Company lists · Data refreshed September 2026

Top 25 Institutional investment advisors based in Switzerland

Name: Institutional investment 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 315 companies tracked

RevenueBase identified 315 institutional investment advisors headquartered in Switzerland as of September 2026 and tracks 6,605 professional contacts across them, including 3,035 with verified work emails. Zurich is the largest hub.

This list covers institutional investment 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

315Companies

6,605Contacts tracked

3,035Verified emails

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The 25 largest institutional investment advisors based in Switzerland

Ranked by team size

Top 25 of 315 institutional investment 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 institutional investment 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	Vontobel	Strong evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	2,067 contacts →
	Strong evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
2	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026
3	Swiss Life Asset Managers	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	834 contacts →
	Partial evidence “We support our clients in achieving their long-term investment objectives.” Source: RevenueBase Database · checked Sep 20, 2026
4	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 20, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 20, 2026
5	NS Partners	Indirect evidence	Genève, SwitzerlandHQ checked Sep 20, 2026	51-200	103 contacts →
	Indirect evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 20, 2026
6	Ppcmetrics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	78 contacts →
	Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 20, 2026
7	Zugerberg Finanz	Indirect evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: RevenueBase Database · checked Sep 20, 2026
8	Migros-Pensionskasse	Indirect evidence	Schlieren, SwitzerlandHQ checked Sep 20, 2026	201-500	66 contacts →
	Indirect evidence “Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Source: RevenueBase Database · checked Sep 20, 2026
9	MWC Group	Partial evidence	Schindellegi, SwitzerlandHQ checked Sep 20, 2026	11-50	66 contacts →
	Partial 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
10	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	51-200	66 contacts →
	Strong evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Arbenz RVT	Indirect evidence	Frauenfeld, SwitzerlandHQ checked Sep 20, 2026	51-200	53 contacts →
	Indirect evidence “Arbenz RVT AG versteht sich im Bereich Risikomanagement und Personalvorsorge als Komplettanbieter.” Source: RevenueBase Database · checked Sep 20, 2026
12	Zurich, Generalagentur Howald & Scheidegger AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 20, 2026	51-200	50 contacts →
	Indirect evidence “Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlageberatung eng zu…” Source: RevenueBase Database · checked Sep 20, 2026
13	Complementa AG	Partial evidence	St Gallen, SwitzerlandHQ checked Sep 20, 2026	51-200	40 contacts →
	Partial evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 20, 2026
14	Weibel Hess & Partner AG WHP	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 20, 2026	11-50	36 contacts →
	Indirect evidence “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Source: RevenueBase Database · checked Sep 20, 2026
15	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	28 contacts →
	Partial evidence “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Source: RevenueBase Database · checked Sep 20, 2026
16	Pittet Associates	Partial evidence	Lausanne, SwitzerlandHQ checked Sep 20, 2026	11-50	27 contacts →
	Partial evidence “For more than 25 years, Pittet Associés SA has been a benchmark consulting firm for pension funds, insurance companies and all of the institutional players.” Source: RevenueBase Database · checked Sep 20, 2026
17	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
18	Altitude Investment Solutions Suisse	Strong evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	22 contacts →
	Strong evidence “Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…” Source: RevenueBase Database · checked Sep 20, 2026
19	Compass Asset Management SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: RevenueBase Database · checked Sep 20, 2026
20	Eric Sturdza Investments	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
21	Investment Associates AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Investment Associates is a private, independent, and employee-owned investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
22	Coninco Explorers In Finance SA	Partial evidence	Vevey, SwitzerlandHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “Founded in 1990 by Olivier Ferrari, CONINCO Explorers in finance SA is, a financial company specialized in institutional, private and philanthropic asset management as well as…” Source: RevenueBase Database · checked Sep 20, 2026
23	Amadeus Capital SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Source: RevenueBase Database · checked Sep 20, 2026
24	Telomere Capital	Partial evidence	Carouge, SwitzerlandHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fortune Financial Strategies	Partial evidence	Geneve, SwitzerlandHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “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…” 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: institutional investment 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 institutional investment advisors.
Partial evidence: Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name institutional investment 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 315 institutional investment advisors based in Switzerland

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Institutional investment advisors based in Switzerland at a glance

As of Sep 20, 2026

46.0%Verified-email coverage

21.0Average contacts per company

1-10Median size (employees)

18.1%Largest-city concentration · Zurich

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

211

11-50

51-200

201-500

501-1,000

1,001-5,000

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 315 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 institutional investment 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 “institutional investment 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 institutional investment 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 institutional investment 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, 3,035 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.

Institutional investment advisors by metro

Institutional investment advisors in Zurich57
Institutional investment advisors in Geneva40

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 institutional investment 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 institutional investment advisors are there based in Switzerland?

RevenueBase identified 315 institutional investment 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?

Vontobel, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most institutional investment advisors?

Zurich leads with 57 headquartered companies, followed by Geneva (40) and Geneve (24).

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 3,035 verified decision-maker contacts tracked across these 315 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.