Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Switzerland

Name: Investment management consulting firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 535 companies tracked

RevenueBase identified 535 investment management consulting firms headquartered in Switzerland as of September 2026 and tracks 7,035 professional contacts across them, including 2,960 with verified work emails. Zurich is the largest hub.

This list covers investment management consulting firms 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 21, 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 21, 2026 86% judged on-target in blind review

535Companies

7,035Contacts tracked

2,960Verified emails

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The 25 largest investment management consulting firms based in Switzerland

Ranked by team size

Top 25 of 535 investment management consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vontobel	Strong evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	2,067 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 21, 2026
2	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 21, 2026
3	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 21, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 21, 2026
4	NS Partners	Partial evidence	Genève, SwitzerlandHQ checked Sep 21, 2026	51-200	103 contacts →
	Partial evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 21, 2026
5	CIGP	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 21, 2026	51-200	80 contacts →
	Indirect evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 21, 2026
6	Ppcmetrics AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	78 contacts →
	Strong evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 21, 2026
7	MWC Group	Indirect evidence	Schindellegi, SwitzerlandHQ checked Sep 21, 2026	11-50	66 contacts →
	Indirect evidence “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Source: RevenueBase Database · checked Sep 21, 2026
8	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	66 contacts →
	Strong evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
9	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 21, 2026	51-200	59 contacts →
	Indirect evidence “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Source: RevenueBase Database · checked Sep 21, 2026
10	Orbium Part Of Accenture Wealth Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	n/a	58 contacts →
	Partial evidence “Orbium is now part of Accenture Wealth Management.” Source: RevenueBase Database · checked Sep 21, 2026
11	Forty2 AG	Partial evidence	Cham, SwitzerlandHQ checked Sep 21, 2026	51-200	56 contacts →
	Partial evidence “Forty2 is a Swiss based consulting company with Offices Switzerland, Luxembourg, Portugal, Spain, Singapore and Philippines with a decade of professional experience in Financial…” Source: RevenueBase Database · checked Sep 21, 2026
12	C-Alm AG	Indirect evidence	St.gallen, SwitzerlandHQ checked Sep 21, 2026	51-200	44 contacts →
	Indirect evidence “Unabhängiges Beratungsunternehmen für Vorsorgeeinrichtungen, Versicherungen, Stiftungen und weitere Unternehmen - Im Jahr 2005 als Spin-Off der Universität St.” Source: RevenueBase Database · checked Sep 21, 2026
13	Complementa AG	Indirect evidence	St Gallen, SwitzerlandHQ checked Sep 21, 2026	51-200	40 contacts →
	Indirect evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 21, 2026
14	Soundcapital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	40 contacts →
	Partial evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 21, 2026
15	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Partial evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 21, 2026
16	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Partial evidence “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Source: RevenueBase Database · checked Sep 21, 2026
17	JLP Gestion&associés	Indirect evidence	Eysins, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Source: RevenueBase Database · checked Sep 21, 2026
18	HCP Switzerland	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	32 contacts →
	Partial evidence “HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026
19	Swisscomply AG	Indirect evidence	Stadtkreis 4 Aussersihl, SwitzerlandHQ checked Sep 21, 2026	11-50	31 contacts →
	Indirect evidence “SwissComply bietet Ihnen ein umfassendes Dienstleistungsangebot, das optimal auf die Bedürfnisse von unabhängigen Vermögensverwaltern, Vermögensverwalter von kollektiven…” Source: RevenueBase Database · checked Sep 21, 2026
20	Woodman Asset Management AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	11-50	31 contacts →
	Strong evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 21, 2026
21	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 21, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 21, 2026
22	Vortex Capital	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	30 contacts →
	Indirect evidence “Vortex Capital is a boutique capital advisory firm specializing in private placements, project financing, M&A, and corporate strategy for clients in the early and middle market.” Source: RevenueBase Database · checked Sep 21, 2026
23	Prime Partners SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 21, 2026	11-50	29 contacts →
	Indirect evidence “Prime Partners S.A.” Source: RevenueBase Database · checked Sep 21, 2026
24	Petiole Asset Management	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	28 contacts →
	Strong evidence “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Source: RevenueBase Database · checked Sep 21, 2026
25	Blackshield Capital	Partial evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 21, 2026	51-200	26 contacts →
	Partial evidence “We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 535 investment management consulting firms based in Switzerland

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Investment management consulting firms based in Switzerland at a glance

As of Sep 21, 2026

42.1%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

19.6%Largest-city concentration · Zurich

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

376

11-50

122

51-200

201-500

501-1,000

1,001-5,000

10001+

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 535 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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 2,960 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 21, 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 management consulting firms by metro

Investment management consulting firms in Zurich105
Investment management consulting firms in Geneva58
Investment management consulting firms in Geneve34
Investment management consulting firms in Lugano29
Investment management consulting firms in Zug29

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 consulting firms, 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 consulting firms are there based in Switzerland?

RevenueBase identified 535 investment management consulting firms 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 consulting firms?

Zurich leads with 105 headquartered companies, followed by Geneva (58) and Geneve (34).

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 2,960 verified decision-maker contacts tracked across these 535 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 21, 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.