Company lists · Data refreshed September 2026

Top 24 Investment firms based in Switzerland

Name: Investment firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 511 companies tracked

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, its RevenueBase Smart Search rating, 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 Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 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. RevenueBase Smart Search rates how each company's information relates to investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Julius Baer	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	5,001-10,000	6,601 contacts →
	Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 4, 2026
2	Vontobel	Strong evidence	Zürich, SwitzerlandHQ checked Sep 4, 2026	1,001-5,000	2,076 contacts →
	Strong evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 4, 2026
3	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 4, 2026	1,001-5,000	953 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 4, 2026
4	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 4, 2026	201-500	219 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 4, 2026
5	Unigestion	Indirect evidence	SwitzerlandHQ checked Sep 4, 2026	51-200	170 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
6	Reichmuth & CO Privatbankiers	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 4, 2026	51-200	104 contacts →
	Indirect evidence “Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Source: RevenueBase Database · checked Sep 4, 2026
7	Ppcmetrics AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	51-200	78 contacts →
	Strong evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 4, 2026
8	Banque Cramer	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	51-200	71 contacts →
	Indirect evidence “We have been helping people manage their wealth since the 1700s.” Source: RevenueBase Database · checked Sep 4, 2026
9	Zugerberg Finanz	Indirect evidence	Zug, SwitzerlandHQ checked Sep 4, 2026	51-200	71 contacts →
	Indirect evidence “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: RevenueBase Database · checked Sep 4, 2026
10	Decalia	Strong evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	51-200	67 contacts →
	Strong evidence “Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets.” Source: RevenueBase Database · checked Sep 4, 2026
11	MWC Group	Indirect evidence	Schindellegi, SwitzerlandHQ checked Sep 4, 2026	11-50	66 contacts →
	Indirect evidence “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Source: RevenueBase Database · checked Sep 4, 2026
12	BMPI	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	51 contacts →
	Indirect evidence “bmpi AG has been providing services for the financial sector since 1997.” Source: RevenueBase Database · checked Sep 4, 2026
13	Octogone Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	51-200	49 contacts →
	Indirect evidence “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Source: RevenueBase Database · checked Sep 4, 2026
14	Albin Kistler AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 4, 2026	51-200	47 contacts →
	Indirect evidence “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Source: RevenueBase Database · checked Sep 4, 2026
15	Capital Vision	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	11-50	42 contacts →
	Indirect evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 4, 2026
16	Soundcapital	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	51-200	40 contacts →
	Indirect evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 4, 2026
17	Monterosa Group	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	51-200	39 contacts →
	Indirect evidence “Monterosa is the leading brand of a group of companies, present in many key financial centers globally, offering independent financial services.” Source: RevenueBase Database · checked Sep 4, 2026
18	DE Pury Pictet Turrettini	Strong evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	11-50	38 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 4, 2026
19	Copernicus Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 4, 2026	11-50	36 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
20	HCP Switzerland	Strong evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	33 contacts →
	Strong evidence “HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 4, 2026
21	Belvédère Asset Management AG	Indirect evidence	Glarus, SwitzerlandHQ checked Sep 4, 2026	11-50	32 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
22	Cronos Finance	Indirect evidence	Pully, SwitzerlandHQ checked Sep 4, 2026	11-50	32 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
23	The Forum Finance Group SA Geneva Switzerland	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 4, 2026	11-50	32 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
24	Woodman Asset Management AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 4, 2026	11-50	31 contacts →
	Strong evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 4, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

46.7%Verified-email coverage

6.1%Mobile-number coverage

37.7Average contacts per company

1-10Median size (employees)

23.5%Largest-city concentration · Zurich

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

336

11-50

128

51-200

201-500

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

62731–60

4,62561–90

3,69890–180

51180+

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 RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment 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 its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.