Company lists · Data refreshed September 2026
Top 15 Investment firms based in Lugano, Switzerland
RevenueBase identified 34 investment firms headquartered in Lugano, Switzerland as of September 2026 and tracks 216 professional contacts across them, including 66 with verified work emails. Zurich is the largest hub.
This list covers investment firms headquartered in Lugano, 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 15 largest investment firms based in Lugano, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 | ||||
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 | ||||
“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Soave Private Investors SAStrong evidence | 13 | |||
“We are investment specialists focused on private wealth management for private clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Zeus Capital SAIndirect evidence | 10 | |||
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 | ||||
“As a boutique investment banking firm, we help small cap issuers access the capital markets while we enable institutional and retail investors to gain access to choice small cap…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Maveria AdvisoryIndirect evidence | 8 | |||
“Maveria Advisory is an independent advisory boutique focusing on company transactions such as Mergers and Acquisitions (M&A), financial restructuring, strategic partnering and…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 | ||||
“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 | ||||
“BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 | ||||
“Delian Partners is an independent company based in Lugano, established in 2017.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 | ||||
“When it comes to investment and wealth management there is no “one suits all” approach.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Per4mIndirect evidence | 3 | |||
“Excellence is our mission.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Mangart Capital Advisors SAStrong evidence | 3 | |||
“Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Open Partners Asset Management SAIndirect evidence | 2 | |||
“Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Studio Fiduciario Pagani SAIndirect evidence | 1 | |||
“Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Valuefid SAIndirect evidence | 1 | |||
“Valuefid SA is a Swiss fiduciary company since 1972.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 34 investment firms based in Lugano, Switzerland
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Investment firms based in Lugano, Switzerland at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 34 companies.
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 Lugano, 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 Lugano 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, 66 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 in Switzerland
- Investment firms in Zurich120
- Investment firms in Geneva71
- Investment firms in Geneve41
- Investment firms in Lugano34
- Investment firms in Zug28
Frequently asked
How many investment firms are there based in Lugano, Switzerland?
RevenueBase identified 34 investment firms headquartered in Lugano, 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?
Compass Asset Management SA, headquartered in Lugano, 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 66 verified decision-maker contacts tracked across these 34 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.