Company lists · Data refreshed October 2026

Top 25 Insurance portfolio management companies based in Switzerland

Name: Insurance portfolio management companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 72 companies tracked

RevenueBase identified 72 company matches for insurance portfolio management companies associated with Switzerland as of October 2026 and tracks 681 professional contacts across them, including 303 with verified work emails. Geneva is the largest hub.

This list covers company matches for insurance portfolio management companies 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 October 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 Oct 17, 2026 How this list was built

72Companies

681Contacts tracked

303Verified emails

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The 25 largest insurance portfolio management companies based in Switzerland

Ranked by team size

Top 25 of 72 company matches for insurance portfolio management companies based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 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	Ppcmetrics AG	Exact match	Zurich, SwitzerlandHQ recorded Oct 17, 2026	51-200	81 contacts →
	Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Migros-Pensionskasse	Exact match	Schlieren, SwitzerlandHQ recorded Oct 17, 2026	201-500	71 contacts →
	Exact match “Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	EMG SA	Exact match	Cointrin, SwitzerlandHQ recorded Oct 17, 2026	51-200	56 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 · Oct 17, 2026 · View company records in RevenueBase
4	Arbenz RVT	Exact match	Frauenfeld, SwitzerlandHQ recorded Oct 17, 2026	51-200	51 contacts →
	Exact match “Arbenz RVT AG versteht sich im Bereich Risikomanagement und Personalvorsorge als Komplettanbieter.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	C-Alm AG	Exact match	St.gallen, SwitzerlandHQ recorded Oct 17, 2026	51-200	46 contacts →
	Exact match “Unabhängiges Beratungsunternehmen für Vorsorgeeinrichtungen, Versicherungen, Stiftungen und weitere Unternehmen - Im Jahr 2005 als Spin-Off der Universität St.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Weibel Hess & Partner AG WHP	Exact match	Luzern, SwitzerlandHQ recorded Oct 17, 2026	11-50	37 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 · Oct 17, 2026 · View company records in RevenueBase
7	Gonthier & Schneeberger SA	Exact match	Lausanne, SwitzerlandHQ recorded Oct 17, 2026	11-50	26 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 · Oct 17, 2026 · View company records in RevenueBase
8	Compass Asset Management SA	Exact match	Lugano, SwitzerlandHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Lumrisk	Exact match	Nyon, SwitzerlandHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Twelve Capital	Exact match	Zurich, SwitzerlandHQ recorded Oct 17, 2026	51-200	13 contacts →
	Exact match “Twelve Capital is an independent investment manager specialising in insurance investments for institutional clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Prisminvest	Exact match	Morges, SwitzerlandHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Founded in by Michel Donegani and Marc Zosso, FINMA registered since 2009, fully independent since inception.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Origins Capital	Exact match	Zurich, SwitzerlandHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Portas Capital AG Schweiz	Exact match	Zurich, SwitzerlandHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “Portas Capital AG verwaltet Vermögen und berät Investoren.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Abeloo	Exact match	Geneva, SwitzerlandHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “Abeloo Ltd is an independent company active in the field of asset management, life insurance and pension consulting with a strong advisor force, which offers a distinct…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Finlab Solutions SA	Exact match	Eaux-vives, SwitzerlandHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Santro Invest AG	Exact match	Schindellegi, SwitzerlandHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “Risikobasierte Vermögensverwaltung v.a.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Alpina Capital LTD	Exact match	Baar, SwitzerlandHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Alpina Capital is a Swiss regulated investment manager with a proven track record in successfully managing a wide range of asset classes.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Finanz- UND Anlagezentrum Vierwaldstättersee AG	Exact match	Luzern, SwitzerlandHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Ihr Partner in Finanz- und Versicherungsfragen in Luzern und Zug.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	P&p Solutions SA	Exact match	Lausanne, SwitzerlandHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “P&P Solutions SA, fondée en 2012, est une société de courtage d’assurances indépendante spécialisée dans l’accompagnement des entreprises et des professionnels.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Per4m	Exact match	Lugano, SwitzerlandHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Excellence is our mission.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Stucki Versicherung Treuhand AG	Exact match	Spiez, SwitzerlandHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Unsere integrierte Lösung verbindet Versicherungen, Treuhand und Finanzen - persönlich, effizient und proaktiv.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Alphen Asset Management AG	Exact match	Stadtkreis 2, SwitzerlandHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Alphen is a fully-licensed, independent Investment Advisory and Asset Management Company based in Zurich, Switzerland.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Equation Risk & Asset Management	Exact match	Rotkreuz, SwitzerlandHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Equation Risk & Asset Management was founded in 1996 with the aim to provide risk management services to institutional investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Travex Versicherungs Treuhand	Exact match	Glattbrugg, SwitzerlandHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Dias Assurances & Patrimoine	Exact match	Lausanne, SwitzerlandHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Courtage et gestion d'assurances- Planification patrimoniale- Prêts hypothécaires.” Recorded in the RevenueBase company graph · Oct 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 portfolio management companies”. 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 25 of 72 insurance portfolio management companies based in Switzerland

See the full list, filter by size, metro and specialty, and access 303 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance portfolio management companies based in Switzerland at a glance

As of Oct 17, 2026

44.5%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

20.8%Largest-city concentration · Geneva

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 72 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 portfolio management companies” 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 303 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 October 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 portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance portfolio management companies are there based in Switzerland?

RevenueBase identified 72 company matches for insurance portfolio management companies associated with Switzerland as of October 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?

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

Which city has the most insurance portfolio management companies?

Geneva leads with 15 company records, followed by Zurich (13) and Lausanne (3).

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 303 professional contacts with verified work emails tracked across these 72 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 October 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.