Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Switzerland

Name: Millennial wealth management companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 310 companies tracked

RevenueBase identified 310 company matches for millennial wealth management companies associated with Switzerland as of September 2026 and tracks 3,921 professional contacts across them, including 1,917 with verified work emails. Geneva is the largest hub.

This list covers company matches for millennial wealth management companies associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

310Companies

3,921Contacts tracked

1,917Verified emails

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The 25 largest millennial wealth management companies based in Switzerland

Ranked by team size

Top 25 of 310 company matches for millennial wealth management companies based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pictet Wealth Management	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	1,001-5,000	777 contacts →
	Exact match “Partnership is how we work with clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Unigestion	Exact match	Geneva 12, SwitzerlandHQ recorded Sep 17, 2026	51-200	162 contacts →
	Exact match “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Cité Gestion SA	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	51-200	138 contacts →
	Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Brainvest Brasil	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	51-200	118 contacts →
	Exact match “A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	NS Partners	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	51-200	103 contacts →
	Exact match “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Swiss Life Wealth Managers	Exact match	Zürich, SwitzerlandHQ recorded Sep 17, 2026	51-200	77 contacts →
	Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Marcuard Heritage	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	51-200	53 contacts →
	Exact match “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Raiffeisenbank St.Gallen	Exact match	St.gallen, SwitzerlandHQ recorded Sep 17, 2026	51-200	53 contacts →
	Exact match “Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Cape Capital	Exact match	Stadtkreis 8 Riesbach, SwitzerlandHQ recorded Sep 17, 2026	11-50	50 contacts →
	Exact match “We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Banque Eric Sturdza SA	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	51-200	49 contacts →
	Exact match “At Banque Eric Sturdza, we offer highly personalised private banking services with a focus on preserving and growing the wealth of our clients through the generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Albin Kistler AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 17, 2026	51-200	46 contacts →
	Exact match “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Capital Vision	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	42 contacts →
	Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Soundcapital	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	51-200	40 contacts →
	Exact match “Wir glauben an eine neue Ära des Wealth Managements.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	HBS Group	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Parkview	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Copernicus Wealth Management	Exact match	Lugano, SwitzerlandHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Bruellan Group	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “What if you came across a wealth management company that was much more than just that?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	FINAD	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	35 contacts →
	Exact match “FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	True Wealth	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	34 contacts →
	Exact match “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Belvédère Asset Management AG	Exact match	Glarus, SwitzerlandHQ recorded Sep 17, 2026	11-50	32 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 · Sep 17, 2026 · View company records in RevenueBase
21	Woodman Asset Management AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Belgravia Wealth Management	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	51-200	29 contacts →
	Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Blackshield Capital	Exact match	Stadtkreis 1 Altstadt, SwitzerlandHQ recorded Sep 17, 2026	51-200	26 contacts →
	Exact match “We are an investment boutique addressing the needs of financial intermediaries such as banks, institutional investors, multi-family offices, financial advisors, and high-net-worth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	CDR Capital	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Sunpartners SA	Exact match	Geneva, SwitzerlandHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Recorded in the RevenueBase company graph · Sep 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 “millennial wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 310 millennial wealth management companies based in Switzerland

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Millennial wealth management companies based in Switzerland at a glance

As of Sep 17, 2026

48.9%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

31.6%Largest-city concentration · Geneva

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

193

11-50

51-200

201-500

1,001-5,000

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 310 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 “millennial wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,917 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Switzerland?

RevenueBase identified 310 company matches for millennial wealth management companies associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Pictet Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most millennial wealth management companies?

Geneva leads with 98 company records, followed by Zurich (70) and Lugano (22).

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 1,917 professional contacts with verified work emails tracked across these 310 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.