Company lists · Data refreshed September 2026

Top 16 Investment advisory companies based in Zurich, Switzerland

RevenueBase identified 66 investment advisory companies headquartered in Zurich, Switzerland as of September 2026 and tracks 3,557 professional contacts across them, including 1,796 with verified work emails. Zurich is the largest hub.

This list covers investment advisory companies headquartered in Zurich, 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 20, 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 20, 2026 86% judged on-target in blind review
66Companies
3,557Contacts tracked
1,796Verified emails
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The 16 largest investment advisory companies based in Zurich, Switzerland

Ranked by team size
Top 16 of 66 investment advisory companies based in Zurich, Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20066 contacts →

Partial evidence

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20040 contacts →

Indirect evidence

“Wir glauben an eine neue Ära des Wealth Managements.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“BFI Infinity Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-509 contacts →

Partial evidence

“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-108 contacts →

Strong evidence

“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Portas Capital AG verwaltet Vermögen und berät Investoren.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Developing an effective investment strategy.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“Advice for institutional and private clients For more than 20 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Calliopa Capital stands for security, stability and first class service for our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“VENTIRA is an independent wealth management company in the heart of Zurich Switzerland.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“In the world of wealth management, where the preservation and growth of assets is of utmost importance, our role as a Family Office becomes indispensable, particularly for…”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-502 contacts →

Strong evidence

“Basso Global Advisors (formerly Harmony Advisors Switzerland) is a specialised investment advisor and multi-family office.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Palomar Asset Ma­nage­ment Ltd.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 66 investment advisory companies based in Zurich, Switzerland

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Investment advisory companies based in Zurich, Switzerland at a glance

As of Sep 20, 2026
50.5%Verified-email coverage
53.9Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
17
51-200
5
1,001-5,000
2

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 66 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 investment advisory companies, 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 Zurich, Switzerland whose own description of what they do matches “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, and records with no verified work email. Companies headquartered outside Zurich 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, 1,796 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 20, 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.

Investment advisory companies by metro in Switzerland

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 investment advisory companies, 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 investment advisory companies are there based in Zurich, Switzerland?

RevenueBase identified 66 investment advisory companies headquartered in Zurich, 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?

Bellecapital, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most investment advisory companies?

Zurich leads with 66 headquartered companies, followed by Geneva (45) and Geneve (27).

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 1,796 verified decision-maker contacts tracked across these 66 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 20, 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.