Company lists · Data refreshed September 2026

Top 25 Investment management app companies based in Switzerland

RevenueBase identified 58 investment management app companies headquartered in Switzerland as of September 2026 and tracks 2,646 professional contacts across them, including 1,408 with verified work emails. Zurich is the largest hub.

This list covers investment management app companies 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 20, 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 20, 2026 86% judged on-target in blind review
58Companies
2,646Contacts tracked
1,408Verified emails
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The 25 largest investment management app companies based in Switzerland

Ranked by team size
Top 25 of 58 investment management app companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management app companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,0002,067 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 20, 2026
2Partial evidenceLausanne, SwitzerlandHQ checked Sep 20, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceUrdorf, SwitzerlandHQ checked Sep 20, 202651-20063 contacts →

Strong evidence

“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5034 contacts →

Partial evidence

“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5026 contacts →

Partial evidence

“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5026 contacts →

Partial evidence

“At C Capital, we are a leading global asset management firm, founded in 2017 as C Ventures.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-1020 contacts →

Indirect evidence

“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLenzburg, SwitzerlandHQ checked Sep 20, 20261-1015 contacts →

Indirect evidence

“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceZug, SwitzerlandHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“Tindeco’s revolutionary technology is transforming investment management.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5014 contacts →

Partial evidence

“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceSt. Gallen, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceCham, SwitzerlandHQ checked Sep 20, 202611-509 contacts →

Strong evidence

“SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceBadenerstrasse, SwitzerlandHQ checked Sep 20, 2026201-5008 contacts →

Indirect evidence

“Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceBasel, SwitzerlandHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Investieren via Fonds & Anlage-App inkl.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceSwitzerlandHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“At Finup, we empower businesses with a customizable, Swiss-engineered mobile app tailored to transform client engagement.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceHünenberg, SwitzerlandHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Divercefi is building the ultimate investment portfolio management solution.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceUntereggen, SwitzerlandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“invested.ch is the financial information provider, focusing on intuitive and cutting-edge financial tools to analyze companies, stocks and portfolios (Portfolio Creation and…”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceZurich, SwitzerlandHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Rubellius Capital AG, established in 2012, is a licensed investment manager regulated by the Swiss Financial Market Supervisory Authority (FINMA).”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Portfoliodigitalisierung, Portfoliomanagement”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceZug, SwitzerlandHQ checked Sep 20, 202611-501 contacts →

Partial evidence

“Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceBasel, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“We advise.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceGeneva, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Asset management, advisory services based on automated market analysis”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 58 investment management app companies based in Switzerland

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Investment management app companies based in Switzerland at a glance

As of Sep 20, 2026
53.2%Verified-email coverage
45.6Average contacts per company
1-10Median size (employees)
37.9%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
21
51-200
3
201-500
1
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 58 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 management app companies, 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 management app companies”. 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 management app companies), 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 management app companies, 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, 1,408 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 20, 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.

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 management app companies, 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 management app companies are there based in Switzerland?

RevenueBase identified 58 investment management app companies 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?

Vontobel, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most investment management app companies?

Zurich leads with 22 headquartered companies, followed by Zug (5) and Basel (4).

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 1,408 verified decision-maker contacts tracked across these 58 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 20, 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.