Company lists · Data refreshed September 2026

Top 18 Nonprofit financial advisors based in Switzerland

RevenueBase identified 47 nonprofit financial advisors headquartered in 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 nonprofit financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review
47Companies
182Contacts tracked
56Verified emails
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The 18 largest nonprofit financial advisors based in Switzerland

Ranked by team size
Top 18 of 47 nonprofit financial advisors based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: 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 evidenceTrogen, SwitzerlandHQ checked Sep 20, 202651-20030 contacts →

Indirect evidence

“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 20, 202651-20025 contacts →

Indirect evidence

“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“VermögensPartner AG, wir beraten absolut unabhängig und ohne Provisionen.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLocarno, SwitzerlandHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceRapperswil, SwitzerlandHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Deine Wünsche und Ziele stehen bei unserer Beratung im Fokus und nach diesem Beratungsansatz führt die Finanzplanung Zürichsee ihre Dienstleistung aus.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceGeneva, SwitzerlandHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Perennium is an independent financial investments expert dedicated to the non-profit world.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceHeimberg, SwitzerlandHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“HST Treuhand AG ist Spezialistin in Wirtschaftsprüfung - Wirtschaftsberatung -NPO-Finanzen”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBulle, SwitzerlandHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Rosbotham Finance is the trading name for David Rosbotham, who acts as a true independent financial planner for his clients.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Mit der richtigen Planung langfristig in die Zukunft investieren.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceBasel, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“I support you with financial management, strategy, financing and investments.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBaar, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Wir bieten Business Consulting, NPO-Management, Kapitalsicherung durch Investitionen in Sachwerte.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidencePratteln, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceLausanne, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“A boutique consultancy and advisory firm, Kairos provides bespoke financial consulting, coaching, and advisory services as well as strategic fundraising to meet the financing…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceZug, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Investment Management and Financial Services firm.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceWängi, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Das Verwalten der eigenen Finanzen kann kompliziert und anstrengend sein, muss es aber nicht.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLamboing, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“AMFC assists individuals and businesses in managing their finances.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSion, SwitzerlandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Votre partenaire spécialisé en conseils financiers.”

Source: RevenueBase Database · checked Sep 20, 2026

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, 2026
30.8%Verified-email coverage
3.9Average contacts per company
1-10Median size (employees)
12.8%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
6
51-200
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit financial advisors, 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 “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, 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, 56 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 20, 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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in Switzerland?

RevenueBase identified 47 nonprofit financial advisors 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?

Academix Consult AG, headquartered in Trogen, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

Zurich leads with 6 headquartered companies, followed by Baar (4) and Geneve (3).

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 56 verified decision-maker contacts tracked across these 47 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 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 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.