Company lists · Data refreshed September 2026
Top 25 Investment advisory law firms based in Switzerland
RevenueBase identified 142 company matches for investment advisory law firms associated with Switzerland as of September 2026 and tracks 1,819 professional contacts across them, including 733 with verified work emails. Zurich is the largest hub.
This list covers company matches for investment advisory law 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 September 28, 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 25 largest investment advisory law firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 31 contacts → | ||||
Exact match “SwissComply bietet Ihnen ein umfassendes Dienstleistungsangebot, das optimal auf die Bedürfnisse von unabhängigen Vermögensverwaltern, Vermögensverwalter von kollektiven…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 23 contacts → | ||||
Exact match “Berater & Partner is a renowned and qualified boutique firm where proven and proactive specialists provide interdisciplinary and top quality advisory services in fiduciary, legal…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Professionnels reconnus aux compétences larges, nos services sont dits efficaces.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “BFI Infinity Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Wir bezeichnen uns als Zahlenakrobaten und Supertreuhänder, arbeiten akribisch von der linken zur rechten Kontoseite und weisen ein enormes Durchhaltevermögen auf, wenn es darum…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Accompagner les personnes dans chaque étape de la vie.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Founded almost 20 years ago, in 2006, Amgest is an independent wealth management boutique based in Lugano (Switzerland) providing long-term portfolio management solutions, network…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Keep making waves” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “As your consultant and source of ideas, we provide you with comprehensive, precise and tailor-made fiduciary services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Herzlich willkommen im altehrwürdigen Volkarthaus im Herzen von Winterthur.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Imperial Wealth Planning is an independent financial advisory firm, providing holistic financial advice and specialising in retirement planning, investments, mortgages, insurance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Welcome to CN Goodall.” Recorded in the RevenueBase company graph · Sep 28, 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 “investment advisory law 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 25 of 142 investment advisory law firms based in Switzerland
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Investment advisory law firms based in Switzerland at a glance
As of Sep 28, 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 142 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 “investment advisory law 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 733 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 28, 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.
Investment advisory law 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 “investment advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisory law firms are there based in Switzerland?
RevenueBase identified 142 company matches for investment advisory law firms 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 investment advisory law firms?
Zurich leads with 27 company records, followed by Geneva (24) and Lugano (11).
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 733 professional contacts with verified work emails tracked across these 142 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 142 investment advisory law firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory law firms by geography
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- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada
- Investment advisory law firms based in Toronto, Canada
- Investment advisory law firms based in Vancouver, Canada
- Investment advisory law firms based in Paris, France
- Investment advisory law firms based in Ahmedabad, India
- Investment advisory law firms based in Bangalore, India
- Investment advisory law firms based in Chennai, India
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
- Investment advisory law firms based in Melbourne, Australia
- Investment advisory law firms based in Sydney, Australia
- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada
Company intelligence · public preview
Top 25 investment advisory law 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 142 matching company records for investment advisory law firms based in Switzerland, with 1,819 tracked contacts and 733 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 25 investment advisory law 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 | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Swisscomply AGswisscomply.chHQ: Stadtkreis 4 Aussersihl, SwitzerlandReported employees: 11-50 | Stadtkreis 4 Aussersihl, Switzerland | 11-50 | Exact match | 31 contacts → |
“SwissComply bietet Ihnen ein umfassendes Dienstleistungsangebot, das optimal auf die Bedürfnisse von unabhängigen Vermögensverwaltern, Vermögensverwalter von kollektiven…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Berater & Partner LTDberater-partner.chHQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 23 contacts → |
“Berater & Partner is a renowned and qualified boutique firm where proven and proactive specialists provide interdisciplinary and top quality advisory services in fiduciary, legal…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Multifiduciaire Fribourg SAmultifiduciaire-fribourg.chHQ: Fribourg, SwitzerlandReported employees: 11-50 | Fribourg, Switzerland | 11-50 | Exact match | 22 contacts → |
“Professionnels reconnus aux compétences larges, nos services sont dits efficaces.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monfort International Gmbhmonfortintl.com HQ: Pfäffikon Sz, SwitzerlandReported employees: 11-50 | Pfäffikon Sz, Switzerland | 11-50 | Exact match | 19 contacts → |
