Company lists · Data refreshed September 2026

Top 24 Insurance planning advisors based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 296 companies tracked

RevenueBase identified 296 insurance planning advisors headquartered in Switzerland as of September 2026 and tracks 3,552 professional contacts across them, including 1,299 with verified work emails. Zurich is the largest hub.

This list covers insurance planning 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 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

296Companies

3,552Contacts tracked

1,299Verified emails

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The 24 largest insurance planning advisors based in Switzerland

Ranked by team size

Top 24 of 296 insurance planning advisors 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 planning 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	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	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 17, 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 17, 2026
3	Verlingue CH	Partial evidence	Kriens, SwitzerlandHQ checked Sep 17, 2026	51-200	89 contacts →
	Partial evidence “As Switzerland's leading insurance broker, we advise you on all risk, insurance and pension issues.” Source: RevenueBase Database · checked Sep 17, 2026
4	1291 Group	Partial evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	51-200	87 contacts →
	Partial 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
5	MWC Group	Strong evidence	Schindellegi, SwitzerlandHQ checked Sep 17, 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 17, 2026
6	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
7	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
8	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
9	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
10	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
11	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
12	OVB Vermögensberatung Schweiz AG	Indirect evidence	Hünenberg, SwitzerlandHQ checked Sep 17, 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 17, 2026
13	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
14	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
15	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
16	MD Consult SA	Indirect evidence	Sierre, SwitzerlandHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “Société de courtage en assurance et produits financiers Dans un monde de l’assurance devenant toujours plus complexe, il est souvent périlleux d’analyser quels produits…” Source: RevenueBase Database · checked Sep 17, 2026
17	Bütikofer & Partner AG	Indirect evidence	Baar, SwitzerlandHQ checked Sep 17, 2026	11-50	16 contacts →
	Indirect evidence “Unsere Fachexpertinnen und -experten verfügen über das Knowhow, um Ihre relevanten Risiken zu identifizieren und für Sie massgeschneiderte Versicherungskonzepte auszuarbeiten.” Source: RevenueBase Database · checked Sep 17, 2026
18	Assidu SA	Partial evidence	Delémont, SwitzerlandHQ checked Sep 17, 2026	51-200	15 contacts →
	Partial evidence “Assidu SA is a well-established family-run company founded in 1979, ranking among the top independent insurance consulting firms in Switzerland.” Source: RevenueBase Database · checked Sep 17, 2026
19	MI Beratung	Indirect evidence	Liestal, SwitzerlandHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.” Source: RevenueBase Database · checked Sep 17, 2026
20	V&v Consulting AG	Indirect evidence	Opfikon, SwitzerlandHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Source: RevenueBase Database · checked Sep 17, 2026
21	Finquest Group	Indirect evidence	Geuensee, SwitzerlandHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “FINQUEST ist ein unabhängiger Finanzdienstleister mit Fokus auf eine ganzheitliche Beratung.” Source: RevenueBase Database · checked Sep 17, 2026
22	360 Consulting AG	Indirect evidence	Zollikofen, SwitzerlandHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Herzlich willkommen bei Ihrem unabhängigen Versicherungsbroker und Finanzdienstleister.” Source: RevenueBase Database · checked Sep 17, 2026
23	Perennial SA	Indirect evidence	Preverenges, SwitzerlandHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Perennial" optimizes your resources through value-creating approaches.” Source: RevenueBase Database · checked Sep 17, 2026
24	Allianz Generalagentur Aarau	Indirect evidence	Buchs, SwitzerlandHQ checked Sep 17, 2026	51-200	11 contacts →
	Indirect evidence “Mit Zuversicht in die Zukunft.” 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 planning 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 insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning 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 24 of 296 insurance planning advisors based in Switzerland

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Insurance planning advisors based in Switzerland at a glance

As of Sep 17, 2026

36.6%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

9.1%Largest-city concentration · Zurich

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

196

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 296 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 planning 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 “insurance planning 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 insurance planning 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 insurance planning 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, 1,299 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 planning advisors by metro

Insurance planning advisors in Zurich27

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 planning 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 insurance planning advisors are there based in Switzerland?

RevenueBase identified 296 insurance planning 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 insurance planning advisors?

Zurich leads with 27 headquartered companies, followed by Zug (11) and Geneve (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 1,299 verified decision-maker contacts tracked across these 296 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.