Company lists · Data refreshed September 2026
Top 24 Investment research firms based in Switzerland
RevenueBase identified 63 company matches for investment research firms associated with Switzerland as of September 2026 and tracks 326 professional contacts across them, including 163 with verified work emails. Zurich is the largest hub.
This list covers company matches for investment research firms 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 20, 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 24 largest investment research firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 78 contacts → | ||||
Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 40 contacts → | ||||
Exact match “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “As a leading credit research boutique Independent Credit View specialises in providing institutional bond investors with tailor-made credit research and advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “theScreener is a market leader for value added data, insights, and evaluations on equities, sectors and markets, and funds.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “Keep making waves” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Independent Financial Analysis and Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Advice for institutional and private clients For more than 20 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “We provide best-in class capital markets and corporate finance advice as well as investment analysis with a 360° integrated service offering.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Portas Capital AG ist auf Anlageberatung und Vermögensverwaltung spezialisiert.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “We advise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Investment Management and Financial Services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Asset management, advisory services based on automated market analysis” Recorded in the RevenueBase company graph · Sep 20, 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 research firms”. 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 24 of 63 investment research firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 163 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment research firms based in Switzerland at a glance
As of Sep 20, 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 63 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 research firms” 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 163 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 20, 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 research firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment research firms are there based in Switzerland?
RevenueBase identified 63 company matches for investment research firms 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?
Ppcmetrics AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment research firms?
Zurich leads with 15 company records, followed by Geneva (11) and Basel (3).
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 163 professional contacts with verified work emails tracked across these 63 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 63 investment research firms based in Switzerland. Start with a free account, no credit card.
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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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Company intelligence · public preview
Top 24 investment research firms 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 63 matching company records for investment research firms based in Switzerland, with 326 tracked contacts and 163 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 24 investment research firms 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 |  Ppcmetrics AGppcmetrics.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Complementa AGcomplementa.chHQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 40 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Independent Credit View AGi-cv.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“As a leading credit research boutique Independent Credit View specialises in providing institutional bond investors with tailor-made credit research and advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Thescreenerthescreener.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 15 contacts → |
“theScreener is a market leader for value added data, insights, and evaluations on equities, sectors and markets, and funds.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  AVA Investorsava-investors.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Valvest Partners AGvalvest.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Independent Financial Analysis and Wealth Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Aarauinvest AGaarauinvest.chHQ: Aarau, SwitzerlandReported employees: 1-10 | Aarau, Switzerland | 1-10 | Exact match | 7 contacts → |
“Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ecofin Investment Consulting AGecofin.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
“Advice for institutional and private clients For more than 20 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Inari Digital AGinari-digital.chHQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Strat Group Advisory & Investment AGstrat2group.comHQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“We provide best-in class capital markets and corporate finance advice as well as investment analysis with a 360° integrated service offering.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Archbridge Capitalarchbridge-capital.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Rhein Investors AGrheininvestors.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GSI Global Strategic Investments AGgsinvest.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 3 contacts → |
“GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mangart Capital Advisors SAmangartadvisors.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 3 contacts → |
“Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealth Solutions Partners LTDwspartners.chHQ: Cité, SwitzerlandReported employees: 1-10 | Cité, Switzerland | 1-10 | Exact match | 3 contacts → |
“A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Kendra Securities House KSHkendra.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 2 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sonashares AGsonashares.com HQ: Baech Sz, SwitzerlandReported employees: 1-10 | Baech Sz, Switzerland | 1-10 | Exact match | 2 contacts → |
“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Stelvio Capital Partnersstelvio-cp.com HQ: Horgen, SwitzerlandReported employees: 1-10 | Horgen, Switzerland | 1-10 | Exact match | 1 contacts → |
“Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SE Swiss Equities AGswissequities.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Portas Capital AGportascapital.comHQ: Dietikon, SwitzerlandReported employees: 1-10 | Dietikon, Switzerland | 1-10 | Exact match | 1 contacts → |
“Portas Capital AG ist auf Anlageberatung und Vermögensverwaltung spezialisiert.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Clear Minds Investment AGclearminds.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Final Frontierfinalfrontier.ioHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Carat Solutions AGcaratsolutions.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Arcs Partners SAarcs-partners.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Asset management, advisory services based on automated market analysis” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 63 company matches
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Investment research firms: dataset insights
September 20, 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
63 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 63 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: September 20, 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 research firms?
