Company lists · Data refreshed November 2026
Top 22 Intergenerational wealth planning firms based in Switzerland
RevenueBase identified 617 company matches for intergenerational wealth planning firms associated with Switzerland as of November 2026 and tracks 7,293 professional contacts across them, including 3,238 with verified work emails. Geneva is the largest hub.
This list covers company matches for intergenerational wealth planning firms 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 November 6, 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.
The 22 largest intergenerational wealth planning firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,022 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 839 contacts → | ||||
Exact match “Partnership is how we work with clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 156 contacts → | ||||
Exact match “As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 148 contacts → | ||||
Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 117 contacts → | ||||
Exact match “A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 110 contacts → | ||||
Exact match “Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 108 contacts → | ||||
Exact match “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 108 contacts → | ||||
Exact match “Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 99 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 81 contacts → | ||||
Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 57 contacts → | ||||
Exact match “We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 54 contacts → | ||||
Exact match “The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 49 contacts → | ||||
Exact match “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 48 contacts → | ||||
Exact match “Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 47 contacts → | ||||
Exact match “At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 46 contacts → | ||||
Exact match “Wir glauben an eine neue Ära des Wealth Managements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 44 contacts → | ||||
Exact match “Marcuard Family Office is a multi-family office that helps your family sustain values over generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 41 contacts → | ||||
Exact match “JAR Capital Group is a Swiss holding company that brings together independent wealth management firms based in Geneva, Dubai, Singapore, and Monaco.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 38 contacts → | ||||
Exact match “What if you came across a wealth management company that was much more than just that?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 35 contacts → | ||||
Exact match “Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 34 contacts → | ||||
Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Nov 6, 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 “intergenerational wealth planning firms”. 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 22 of 617 intergenerational wealth planning firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 3,238 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Intergenerational wealth planning firms based in Switzerland at a glance
As of Nov 6, 2026Companies by employee count
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 617 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 “intergenerational wealth planning firms” 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 3,238 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 November 6, 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.
Intergenerational wealth planning firms by metro
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 “intergenerational wealth planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many intergenerational wealth planning firms are there based in Switzerland?
RevenueBase identified 617 company matches for intergenerational wealth planning firms associated with Switzerland as of November 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 intergenerational wealth planning firms?
Geneva leads with 146 company records, followed by Zurich (139) and Lugano (44).
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 3,238 professional contacts with verified work emails tracked across these 617 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 617 intergenerational wealth planning firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Intergenerational wealth planning firms by geography
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
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- Intergenerational wealth planning firms based in Porto Alegre, Brazil
- Intergenerational wealth planning firms based in Rio De Janeiro, Brazil
- Intergenerational wealth planning firms based in Sao Paulo, Brazil
- Intergenerational wealth planning firms based in Burlington, Canada
- Intergenerational wealth planning firms based in Calgary, Canada
- Intergenerational wealth planning firms based in Edmonton, Canada
- Intergenerational wealth planning firms based in Halifax, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 22 intergenerational wealth planning firms based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 617 matching company records for intergenerational wealth planning firms based in Switzerland, with 7,293 tracked contacts and 3,238 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 intergenerational wealth planning firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pictet Wealth Managementpictet.comHQ: Geneva, SwitzerlandReported employees: 1,001-5,000 | Geneva, Switzerland | 1,001-5,000 | Exact match | 839 contacts → |
“Partnership is how we work with clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.chHQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 156 contacts → |
“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cité Gestion SAcite-gestion.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 148 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Brainvest Brasilbrainvest.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 117 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Reichmuth & CO Privatbankiersreichmuthco.chHQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 110 contacts → |
“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Unigestionunigestion.comHQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 108 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  VON Graffenried Gruppegraffenried.chHQ: 3011 Bern, SwitzerlandReported employees: 201-500 | 3011 Bern, Switzerland | 201-500 | Exact match | 108 contacts → |
“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  1291 Group1291group.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 99 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Swiss Life Wealth Managersswisslife-wealth.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 81 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cape Capitalcapecapital.comHQ: Stadtkreis 8 Riesbach, SwitzerlandReported employees: 11-50 | Stadtkreis 8 Riesbach, Switzerland | 11-50 | Exact match | 57 contacts → |
“We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Zwei Wealthwelcome.zwei-wealth.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 54 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Albin Kistler AGalbinkistler.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 49 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Baumann & Cie, Banquiersbaumann-banquiers.chHQ: Basel, SwitzerlandReported employees: 51-200 | Basel, Switzerland | 51-200 | Exact match | 48 contacts → |
“Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Banque Eric Sturdza SAbanque-es.chHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Soundcapitalsound.capitalHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 46 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Marcuard Family Officemarcuardfamilyoffice.comHQ: Stadtkreis 5, SwitzerlandReported employees: 11-50 | Stadtkreis 5, Switzerland | 11-50 | Exact match | 44 contacts → |
“Marcuard Family Office is a multi-family office that helps your family sustain values over generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  JAR Capital Groupjarcapital.groupHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 41 contacts → |
“JAR Capital Group is a Swiss holding company that brings together independent wealth management firms based in Geneva, Dubai, Singapore, and Monaco.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bruellan Groupbruellan.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Scobag Privatbank AGscobag.chHQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 35 contacts → |
“Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Woodman Asset Management AGwoodman.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 34 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 617 company matches
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Intergenerational wealth planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
607 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 617 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Intergenerational wealth planning firms by metro
Questions about this company list
What does Exact match mean for intergenerational wealth planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intergenerational wealth planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 617 matching company records, 7,293 tracked contacts and 3,238 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Intergenerational wealth planning firms by geography
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
- Intergenerational wealth planning firms based in Rio De Janeiro, Brazil
- Intergenerational wealth planning firms based in Sao Paulo, Brazil
- Intergenerational wealth planning firms based in Burlington, Canada
- Intergenerational wealth planning firms based in Calgary, Canada
- Intergenerational wealth planning firms based in Edmonton, Canada
- Intergenerational wealth planning firms based in Halifax, Canada
Cite this list
RevenueBase Data Team. Top 22 intergenerational wealth planning firms based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/intergenerational-wealth-planning-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 22 intergenerational wealth planning firms based in Switzerland
RevenueBase records 617 matching company records for intergenerational wealth planning firms based in Switzerland, with 7,293 tracked contacts and 3,238 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 intergenerational wealth planning firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pictet Wealth Managementpictet.com HQ: Geneva, SwitzerlandReported employees: 1,001-5,000 | Geneva, Switzerland | 1,001-5,000 | Exact match | 839 contacts → |
“Partnership is how we work with clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.ch HQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 156 contacts → |
“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cité Gestion SAcite-gestion.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 148 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Brainvest Brasilbrainvest.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 117 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Reichmuth & CO Privatbankiersreichmuthco.ch HQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 110 contacts → |
“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Unigestionunigestion.com HQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 108 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | VON Graffenried Gruppegraffenried.ch HQ: 3011 Bern, SwitzerlandReported employees: 201-500 | 3011 Bern, Switzerland | 201-500 | Exact match | 108 contacts → |
“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 1291 Group1291group.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 99 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Swiss Life Wealth Managersswisslife-wealth.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 81 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cape Capitalcapecapital.com HQ: Stadtkreis 8 Riesbach, SwitzerlandReported employees: 11-50 | Stadtkreis 8 Riesbach, Switzerland | 11-50 | Exact match | 57 contacts → |
“We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Zwei Wealthwelcome.zwei-wealth.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 54 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Albin Kistler AGalbinkistler.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 49 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Baumann & Cie, Banquiersbaumann-banquiers.ch HQ: Basel, SwitzerlandReported employees: 51-200 | Basel, Switzerland | 51-200 | Exact match | 48 contacts → |
“Wir sind eine unabhängige Schweizer Privatbank mit Hauptsitz in Basel und Niederlassungen in Zürich und Olten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Banque Eric Sturdza SAbanque-es.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Soundcapitalsound.capital HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 46 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Marcuard Family Officemarcuardfamilyoffice.com HQ: Stadtkreis 5, SwitzerlandReported employees: 11-50 | Stadtkreis 5, Switzerland | 11-50 | Exact match | 44 contacts → |
“Marcuard Family Office is a multi-family office that helps your family sustain values over generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JAR Capital Groupjarcapital.group HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 41 contacts → |
“JAR Capital Group is a Swiss holding company that brings together independent wealth management firms based in Geneva, Dubai, Singapore, and Monaco.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bruellan Groupbruellan.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Scobag Privatbank AGscobag.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 35 contacts → |
“Die Scobag Privatbank AG steht für einen ganz eigenen Ansatz von Finanzdienstleistungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Woodman Asset Management AGwoodman.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 34 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 617 company matches
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Intergenerational wealth planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
607 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 617 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Intergenerational wealth planning firms by metro
Questions about this company list
What does Exact match mean for intergenerational wealth planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intergenerational wealth planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 617 matching company records, 7,293 tracked contacts and 3,238 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Intergenerational wealth planning firms by geography
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Cite this list
RevenueBase Data Team. Top 22 intergenerational wealth planning firms based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/intergenerational-wealth-planning-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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