Company lists · Data refreshed September 2026

Top 25 Institutional investor software companies based in Switzerland

RevenueBase identified 75 institutional investor software companies headquartered in Switzerland as of September 2026 and tracks 1,338 professional contacts across them, including 630 with verified work emails. Zurich is the largest hub.

This list covers institutional investor software companies 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
75Companies
1,338Contacts tracked
630Verified emails
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The 25 largest institutional investor software companies based in Switzerland

Ranked by team size
Top 25 of 75 institutional investor software companies 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 institutional investor software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCham, SwitzerlandHQ checked Sep 28, 2026201-500171 contacts →

Indirect evidence

“Etops is the pan-European technology platform for wealth and asset management.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 2026201-500145 contacts →

Partial evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceLausanne, SwitzerlandHQ checked Sep 28, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-20092 contacts →

Partial evidence

“Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceUrdorf, SwitzerlandHQ checked Sep 28, 202651-20063 contacts →

Strong evidence

“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-20055 contacts →

Partial evidence

“Established in 2005, swissQuant is a technology firm specializing in the development and implementation of software solutions and data analytics tools for the financial industry.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceVernier, SwitzerlandHQ checked Sep 28, 202651-20053 contacts →

Indirect evidence

“WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceGeneva, SwitzerlandHQ checked Sep 28, 202611-5042 contacts →

Indirect 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
9Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-5036 contacts →

Partial evidence

“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceGeneva, SwitzerlandHQ checked Sep 28, 202611-5035 contacts →

Indirect evidence

“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceLausanne, SwitzerlandHQ checked Sep 28, 202651-20030 contacts →

Partial evidence

“FINARTIS Group SA is a global financial technology company and banking software provider.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“We solve complex requirements with state-of-the-art e-Banking solutions, comprehensive tools for customer relationship and portfolio managers as well as hedge funds price…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-5022 contacts →

Indirect 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
14Indirect evidencePlan-les-ouates, SwitzerlandHQ checked Sep 28, 20261-1020 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceChiasso, SwitzerlandHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceZug, SwitzerlandHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“Tindeco’s revolutionary technology is transforming investment management.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceLugano, SwitzerlandHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceZug, SwitzerlandHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceZug, SwitzerlandHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Ariadne builds on decades of expertise in financial leadership, customer success, and technology.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-20011 contacts →

Partial evidence

“CREATING VALUE FOR THE FINANCIAL INDUSTRY”: ECOFIN Group has been creating value for financial services providers and investors for more than 30 years: innovative, scientifically…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceBasel, SwitzerlandHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“At MachinaLabs, we’re passionate about developing cutting-edge solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceUrdorf, SwitzerlandHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“As a specialist for electronic trading, MACD has been successfully developing products and services for financial institutions for more than 20 years.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceVolketswil, SwitzerlandHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“Willkommen bei Macos – Ihrem Partner für innovative Pensionskassen-Software und Dienstleistungen Wir sind stolz darauf, als Schweizer Unternehmen mit Sitz in Volketswil…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 75 institutional investor software companies based in Switzerland

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Institutional investor software companies based in Switzerland at a glance

As of Sep 28, 2026
47.1%Verified-email coverage
17.8Average contacts per company
11-50Median size (employees)
28.0%Largest-city concentration · Zurich
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
28
51-200
8
201-500
5

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 75 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 investor software companies, 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 investor software companies”. 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 investor software companies), 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 investor software companies, 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, 630 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.

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 investor software companies, 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 investor software companies are there based in Switzerland?

RevenueBase identified 75 institutional investor software companies 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 institutional investor software companies?

Zurich leads with 21 headquartered companies, followed by Zug (8) and Geneva (7).

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 630 verified decision-maker contacts tracked across these 75 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.