Company lists · Data refreshed September 2026
Top 18 Nonprofit financial advisors based in Switzerland
RevenueBase identified 47 company matches for nonprofit financial advisors associated with Switzerland as of September 2026 and tracks 182 professional contacts across them, including 56 with verified work emails. Zurich is the largest hub.
This list covers company matches for nonprofit financial advisors 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 20, 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 18 largest nonprofit financial advisors based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 30 contacts → | ||||
Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 25 contacts → | ||||
Exact match “Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 10 contacts → | ||||
Exact match “VermögensPartner AG, wir beraten absolut unabhängig und ohne Provisionen.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “With many years of experience, stiftung.ch offers the following services to Non-Profits: Consulting: legal and strategic advice in establishing and fusing foundations, tax…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 6 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “HST Treuhand AG ist Spezialistin in Wirtschaftsprüfung - Wirtschaftsberatung -NPO-Finanzen” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “Mit der richtigen Planung langfristig in die Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “I support you with financial management, strategy, financing and investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “Wir bieten Business Consulting, NPO-Management, Kapitalsicherung durch Investitionen in Sachwerte.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “A boutique consultancy and advisory firm, Kairos provides bespoke financial consulting, coaching, and advisory services as well as strategic fundraising to meet the financing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Investment Management and Financial Services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Das Verwalten der eigenen Finanzen kann kompliziert und anstrengend sein, muss es aber nicht.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “AMFC assists individuals and businesses in managing their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Votre partenaire spécialisé en conseils financiers.” Recorded in the RevenueBase company graph · Sep 20, 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 “nonprofit financial advisors”. 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 18 of 47 nonprofit financial advisors based in Switzerland
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Nonprofit financial advisors based in Switzerland at a glance
As of Sep 20, 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 47 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 “nonprofit financial advisors” 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 56 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 20, 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 “nonprofit financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit financial advisors are there based in Switzerland?
RevenueBase identified 47 company matches for nonprofit financial advisors 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?
Academix Consult AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit financial advisors?
Zurich leads with 6 company records, followed by Geneva (5) and Baar (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 56 professional contacts with verified work emails tracked across these 47 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 20, 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.
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Company intelligence · public preview
Top 18 nonprofit financial advisors 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 47 matching company records for nonprofit financial advisors based in Switzerland, with 182 tracked contacts and 56 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 18 nonprofit financial advisors 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 |  Academix Consult AGacademix.chHQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Glimex AGglimex.ch HQ: Wallisellen, SwitzerlandReported employees: 51-200 | Wallisellen, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vermögenspartner AGvermoegens-partner.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 10 contacts → |
“VermögensPartner AG, wir beraten absolut unabhängig und ohne Provisionen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  A.M. Family Office SAamfamilyoffice.chHQ: Locarno, SwitzerlandReported employees: 1-10 | Locarno, Switzerland | 1-10 | Exact match | 9 contacts → |
“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  stiftung.chstiftung.chHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 7 contacts → |
“With many years of experience, stiftung.ch offers the following services to Non-Profits: Consulting: legal and strategic advice in establishing and fusing foundations, tax…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 6 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Perennium SAperennium.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  HST Treuhand AGhst-treuhand.chHQ: Heimberg, SwitzerlandReported employees: 1-10 | Heimberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“HST Treuhand AG ist Spezialistin in Wirtschaftsprüfung - Wirtschaftsberatung -NPO-Finanzen” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rosbotham Financerosbothamfinance.com HQ: Bulle, SwitzerlandReported employees: 1-10 | Bulle, Switzerland | 1-10 | Exact match | 3 contacts → |
“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fredy Häfliger AGfredyhaefligerag.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Mit der richtigen Planung langfristig in die Zukunft investieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stefan Bohren Gmbhstefanbohren.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“I support you with financial management, strategy, financing and investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dongado Gmbhdongado.chHQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 1 contacts → |
“Wir bieten Business Consulting, NPO-Management, Kapitalsicherung durch Investitionen in Sachwerte.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Navianas AGnavianas.chHQ: Pratteln, SwitzerlandReported employees: 1-10 | Pratteln, Switzerland | 1-10 | Exact match | 1 contacts → |
“Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Kairos Trade & Consultancy Groupkairostradegroup.comHQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 1 contacts → |
“A boutique consultancy and advisory firm, Kairos provides bespoke financial consulting, coaching, and advisory services as well as strategic fundraising to meet the financing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Final Frontierfinalfrontier.ioHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wigert Financial Consultingwigertfinanz.ch HQ: Wängi, SwitzerlandReported employees: 1-10 | Wängi, Switzerland | 1-10 | Exact match | 1 contacts → |
“Das Verwalten der eigenen Finanzen kann kompliziert und anstrengend sein, muss es aber nicht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  AMFCamfc.chHQ: Lamboing, SwitzerlandReported employees: 1-10 | Lamboing, Switzerland | 1-10 | Exact match | 1 contacts → |
“AMFC assists individuals and businesses in managing their finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GRG Conseils Financiersgrg-conseils.chHQ: Sion, SwitzerlandReported employees: 1-10 | Sion, Switzerland | 1-10 | Exact match | 1 contacts → |
“Votre partenaire spécialisé en conseils financiers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 47 company matches
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Nonprofit financial advisors: dataset insights
September 20, 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
47 records in the displayed employee bands.