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 research firms did RevenueBase find based in Switzerland?
The saved snapshot records 63 matching company records, 326 tracked contacts and 163 verified emails. The public preview displays 24 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: September 20, 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
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Cite this list
RevenueBase Data Team. Top 24 investment research firms based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-research-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 24 investment research firms based in Switzerland
RevenueBase records 63 matching company records for investment research firms based in Switzerland, with 326 tracked contacts and 163 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 24 investment research firms 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 | Ppcmetrics AGppcmetrics.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Complementa AGcomplementa.ch HQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 40 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Independent Credit View AGi-cv.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 15 contacts → |
“As a leading credit research boutique Independent Credit View specialises in providing institutional bond investors with tailor-made credit research and advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Thescreenerthescreener.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 15 contacts → |
“theScreener is a market leader for value added data, insights, and evaluations on equities, sectors and markets, and funds.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | AVA Investorsava-investors.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Valvest Partners AGvalvest.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“Independent Financial Analysis and Wealth Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Aarauinvest AGaarauinvest.ch HQ: Aarau, SwitzerlandReported employees: 1-10 | Aarau, Switzerland | 1-10 | Exact match | 7 contacts → |
“Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ecofin Investment Consulting AGecofin.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
“Advice for institutional and private clients For more than 20 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Inari Digital AGinari-digital.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Strat Group Advisory & Investment AGstrat2group.com HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“We provide best-in class capital markets and corporate finance advice as well as investment analysis with a 360° integrated service offering.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Archbridge Capitalarchbridge-capital.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Rhein Investors AGrheininvestors.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 3 contacts → |
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GSI Global Strategic Investments AGgsinvest.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 3 contacts → |
“GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mangart Capital Advisors SAmangartadvisors.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 3 contacts → |
“Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Solutions Partners LTDwspartners.ch HQ: Cité, SwitzerlandReported employees: 1-10 | Cité, Switzerland | 1-10 | Exact match | 3 contacts → |
“A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Kendra Securities House KSHkendra.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 2 contacts → |
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sonashares AGsonashares.com HQ: Baech Sz, SwitzerlandReported employees: 1-10 | Baech Sz, Switzerland | 1-10 | Exact match | 2 contacts → |
“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Stelvio Capital Partnersstelvio-cp.com HQ: Horgen, SwitzerlandReported employees: 1-10 | Horgen, Switzerland | 1-10 | Exact match | 1 contacts → |
“Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SE Swiss Equities AGswissequities.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Portas Capital AGportascapital.com HQ: Dietikon, SwitzerlandReported employees: 1-10 | Dietikon, Switzerland | 1-10 | Exact match | 1 contacts → |
“Portas Capital AG ist auf Anlageberatung und Vermögensverwaltung spezialisiert.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Clear Minds Investment AGclearminds.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Final Frontierfinalfrontier.io HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Carat Solutions AGcaratsolutions.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“Carat Solutions AG is an independent supplier of tailor made investment solutions for institutional investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Arcs Partners SAarcs-partners.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Asset management, advisory services based on automated market analysis” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 63 company matches
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Investment research firms: dataset insights
September 20, 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
63 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 63 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: September 20, 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 research firms?
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 research firms did RevenueBase find based in Switzerland?
The saved snapshot records 63 matching company records, 326 tracked contacts and 163 verified emails. The public preview displays 24 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: September 20, 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 24 investment research firms based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-research-firms/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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