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.

How to read this list Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
34Companies
216Contacts tracked
66Verified emails
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The 15 largest investment firms based in Lugano, Switzerland

Ranked by team size
Top 15 of 34 investment firms based in Lugano, 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
Compass Asset Management SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 202611-5020

“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, 2026
2
Svag TicinoIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 2026n/a18

“Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.”

Source: company website · checked Sep 4, 2026
3Lugano, SwitzerlandHQ checked Sep 4, 202611-5013

“We are investment specialists focused on private wealth management for private clients.”

Source: company website · checked Sep 4, 2026
4
Zeus Capital SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 202611-5010

“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, 2026
5
I-Bankers SecuritiesStrong evidence
Lugano, Switzerland11-509

“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, 2026
6
Maveria AdvisoryIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 20261-108

“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, 2026
7
House Of Wealth SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 20261-108

“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.”

Source: company website · checked Sep 4, 2026
8Lugano, SwitzerlandHQ checked Sep 4, 20261-107

“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, 2026
9
Delian PartnersIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 20261-106

“Delian Partners is an independent company based in Lugano, established in 2017.”

Source: company website · checked Sep 4, 2026
10Lugano, SwitzerlandHQ checked Sep 4, 20261-105

“When it comes to investment and wealth management there is no “one suits all” approach.”

Source: company website · checked Sep 4, 2026
11
Per4mIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 202611-503

“Excellence is our mission.”

Source: company website · checked Sep 4, 2026
12Lugano, SwitzerlandHQ checked Sep 4, 20261-103

“Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.”

Source: company website · checked Sep 4, 2026
13Lugano, SwitzerlandHQ checked Sep 4, 20261-102

“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, 2026
14
Studio Fiduciario Pagani SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 202611-501

“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, 2026
15
Valuefid SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 4, 20261-101

“Valuefid SA is a Swiss fiduciary company since 1972.”

Source: company website · checked Sep 4, 2026

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

Companies by employee count

1-10
22
11-50
11
10001+
1

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

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.