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.
The 18 largest investment firms based in Zurich, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,601 | ||||
“Julius Baer is present in around 25 countries and 60 locations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 51 | ||||
“bmpi AG has been providing services for the financial sector since 1997.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 40 | ||||
“Wir glauben an eine neue Ära des Wealth Managements.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Monterosa GroupIndirect evidence | 39 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 33 | ||||
“HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Woodman Asset Management AGStrong evidence | 31 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 | ||||
“Corecam was founded in 2009.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 | ||||
“Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 21 | ||||
“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | Mercantil Bank Schweiz AGIndirect evidence | 21 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 | ||||
“Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 | ||||
“Suchen Sie einen Experten in Finanzfragen?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 | ||||
“The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Wealth Management ZürichIndirect evidence | 10 | |||
“Wealth Management Zürich AG ist ein von der FINMA lizenzierter Verwalter von Kollektivvermögen.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 | ||||
“Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
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, 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 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
- 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 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.