Company lists · Data refreshed September 2026
Top 24 Investment firms based in Switzerland
RevenueBase identified 511 investment firms headquartered in Switzerland as of September 2026 and tracks 19,286 professional contacts across them, including 9,001 with verified work emails and 1,170 with mobile numbers. Zurich is the largest hub.
This list covers investment firms 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 firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,601 | ||||
“Julius Baer is present in around 25 countries and 60 locations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,076 | ||||
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 953 | ||||
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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. | |||||
| 5 | 170 | ||||
“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…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 104 | ||||
“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 78 | ||||
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 71 | ||||
“We have been helping people manage their wealth since the 1700s.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 71 | ||||
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 67 | ||||
“Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | MWC GroupIndirect evidence | 66 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 51 | ||||
“bmpi AG has been providing services for the financial sector since 1997.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 49 | ||||
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 47 | ||||
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 42 | ||||
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 40 | ||||
“Wir glauben an eine neue Ära des Wealth Managements.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | Monterosa GroupIndirect evidence | 39 | |||
“Monterosa is the leading brand of a group of companies, present in many key financial centers globally, offering independent financial services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | DE Pury Pictet TurrettiniStrong evidence | 38 | |||
“We are an investment company – We develop strategies that participate in the current major secular transformations in order to achieve superior performance for our clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 36 | ||||
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 33 | ||||
“HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 32 | ||||
“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 32 | ||||
“Cronos Finance SA est une société de gestion de fortune, qui concentre ses ressources et son savoir-faire sur le principal moteur de création de richesse d'un portefeuille…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 32 | ||||
“forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | Woodman Asset Management AGStrong evidence | 31 | |||
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 24 of 511 investment firms based in Switzerland
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Investment firms 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 firms, 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 firms”. 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 firms, 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, 9,001 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 firms by metro
Frequently asked
How many investment firms are there based in Switzerland?
RevenueBase identified 511 investment firms 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?
Julius Baer, headquartered in Zurich, tops this list with the largest team on record.
Which city has the most investment firms?
Zurich leads with 120 headquartered companies, followed by Geneva (71) and Geneve (41).
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 9,001 verified decision-maker contacts tracked across these 511 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.