Company lists · Data refreshed September 2026
Top 24 Investment firms based in Switzerland
RevenueBase identified 511 company matches for investment firms associated with 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 company matches for investment 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 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 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 2,076 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 4, 2026 · View company records in RevenueBase | |||||
| 3 | 953 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 219 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 4, 2026 · View company records in RevenueBase | |||||
| 5 | 170 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 4, 2026 · View company records in RevenueBase | |||||
| 6 | 104 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 4, 2026 · View company records in RevenueBase | |||||
| 7 | 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 4, 2026 · View company records in RevenueBase | |||||
| 8 | 71 contacts → | ||||
Exact match “We have been helping people manage their wealth since the 1700s.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 71 contacts → | ||||
Exact match “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 67 contacts → | ||||
Exact match “Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 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 4, 2026 · View company records in RevenueBase | |||||
| 12 | 51 contacts → | ||||
Exact match “bmpi AG has been providing services for the financial sector since 1997.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 49 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 4, 2026 · View company records in RevenueBase | |||||
| 14 | 47 contacts → | ||||
Exact match “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 42 contacts → | ||||
Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 40 contacts → | ||||
Exact match “Wir glauben an eine neue Ära des Wealth Managements.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 39 contacts → | ||||
Exact match “Monterosa is the leading brand of a group of companies, present in many key financial centers globally, offering independent financial services.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 38 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 36 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 33 contacts → | ||||
Exact match “HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 23 | 32 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Sep 4, 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 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 24 of 511 investment firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 9,001 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment firms based in Switzerland at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How 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 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 9,001 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 4, 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 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment firms are there based in Switzerland?
RevenueBase identified 511 company matches for investment 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 firms?
Zurich leads with 120 company records, followed by Geneva (112) and Lugano (34).
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 9,001 professional contacts with verified work emails tracked across these 511 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 4, 2026.
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Browse the directory
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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Company intelligence · public preview
Top 24 investment 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 511 matching company records for investment firms based in Switzerland, with 19,286 tracked contacts and 9,001 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 24 investment 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 | 6,601 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 4, 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 | 2,076 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 4, 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 | 953 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Unigestionunigestion.comHQ: SwitzerlandReported employees: 51-200 | Switzerland | 51-200 | Exact match | 170 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Reichmuth & CO Privatbankiersreichmuthco.chHQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 104 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Banque Cramerbanquecramer.chHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 71 contacts → |
“We have been helping people manage their wealth since the 1700s.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Decaliadecaliagroup.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 67 contacts → |
“Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Octogone Groupoctogone-group.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 49 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Albin Kistler AGalbinkistler.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 47 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Capital Visioncapitalvision.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Soundcapitalsound.capitalHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Monterosa Groupmonterosagroup.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 39 contacts → |
“Monterosa is the leading brand of a group of companies, present in many key financial centers globally, offering independent financial services.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  HCP Switzerlandhcp.swissHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 33 contacts → |
“HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Belvédère Asset Management AGbelvedere-am.comHQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Cronos Financecronosfinance.chHQ: Pully, SwitzerlandReported employees: 11-50 | Pully, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  The Forum Finance Group SA Geneva Switzerlandforum.financeHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Woodman Asset Management AGwoodman.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 511 company matches
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Investment firms: dataset insights
September 4, 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
505 records in the displayed employee bands.
6 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 on this list were verified
Email last verified
How 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 4, 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 firms by metro
Questions about this company list
What does Exact match mean for investment 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 firms did RevenueBase find based in Switzerland?
The saved snapshot records 511 matching company records, 19,286 tracked contacts and 9,001 verified emails. The public preview displays 24 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 4, 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 firms by geography
- Investment firms based in the United States
- Investment firms based in the United Kingdom
- Investment firms based in Canada
- Investment firms based in France
- Investment firms based in Brazil
- Investment firms based in Australia
- Investment firms based in Germany
- Investment firms based in South Africa
- Investment firms based in Spain
- Investment firms based in the Netherlands
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Browse the directory
Cite this list
RevenueBase Data Team. Top 24 investment firms based in Switzerland. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-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
Company intelligence · public preview
Top 24 investment firms based in Switzerland
RevenueBase records 511 matching company records for investment firms based in Switzerland, with 19,286 tracked contacts and 9,001 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 24 investment 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 | 6,601 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 4, 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 | 2,076 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 4, 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 | 953 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 219 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Unigestionunigestion.com HQ: SwitzerlandReported employees: 51-200 | Switzerland | 51-200 | Exact match | 170 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Reichmuth & CO Privatbankiersreichmuthco.ch HQ: Luzern, SwitzerlandReported employees: 51-200 | Luzern, Switzerland | 51-200 | Exact match | 104 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Banque Cramerbanquecramer.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 71 contacts → |
“We have been helping people manage their wealth since the 1700s.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Decaliadecaliagroup.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 67 contacts → |
“Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Octogone Groupoctogone-group.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 49 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Albin Kistler AGalbinkistler.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 47 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capital Visioncapitalvision.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Soundcapitalsound.capital HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Monterosa Groupmonterosagroup.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 39 contacts → |
“Monterosa is the leading brand of a group of companies, present in many key financial centers globally, offering independent financial services.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HCP Switzerlandhcp.swiss HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 33 contacts → |
“HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Belvédère Asset Management AGbelvedere-am.com HQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cronos Financecronosfinance.ch HQ: Pully, SwitzerlandReported employees: 11-50 | Pully, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Forum Finance Group SA Geneva Switzerlandforum.finance HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Woodman Asset Management AGwoodman.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment firms: dataset insights
September 4, 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
505 records in the displayed employee bands.
6 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 on this list were verified
Email last verified
How 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 4, 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 firms by metro
Questions about this company list
What does Exact match mean for investment 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 firms did RevenueBase find based in Switzerland?
The saved snapshot records 511 matching company records, 19,286 tracked contacts and 9,001 verified emails. The public preview displays 24 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 4, 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 24 investment firms based in Switzerland. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