Company lists · Data refreshed October 2026
Top 25 Investment portfolio management software companies based in Switzerland
RevenueBase identified 70 company matches for investment portfolio management software companies associated with Switzerland as of October 2026 and tracks 2,925 professional contacts across them, including 1,523 with verified work emails. Zurich is the largest hub.
This list covers company matches for investment portfolio management software companies 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 October 1, 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 25 largest investment portfolio management software companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 145 contacts → | ||||
Exact match “We create value for investment managers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 134 contacts → | ||||
Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Tindeco’s revolutionary technology is transforming investment management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “The Forecaster Terminal is your one-stop shop for powerful financial analysis.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “We bridge the disconnect in Alternatives.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We help investment managers and investors to reduce drawdowns in financial markets!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Divercefi is building the ultimate investment portfolio management solution.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded in the RevenueBase company graph · Oct 1, 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 portfolio management software companies”. 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 70 investment portfolio management software companies based in Switzerland
See the full list, filter by size, metro and specialty, and access 1,523 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio management software companies based in Switzerland at a glance
As of Oct 1, 2026Companies by employee count
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 70 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 portfolio management software companies” 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 1,523 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 October 1, 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 portfolio management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio management software companies are there based in Switzerland?
RevenueBase identified 70 company matches for investment portfolio management software companies associated with Switzerland as of October 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 portfolio management software companies?
Zurich leads with 20 company records, followed by Geneva (9) and Zug (7).
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 1,523 professional contacts with verified work emails tracked across these 70 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 70 investment portfolio management software companies based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Investment portfolio management software companies based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 investment portfolio management software companies based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 70 matching company records for investment portfolio management software companies based in Switzerland, with 2,925 tracked contacts and 1,523 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio management software companies based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Profidataprofidata.comHQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  EVOOQevooq.comHQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fits Profidata Development Romaniaprofidatagroup.comHQ: Urdorf, SwitzerlandReported employees: 51-200 | Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capital Visioncapitalvision.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  STP Suissetechpartnerssuissetechpartners.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  3rd-Eyes Analytics AG3rd-eyes.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The KEY S.Athekey.techHQ: Plan-les-ouates, SwitzerlandReported employees: 1-10 | Plan-les-ouates, Switzerland | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Swiss-Rev SAswiss-rev.comHQ: Chiasso, SwitzerlandReported employees: 11-50 | Chiasso, Switzerland | 11-50 | Exact match | 17 contacts → |
“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tindecotindecofs.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 14 contacts → |
“Tindeco’s revolutionary technology is transforming investment management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trendratingtrendrating.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Decentia Investment Advisory AGdecentia.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 11 contacts → |
“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ariadneariadne.swissHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 11 contacts → |
“Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ecofin-Gruppeecofin.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 11 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Insa Investment Software AGinsa-software.comHQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Finamic Services SAfinamic.chHQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 9 contacts → |
“FINAMIC results from an expertise mix between Finance and IT engineering, with a well-established Swiss culture.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finlab Solutions SAfinlab.comHQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  forecaster.bizforecaster.bizHQ: Chiasso, SwitzerlandReported employees: 11-50 | Chiasso, Switzerland | 11-50 | Exact match | 7 contacts → |
“The Forecaster Terminal is your one-stop shop for powerful financial analysis.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SUN Labssunlabs.ai HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 6 contacts → |
“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Infonic Groupinfonic.netHQ: Baar / Zug, SwitzerlandReported employees: 11-50 | Baar / Zug, Switzerland | 11-50 | Exact match | 5 contacts → |
“We bridge the disconnect in Alternatives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Expersoft Systemsexpersoft.com HQ: Steinhausen, SwitzerlandReported employees: 201-500 | Steinhausen, Switzerland | 201-500 | Exact match | 4 contacts → |
“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Adaptivvadaptivv.comHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 4 contacts → |
“We help investment managers and investors to reduce drawdowns in financial markets!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 4 contacts → |
“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Divercefidivercefi.comHQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Phanar Asset Management AGphanar.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Investment portfolio management software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment portfolio management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio management software companies did RevenueBase find based in Switzerland?
The saved snapshot records 70 matching company records, 2,925 tracked contacts and 1,523 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment portfolio management software companies by geography
- Investment portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
- Investment portfolio management software companies based in London, United Kingdom
- Investment portfolio management software companies based in Chicago, United States
- Investment portfolio management software companies based in New York, United States
- Investment portfolio management software companies based in Australia
- Investment portfolio management software companies based in Brazil
- Investment portfolio management software companies based in Canada
Cite this list
RevenueBase Data Team. Top 25 investment portfolio management software companies based in Switzerland. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-portfolio-management-software-companies/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 investment portfolio management software companies based in Switzerland
RevenueBase records 70 matching company records for investment portfolio management software companies based in Switzerland, with 2,925 tracked contacts and 1,523 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio management software companies based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Profidataprofidata.com HQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | EVOOQevooq.com HQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fits Profidata Development Romaniaprofidatagroup.com HQ: Urdorf, SwitzerlandReported employees: 51-200 | Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capital Visioncapitalvision.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | STP Suissetechpartnerssuissetechpartners.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 3rd-Eyes Analytics AG3rd-eyes.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The KEY S.Athekey.tech HQ: Plan-les-ouates, SwitzerlandReported employees: 1-10 | Plan-les-ouates, Switzerland | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Swiss-Rev SAswiss-rev.com HQ: Chiasso, SwitzerlandReported employees: 11-50 | Chiasso, Switzerland | 11-50 | Exact match | 17 contacts → |
“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tindecotindecofs.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 14 contacts → |
“Tindeco’s revolutionary technology is transforming investment management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trendratingtrendrating.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 14 contacts → |
“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Decentia Investment Advisory AGdecentia.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 11 contacts → |
“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ariadneariadne.swiss HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 11 contacts → |
“Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ecofin-Gruppeecofin.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 11 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Insa Investment Software AGinsa-software.com HQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Finamic Services SAfinamic.ch HQ: Carouge, SwitzerlandReported employees: 1-10 | Carouge, Switzerland | 1-10 | Exact match | 9 contacts → |
“FINAMIC results from an expertise mix between Finance and IT engineering, with a well-established Swiss culture.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finlab Solutions SAfinlab.com HQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | forecaster.bizforecaster.biz HQ: Chiasso, SwitzerlandReported employees: 11-50 | Chiasso, Switzerland | 11-50 | Exact match | 7 contacts → |
“The Forecaster Terminal is your one-stop shop for powerful financial analysis.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SUN Labssunlabs.ai HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 6 contacts → |
“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Infonic Groupinfonic.net HQ: Baar / Zug, SwitzerlandReported employees: 11-50 | Baar / Zug, Switzerland | 11-50 | Exact match | 5 contacts → |
“We bridge the disconnect in Alternatives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Expersoft Systemsexpersoft.com HQ: Steinhausen, SwitzerlandReported employees: 201-500 | Steinhausen, Switzerland | 201-500 | Exact match | 4 contacts → |
“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Adaptivvadaptivv.com HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 4 contacts → |
“We help investment managers and investors to reduce drawdowns in financial markets!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: SwitzerlandReported employees: 11-50 | Switzerland | 11-50 | Exact match | 4 contacts → |
“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Divercefidivercefi.com HQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Phanar Asset Management AGphanar.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment portfolio management software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment portfolio management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio management software companies did RevenueBase find based in Switzerland?
The saved snapshot records 70 matching company records, 2,925 tracked contacts and 1,523 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment portfolio management software companies based in Switzerland. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-portfolio-management-software-companies/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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