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 millennial wealth management companies headquartered in Switzerland as of September 2026 and tracks 3,921 professional contacts across them, including 1,917 with verified work emails. Zurich is the largest hub.

This list covers millennial wealth management companies headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

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 millennial wealth management companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Pictet Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	1,001-5,000	777 contacts →
	Indirect evidence “Partnership is how we work with clients.” Source: RevenueBase Database · checked Sep 17, 2026
2	Unigestion	Partial evidence	Geneva 12, SwitzerlandHQ checked Sep 17, 2026	51-200	162 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
3	Cité Gestion SA	Strong evidence	Genève, SwitzerlandHQ checked Sep 17, 2026	51-200	138 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
4	Brainvest Brasil	Indirect evidence	Geneve, SwitzerlandHQ checked Sep 17, 2026	51-200	118 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
5	NS Partners	Strong evidence	Genève, SwitzerlandHQ checked Sep 17, 2026	51-200	103 contacts →
	Strong evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 17, 2026
6	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 17, 2026
7	Marcuard Heritage	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	51-200	53 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
8	Raiffeisenbank St.Gallen	Indirect evidence	St.gallen, SwitzerlandHQ checked Sep 17, 2026	51-200	53 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
9	Cape Capital	Partial evidence	Stadtkreis 8 Riesbach, SwitzerlandHQ checked Sep 17, 2026	11-50	50 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
10	Banque Eric Sturdza SA	Partial evidence	Genève, SwitzerlandHQ checked Sep 17, 2026	51-200	49 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
11	Albin Kistler AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	51-200	46 contacts →
	Partial evidence “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Source: RevenueBase Database · checked Sep 17, 2026
12	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	11-50	42 contacts →
	Strong evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 17, 2026
13	Soundcapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	51-200	40 contacts →
	Strong evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 17, 2026
14	HBS Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	11-50	38 contacts →
	Strong evidence “Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.” Source: RevenueBase Database · checked Sep 17, 2026
15	Parkview	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	11-50	38 contacts →
	Strong evidence “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
16	Copernicus Wealth Management	Strong evidence	Lugano, SwitzerlandHQ checked Sep 17, 2026	11-50	36 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
17	Bruellan Group	Strong evidence	Genève, SwitzerlandHQ checked Sep 17, 2026	11-50	36 contacts →
	Strong evidence “What if you came across a wealth management company that was much more than just that?” Source: RevenueBase Database · checked Sep 17, 2026
18	FINAD	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	11-50	35 contacts →
	Indirect evidence “FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg.” Source: RevenueBase Database · checked Sep 17, 2026
19	True Wealth	Strong evidence	Zurich, SwitzerlandHQ checked Sep 17, 2026	11-50	34 contacts →
	Strong evidence “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Source: RevenueBase Database · checked Sep 17, 2026
20	Belvédère Asset Management AG	Partial evidence	Glarus, SwitzerlandHQ checked Sep 17, 2026	11-50	32 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
21	Woodman Asset Management AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 17, 2026	11-50	31 contacts →
	Strong evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 17, 2026
22	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 17, 2026
23	Blackshield Capital	Indirect evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 17, 2026	51-200	26 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
24	CDR Capital	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	11-50	25 contacts →
	Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 17, 2026
25	Sunpartners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 17, 2026	11-50	25 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: millennial wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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)

22.6%Largest-city concentration · Zurich

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among millennial wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “millennial wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names millennial wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among millennial wealth management companies, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,917 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Millennial wealth management companies by metro

Millennial wealth management companies in Zurich70
Millennial wealth management companies in Geneva56
Millennial wealth management companies in Geneve42

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names millennial wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 310 millennial wealth management companies headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Pictet Wealth Management, headquartered in Geneva, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Zurich leads with 70 headquartered companies, followed by Geneva (56) and Geneve (42).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,917 verified decision-maker contacts tracked across these 310 companies.

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 Smart Search, 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.