Company lists · Data refreshed September 2026

Top 24 Investment advisory platforms based in Switzerland

Name: Investment advisory platforms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 117 companies tracked

RevenueBase identified 117 investment advisory platforms headquartered in Switzerland as of September 2026 and tracks 1,172 professional contacts across them, including 458 with verified work emails and 61 with mobile numbers. Zurich is the largest hub.

This list covers investment advisory platforms headquartered in 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 4, 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 4, 2026 86% judged on-target in blind review

117Companies

1,172Contacts tracked

458Verified emails

61Mobile numbers

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The 24 largest investment advisory platforms based in Switzerland

Ranked by team size

Top 24 of 117 investment advisory platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 4, 2026	201-500	219 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 4, 2026
2	ETOPS	Partial evidence	Cham, SwitzerlandHQ checked Sep 4, 2026	201-500	164 contacts →
	Partial evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 4, 2026
3	Finfox	Strong evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	38 contacts →
	Strong evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 4, 2026
4	Assetmax	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	36 contacts →
	Indirect evidence “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: RevenueBase Database · checked Sep 4, 2026
5	True Wealth	Partial evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	35 contacts →
	Partial evidence “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Source: RevenueBase Database · checked Sep 4, 2026
6	3rd-Eyes Analytics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	24 contacts →
	Indirect evidence “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Source: RevenueBase Database · checked Sep 4, 2026
7	COLB	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	1-10	23 contacts →
	Indirect evidence “Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Source: RevenueBase Database · checked Sep 4, 2026
8	Umushroom	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	1-10	20 contacts →
	Indirect evidence “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: RevenueBase Database · checked Sep 4, 2026
9	Marmot	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	17 contacts →
	Indirect evidence “Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.” Source: RevenueBase Database · checked Sep 4, 2026
10	VIAC	Indirect evidence	Basel, SwitzerlandHQ checked Sep 4, 2026	11-50	16 contacts →
	Indirect evidence “VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Source: RevenueBase Database · checked Sep 4, 2026
11	Telomere Capital	Partial evidence	Carouge, SwitzerlandHQ checked Sep 4, 2026	11-50	16 contacts →
	Partial evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 4, 2026
12	Findependent	Indirect evidence	Lenzburg, SwitzerlandHQ checked Sep 4, 2026	1-10	14 contacts →
	Indirect evidence “Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Source: RevenueBase Database · checked Sep 4, 2026
13	Feri Schweiz AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 4, 2026	11-50	13 contacts →
	Indirect evidence “FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Source: RevenueBase Database · checked Sep 4, 2026
14	Hypoteq AG	Partial evidence	Lindau, SwitzerlandHQ checked Sep 4, 2026	11-50	11 contacts →
	Partial evidence “With HYPOTEQ, independent advisors gain quick and effortless access to the best mortgage rates in Switzerland.” Source: RevenueBase Database · checked Sep 4, 2026
15	Kaspar	Indirect evidence	St. Gallen, SwitzerlandHQ checked Sep 4, 2026	11-50	10 contacts →
	Indirect evidence “Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Source: RevenueBase Database · checked Sep 4, 2026
16	AVA Investors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	1-10	9 contacts →
	Indirect evidence “Keep making waves” Source: RevenueBase Database · checked Sep 4, 2026
17	Serenis	Indirect evidence	Grand-Lancy, SwitzerlandHQ checked Sep 4, 2026	11-50	9 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 4, 2026
18	Ubinary	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	201-500	8 contacts →
	Indirect evidence “Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…” Source: RevenueBase Database · checked Sep 4, 2026
19	Swissprivate AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	1-10	8 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 4, 2026
20	Strategic Swiss Partners	Partial evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	8 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 4, 2026
21	IRC Finance AG	Indirect evidence	Basel, SwitzerlandHQ checked Sep 4, 2026	1-10	7 contacts →
	Indirect evidence “Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Source: RevenueBase Database · checked Sep 4, 2026
22	Monrey SA	Indirect evidence	Geneve, SwitzerlandHQ checked Sep 4, 2026	1-10	6 contacts →
	Indirect evidence “Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.” Source: RevenueBase Database · checked Sep 4, 2026
23	Consolitech Switzerland LTD	Indirect evidence	Schindellegi, SwitzerlandHQ checked Sep 4, 2026	1-10	5 contacts →
	Indirect evidence “We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Source: RevenueBase Database · checked Sep 4, 2026
24	VG Consulting SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 4, 2026	1-10	5 contacts →
	Partial evidence “VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Source: RevenueBase Database · checked Sep 4, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 117 investment advisory platforms based in Switzerland

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Investment advisory platforms based in Switzerland at a glance

As of Sep 4, 2026

39.1%Verified-email coverage

5.2%Mobile-number coverage

10.0Average contacts per company

1-10Median size (employees)

28.2%Largest-city concentration · Zurich

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

2431–60

23461–90

19990–180

1180+

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 platforms, 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 Switzerland whose own description of what they do matches “investment advisory platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside Switzerland 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, 458 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 4, 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 platforms by metro

Investment advisory platforms in Zurich33

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 platforms, 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 platforms are there based in Switzerland?

RevenueBase identified 117 investment advisory platforms headquartered in 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?

Svag Schweizer Vermögensberatung AG, headquartered in Luzern, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Zurich leads with 33 headquartered companies, followed by Geneva (10) and Basel (7).

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 458 verified decision-maker contacts tracked across these 117 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 4, 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.