Company lists · Data refreshed September 2026
Top 24 Investment advisory platforms based in Switzerland
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, how directly it supports the match, 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 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 24 largest investment advisory platforms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 219 | ||||
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 164 | ||||
“Etops is the pan-European technology platform for wealth and asset management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 | ||||
“Do you want to boost efficiency and client engagement in the investment advisory process?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 36 | ||||
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 | ||||
“Unlock unprecedented opportunities, Colb offers access to wealth management strategies, premium funds and pre-IPO opportunities, all on-chain.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 20 | ||||
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | VIACIndirect evidence | 16 | |||
“VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Telomere CapitalPartial evidence | 16 | |||
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 | ||||
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 | ||||
“With HYPOTEQ, independent advisors gain quick and effortless access to the best mortgage rates in Switzerland.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 | ||||
“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 | ||||
“Keep making waves” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | SerenisIndirect evidence | 9 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | UbinaryIndirect evidence | 8 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 | ||||
“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 | ||||
“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | Monrey SAIndirect evidence | 6 | |||
“Notre engagement repose sur la confiance, la transparence et la préservation du patrimoine confié.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 | ||||
“We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | VG Consulting SAPartial evidence | 5 | |||
“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
Verified emails by last verification
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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 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.
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