Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in Switzerland

Name: Holistic financial advisors based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 362 companies tracked

RevenueBase identified 362 holistic financial advisors headquartered in Switzerland as of September 2026 and tracks 4,201 professional contacts across them, including 1,861 with verified work emails. Zurich is the largest hub.

This list covers holistic financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review

362Companies

4,201Contacts tracked

1,861Verified emails

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The 25 largest holistic financial advisors based in Switzerland

Ranked by team size

Top 25 of 362 holistic financial advisors based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: 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	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026
2	BLKB	Indirect evidence	Liestal, SwitzerlandHQ checked Sep 20, 2026	501-1,000	758 contacts →
	Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 20, 2026
3	Svag Schweizer Vermögensberatung AG	Partial evidence	Adliswil, SwitzerlandHQ checked Sep 20, 2026	201-500	212 contacts →
	Partial evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 20, 2026
4	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 20, 2026
5	MWC Group	Strong evidence	Schindellegi, SwitzerlandHQ checked Sep 20, 2026	11-50	66 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
6	Marcuard Heritage	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	53 contacts →
	Indirect 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 20, 2026
7	Octogone Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial 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 20, 2026
9	JLP Gestion&associés	Partial evidence	Eysins, SwitzerlandHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 20, 2026
10	Belvédère Asset Management AG	Partial evidence	Glarus, SwitzerlandHQ checked Sep 20, 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 20, 2026
11	Fina Finanzplanung AG	Indirect evidence	Köniz, SwitzerlandHQ checked Sep 20, 2026	n/a	31 contacts →
	Indirect evidence “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Source: RevenueBase Database · checked Sep 20, 2026
12	Lawsons Wealth	Partial evidence	Geneve, SwitzerlandHQ checked Sep 20, 2026	11-50	31 contacts →
	Partial evidence “We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Source: RevenueBase Database · checked Sep 20, 2026
13	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 20, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 20, 2026
14	Invest-Partners Wealth Management AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: RevenueBase Database · checked Sep 20, 2026
15	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 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 20, 2026
16	OVB Vermögensberatung Schweiz AG	Indirect evidence	Hünenberg, SwitzerlandHQ checked Sep 20, 2026	501-1,000	27 contacts →
	Indirect evidence “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Source: RevenueBase Database · checked Sep 20, 2026
17	CDR Capital	Partial evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	25 contacts →
	Partial evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 20, 2026
18	Bucher Invest AG	Indirect evidence	Dättwil Ag, SwitzerlandHQ checked Sep 20, 2026	51-200	25 contacts →
	Indirect evidence “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Source: RevenueBase Database · checked Sep 20, 2026
19	Sunpartners SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
20	Pegasos Finance Gmbh	Indirect evidence	Dietikon / Im Berg, SwitzerlandHQ checked Sep 20, 2026	51-200	24 contacts →
	Indirect evidence “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Source: RevenueBase Database · checked Sep 20, 2026
21	DCP Client Partner AG	Indirect evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 20, 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 20, 2026
22	LSP	Indirect evidence	Kemptthal, SwitzerlandHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Source: RevenueBase Database · checked Sep 20, 2026
23	Mercantil Bank Schweiz AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Source: RevenueBase Database · checked Sep 20, 2026
24	Baseline Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Source: RevenueBase Database · checked Sep 20, 2026
25	Monfort International Gmbh	Partial evidence	Pfäffikon Sz, SwitzerlandHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Source: RevenueBase Database · checked Sep 20, 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: holistic financial advisors. 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 holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. 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 362 holistic financial advisors based in Switzerland

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Holistic financial advisors based in Switzerland at a glance

As of Sep 20, 2026

44.3%Verified-email coverage

11.6Average contacts per company

1-10Median size (employees)

15.2%Largest-city concentration · Zurich

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

244

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 362 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 holistic financial advisors, 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 “holistic financial advisors”. 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 holistic financial advisors), 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 holistic financial advisors, 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, 1,861 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 20, 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.

Holistic financial advisors 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 holistic financial advisors, 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 holistic financial advisors are there based in Switzerland?

RevenueBase identified 362 holistic financial advisors 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 holistic financial advisors?

Zurich leads with 55 headquartered companies, followed by Geneva (31) and Geneve (31).

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 1,861 verified decision-maker contacts tracked across these 362 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 20, 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.