Company lists · Data refreshed September 2026

Top 25 Multi-family office software companies based in Switzerland

RevenueBase identified 294 multi-family office software companies headquartered in Switzerland as of September 2026 and tracks 3,024 professional contacts across them, including 1,339 with verified work emails. Zurich is the largest hub.

This list covers multi-family office software 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 29, 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 29, 2026 86% judged on-target in blind review
294Companies
3,024Contacts tracked
1,339Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest multi-family office software companies based in Switzerland

Ranked by team size
Top 25 of 294 multi-family office software companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-family office software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCham, SwitzerlandHQ checked Sep 29, 2026201-500171 contacts →

Indirect evidence

“Etops is the pan-European technology platform for wealth and asset management.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceZurich, SwitzerlandHQ checked Sep 29, 2026201-500145 contacts →

Indirect evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceLausanne, SwitzerlandHQ checked Sep 29, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceGeneve, SwitzerlandHQ checked Sep 29, 202651-200118 contacts →

Strong 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 29, 2026
5Indirect evidenceGenève, SwitzerlandHQ checked Sep 29, 202651-200103 contacts →

Indirect evidence

“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 202651-20074 contacts →

Indirect evidence

“Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceUrdorf, SwitzerlandHQ checked Sep 29, 202651-20063 contacts →

Partial evidence

“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceVernier, SwitzerlandHQ checked Sep 29, 202651-20053 contacts →

Indirect evidence

“WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceStadtkreis 8 Riesbach, SwitzerlandHQ checked Sep 29, 202611-5050 contacts →

Indirect 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 29, 2026
10Indirect evidenceGenève, SwitzerlandHQ checked Sep 29, 202611-5044 contacts →

Indirect evidence

“Novum Partners was founded in 2018 by a group of four partners who shared a common vision.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-5042 contacts →

Indirect evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceStadtkreis 5, SwitzerlandHQ checked Sep 29, 202611-5040 contacts →

Strong evidence

“Marcuard Family Office is a multi-family office that helps your family sustain values over generations.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-5038 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 29, 2026
14Indirect evidenceGenève, SwitzerlandHQ checked Sep 29, 202611-5036 contacts →

Indirect evidence

“What if you came across a wealth management company that was much more than just that?”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceZurich, SwitzerlandHQ checked Sep 29, 202611-5036 contacts →

Strong evidence

“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceZurich, SwitzerlandHQ checked Sep 29, 202611-5035 contacts →

Strong evidence

“FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-5035 contacts →

Indirect evidence

“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceGlarus, SwitzerlandHQ checked Sep 29, 202611-5032 contacts →

Indirect 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 29, 2026
19Strong evidenceNyon, SwitzerlandHQ checked Sep 29, 202651-20032 contacts →

Strong evidence

“Single Family Office en matière économique, immobilière et financière.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceZurich, SwitzerlandHQ checked Sep 29, 202611-5031 contacts →

Indirect evidence

“Helvetic Trust was founded in 2001 and is an owner-managed firm wholly owned by its active partners.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceSingapore, SwitzerlandHQ checked Sep 29, 202611-5030 contacts →

Strong evidence

“Lumen Capital Investor is a Multi-Family Office, and Wealth Manager established in Singapore in 2010 THE POWER OF THE INDEPENDENT MODEL Our independent asset management model…”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceLausanne, SwitzerlandHQ checked Sep 29, 202651-20030 contacts →

Partial evidence

“FINARTIS Group SA is a global financial technology company and banking software provider.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceZürich, SwitzerlandHQ checked Sep 29, 202611-5029 contacts →

Indirect evidence

“Ein starker Partner mit Weitblick für Ihre Finanzen.”

Source: RevenueBase Database · checked Sep 29, 2026
24Strong evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-5028 contacts →

Strong evidence

“Primwest is a single family office based in Geneva Switzerland, investing globally across all asset classes.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceGeneva, SwitzerlandHQ checked Sep 29, 202651-20028 contacts →

Strong evidence

“Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 294 multi-family office software companies based in Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,339 reachable decision-makers.

Free signup · no credit card

View the full list →

Multi-family office software companies based in Switzerland at a glance

As of Sep 29, 2026
44.3%Verified-email coverage
10.3Average contacts per company
1-10Median size (employees)
25.9%Largest-city concentration · Zurich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
175
11-50
94
51-200
17
201-500
4

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 294 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 multi-family office software 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 “multi-family office software 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 multi-family office software 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 multi-family office software 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, 1,339 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 29, 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.

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 multi-family office software 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 multi-family office software companies are there based in Switzerland?

RevenueBase identified 294 multi-family office software 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?

ETOPS, headquartered in Cham, tops this list with the largest team on record.

Which city has the most multi-family office software companies?

Zurich leads with 76 headquartered companies, followed by Geneva (43) and Geneve (29).

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 1,339 verified decision-maker contacts tracked across these 294 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 294 multi-family office software companies based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

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.