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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
511Companies
19,286Contacts tracked
9,001Verified emails
1,170Mobile numbers
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The 24 largest investment firms based in Switzerland

Ranked by team size
Top 24 of 511 investment firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Julius BaerIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 20265,001-10,0006,601

“Julius Baer is present in around 25 countries and 60 locations.”

Source: company website · checked Sep 4, 2026
2
VontobelStrong evidence
Zürich, SwitzerlandHQ checked Sep 4, 20261,001-5,0002,076

“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, 2026
3
VZ VermögenszentrumIndirect evidence
Zürich, SwitzerlandHQ checked Sep 4, 20261,001-5,000953

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

Source: company website · checked Sep 4, 2026
4Adliswil, SwitzerlandHQ checked Sep 4, 2026201-500219

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

Source: company website · checked Sep 4, 2026
5
UnigestionIndirect evidence
SwitzerlandHQ checked Sep 4, 202651-200170

“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, 2026
6Luzern, SwitzerlandHQ checked Sep 4, 202651-200104

“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, 2026
7
Ppcmetrics AGStrong evidence
Zurich, SwitzerlandHQ checked Sep 4, 202651-20078

“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.”

Source: company website · checked Sep 4, 2026
8
Banque CramerIndirect evidence
Geneva, SwitzerlandHQ checked Sep 4, 202651-20071

“We have been helping people manage their wealth since the 1700s.”

Source: company website · checked Sep 4, 2026
9
Zugerberg FinanzIndirect evidence
Zug, SwitzerlandHQ checked Sep 4, 202651-20071

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

Source: company website · checked Sep 4, 2026
10
DecaliaStrong evidence
Geneva, SwitzerlandHQ checked Sep 4, 202651-20067

“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, 2026
11
MWC GroupIndirect evidence
Schindellegi, SwitzerlandHQ checked Sep 4, 202611-5066

“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, 2026
12
BMPIIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5051

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

Source: company website · checked Sep 4, 2026
13
Octogone GroupIndirect evidence
Geneva, SwitzerlandHQ checked Sep 4, 202651-20049

“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.”

Source: company website · checked Sep 4, 2026
14
Albin Kistler AGIndirect evidence
Zürich, SwitzerlandHQ checked Sep 4, 202651-20047

“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, 2026
15
Capital VisionIndirect evidence
Geneva, SwitzerlandHQ checked Sep 4, 202611-5042

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

Source: company website · checked Sep 4, 2026
16
SoundcapitalIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202651-20040

“Wir glauben an eine neue Ära des Wealth Managements.”

Source: company website · checked Sep 4, 2026
17
Monterosa GroupIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202651-20039

“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, 2026
18Geneva, SwitzerlandHQ checked Sep 4, 202611-5038

“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, 2026
19Lugano, SwitzerlandHQ checked Sep 4, 202611-5036

“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, 2026
20
HCP SwitzerlandStrong evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5033

“HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.”

Source: company website · checked Sep 4, 2026
21Glarus, SwitzerlandHQ checked Sep 4, 202611-5032

“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, 2026
22
Cronos FinanceIndirect evidence
Pully, SwitzerlandHQ checked Sep 4, 202611-5032

“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, 2026
23Geneva, SwitzerlandHQ checked Sep 4, 202611-5032

“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, 2026
24Zurich, SwitzerlandHQ checked Sep 4, 202611-5031

“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, 2026

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, 2026
1-10Median size (employees)
ZurichLargest hub · 120 HQs
1,170Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
336
11-50
128
51-200
27
201-500
5
1,001-5,000
5
5,001-10,000
3
10001+
1

Verified emails by last verification

0–30
0
31–60
627
61–90
4,625
90–180
3,698
180+
51

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.

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.