of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 22 of 906 high net worth financial advisors based in Switzerland

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High net worth financial advisors based in Switzerland at a glance

As of Nov 6, 2026
25.0%Verified-email coverage
44.2Average contacts per company
1-10Median size (employees)
23.1%Largest-city concentration · Geneva
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
587
11-50
229
51-200
54
201-500
8
501-1,000
4
1,001-5,000
4
10001+
2

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 906 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 Switzerland whose business descriptions match “high net worth financial advisors” 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 9,999 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 November 6, 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.

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 “high net worth financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many high net worth financial advisors are there based in Switzerland?

RevenueBase identified 906 company matches for high net worth financial advisors associated with Switzerland as of November 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?

VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most high net worth financial advisors?

Geneva leads with 209 company records, followed by Zurich (195) and Lugano (60).

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 9,999 professional contacts with verified work emails tracked across these 906 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 November 6, 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.