Company lists · Data refreshed September 2026

Top 25 Investment management platforms based in Switzerland

RevenueBase identified 120 investment management platforms headquartered in Switzerland as of September 2026 and tracks 3,599 professional contacts across them, including 1,845 with verified work emails. Zurich is the largest hub.

This list covers investment management platforms 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 14, 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 14, 2026 86% judged on-target in blind review
120Companies
3,599Contacts tracked
1,845Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management platforms based in Switzerland

Ranked by team size
Top 25 of 120 investment management platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment management platforms: 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 14, 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 14, 2026
2Strong evidenceCham, SwitzerlandHQ checked Sep 14, 2026201-500171 contacts →

Strong evidence

“Etops is the pan-European technology platform for wealth and asset management.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceZurich, SwitzerlandHQ checked Sep 14, 2026201-500145 contacts →

Partial evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceLausanne, SwitzerlandHQ checked Sep 14, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 202651-20097 contacts →

Indirect evidence

“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.”

Source: RevenueBase Database · checked Sep 14, 2026
6Strong evidenceUrdorf, SwitzerlandHQ checked Sep 14, 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 14, 2026
7Partial evidenceGeneva, SwitzerlandHQ checked Sep 14, 202611-5042 contacts →

Partial evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceZürich, SwitzerlandHQ checked Sep 14, 202611-5039 contacts →

Partial evidence

“Do you want to boost efficiency and client engagement in the investment advisory process?”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5036 contacts →

Partial evidence

“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceGeneva, SwitzerlandHQ checked Sep 14, 202611-5035 contacts →

Partial evidence

“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5034 contacts →

Indirect evidence

“WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5034 contacts →

Strong 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 14, 2026
13Strong evidenceZürich, SwitzerlandHQ checked Sep 14, 202611-5031 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 14, 2026
14Partial evidenceZurich, SwitzerlandHQ checked Sep 14, 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 14, 2026
15Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5022 contacts →

Indirect evidence

“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceZug, SwitzerlandHQ checked Sep 14, 202611-5020 contacts →

Strong evidence

“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidencePlan-les-ouates, SwitzerlandHQ checked Sep 14, 20261-1020 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 20261-1020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“The world is changing at a breath-taking pace.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-5018 contacts →

Indirect evidence

“Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.”

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceZug, SwitzerlandHQ checked Sep 14, 202611-5014 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 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 14, 2026
23Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceCham, SwitzerlandHQ checked Sep 14, 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 14, 2026
25Partial evidenceZurich, SwitzerlandHQ checked Sep 14, 202611-509 contacts →

Partial evidence

“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 120 investment management platforms based in Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,845 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management platforms based in Switzerland at a glance

As of Sep 14, 2026
51.3%Verified-email coverage
30.0Average contacts per company
1-10Median size (employees)
28.3%Largest-city concentration · Zurich
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
47
51-200
5
201-500
4
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 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 management platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 1,845 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 14, 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 platforms by metro

  • Investment management platforms in Zurich34

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 platforms, 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 platforms are there based in Switzerland?

RevenueBase identified 120 investment management platforms 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 platforms?

Zurich leads with 34 headquartered companies, followed by Geneva (15) and Zug (10).

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 1,845 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 120 investment management platforms based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

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.