Company lists · Data refreshed September 2026

Top 19 Millennial wealth management companies based in Zurich, Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 70 companies tracked

RevenueBase identified 70 company matches for millennial wealth management companies associated with Zurich, Switzerland as of September 2026 and tracks 798 professional contacts across them, including 414 with verified work emails. Across Switzerland, Geneva is the largest hub for this category (98 companies); Zurich follows with 70.

This list covers company matches for millennial wealth management companies associated with Zurich, 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

70Companies

798Contacts tracked

414Verified emails

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The 19 largest millennial wealth management companies based in Zurich, Switzerland

Ranked by team size

Top 19 of 70 company matches for millennial wealth management companies based in Zurich, 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	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
2	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
3	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
4	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
5	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
6	Avalor Investment AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Mercantil Bank Schweiz AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Belvoir Capital AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “The world is changing at a breath-taking pace.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Novak, Thurnheer Partner AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Nahmani Grunder & CIE AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	ARX Capital AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “The team at ARX Capital works tirelessly to help you to achieve your financial objectives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Toledo Capital AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Amber Lion Partners	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Amber Lion Partners offers wealth and asset management with performance-based compensation models, debt advisory (real estate, marine and aviation) and venture capital.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Sonnenberg Wealth Management	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Sonnenberg Wealth Management AG is a leading and inspiring independent wealth manager that creates value for its clients with sustainable, innovative, entrepreneurial and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Insignium Wealth Management AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Insignium Wealth Management AG is an independent asset management company founded in 2012.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Swissprivate AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	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 · Sep 17, 2026 · View company records in RevenueBase
17	ISGAM	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Forminvest AG	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “FormInvest AG is an independent wealth management boutique, established in 2012 and based in Zurich.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	G7nesis	Exact match	Zurich, SwitzerlandHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Originating from a European private bank, G7NESIS is today an independent and partner-owned family office with its own asset management arm.” 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 19 of 70 millennial wealth management companies based in Zurich, Switzerland

See the full list, filter by size, metro and specialty, and access 414 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Millennial wealth management companies based in Zurich, Switzerland at a glance

As of Sep 17, 2026

51.9%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 70 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 Zurich, 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 414 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 in Switzerland

Millennial wealth management companies in Geneva98

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 Zurich, Switzerland?

RevenueBase identified 70 company matches for millennial wealth management companies associated with Zurich, 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?

Marcuard Heritage tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Switzerland has the most millennial wealth management companies?

Geneva leads Switzerland 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 414 professional contacts with verified work emails tracked across these 70 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.