“At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  RJ Managementrjmanagement.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 17 contacts → |
“Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Thalia Capital Advisorsthalia-advisors.comHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 16 contacts → |
“The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pictet North America Advisorspnaa.pictet.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 15 contacts → |
“Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BFI Infinitybfiwealth.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 14 contacts → |
“BFI Infinity Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Convicta Treuhand AGconvicta.chHQ: Hochdorf, SwitzerlandReported employees: 11-50 | Hochdorf, Switzerland | 11-50 | Exact match | 12 contacts → |
“Wir bezeichnen uns als Zahlenakrobaten und Supertreuhänder, arbeiten akribisch von der linken zur rechten Kontoseite und weisen ein enormes Durchhaltevermögen auf, wenn es darum…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Orizon SAorizon.ch HQ: Berne, SwitzerlandReported employees: 1-10 | Berne, Switzerland | 1-10 | Exact match | 12 contacts → |
“Accompagner les personnes dans chaque étape de la vie.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amgest SAamgest.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 11 contacts → |
“Founded almost 20 years ago, in 2006, Amgest is an independent wealth management boutique based in Lugano (Switzerland) providing long-term portfolio management solutions, network…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hmsa Grouphmsa-group.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 11 contacts → |
“With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  AVA Investorsava-investors.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Victory Asset Management AGvictoryam.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | MWP Treuhand AGmwptreuhand.ch HQ: Altendorf, SwitzerlandReported employees: 1-10 | Altendorf, Switzerland | 1-10 | Exact match | 9 contacts → |
“As your consultant and source of ideas, we provide you with comprehensive, precise and tailor-made fiduciary services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Winterthur Consulting Group AGwinterthurconsulting.ch HQ: Winterthur, SwitzerlandReported employees: 11-50 | Winterthur, Switzerland | 11-50 | Exact match | 9 contacts → |
“Herzlich willkommen im altehrwürdigen Volkarthaus im Herzen von Winterthur.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Serenisserenis.chHQ: Grand-lancy, SwitzerlandReported employees: 11-50 | Grand-lancy, Switzerland | 11-50 | Exact match | 9 contacts → |
“At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Imperial Wealth Planningiwp.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Planning is an independent financial advisory firm, providing holistic financial advice and specialising in retirement planning, investments, mortgages, insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moor & Bachmann AGmoorbachmann.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 8 contacts → |
“We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  House Of Wealth SAhouseofwealth.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finanzbegleitung AGfinanzbegleitung.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 7 contacts → |
“Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  CN Goodall Gmbhcngoodall.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 7 contacts → |
“Welcome to CN Goodall.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Investment advisory law firms: dataset insights
September 28, 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
140 records in the displayed employee bands.
2 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 142 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: September 28, 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 ↗
Investment advisory law firms by metro
Questions about this company list
What does Exact match mean for investment advisory law 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 investment advisory law firms did RevenueBase find based in Switzerland?
The saved snapshot records 142 matching company records, 1,819 tracked contacts and 733 verified emails. The public preview displays 25 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: September 28, 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
Investment advisory law firms by geography
- Investment advisory law firms based in Melbourne, Australia
- Investment advisory law firms based in Sydney, Australia
- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada
- Investment advisory law firms based in Toronto, Canada
- Investment advisory law firms based in Vancouver, Canada
- Investment advisory law firms based in Paris, France
- Investment advisory law firms based in Ahmedabad, India
- Investment advisory law firms based in Bangalore, India
- Investment advisory law firms based in Chennai, India
Cite this list
RevenueBase Data Team. Top 25 investment advisory law firms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-advisory-law-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
- Investment advisory law firms based in Melbourne, Australia
- Investment advisory law firms based in Sydney, Australia
- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada
Company intelligence · public preview
Top 25 investment advisory law firms based in Switzerland
RevenueBase records 142 matching company records for investment advisory law firms based in Switzerland, with 1,819 tracked contacts and 733 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 25 investment advisory law 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 | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Swisscomply AGswisscomply.ch HQ: Stadtkreis 4 Aussersihl, SwitzerlandReported employees: 11-50 | Stadtkreis 4 Aussersihl, Switzerland | 11-50 | Exact match | 31 contacts → |
