Company lists · Data refreshed September 2026

Top 25 Investment companies based in Switzerland

RevenueBase identified 440 investment companies headquartered in Switzerland as of September 2026 and tracks 9,844 professional contacts across them, including 4,807 with verified work emails. Zurich is the largest hub.

This list covers investment companies 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 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
440Companies
9,844Contacts tracked
4,807Verified emails
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The 25 largest investment companies based in Switzerland

Ranked by team size
Top 25 of 440 investment companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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
1Strong evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,0002,067 contacts →

Strong evidence

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 20261,001-5,000834 contacts →

Strong evidence

“We support our clients in achieving their long-term investment objectives.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceAdliswil, SwitzerlandHQ checked Sep 20, 2026201-500212 contacts →

Indirect evidence

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceGenève, SwitzerlandHQ checked Sep 20, 202651-200103 contacts →

Indirect evidence

“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceGeneva, SwitzerlandHQ checked Sep 20, 202651-20080 contacts →

Indirect evidence

“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 202651-20071 contacts →

Indirect evidence

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceSchindellegi, SwitzerlandHQ checked Sep 20, 202611-5066 contacts →

Indirect evidence

“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20066 contacts →

Strong 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
10Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5051 contacts →

Indirect evidence

“bmpi AG has been providing services for the financial sector since 1997.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceGeneva, SwitzerlandHQ checked Sep 20, 202611-5042 contacts →

Indirect evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect 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
13Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20039 contacts →

Indirect evidence

“Monterosa is the leading brand of a group of companies, present across the world’s major financial centers, offering independent financial services.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceGeneva, SwitzerlandHQ checked Sep 20, 202611-5038 contacts →

Strong evidence

“Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20030 contacts →

Indirect evidence

“Corecam was founded in 2009.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Ein starker Partner mit Weitblick für Ihre Finanzen.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202651-20029 contacts →

Indirect evidence

“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceGenève, SwitzerlandHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Prime Partners S.A.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceGeneva, SwitzerlandHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidencePfäffikon, SwitzerlandHQ checked Sep 20, 202611-5022 contacts →

Strong evidence

“CONSTELLATION is an independent investment company that invests in medium-sized companies at eye level with entrepreneurs and founders.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceFribourg, SwitzerlandHQ checked Sep 20, 202651-20022 contacts →

Indirect evidence

“Valartis Group is an international finance group with offices in Geneva, Zurich, Luxembourg, Moscow and St.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5021 contacts →

Strong evidence

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5021 contacts →

Indirect 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
25Strong evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5020 contacts →

Strong evidence

“Jacobs Holding AG is a global professional investment firm based in London & Zurich and founded in 1994 by entrepreneur Klaus J.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 440 investment companies based in Switzerland

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Investment companies based in Switzerland at a glance

As of Sep 20, 2026
48.8%Verified-email coverage
22.4Average contacts per company
1-10Median size (employees)
20.9%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
288
11-50
108
51-200
29
201-500
2
501-1,000
2
1,001-5,000
5
5,001-10,000
2
10001+
1

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 440 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 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 Switzerland whose own description of what they do matches “investment 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 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 companies, 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, 4,807 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 companies by metro

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 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 companies are there based in Switzerland?

RevenueBase identified 440 investment companies 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?

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

Which city has the most investment companies?

Zurich leads with 92 headquartered companies, followed by Geneva (63) and Zug (38).

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 4,807 verified decision-maker contacts tracked across these 440 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.