Company lists · Data refreshed September 2026

Top 22 Nonprofit financial advisory companies based in Switzerland

RevenueBase identified 67 company matches for nonprofit financial advisory companies associated with Switzerland as of September 2026 and tracks 214 professional contacts across them, including 65 with verified work emails. Zurich is the largest hub.

This list covers company matches for nonprofit financial advisory companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
67Companies
214Contacts tracked
65Verified emails
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The 22 largest nonprofit financial advisory companies based in Switzerland

Ranked by team size
Top 22 of 67 company matches for nonprofit financial advisory companies based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTrogen, SwitzerlandHQ recorded Sep 20, 202651-20030 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
2Exact matchWallisellen, SwitzerlandHQ recorded Sep 20, 202651-20025 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
3Exact matchZurich, SwitzerlandHQ recorded Sep 20, 202611-5010 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
4Exact matchLocarno, SwitzerlandHQ recorded Sep 20, 20261-109 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
5Exact matchZürich, SwitzerlandHQ recorded Sep 20, 20261-107 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
6Exact matchRapperswil, SwitzerlandHQ recorded Sep 20, 202611-506 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
7Exact matchGeneva, SwitzerlandHQ recorded Sep 20, 20261-104 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
8Exact matchIns, SwitzerlandHQ recorded Sep 20, 202611-504 contacts →

Exact match

“Unsere Fachkompetenz umfasst Treuhanddienstleistungen, Wirtschaftsprüfung, Steuer- und Unternehmensberatung sowie die Beratung von Gemeinwesen.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchFrauenfeld, SwitzerlandHQ recorded Sep 20, 202611-504 contacts →

Exact match

“Ganzheitliche, unabhängige und nachhaltige Finanzberatung”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchHeimberg, SwitzerlandHQ recorded Sep 20, 20261-103 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
11Exact matchBulle, SwitzerlandHQ recorded Sep 20, 20261-103 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
12Exact matchZürich, SwitzerlandHQ recorded Sep 20, 20261-102 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
13Exact matchZug, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Finanzen, revisionen, buchhaltung & steuern”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchBasel, SwitzerlandHQ recorded Sep 20, 20261-101 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
15Exact matchBaar, SwitzerlandHQ recorded Sep 20, 20261-101 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
16Exact matchPratteln, SwitzerlandHQ recorded Sep 20, 20261-101 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
17Exact matchLausanne, SwitzerlandHQ recorded Sep 20, 20261-101 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
18Exact matchParadiso, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Offriamo consulenza finanziaria indipendente a privati ed istituzioni”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchZug, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Investment Management and Financial Services firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchLamboing, SwitzerlandHQ recorded Sep 20, 20261-101 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
21Exact matchWängi, SwitzerlandHQ recorded Sep 20, 20261-101 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
22Exact matchSion, SwitzerlandHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Votre partenaire spécialisé en conseils financiers.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 22 of 67 nonprofit financial advisory companies based in Switzerland

See the full list, filter by size, metro and specialty, and access 65 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisory companies based in Switzerland at a glance

As of Sep 20, 2026
30.4%Verified-email coverage
3.2Average contacts per company
1-10Median size (employees)
11.9%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
9
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 67 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 advisory 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 65 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 advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisory companies are there based in Switzerland?

RevenueBase identified 67 company matches for nonprofit financial advisory companies 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 advisory companies?

Zurich leads with 8 company records, followed by Baar (5) and Geneva (5).

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 65 professional contacts with verified work emails tracked across these 67 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.