Company lists · Data refreshed November 2026
Top 25 Legacy planning consultants based in Switzerland
RevenueBase identified 137 company matches for legacy planning consultants associated with Switzerland as of November 2026 and tracks 992 professional contacts across them, including 317 with verified work emails. Zurich is the largest hub.
This list covers company matches for legacy planning consultants 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 November 6, 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 legacy planning consultants based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 contacts → | ||||
Exact match “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 24 contacts → | ||||
Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Our story started in 1991.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Vermögensverwalter für Unternehmer – Freiheit, die bleibt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “We are Conduct: your wealth planning & trust partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “VALUEworks recognises that every family is different.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Ihre Vermögensverwaltung mit Profil.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Helm Advisors was created to provide private advisory services for individuals and families by bringing together a broad range of highly qualified professionals to seamlessly…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Notre entreprise est spécialisée dans la gestion de patrimoine privée et institutionnelle, la planification patrimoniale et les services de Family Office.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Managing an independently-operated advisory boutique for successful entrepreneurs with specialisation and expertise in family wealth and family businesses, Paymaster and escrow…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch privaten Fragestellungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Depuis sa création en 2003, notre société est spécialisée dans le conseil et l'accompagnement de clients au niveau national et international.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “While addressing family wealth planning and working alongside client families residing all over the world for the past ten years, we have found that many clients face very similar…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “We help entrepreneurs and entrepreneurial families to create their professional wealth setup with the resources and scale to successfully serve them for the long-term.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy planning consultants”. 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 137 legacy planning consultants based in Switzerland
See the full list, filter by size, metro and specialty, and access 317 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning consultants based in Switzerland at a glance
As of Nov 6, 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 137 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 “legacy planning consultants” 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 317 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 November 6, 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.
Legacy planning consultants by metro
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 “legacy planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning consultants are there based in Switzerland?
RevenueBase identified 137 company matches for legacy planning consultants associated with Switzerland as of November 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?
Belvédère Asset Management AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning consultants?
Zurich leads with 31 company records, followed by Geneva (23) and Lugano (8).
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 317 professional contacts with verified work emails tracked across these 137 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 137 legacy planning consultants based in Switzerland. Start with a free account, no credit card.
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- Legacy planning consultants based in Bordeaux, France
- Legacy planning consultants based in Lyon, France
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning consultants based in Brisbane, Australia
- Legacy planning consultants based in Melbourne, Australia
- Legacy planning consultants based in Sydney, Australia
- Legacy planning consultants based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 legacy planning consultants 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 137 matching company records for legacy planning consultants based in Switzerland, with 992 tracked contacts and 317 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: November 6, 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 legacy planning consultants 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 |  Belvédère Asset Management AGbelvedere-am.comHQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 29 contacts → |
“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Belgravia Wealth Managementbelgraviawealth.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 27 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CDR Capitalcdr-capital.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alphaswissalphaswiss.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Format A AGformat-a.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Inspecta Treuhand AGinspecta.chHQ: Sankt Gallen, SwitzerlandReported employees: 11-50 | Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 15 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nextgen Wealth Managersnextgen-wm.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 12 contacts → |
“Our story started in 1991.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Progredo AGprogredo.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 10 contacts → |
“Vermögensverwalter für Unternehmer – Freiheit, die bleibt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Conductconduct.swissHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“We are Conduct: your wealth planning & trust partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Valueworksvalueworks.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“VALUEworks recognises that every family is different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Zeus Capital SAzeuscapital.chHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Philos & Partnersphilospartners.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Univest Family Officeunivest.chHQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 8 contacts → |
“Ihre Vermögensverwaltung mit Profil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Helm Advisorshelmadvisors.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 7 contacts → |
“Helm Advisors was created to provide private advisory services for individuals and families by bringing together a broad range of highly qualified professionals to seamlessly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Villars-sur-glâne, SwitzerlandReported employees: 1-10 | Villars-sur-glâne, Switzerland | 1-10 | Exact match | 7 contacts → |
“Notre entreprise est spécialisée dans la gestion de patrimoine privée et institutionnelle, la planification patrimoniale et les services de Family Office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Suntrust Investment CO SAsuntrust.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 7 contacts → |
“Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Window Of The World AGwindowoftheworld.chHQ: Ch - Luzern, SwitzerlandReported employees: 1-10 | Ch - Luzern, Switzerland | 1-10 | Exact match | 7 contacts → |
“Managing an independently-operated advisory boutique for successful entrepreneurs with specialisation and expertise in family wealth and family businesses, Paymaster and escrow…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finanzhandwerk Gmbhfinanzhandwerk.chHQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  TNT Treuhand & Revisionen AGtnt-treuhand.chHQ: Chur, SwitzerlandReported employees: 1-10 | Chur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch privaten Fragestellungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Valcoris & Partnersvalcoris.chHQ: Sion, SwitzerlandReported employees: 1-10 | Sion, Switzerland | 1-10 | Exact match | 5 contacts → |
“Depuis sa création en 2003, notre société est spécialisée dans le conseil et l'accompagnement de clients au niveau national et international.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Pmfa Consulting AGpmfa.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
“At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Beryll Swiss Family Advisoryberyll-sfa.chHQ: Küsnacht, SwitzerlandReported employees: 1-10 | Küsnacht, Switzerland | 1-10 | Exact match | 5 contacts → |
“While addressing family wealth planning and working alongside client families residing all over the world for the past ten years, we have found that many clients face very similar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Savairsavair.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“We help entrepreneurs and entrepreneurial families to create their professional wealth setup with the resources and scale to successfully serve them for the long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Legacy planning consultants: dataset insights
November 6, 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
134 records in the displayed employee bands.
