Company lists · Data refreshed September 2026

Top 20 Investment management software providers based in Switzerland

RevenueBase identified 60 investment management software providers headquartered in Switzerland as of September 2026 and tracks 2,900 professional contacts across them, including 1,519 with verified work emails and 132 with mobile numbers. Zurich is the largest hub.

This list covers investment management software providers 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 4, 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 4, 2026 86% judged on-target in blind review
60Companies
2,900Contacts tracked
1,519Verified emails
132Mobile numbers
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The 20 largest investment management software providers based in Switzerland

Ranked by team size
Top 20 of 60 investment management software providers based in Switzerland, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software providers: 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 4, 20261,001-5,0002,076 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 4, 2026
2Strong evidenceLausanne, SwitzerlandHQ checked Sep 4, 202651-200134 contacts →

Strong evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 4, 2026
3Strong evidenceUrdorf, SwitzerlandHQ checked Sep 4, 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 4, 2026
4Partial evidenceGeneva, SwitzerlandHQ checked Sep 4, 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 4, 2026
5Strong evidenceZurich, SwitzerlandHQ checked Sep 4, 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 4, 2026
6Partial evidenceGeneva, SwitzerlandHQ checked Sep 4, 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 4, 2026
7Indirect evidencePlan-Les-Ouates, SwitzerlandHQ checked Sep 4, 20261-1019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 4, 2026
8Partial evidenceChiasso, SwitzerlandHQ checked Sep 4, 202611-5016 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 4, 2026
9Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 4, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 4, 2026
10Indirect evidenceCarouge, SwitzerlandHQ checked Sep 4, 20261-109 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 4, 2026
11Partial evidenceBaar, SwitzerlandHQ checked Sep 4, 202611-507 contacts →

Partial evidence

“Wir sind ein Anbieter innovativer Softwarelösungen für das Asset- und Portfoliomanagement.”

Source: RevenueBase Database · checked Sep 4, 2026
12Partial evidenceSwitzerlandHQ checked Sep 4, 202611-506 contacts →

Partial evidence

“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.”

Source: RevenueBase Database · checked Sep 4, 2026
13Indirect evidenceTuggen, SwitzerlandHQ checked Sep 4, 202611-505 contacts →

Indirect evidence

“IFINITY AG (founded 2015) is an independent service provider committed to strengthening the operational efficiency and regulatory compliance of independent asset managers (IAMs).”

Source: RevenueBase Database · checked Sep 4, 2026
14Indirect evidenceBaar, SwitzerlandHQ checked Sep 4, 202611-505 contacts →

Indirect evidence

“We bridge the disconnect in Alternatives.”

Source: RevenueBase Database · checked Sep 4, 2026
15Strong evidenceSteinhausen, SwitzerlandHQ checked Sep 4, 2026201-5004 contacts →

Strong evidence

“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…”

Source: RevenueBase Database · checked Sep 4, 2026
16Partial evidenceSwitzerlandHQ checked Sep 4, 202611-504 contacts →

Partial evidence

“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.”

Source: RevenueBase Database · checked Sep 4, 2026
17Strong evidenceGeneva, SwitzerlandHQ checked Sep 4, 20261-103 contacts →

Strong evidence

“We strive to provide intelligence and software for our clients so that they can achieve excellence in their investment processes.”

Source: RevenueBase Database · checked Sep 4, 2026
18Strong evidenceZug, SwitzerlandHQ checked Sep 4, 20261-103 contacts →

Strong evidence

“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.”

Source: RevenueBase Database · checked Sep 4, 2026
19Indirect evidenceSion, SwitzerlandHQ checked Sep 4, 20261-102 contacts →

Indirect evidence

“MARTIN Gestion est une entreprise familiale spécialisée dans la gestion de fortune et de patrimoine depuis plus de 20 ans.”

Source: RevenueBase Database · checked Sep 4, 2026
20Partial evidenceGeneva, SwitzerlandHQ checked Sep 4, 20261-101 contacts →

Partial evidence

“Asset management, advisory services based on automated market analysis”

Source: RevenueBase Database · checked Sep 4, 2026

Showing 20 of 60 investment management software providers based in Switzerland

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Investment management software providers based in Switzerland at a glance

As of Sep 4, 2026
52.4%Verified-email coverage
4.6%Mobile-number coverage
48.3Average contacts per company
1-10Median size (employees)
25.0%Largest-city concentration · Zurich
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
21
51-200
4
201-500
2
1,001-5,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 providers, 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 providers”. 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 providers), 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 providers, 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, 1,519 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 4, 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 providers, 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 providers are there based in Switzerland?

RevenueBase identified 60 investment management software providers 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 providers?

Zurich leads with 15 headquartered companies, followed by Geneva (9) and Zug (4).

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 1,519 verified decision-maker contacts tracked across these 60 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 4, 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.