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 company matches for insurance planning advisors associated with 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 company matches for insurance planning advisors associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

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 company matches for insurance planning advisors based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 17, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Svag Schweizer Vermögensberatung AG	Exact match	Adliswil, SwitzerlandHQ recorded Sep 17, 2026	201-500	212 contacts →
	Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Verlingue CH	Exact match	Kriens, SwitzerlandHQ recorded Sep 17, 2026	51-200	89 contacts →
	Exact match “As Switzerland's leading insurance broker, we advise you on all risk, insurance and pension issues.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	1291 Group	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	51-200	87 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	MWC Group	Exact match	Schindellegi, SwitzerlandHQ recorded Sep 17, 2026	11-50	66 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	EMG SA	Exact match	Cointrin, SwitzerlandHQ recorded Sep 17, 2026	51-200	59 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Zurich, Generalagentur Howald & Scheidegger AG	Exact match	Bern, SwitzerlandHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Weibel Hess & Partner AG WHP	Exact match	Luzern, SwitzerlandHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	JLP Gestion&associés	Exact match	Eysins, SwitzerlandHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Academix Consult AG	Exact match	Trogen, SwitzerlandHQ recorded Sep 17, 2026	51-200	30 contacts →
	Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Gonthier & Schneeberger SA	Exact match	Lausanne, SwitzerlandHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “ANTICIPER CONSEILLER SECURISER Depuis Gonthier & Schneeberger SA oeuvre dans le conseil et la gestion en assurances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	OVB Vermögensberatung Schweiz AG	Exact match	Hünenberg, SwitzerlandHQ recorded Sep 17, 2026	501-1,000	27 contacts →
	Exact match “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	CDR Capital	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	LSP	Exact match	Kemptthal, SwitzerlandHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Proconseils Solutions SA	Exact match	Morges, SwitzerlandHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	MD Consult SA	Exact match	Sierre, SwitzerlandHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Bütikofer & Partner AG	Exact match	Baar, SwitzerlandHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “Unsere Fachexpertinnen und -experten verfügen über das Knowhow, um Ihre relevanten Risiken zu identifizieren und für Sie massgeschneiderte Versicherungskonzepte auszuarbeiten.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Assidu SA	Exact match	Delémont, SwitzerlandHQ recorded Sep 17, 2026	51-200	15 contacts →
	Exact match “Assidu SA is a well-established family-run company founded in 1979, ranking among the top independent insurance consulting firms in Switzerland.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	MI Beratung	Exact match	Liestal, SwitzerlandHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	V&v Consulting AG	Exact match	Opfikon, SwitzerlandHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Finquest Group	Exact match	Geuensee, SwitzerlandHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “FINQUEST ist ein unabhängiger Finanzdienstleister mit Fokus auf eine ganzheitliche Beratung.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	360 Consulting AG	Exact match	Zollikofen, SwitzerlandHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Herzlich willkommen bei Ihrem unabhängigen Versicherungsbroker und Finanzdienstleister.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Perennial SA	Exact match	Preverenges, SwitzerlandHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Perennial" optimizes your resources through value-creating approaches.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Allianz Generalagentur Aarau	Exact match	Buchs, SwitzerlandHQ recorded Sep 17, 2026	51-200	11 contacts →
	Exact match “Mit Zuversicht in die Zukunft.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “insurance planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 24 of 296 insurance planning advisors based in Switzerland

See the full list, filter by size, metro and specialty, and access 1,299 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Switzerland whose business descriptions match “insurance planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,299 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning advisors are there based in Switzerland?

RevenueBase identified 296 company matches for insurance planning advisors associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

Zurich leads with 27 company records, followed by Zug (11) and Geneva (9).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,299 professional contacts with verified work emails tracked across these 296 companies; direct dials are available where recorded.

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 SmartSearch, 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.