Company lists · Data refreshed September 2026

Top 18 Investment firms based in Zurich, Switzerland

RevenueBase identified 120 investment firms headquartered in Zurich, Switzerland as of September 2026 and tracks 9,707 professional contacts across them, including 5,302 with verified work emails. Zurich is the largest hub.

This list covers investment firms headquartered in Zurich, 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
120Companies
9,707Contacts tracked
5,302Verified emails
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The 18 largest investment firms based in Zurich, Switzerland

Ranked by team size
Top 18 of 120 investment firms based in Zurich, 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
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
3
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
4
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
5
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
6Zurich, 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
7
Corecam Family OfficeIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202651-20030

“Corecam was founded in 2009.”

Source: company website · checked Sep 4, 2026
8Zurich, SwitzerlandHQ checked Sep 4, 202611-5029

“Ein starker Partner mit Weitblick für Ihre Finanzen.”

Source: company website · checked Sep 4, 2026
9Zurich, SwitzerlandHQ checked Sep 4, 202611-5021

“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.”

Source: company website · checked Sep 4, 2026
10
Avalor Investment AGStrong evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5021

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Source: company website · checked Sep 4, 2026
11
Mercantil Bank Schweiz AGIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5021

“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.”

Source: company website · checked Sep 4, 2026
12
Altrafin AGStrong evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5018

“Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.”

Source: company website · checked Sep 4, 2026
13
LEO TrustIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202651-20013

“Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.”

Source: company website · checked Sep 4, 2026
14
Privus AGIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 20261-1010

“Suchen Sie einen Experten in Finanzfragen?”

Source: company website · checked Sep 4, 2026
15
ARX Capital AGIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 20261-1010

“The team at ARX Capital works tirelessly to help you to achieve your financial objectives.”

Source: company website · checked Sep 4, 2026
16
Wealth Management ZürichIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-5010

“Wealth Management Zürich AG ist ein von der FINMA lizenzierter Verwalter von Kollektivvermögen.”

Source: company website · checked Sep 4, 2026
17
Clearwater - SwitzerlandIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-509

“Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business.”

Source: company website · checked Sep 4, 2026
18
Asserta Asset Management AGIndirect evidence
Zurich, SwitzerlandHQ checked Sep 4, 202611-508

“Asserta, your Wealth Management - We advise you holistically, individually and independently of which banks you are currently a customer of.”

Source: company website · checked Sep 4, 2026

Showing 18 of 120 investment firms based in Zurich, Switzerland

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Investment firms based in Zurich, 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
69
11-50
33
51-200
11
201-500
1
1,001-5,000
1
5,001-10,000
3

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 Zurich, over 120 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 Zurich, 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 Zurich 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, 5,302 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 Zurich, Switzerland?

RevenueBase identified 120 investment firms headquartered in Zurich, 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 5,302 verified decision-maker contacts tracked across these 120 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.