“SwissComply bietet Ihnen ein umfassendes Dienstleistungsangebot, das optimal auf die Bedürfnisse von unabhängigen Vermögensverwaltern, Vermögensverwalter von kollektiven…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Berater & Partner LTDberater-partner.ch HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 23 contacts → |
“Berater & Partner is a renowned and qualified boutique firm where proven and proactive specialists provide interdisciplinary and top quality advisory services in fiduciary, legal…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Multifiduciaire Fribourg SAmultifiduciaire-fribourg.ch HQ: Fribourg, SwitzerlandReported employees: 11-50 | Fribourg, Switzerland | 11-50 | Exact match | 22 contacts → |
“Professionnels reconnus aux compétences larges, nos services sont dits efficaces.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monfort International Gmbhmonfortintl.com HQ: Pfäffikon Sz, SwitzerlandReported employees: 11-50 | Pfäffikon Sz, Switzerland | 11-50 | Exact match | 19 contacts → |
“At Monfort International Gmbh, We pride ourselves on providing excellent financial advice to the international community of Switzerland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | RJ Managementrjmanagement.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 17 contacts → |
“Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Thalia Capital Advisorsthalia-advisors.com HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 16 contacts → |
“The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pictet North America Advisorspnaa.pictet.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 15 contacts → |
“Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BFI Infinitybfiwealth.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 14 contacts → |
“BFI Infinity Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Convicta Treuhand AGconvicta.ch HQ: Hochdorf, SwitzerlandReported employees: 11-50 | Hochdorf, Switzerland | 11-50 | Exact match | 12 contacts → |
“Wir bezeichnen uns als Zahlenakrobaten und Supertreuhänder, arbeiten akribisch von der linken zur rechten Kontoseite und weisen ein enormes Durchhaltevermögen auf, wenn es darum…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Orizon SAorizon.ch HQ: Berne, SwitzerlandReported employees: 1-10 | Berne, Switzerland | 1-10 | Exact match | 12 contacts → |
“Accompagner les personnes dans chaque étape de la vie.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amgest SAamgest.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 11 contacts → |
“Founded almost 20 years ago, in 2006, Amgest is an independent wealth management boutique based in Lugano (Switzerland) providing long-term portfolio management solutions, network…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hmsa Grouphmsa-group.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 11 contacts → |
“With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AVA Investorsava-investors.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Victory Asset Management AGvictoryam.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | MWP Treuhand AGmwptreuhand.ch HQ: Altendorf, SwitzerlandReported employees: 1-10 | Altendorf, Switzerland | 1-10 | Exact match | 9 contacts → |
“As your consultant and source of ideas, we provide you with comprehensive, precise and tailor-made fiduciary services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Winterthur Consulting Group AGwinterthurconsulting.ch HQ: Winterthur, SwitzerlandReported employees: 11-50 | Winterthur, Switzerland | 11-50 | Exact match | 9 contacts → |
“Herzlich willkommen im altehrwürdigen Volkarthaus im Herzen von Winterthur.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Serenisserenis.ch HQ: Grand-lancy, SwitzerlandReported employees: 11-50 | Grand-lancy, Switzerland | 11-50 | Exact match | 9 contacts → |
“At the heart of Geneva, SERENIS stands as the guardian of financial tranquility, a value deeply cherished by our clients navigating the intricate labyrinth of wealth management…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Imperial Wealth Planningiwp.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Planning is an independent financial advisory firm, providing holistic financial advice and specialising in retirement planning, investments, mortgages, insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moor & Bachmann AGmoorbachmann.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 8 contacts → |
“We have been advising high net worth private individuals, families and foundations for over 30 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | House Of Wealth SAhouseofwealth.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finanzbegleitung AGfinanzbegleitung.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 7 contacts → |
“Wir begleiten Sie in die finanzielle Freiheit und damit in eine beruhigende und erfolgreiche Zukunft.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CN Goodall Gmbhcngoodall.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 7 contacts → |
“Welcome to CN Goodall.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Investment advisory law firms: dataset insights
September 28, 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
140 records in the displayed employee bands.
2 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 142 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: September 28, 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 ↗
Investment advisory law firms by metro
Questions about this company list
What does Exact match mean for investment advisory law 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 investment advisory law firms did RevenueBase find based in Switzerland?
The saved snapshot records 142 matching company records, 1,819 tracked contacts and 733 verified emails. The public preview displays 25 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: September 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 investment advisory law firms based in Switzerland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-advisory-law-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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