0 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 47 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: September 20, 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 nonprofit financial advisors?
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 nonprofit financial advisors did RevenueBase find based in Switzerland?
The saved snapshot records 47 matching company records, 182 tracked contacts and 56 verified emails. The public preview displays 18 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: September 20, 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.
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Cite this list
RevenueBase Data Team. Top 18 nonprofit financial advisors based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/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
- Nonprofit financial advisors based in Mumbai, India
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Company intelligence · public preview
Top 18 nonprofit financial advisors based in Switzerland
RevenueBase records 47 matching company records for nonprofit financial advisors based in Switzerland, with 182 tracked contacts and 56 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 18 nonprofit financial advisors 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 | Academix Consult AGacademix.ch HQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Glimex AGglimex.ch HQ: Wallisellen, SwitzerlandReported employees: 51-200 | Wallisellen, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vermögenspartner AGvermoegens-partner.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 10 contacts → |
“VermögensPartner AG, wir beraten absolut unabhängig und ohne Provisionen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | A.M. Family Office SAamfamilyoffice.ch HQ: Locarno, SwitzerlandReported employees: 1-10 | Locarno, Switzerland | 1-10 | Exact match | 9 contacts → |
“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | stiftung.chstiftung.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 7 contacts → |
“With many years of experience, stiftung.ch offers the following services to Non-Profits: Consulting: legal and strategic advice in establishing and fusing foundations, tax…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finanzplanung Zürichsee AGfp-z.ch HQ: Rapperswil, SwitzerlandReported employees: 11-50 | Rapperswil, Switzerland | 11-50 | Exact match | 6 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Perennium SAperennium.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 4 contacts → |
“Perennium is an independent financial investments expert dedicated to the non-profit world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HST Treuhand AGhst-treuhand.ch HQ: Heimberg, SwitzerlandReported employees: 1-10 | Heimberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“HST Treuhand AG ist Spezialistin in Wirtschaftsprüfung - Wirtschaftsberatung -NPO-Finanzen” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rosbotham Financerosbothamfinance.com HQ: Bulle, SwitzerlandReported employees: 1-10 | Bulle, Switzerland | 1-10 | Exact match | 3 contacts → |
“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fredy Häfliger AGfredyhaefligerag.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Mit der richtigen Planung langfristig in die Zukunft investieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stefan Bohren Gmbhstefanbohren.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“I support you with financial management, strategy, financing and investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dongado Gmbhdongado.ch HQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 1 contacts → |
“Wir bieten Business Consulting, NPO-Management, Kapitalsicherung durch Investitionen in Sachwerte.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Navianas AGnavianas.ch HQ: Pratteln, SwitzerlandReported employees: 1-10 | Pratteln, Switzerland | 1-10 | Exact match | 1 contacts → |
“Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kairos Trade & Consultancy Groupkairostradegroup.com HQ: Lausanne, SwitzerlandReported employees: 1-10 | Lausanne, Switzerland | 1-10 | Exact match | 1 contacts → |
“A boutique consultancy and advisory firm, Kairos provides bespoke financial consulting, coaching, and advisory services as well as strategic fundraising to meet the financing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Final Frontierfinalfrontier.io HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wigert Financial Consultingwigertfinanz.ch HQ: Wängi, SwitzerlandReported employees: 1-10 | Wängi, Switzerland | 1-10 | Exact match | 1 contacts → |
“Das Verwalten der eigenen Finanzen kann kompliziert und anstrengend sein, muss es aber nicht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | AMFCamfc.ch HQ: Lamboing, SwitzerlandReported employees: 1-10 | Lamboing, Switzerland | 1-10 | Exact match | 1 contacts → |
“AMFC assists individuals and businesses in managing their finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GRG Conseils Financiersgrg-conseils.ch HQ: Sion, SwitzerlandReported employees: 1-10 | Sion, Switzerland | 1-10 | Exact match | 1 contacts → |
“Votre partenaire spécialisé en conseils financiers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 47 company matches
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Nonprofit financial advisors: dataset insights
September 20, 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
47 records in the displayed employee bands.
0 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 47 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: September 20, 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 nonprofit financial advisors?
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 nonprofit financial advisors did RevenueBase find based in Switzerland?
The saved snapshot records 47 matching company records, 182 tracked contacts and 56 verified emails. The public preview displays 18 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: September 20, 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.
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Cite this list
RevenueBase Data Team. Top 18 nonprofit financial advisors based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/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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