Company lists · Data refreshed September 2026

Top 12 Investment management software consultants based in Zurich, Switzerland

RevenueBase identified 27 investment management software consultants headquartered in Zurich, Switzerland as of September 2026 and tracks 2,455 professional contacts across them, including 1,412 with verified work emails. Across Switzerland, Zurich is the largest hub for this category.

This list covers investment management software consultants 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, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
27Companies
2,455Contacts tracked
1,412Verified emails
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The 12 largest investment management software consultants based in Zurich, Switzerland

Ranked by team size
Top 12 of 27 investment management software consultants based in Zurich, Switzerland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software consultants: 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
1Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 2026201-500145 contacts →

Partial evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-20069 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, 2026
3Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-20055 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, 2026
4Strong evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-5036 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, 2026
5Strong evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“Peritus provides Investment Wealth Consultancy and Investment Reporting solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-505 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, 2026
8Strong evidenceZurich, SwitzerlandHQ checked Sep 28, 202651-2005 contacts →

Strong evidence

“Quartal Financial Solutions is a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“LakeStream BI builds and runs multi-asset middle office and operations for investment managers, family offices, private banks, and wealth managers of all sizes, to unlock…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“core dynamics GmbH is a quantitative software and consulting company located in Zurich, The mission of core dynamics GmbH is to provide the next generation of integrated…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceZurich, SwitzerlandHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Strategus ist eine unabhängige Gesellschaft, welche umfassende Beratungs- und Projekt Management Services für Finanzinstitute und Finanzintermediäre anbietet.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 12 of 27 investment management software consultants based in Zurich, Switzerland

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Investment management software consultants based in Zurich, Switzerland at a glance

As of Sep 28, 2026
57.5%Verified-email coverage
90.9Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
7
51-200
5
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 27 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 Zurich, 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 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 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, 1,412 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.

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 Zurich, Switzerland?

RevenueBase identified 27 investment management software consultants 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?

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

Which city in Switzerland has the most investment management software consultants?

Zurich leads Switzerland 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 1,412 verified decision-maker contacts tracked across these 27 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.