Company lists · Data refreshed September 2026

Top 25 Investment management software developers based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 91 companies tracked

RevenueBase identified 91 company matches for investment management software developers associated with Switzerland as of September 2026 and tracks 3,344 professional contacts across them, including 1,742 with verified work emails. Zurich is the largest hub.

This list covers company matches for investment management software developers associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

91Companies

3,344Contacts tracked

1,742Verified emails

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The 25 largest investment management software developers based in Switzerland

Ranked by team size

Top 25 of 91 company matches for investment management software developers based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 28, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	ETOPS	Exact match	Cham, SwitzerlandHQ recorded Sep 28, 2026	201-500	171 contacts →
	Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Profidata	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	201-500	145 contacts →
	Exact match “We create value for investment managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	EVOOQ	Exact match	Lausanne, SwitzerlandHQ recorded Sep 28, 2026	51-200	134 contacts →
	Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Fits Profidata Development Romania	Exact match	Urdorf, SwitzerlandHQ recorded Sep 28, 2026	51-200	63 contacts →
	Exact match “Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Swissquant	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	51-200	55 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	WIZE	Exact match	Vernier, SwitzerlandHQ recorded Sep 28, 2026	51-200	53 contacts →
	Exact match “WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Capital Vision	Exact match	Geneva, SwitzerlandHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Assetmax	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	STP Suissetechpartners	Exact match	Geneva, SwitzerlandHQ recorded Sep 28, 2026	11-50	35 contacts →
	Exact match “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Wealtharc	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Finartis	Exact match	Lausanne, SwitzerlandHQ recorded Sep 28, 2026	51-200	30 contacts →
	Exact match “FINARTIS Group SA is a global financial technology company and banking software provider.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Inventage AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “We solve complex requirements with state-of-the-art e-Banking solutions, comprehensive tools for customer relationship and portfolio managers as well as hedge funds price…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	3rd-Eyes Analytics AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	The KEY S.A	Exact match	Plan-les-ouates, SwitzerlandHQ recorded Sep 28, 2026	1-10	20 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Swiss-Rev SA	Exact match	Chiasso, SwitzerlandHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Tindeco	Exact match	Zug, SwitzerlandHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Tindeco’s revolutionary technology is transforming investment management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Trendrating	Exact match	Lugano, SwitzerlandHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Ariadne	Exact match	Zug, SwitzerlandHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Ecofin-Gruppe	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	51-200	11 contacts →
	Exact match “CREATING VALUE FOR THE FINANCIAL INDUSTRY”: ECOFIN Group has been creating value for financial services providers and investors for more than 30 years: innovative, scientifically…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Insa Investment Software AG	Exact match	Wallisellen, SwitzerlandHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Macos Software AG	Exact match	Volketswil, SwitzerlandHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Willkommen bei Macos – Ihrem Partner für innovative Pensionskassen-Software und Dienstleistungen Wir sind stolz darauf, als Schweizer Unternehmen mit Sitz in Volketswil…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Finamic Services SA	Exact match	Carouge, SwitzerlandHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “FINAMIC results from an expertise mix between Finance and IT engineering, with a well-established Swiss culture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Finlab Solutions SA	Exact match	Eaux-vives, SwitzerlandHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	P-Strategic Financial Allocation SA	Exact match	Lugano, SwitzerlandHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “P-Strategic Financial Allocation SA, founded in 2009, is based in Lugano, Switzerland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment management software developers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 91 investment management software developers based in Switzerland

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Investment management software developers based in Switzerland at a glance

As of Sep 28, 2026

52.1%Verified-email coverage

36.7Average contacts per company

11-50Median size (employees)

26.4%Largest-city concentration · Zurich

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 91 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Switzerland whose business descriptions match “investment management software developers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,742 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment management software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management software developers are there based in Switzerland?

RevenueBase identified 91 company matches for investment management software developers associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment management software developers?

Zurich leads with 24 company records, followed by Geneva (10) and Zug (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,742 professional contacts with verified work emails tracked across these 91 companies; direct dials are available where recorded.

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 SmartSearch, 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.