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, how directly it supports the match, 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 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.
The 20 largest investment management software providers based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,076 | ||||
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 134 | ||||
“Evooq builds software for wealth management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Fits Profidata Development RomaniaStrong evidence | 63 | |||
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 42 | ||||
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 36 | ||||
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | STP SuissetechpartnersPartial evidence | 35 | |||
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | The KEY S.AIndirect evidence | 19 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Swiss-Rev SAPartial evidence | 16 | |||
“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 | ||||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 | ||||
“FINAMIC results from an expertise mix between Finance and IT engineering, with a well-established Swiss culture.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 | ||||
“Wir sind ein Anbieter innovativer Softwarelösungen für das Asset- und Portfoliomanagement.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | SUN LabsPartial evidence | 6 | |||
“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 | ||||
“IFINITY AG (founded 2015) is an independent service provider committed to strengthening the operational efficiency and regulatory compliance of independent asset managers (IAMs).” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 | ||||
“We bridge the disconnect in Alternatives.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Expersoft SystemsStrong evidence | 4 | |||
“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 | ||||
“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | QuantiseStrong evidence | 3 | |||
“We strive to provide intelligence and software for our clients so that they can achieve excellence in their investment processes.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Phanar Asset Management AGStrong evidence | 3 | |||
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | Martin Gestion SAIndirect evidence | 2 | |||
“MARTIN Gestion est une entreprise familiale spécialisée dans la gestion de fortune et de patrimoine depuis plus de 20 ans.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 | ||||
“Asset management, advisory services based on automated market analysis” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
Verified emails by last verification
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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 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.
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