Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in Switzerland
RevenueBase identified 969 company matches for investment consulting firms associated with Switzerland as of September 2026 and tracks 21,017 professional contacts across them, including 10,437 with verified work emails and 579 with mobile numbers. Zurich is the largest hub.
This list covers company matches for investment consulting 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 26, 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 consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,597 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 2 | 2,067 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 3 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 4 | 758 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 5 | 218 contacts → | ||||
Exact match “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 6 | 212 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 7 | 171 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 8 | 162 contacts → | ||||
Exact match “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 9 | 105 contacts → | ||||
Exact match “Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 10 | 103 contacts → | ||||
Exact match “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 11 | 80 contacts → | ||||
Exact match “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 12 | 78 contacts → | ||||
Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 13 | 77 contacts → | ||||
Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 14 | 75 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 15 | 72 contacts → | ||||
Exact match “We have been helping people manage their wealth since the 1700s.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 16 | 71 contacts → | ||||
Exact match “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 17 | 66 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 18 | 66 contacts → | ||||
Exact match “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 19 | 59 contacts → | ||||
Exact match “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 20 | 58 contacts → | ||||
Exact match “Lynceus Partners is an independent investment boutique specialised in alternatives investments.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 21 | 58 contacts → | ||||
Exact match “Orbium is now part of Accenture Wealth Management.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 22 | 53 contacts → | ||||
Exact match “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 23 | 53 contacts → | ||||
Exact match “Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 24 | 51 contacts → | ||||
Exact match “bmpi AG has been providing services for the financial sector since 1997.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 25 | 47 contacts → | ||||
Exact match “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded in the RevenueBase company graph · Sep 26, 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 consulting 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 969 investment consulting firms based in Switzerland
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Investment consulting firms based in Switzerland at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 78.0dHow 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 consulting 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 10,437 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 26, 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 consulting 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment consulting firms are there based in Switzerland?
RevenueBase identified 969 company matches for investment consulting 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?
Julius Baer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment consulting firms?
Zurich leads with 201 company records, followed by Geneva (182) and Lugano (62).
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 10,437 professional contacts with verified work emails tracked across these 969 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 26, 2026.
Ready to reach these companies? Verified emails and direct dials for all 969 investment consulting firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Investment consulting firms by geography
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- Investment consulting firms based in Germany
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
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Company intelligence · public preview
Top 25 investment consulting 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 969 matching company records for investment consulting firms based in Switzerland, with 21,017 tracked contacts and 10,437 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 26, 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 consulting 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 |  Julius Baerjuliusbaer.comHQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bordier & Cie, Banquiers Privésbordier.comHQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Unigestionunigestion.comHQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Reichmuth & CO Privatbankiersreichmuthco.chHQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 105 contacts → |
“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NS Partnersnspgroup.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 103 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  CIGPcigp.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ppcmetrics AGppcmetrics.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Swiss Life Wealth Managersswisslife-wealth.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Banca Zarattini & CObancazarattini.chHQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 75 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Banque Cramerbanquecramer.chHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 72 contacts → |
“We have been helping people manage their wealth since the 1700s.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Zugerberg Finanzzugerberg-finanz.chHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 71 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bellecapitalbellecapital.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 66 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  EMG SAemgsa.chHQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lynceus Partnerslynceus-partners.comHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 58 contacts → |
“Lynceus Partners is an independent investment boutique specialised in alternatives investments.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Orbium Part Of Accenture Wealth Managementaccenture.comHQ: Zurich, SwitzerlandReported employees: Not recorded | Zurich, Switzerland | Not recorded | Exact match | 58 contacts → |
“Orbium is now part of Accenture Wealth Management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Marcuard Heritagemarcuardheritage.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 53 contacts → |
“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Raiffeisenbank St.Gallenraiffeisen.chHQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  BMPIbmpi.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 51 contacts → |
“bmpi AG has been providing services for the financial sector since 1997.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Octogone Groupoctogone-group.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 969 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
962 records in the displayed employee bands.
7 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 78.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 26, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for investment consulting 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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 969 matching company records, 21,017 tracked contacts and 10,437 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 26, 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 consulting firms by geography
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
- Investment consulting firms based in Germany
- Investment consulting firms based in South Africa
- Investment consulting firms based in Spain
- Investment consulting firms based in the Netherlands
- Investment consulting firms based in Mexico
- Investment consulting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in Switzerland. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-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 consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
Company intelligence · public preview
Top 25 investment consulting firms based in Switzerland
RevenueBase records 969 matching company records for investment consulting firms based in Switzerland, with 21,017 tracked contacts and 10,437 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 26, 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 consulting 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 | Julius Baerjuliusbaer.com HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bordier & Cie, Banquiers Privésbordier.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Unigestionunigestion.com HQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Reichmuth & CO Privatbankiersreichmuthco.ch HQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 105 contacts → |
“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NS Partnersnspgroup.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 103 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | CIGPcigp.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 80 contacts → |
“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ppcmetrics AGppcmetrics.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Swiss Life Wealth Managersswisslife-wealth.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Banca Zarattini & CObancazarattini.ch HQ: Lugano, SwitzerlandReported employees: 51-200 | Lugano, Switzerland | 51-200 | Exact match | 75 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Banque Cramerbanquecramer.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 72 contacts → |
“We have been helping people manage their wealth since the 1700s.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Zugerberg Finanzzugerberg-finanz.ch HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 71 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bellecapitalbellecapital.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 66 contacts → |
“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | EMG SAemgsa.ch HQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lynceus Partnerslynceus-partners.com HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 58 contacts → |
“Lynceus Partners is an independent investment boutique specialised in alternatives investments.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Orbium Part Of Accenture Wealth Managementaccenture.com HQ: Zurich, SwitzerlandReported employees: Not recorded | Zurich, Switzerland | Not recorded | Exact match | 58 contacts → |
“Orbium is now part of Accenture Wealth Management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Marcuard Heritagemarcuardheritage.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 53 contacts → |
“Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Raiffeisenbank St.Gallenraiffeisen.ch HQ: St.gallen, SwitzerlandReported employees: 51-200 | St.gallen, Switzerland | 51-200 | Exact match | 53 contacts → |
“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BMPIbmpi.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 51 contacts → |
“bmpi AG has been providing services for the financial sector since 1997.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Octogone Groupoctogone-group.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
962 records in the displayed employee bands.
7 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 78.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 26, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for investment consulting 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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 969 matching company records, 21,017 tracked contacts and 10,437 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 26, 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 consulting firms based in Switzerland. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-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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