Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Switzerland

Name: Insurance brokers for wealth planning based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 421 companies tracked

RevenueBase identified 421 insurance brokers for wealth planning headquartered in Switzerland as of September 2026 and tracks 4,844 professional contacts across them, including 1,891 with verified work emails. Zurich is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review

421Companies

4,844Contacts tracked

1,891Verified emails

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The 25 largest insurance brokers for wealth planning based in Switzerland

Ranked by team size

Top 25 of 421 insurance brokers for wealth planning based in Switzerland, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 17, 2026
2	Assepro	Indirect evidence	Pfäffikon, SwitzerlandHQ checked Sep 17, 2026	201-500	153 contacts →
	Indirect evidence “Securing your business future.” Source: RevenueBase Database · checked Sep 17, 2026
3	Qualibroker-Swiss Risk & Care Romandie	Indirect evidence	1222 Vésenaz, SwitzerlandHQ checked Sep 17, 2026	201-500	149 contacts →
	Indirect evidence “Les courtiers Qualibroker et Swiss Risk & Care ont réuni leurs forces pour créer, en 2023, un des premiers courtiers indépendants de Suisse.” Source: RevenueBase Database · checked Sep 17, 2026
4	Verlingue CH	Strong evidence	Kriens, SwitzerlandHQ checked Sep 17, 2026	51-200	89 contacts →
	Strong evidence “As Switzerland's leading insurance broker, we advise you on all risk, insurance and pension issues.” Source: RevenueBase Database · checked Sep 17, 2026
5	1291 Group	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	51-200	87 contacts →
	Strong evidence “1291 Group is an independent, Swiss-founded insurance broker specialising in bespoke wealth protection solutions built around life insurance structures for high-net-worth families…” Source: RevenueBase Database · checked Sep 17, 2026
6	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 17, 2026
7	Global Sana AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	51-200	68 contacts →
	Indirect evidence “Wir sind der schweizweit führende Versicherungsvermittler im Bereich Krankenkassen, Versicherungen und Vorsorge für Privatkunden.” Source: RevenueBase Database · checked Sep 17, 2026
8	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 17, 2026	51-200	59 contacts →
	Indirect evidence “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Source: RevenueBase Database · checked Sep 17, 2026
9	Marcuard Heritage	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 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 17, 2026
10	Zurich, Generalagentur Howald & Scheidegger AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 17, 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 17, 2026
11	Würth Financial Services AG	Indirect evidence	Rorschach, SwitzerlandHQ checked Sep 17, 2026	51-200	44 contacts →
	Indirect evidence “Die Würth Financial Services AG gehört zu den schweizweit führenden und erfahrensten Versicherungsbrokern.” Source: RevenueBase Database · checked Sep 17, 2026
12	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 17, 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 17, 2026
13	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 17, 2026	11-50	36 contacts →
	Partial 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 17, 2026
14	JLP Gestion&associés	Indirect evidence	Eysins, SwitzerlandHQ checked Sep 17, 2026	11-50	36 contacts →
	Indirect 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 17, 2026
15	Belvédère Asset Management AG	Partial evidence	Glarus, SwitzerlandHQ checked Sep 17, 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 17, 2026
16	Fina Finanzplanung AG	Indirect evidence	Köniz, SwitzerlandHQ checked Sep 17, 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 17, 2026
17	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 17, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 17, 2026
18	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 17, 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 17, 2026
19	Gonthier & Schneeberger SA	Indirect evidence	Lausanne, SwitzerlandHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect evidence “ANTICIPER CONSEILLER SECURISER Depuis Gonthier & Schneeberger SA oeuvre dans le conseil et la gestion en assurances.” Source: RevenueBase Database · checked Sep 17, 2026
20	SK The Swisskap Partner's SA	Indirect evidence	Aïre, SwitzerlandHQ checked Sep 17, 2026	11-50	27 contacts →
	Indirect evidence “Courtier en assurance Liechtenstein Life, Generali - Prévoyance 3 pilier Lemania - Compte de libre passage Prise de contact : https://calendly.com/swisskap” Source: RevenueBase Database · checked Sep 17, 2026
21	Alto Groupe SA	Indirect evidence	Auvernier, SwitzerlandHQ checked Sep 17, 2026	51-200	26 contacts →
	Indirect evidence “Prendre de la hauteur pour voir plus loin." Alto Groupe est né de la fusion entre deux acteurs majeurs du marché de l'arc jurassien dans le domaine du courtage en assurances et…” Source: RevenueBase Database · checked Sep 17, 2026
22	CDR Capital	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	11-50	25 contacts →
	Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 17, 2026
23	SRB Assekuranz Broker AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	11-50	24 contacts →
	Strong evidence “As an independent insurance broker, we specialize in national and international SMEs and large businesses in the areas of industry, trade and services.” Source: RevenueBase Database · checked Sep 17, 2026
24	LSP	Indirect evidence	Kemptthal, SwitzerlandHQ checked Sep 17, 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 17, 2026
25	Proconseils Solutions SA	Indirect evidence	Morges, SwitzerlandHQ checked Sep 17, 2026	11-50	20 contacts →
	Indirect evidence “Depuis plus de 20 ans, nous mettons nos compétences et notre expérience à votre service pour vous conseiller et apporter des solutions adaptées aux besoins spécifiques de votre…” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 421 insurance brokers for wealth planning based in Switzerland

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Insurance brokers for wealth planning based in Switzerland at a glance

As of Sep 17, 2026

39.0%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

11.9%Largest-city concentration · Zurich

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

274

11-50

113

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 421 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 1,891 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 17, 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.

Insurance brokers for wealth planning by metro

Insurance brokers for wealth planning in Zurich50

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Switzerland?

RevenueBase identified 421 insurance brokers for wealth planning 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 insurance brokers for wealth planning?

Zurich leads with 50 headquartered companies, followed by Lugano (19) and Geneve (18).

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 1,891 verified decision-maker contacts tracked across these 421 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 17, 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.