3 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 137 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: November 6, 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 ↗
Legacy planning consultants by metro
Questions about this company list
What does Exact match mean for legacy planning consultants?
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 legacy planning consultants did RevenueBase find based in Switzerland?
The saved snapshot records 137 matching company records, 992 tracked contacts and 317 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: November 6, 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
Legacy planning consultants by geography
- Legacy planning consultants based in Brisbane, Australia
- Legacy planning consultants based in Melbourne, Australia
- Legacy planning consultants based in Sydney, Australia
- Legacy planning consultants based in Sao Paulo, Brazil
- Legacy planning consultants based in Calgary, Canada
- Legacy planning consultants based in Montreal, Canada
- Legacy planning consultants based in Ottawa, Canada
- Legacy planning consultants based in Toronto, Canada
- Legacy planning consultants based in Vancouver, Canada
- Legacy planning consultants based in Winnipeg, Canada
- Legacy planning consultants based in Bordeaux, France
- Legacy planning consultants based in Lyon, France
Cite this list
RevenueBase Data Team. Top 25 legacy planning consultants based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-consultants/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
- Legacy planning consultants based in Brisbane, Australia
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- Legacy planning consultants based in Calgary, Canada
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Company intelligence · public preview
Top 25 legacy planning consultants based in Switzerland
RevenueBase records 137 matching company records for legacy planning consultants based in Switzerland, with 992 tracked contacts and 317 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: November 6, 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 legacy planning consultants 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 | Belvédère Asset Management AGbelvedere-am.com HQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 29 contacts → |
“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Belgravia Wealth Managementbelgraviawealth.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 27 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CDR Capitalcdr-capital.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 24 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alphaswissalphaswiss.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Format A AGformat-a.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 18 contacts → |
“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Inspecta Treuhand AGinspecta.ch HQ: Sankt Gallen, SwitzerlandReported employees: 11-50 | Sankt Gallen, Switzerland | 11-50 | Exact match | 16 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 15 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nextgen Wealth Managersnextgen-wm.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 12 contacts → |
“Our story started in 1991.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Progredo AGprogredo.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 10 contacts → |
“Vermögensverwalter für Unternehmer – Freiheit, die bleibt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Conductconduct.swiss HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“We are Conduct: your wealth planning & trust partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Valueworksvalueworks.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 9 contacts → |
“VALUEworks recognises that every family is different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Zeus Capital SAzeuscapital.ch HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 9 contacts → |
“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Philos & Partnersphilospartners.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 8 contacts → |
“We work selectively and intensively with families seeking to preserve and enhance their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Univest Family Officeunivest.ch HQ: Basel, SwitzerlandReported employees: 11-50 | Basel, Switzerland | 11-50 | Exact match | 8 contacts → |
“Ihre Vermögensverwaltung mit Profil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Helm Advisorshelmadvisors.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 7 contacts → |
“Helm Advisors was created to provide private advisory services for individuals and families by bringing together a broad range of highly qualified professionals to seamlessly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Villars-sur-glâne, SwitzerlandReported employees: 1-10 | Villars-sur-glâne, Switzerland | 1-10 | Exact match | 7 contacts → |
“Notre entreprise est spécialisée dans la gestion de patrimoine privée et institutionnelle, la planification patrimoniale et les services de Family Office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Suntrust Investment CO SAsuntrust.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 7 contacts → |
“Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Window Of The World AGwindowoftheworld.ch HQ: Ch - Luzern, SwitzerlandReported employees: 1-10 | Ch - Luzern, Switzerland | 1-10 | Exact match | 7 contacts → |
“Managing an independently-operated advisory boutique for successful entrepreneurs with specialisation and expertise in family wealth and family businesses, Paymaster and escrow…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finanzhandwerk Gmbhfinanzhandwerk.ch HQ: Winterthur, SwitzerlandReported employees: 1-10 | Winterthur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Sparen, versichern, vorsorgen, finanzieren.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | TNT Treuhand & Revisionen AGtnt-treuhand.ch HQ: Chur, SwitzerlandReported employees: 1-10 | Chur, Switzerland | 1-10 | Exact match | 5 contacts → |
“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch privaten Fragestellungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Valcoris & Partnersvalcoris.ch HQ: Sion, SwitzerlandReported employees: 1-10 | Sion, Switzerland | 1-10 | Exact match | 5 contacts → |
“Depuis sa création en 2003, notre société est spécialisée dans le conseil et l'accompagnement de clients au niveau national et international.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pmfa Consulting AGpmfa.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 5 contacts → |
“At PMFA Consulting AG, your financial and business goals are our top priority.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Beryll Swiss Family Advisoryberyll-sfa.ch HQ: Küsnacht, SwitzerlandReported employees: 1-10 | Küsnacht, Switzerland | 1-10 | Exact match | 5 contacts → |
“While addressing family wealth planning and working alongside client families residing all over the world for the past ten years, we have found that many clients face very similar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Savairsavair.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“We help entrepreneurs and entrepreneurial families to create their professional wealth setup with the resources and scale to successfully serve them for the long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Legacy planning consultants: dataset insights
November 6, 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
134 records in the displayed employee bands.
3 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 137 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: November 6, 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 ↗
Legacy planning consultants by metro
Questions about this company list
What does Exact match mean for legacy planning consultants?
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 legacy planning consultants did RevenueBase find based in Switzerland?
The saved snapshot records 137 matching company records, 992 tracked contacts and 317 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: November 6, 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 legacy planning consultants based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-consultants/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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