Company lists · Data refreshed October 2026
Top 25 Life insurance planning firms based in Switzerland
RevenueBase identified 129 company matches for life insurance planning firms associated with Switzerland as of October 2026 and tracks 4,588 professional contacts across them, including 1,845 with verified work emails. Zurich is the largest hub.
This list covers company matches for life insurance planning 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 October 17, 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 life insurance planning firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,649 contacts → | ||||
Exact match “Swiss Life is the number one provider of comprehensive life and pensions and financial solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 986 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 97 contacts → | ||||
Exact match “1291 Group is an independent, Swiss-founded insurance broker specialising in bespoke wealth protection solutions built around life insurance structures for high-net-worth families…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 56 contacts → | ||||
Exact match “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 50 contacts → | ||||
Exact match “Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlageberatung eng zu…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 37 contacts → | ||||
Exact match “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Herzlich willkommen bei Ihrem unabhängigen Versicherungsbroker und Finanzdienstleister.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Ihr Partner für Versicherungslösungen, Anlageberatung und Hypotheken.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Mit Zuversicht in die Zukunft.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Nos agences Allianz dans le canton de Neuchâtel vous accompagnent sur l'ensemble de vos projets de vie.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Wie wir denken und handeln Wir bei fidro fühlen uns einer nachhaltigen Beratung und Betreuung unserer Kunden in besonderer Weise verpflichtet.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Die Beratungszentrum AG bietet als unabhängiger Versicherungs- und Finanzdienstleister jedem Menschen die Möglichkeit wirtschaftlich sicher und finanziell unabhängig zu werden.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Wir beraten Sie in Finanz, Vorsorge- und Versicherungsfragen individuell, umfassend und unabhängig.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “JLDA SA est une société de conseil indépendante dans le domaine des assurances, prévoyance et finance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Sparen, versichern, vorsorgen, finanzieren.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Ihr Partner in Finanz- und Versicherungsfragen in Luzern und Zug.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Willkommen im Büro Brunnen!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Société spécialisée dans la planification financière, le courtage en assurance toutes branches, le montage hypothécaire, la fiscalité ainsi que les assurances internationales” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Notre histoire a débuté il y a bientôt un siècle par l’activité de trois familles genevoises, Beck, Henzler et Vallotton, très dynamiques dans le domaine de l’assurance.” Recorded in the RevenueBase company graph · Oct 17, 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 “life insurance planning 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 25 of 129 life insurance planning firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 1,845 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Life insurance planning firms based in Switzerland at a glance
As of Oct 17, 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 129 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 “life insurance planning 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 1,845 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 17, 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many life insurance planning firms are there based in Switzerland?
RevenueBase identified 129 company matches for life insurance planning firms 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?
Swiss Life tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most life insurance planning firms?
Zurich leads with 8 company records, followed by Lausanne (4) and Zug (4).
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 1,845 professional contacts with verified work emails tracked across these 129 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 129 life insurance planning firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 life insurance planning 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 129 matching company records for life insurance planning firms based in Switzerland, with 4,588 tracked contacts and 1,845 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 17, 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 life insurance planning 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 |  Swiss Lifeswisslife.chHQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 2,649 contacts → |
“Swiss Life is the number one provider of comprehensive life and pensions and financial solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 986 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  1291 Group1291group.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“1291 Group is an independent, Swiss-founded insurance broker specialising in bespoke wealth protection solutions built around life insurance structures for high-net-worth families…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  EMG SAemgsa.chHQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 56 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Bern, SwitzerlandReported employees: 51-200 | Bern, Switzerland | 51-200 | Exact match | 50 contacts → |
“Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlageberatung eng zu…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 37 contacts → |
“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  LSPlsp.chHQ: Kemptthal, SwitzerlandReported employees: 11-50 | Kemptthal, Switzerland | 11-50 | Exact match | 20 contacts → |
“Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  V&v Consulting AGvvconsulting.chHQ: Opfikon, SwitzerlandReported employees: 11-50 | Opfikon, Switzerland | 11-50 | Exact match | 15 contacts → |
“Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  360 Consulting AG360consulting.chHQ: Zollikofen, SwitzerlandReported employees: 11-50 | Zollikofen, Switzerland | 11-50 | Exact match | 14 contacts → |
“Herzlich willkommen bei Ihrem unabhängigen Versicherungsbroker und Finanzdienstleister.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MI Beratungmiberatung.chHQ: Liestal, SwitzerlandReported employees: 11-50 | Liestal, Switzerland | 11-50 | Exact match | 11 contacts → |
“Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lehmann & Partner Consulting AGlpcag.chHQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 11 contacts → |
“Ihr Partner für Versicherungslösungen, Anlageberatung und Hypotheken.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PRO Finanz Schweiz AGpro-finanz.ch HQ: Oberuzwil, SwitzerlandReported employees: 51-200 | Oberuzwil, Switzerland | 51-200 | Exact match | 11 contacts → |
“We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Allianz Generalagentur Aarauallianz.chHQ: Buchs, SwitzerlandReported employees: 51-200 | Buchs, Switzerland | 51-200 | Exact match | 10 contacts → |
“Mit Zuversicht in die Zukunft.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Allianz Neuchâtel, Agence Générale David DA Silvaallianzneuchatel.chHQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 10 contacts → |
“Nos agences Allianz dans le canton de Neuchâtel vous accompagnent sur l'ensemble de vos projets de vie.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fidro Gmbhfidro.ch HQ: Lachen, SwitzerlandReported employees: 11-50 | Lachen, Switzerland | 11-50 | Exact match | 9 contacts → |
“Wie wir denken und handeln Wir bei fidro fühlen uns einer nachhaltigen Beratung und Betreuung unserer Kunden in besonderer Weise verpflichtet.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 7 contacts → |
“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Beratungszentrum AGberatungs-zentrum.ch HQ: Frauenfeld, SwitzerlandReported employees: 1-10 | Frauenfeld, Switzerland | 1-10 | Exact match | 6 contacts → |
“Die Beratungszentrum AG bietet als unabhängiger Versicherungs- und Finanzdienstleister jedem Menschen die Möglichkeit wirtschaftlich sicher und finanziell unabhängig zu werden.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  BIB Consulting Gmbhbibconsulting.chHQ: Neuhausen Am Rheinfall, SwitzerlandReported employees: 1-10 | Neuhausen Am Rheinfall, Switzerland | 1-10 | Exact match | 6 contacts → |
“Wir beraten Sie in Finanz, Vorsorge- und Versicherungsfragen individuell, umfassend und unabhängig.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jlda SAjlda-sa.ch HQ: Payerne, SwitzerlandReported employees: 11-50 | Payerne, Switzerland | 11-50 | Exact match | 6 contacts → |
“JLDA SA est une société de conseil indépendante dans le domaine des assurances, prévoyance et finance.” Recorded description excerpt · October 17, 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Finanz- UND Anlagezentrum Vierwaldstättersee AGfinanz-anlagezentrum.chHQ: Luzern, SwitzerlandReported employees: 1-10 | Luzern, Switzerland | 1-10 | Exact match | 5 contacts → |
“Ihr Partner in Finanz- und Versicherungsfragen in Luzern und Zug.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Büro Brunnen AGbuerobrunnen.ch HQ: Brunnen, SwitzerlandReported employees: 1-10 | Brunnen, Switzerland | 1-10 | Exact match | 4 contacts → |
“Willkommen im Büro Brunnen!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Life Gate AGlife-gate.ch HQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  360 Degrés SA360-degres.chHQ: Lancy, SwitzerlandReported employees: 1-10 | Lancy, Switzerland | 1-10 | Exact match | 4 contacts → |
“Société spécialisée dans la planification financière, le courtage en assurance toutes branches, le montage hypothécaire, la fiscalité ainsi que les assurances internationales” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | A A, Assureurs Associés SAsynerisk.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 3 contacts → |
“Notre histoire a débuté il y a bientôt un siècle par l’activité de trois familles genevoises, Beck, Henzler et Vallotton, très dynamiques dans le domaine de l’assurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Life insurance planning firms: dataset insights
October 17, 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
128 records in the displayed employee bands.
1 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 129 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 17, 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 life insurance planning 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 life insurance planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 129 matching company records, 4,588 tracked contacts and 1,845 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 17, 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 25 life insurance planning firms based in Switzerland. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 life insurance planning firms based in Switzerland
RevenueBase records 129 matching company records for life insurance planning firms based in Switzerland, with 4,588 tracked contacts and 1,845 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 17, 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 life insurance planning 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 | Swiss Lifeswisslife.ch HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 2,649 contacts → |
“Swiss Life is the number one provider of comprehensive life and pensions and financial solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 986 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 1291 Group1291group.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 97 contacts → |
“1291 Group is an independent, Swiss-founded insurance broker specialising in bespoke wealth protection solutions built around life insurance structures for high-net-worth families…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | EMG SAemgsa.ch HQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 56 contacts → |
“Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Bern, SwitzerlandReported employees: 51-200 | Bern, Switzerland | 51-200 | Exact match | 50 contacts → |
“Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlageberatung eng zu…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 37 contacts → |
“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | LSPlsp.ch HQ: Kemptthal, SwitzerlandReported employees: 11-50 | Kemptthal, Switzerland | 11-50 | Exact match | 20 contacts → |
“Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | V&v Consulting AGvvconsulting.ch HQ: Opfikon, SwitzerlandReported employees: 11-50 | Opfikon, Switzerland | 11-50 | Exact match | 15 contacts → |
“Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 360 Consulting AG360consulting.ch HQ: Zollikofen, SwitzerlandReported employees: 11-50 | Zollikofen, Switzerland | 11-50 | Exact match | 14 contacts → |
“Herzlich willkommen bei Ihrem unabhängigen Versicherungsbroker und Finanzdienstleister.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MI Beratungmiberatung.ch HQ: Liestal, SwitzerlandReported employees: 11-50 | Liestal, Switzerland | 11-50 | Exact match | 11 contacts → |
“Die M.I- Beratung AG ist Ihr Ansprechpartner für Versicherungsfragen.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lehmann & Partner Consulting AGlpcag.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 11 contacts → |
“Ihr Partner für Versicherungslösungen, Anlageberatung und Hypotheken.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PRO Finanz Schweiz AGpro-finanz.ch HQ: Oberuzwil, SwitzerlandReported employees: 51-200 | Oberuzwil, Switzerland | 51-200 | Exact match | 11 contacts → |
“We establish ourselves as an innovative company in the financial sector and offer our customers and employees the symbiosis of the digital and analogue world.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Allianz Generalagentur Aarauallianz.ch HQ: Buchs, SwitzerlandReported employees: 51-200 | Buchs, Switzerland | 51-200 | Exact match | 10 contacts → |
“Mit Zuversicht in die Zukunft.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Allianz Neuchâtel, Agence Générale David DA Silvaallianzneuchatel.ch HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 10 contacts → |
“Nos agences Allianz dans le canton de Neuchâtel vous accompagnent sur l'ensemble de vos projets de vie.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fidro Gmbhfidro.ch HQ: Lachen, SwitzerlandReported employees: 11-50 | Lachen, Switzerland | 11-50 | Exact match | 9 contacts → |
“Wie wir denken und handeln Wir bei fidro fühlen uns einer nachhaltigen Beratung und Betreuung unserer Kunden in besonderer Weise verpflichtet.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 7 contacts → |
“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Beratungszentrum AGberatungs-zentrum.ch HQ: Frauenfeld, SwitzerlandReported employees: 1-10 | Frauenfeld, Switzerland | 1-10 | Exact match | 6 contacts → |
“Die Beratungszentrum AG bietet als unabhängiger Versicherungs- und Finanzdienstleister jedem Menschen die Möglichkeit wirtschaftlich sicher und finanziell unabhängig zu werden.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | BIB Consulting Gmbhbibconsulting.ch HQ: Neuhausen Am Rheinfall, SwitzerlandReported employees: 1-10 | Neuhausen Am Rheinfall, Switzerland | 1-10 | Exact match | 6 contacts → |
“Wir beraten Sie in Finanz, Vorsorge- und Versicherungsfragen individuell, umfassend und unabhängig.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jlda SAjlda-sa.ch HQ: Payerne, SwitzerlandReported employees: 11-50 | Payerne, Switzerland | 11-50 | Exact match | 6 contacts → |
“JLDA SA est une société de conseil indépendante dans le domaine des assurances, prévoyance et finance.” Recorded description excerpt · October 17, 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Finanz- UND Anlagezentrum Vierwaldstättersee AGfinanz-anlagezentrum.ch HQ: Luzern, SwitzerlandReported employees: 1-10 | Luzern, Switzerland | 1-10 | Exact match | 5 contacts → |
“Ihr Partner in Finanz- und Versicherungsfragen in Luzern und Zug.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Büro Brunnen AGbuerobrunnen.ch HQ: Brunnen, SwitzerlandReported employees: 1-10 | Brunnen, Switzerland | 1-10 | Exact match | 4 contacts → |
“Willkommen im Büro Brunnen!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Life Gate AGlife-gate.ch HQ: Dübendorf, SwitzerlandReported employees: 1-10 | Dübendorf, Switzerland | 1-10 | Exact match | 4 contacts → |
“Die Life Gate AG ist seit über 20 Jahren im Finanzbereich sehr erfolgreich tätig.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 360 Degrés SA360-degres.ch HQ: Lancy, SwitzerlandReported employees: 1-10 | Lancy, Switzerland | 1-10 | Exact match | 4 contacts → |
“Société spécialisée dans la planification financière, le courtage en assurance toutes branches, le montage hypothécaire, la fiscalité ainsi que les assurances internationales” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | A A, Assureurs Associés SAsynerisk.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 3 contacts → |
“Notre histoire a débuté il y a bientôt un siècle par l’activité de trois familles genevoises, Beck, Henzler et Vallotton, très dynamiques dans le domaine de l’assurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Life insurance planning firms: dataset insights
October 17, 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
128 records in the displayed employee bands.
1 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 129 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 17, 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 life insurance planning 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 life insurance planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 129 matching company records, 4,588 tracked contacts and 1,845 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 17, 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
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Cite this list
RevenueBase Data Team. Top 25 life insurance planning firms based in Switzerland. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-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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