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 investment management software developers headquartered in 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 investment management software developers 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.

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

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 investment management software developers based in 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 developers: 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 28, 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 28, 2026
2	ETOPS	Partial evidence	Cham, SwitzerlandHQ checked Sep 28, 2026	201-500	171 contacts →
	Partial evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 28, 2026
3	Profidata	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	201-500	145 contacts →
	Partial evidence “We create value for investment managers.” Source: RevenueBase Database · checked Sep 28, 2026
4	EVOOQ	Strong evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	51-200	134 contacts →
	Strong evidence “Evooq builds software for wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
5	Fits Profidata Development Romania	Strong evidence	Urdorf, SwitzerlandHQ checked Sep 28, 2026	51-200	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, 2026
6	Swissquant	Partial evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	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, 2026
7	WIZE	Partial evidence	Vernier, SwitzerlandHQ checked Sep 28, 2026	51-200	53 contacts →
	Partial evidence “WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Source: RevenueBase Database · checked Sep 28, 2026
8	Capital Vision	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	42 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 28, 2026
9	Assetmax	Strong evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	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, 2026
10	STP Suissetechpartners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 28, 2026	11-50	35 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 28, 2026
11	Wealtharc	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	34 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 28, 2026
12	Finartis	Partial evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	51-200	30 contacts →
	Partial evidence “FINARTIS Group SA is a global financial technology company and banking software provider.” Source: RevenueBase Database · checked Sep 28, 2026
13	Inventage AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	3rd-Eyes Analytics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	11-50	22 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 28, 2026
15	The KEY S.A	Indirect evidence	Plan-les-ouates, SwitzerlandHQ checked Sep 28, 2026	1-10	20 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
16	Swiss-Rev SA	Partial evidence	Chiasso, SwitzerlandHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Source: RevenueBase Database · checked Sep 28, 2026
17	Tindeco	Strong evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “Tindeco’s revolutionary technology is transforming investment management.” Source: RevenueBase Database · checked Sep 28, 2026
18	Trendrating	Partial evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ariadne	Indirect evidence	Zug, SwitzerlandHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Source: RevenueBase Database · checked Sep 28, 2026
20	Ecofin-Gruppe	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 28, 2026	51-200	11 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	Insa Investment Software AG	Indirect evidence	Wallisellen, SwitzerlandHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
22	Macos Software AG	Partial evidence	Volketswil, SwitzerlandHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Willkommen bei Macos – Ihrem Partner für innovative Pensionskassen-Software und Dienstleistungen Wir sind stolz darauf, als Schweizer Unternehmen mit Sitz in Volketswil…” Source: RevenueBase Database · checked Sep 28, 2026
23	Finamic Services SA	Indirect evidence	Carouge, SwitzerlandHQ checked Sep 28, 2026	1-10	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, 2026
24	Finlab Solutions SA	Strong evidence	Eaux-vives, SwitzerlandHQ checked Sep 28, 2026	11-50	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, 2026
25	P-Strategic Financial Allocation SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “P-Strategic Financial Allocation SA, founded in 2009, is based in Lugano, Switzerland.” Source: RevenueBase Database · checked Sep 28, 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 software developers. 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 developers.
Partial evidence: Its own public description names part of investment management software developers, 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 developers. 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 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

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 developers, 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 developers”. 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 developers), 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 developers, 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, 1,742 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 developers, 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 developers are there based in Switzerland?

RevenueBase identified 91 investment management software developers 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 developers?

Zurich leads with 24 headquartered companies, followed by Geneva (9) and Zug (8).

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 1,742 verified decision-maker contacts tracked across these 91 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.