Company lists · Data refreshed September 2026
Top 25 Investment management software consultants based in Switzerland
RevenueBase identified 114 investment management software consultants headquartered in Switzerland as of September 2026 and tracks 3,442 professional contacts across them, including 1,750 with verified work emails. Zurich is the largest hub.
This list covers investment management software consultants 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 28, 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.
The 25 largest investment management software consultants based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 209 contacts → | ||||
Indirect evidence “We are Excelian: Luxoft Financial Services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 145 contacts → | ||||
Partial evidence “We create value for investment managers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 134 contacts → | ||||
Strong evidence “Evooq builds software for wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 69 contacts → | ||||
Indirect evidence “Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 63 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 56 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 55 contacts → | ||||
Partial evidence “Established in 2005, swissQuant is a technology firm specializing in the development and implementation of software solutions and data analytics tools for the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 46 contacts → | ||||
Indirect evidence “Projects and processes - business and IT - consulting and implementation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 36 contacts → | ||||
Strong evidence “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 24 contacts → | ||||
Partial evidence “abaQon is a fast-growing management consulting company and a trusted partner to leading financial services organizations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 24 contacts → | ||||
Strong evidence “As an independent management and IT consultancy for the financial sector, aietes’ reputation pivots on its track record as a highly effective, reliable partner for the conception…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 17 contacts → | ||||
Indirect evidence “Sedona Group une entreprise de consulting offrant un accompagnement sur-mesure, vous permettant d’accéder à la bonne expertise au bon moment.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “FINAMIC results from an expertise mix between Finance and IT engineering, with a well-established Swiss culture.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “Since Strategy-sa brings bespoke business expertise, with tailor-made IT solutions for the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Strong evidence “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “P-Strategic Financial Allocation SA, founded in 2009, is based in Lugano, Switzerland.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Strong evidence “Peritus provides Investment Wealth Consultancy and Investment Reporting solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Strong evidence “Easy's provides business consulting and software implementaion services in the fields of Business Process Management, Service & Portfolio Management, IT Systems Management and IT…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “At EAM.Technology, we believe that Wealth and Asset Managers can differentiate themselves with the use of the right technology and can minimize their operational risks by taking…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence “addvantage ag ist ein unabhängiges Beratungsunternehmen mit ausgeprägter Expertise in der Finanzdienstleistungs- und Technologiebranche.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “We are a boutique software solutions and consulting provider based in Zurich Oberland Switzerland with offices in Frankfurt and Luxembourg.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Strong evidence “K&W Software AG ist eine der führenden Software Boutiquen für massgeschneiderte Kundenberatungs- und Asset Management-Lösungen in der Finanzbranche.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 software consultants. 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 software consultants.
- Partial evidence
- Its own public description names part of investment management software consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management software consultants. 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 114 investment management software consultants based in Switzerland
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Investment management software consultants based in Switzerland at a glance
As of Sep 28, 2026Companies by employee count
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 114 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 software consultants, 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 software consultants”. 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 software consultants), 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 software consultants, 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, 1,750 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 28, 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 software consultants by metro
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 software consultants, 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 software consultants are there based in Switzerland?
RevenueBase identified 114 investment management software consultants 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 software consultants?
Zurich leads with 27 headquartered companies, followed by Zug (13) and Geneva (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 1,750 verified decision-maker contacts tracked across these 114 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 28, 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.
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