Company lists · Data refreshed October 2026
Top 25 Nonprofit wealth management companies based in Switzerland
RevenueBase identified 253 company matches for nonprofit wealth management companies associated with Switzerland as of October 2026 and tracks 2,139 professional contacts across them, including 903 with verified work emails. Geneva is the largest hub.
This list covers company matches for nonprofit wealth management 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 October 18, 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 25 largest nonprofit wealth management companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 141 contacts → | ||||
Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 2 | 50 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 · Oct 18, 2026 · View company records in RevenueBase | |||||
| 3 | 49 contacts → | ||||
Exact match “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 4 | 49 contacts → | ||||
Exact match “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 5 | 48 contacts → | ||||
Exact match “The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 6 | 42 contacts → | ||||
Exact match “Wir glauben an eine neue Ära des Wealth Managements.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 7 | 39 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 · Oct 18, 2026 · View company records in RevenueBase | |||||
| 8 | 38 contacts → | ||||
Exact match “What if you came across a wealth management company that was much more than just that?” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 9 | 35 contacts → | ||||
Exact match “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 10 | 33 contacts → | ||||
Exact match “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match “Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “Colin & Cie serves high net worth individuals and institutional investors in Europe.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “Invethos bietet Ihnen umfassende Beratung in allen Vermögensfragen.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 17 | 22 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 · Oct 18, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “SSI Wealth Management AG is an independent wealth & asset management company based in Bäch, SZ Switzerland.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match “Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 24 | 16 contacts → | ||||
Exact match “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 25 | 16 contacts → | ||||
Exact match “Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…” Recorded in the RevenueBase company graph · Oct 18, 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 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 25 of 253 nonprofit wealth management companies based in Switzerland
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Nonprofit wealth management companies based in Switzerland at a glance
As of Oct 18, 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 253 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 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 903 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 October 18, 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.
Nonprofit wealth management companies by metro
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 wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit wealth management companies are there based in Switzerland?
RevenueBase identified 253 company matches for nonprofit wealth management companies associated with Switzerland as of October 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?
Cité Gestion SA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit wealth management companies?
Geneva leads with 64 company records, followed by Zurich (63) and Lugano (20).
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 903 professional contacts with verified work emails tracked across these 253 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 October 18, 2026.
Ready to reach these companies? Verified emails and direct dials for all 253 nonprofit wealth management companies based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit wealth management companies by geography
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- Nonprofit wealth management companies based in Bordeaux, France
- Nonprofit wealth management companies based in Lyon, France
- Nonprofit wealth management companies based in Paris, France
- Nonprofit wealth management companies based in Toulouse, France
- Nonprofit wealth management companies based in Hong Kong, Hong Kong
- Nonprofit wealth management companies based in Bangalore, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
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Company intelligence · public preview
Top 25 nonprofit wealth management companies 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 253 matching company records for nonprofit wealth management companies based in Switzerland, with 2,139 tracked contacts and 903 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 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 25 nonprofit wealth management companies 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 |  Cité Gestion SAcite-gestion.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 141 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Marcuard Heritagemarcuardheritage.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Albin Kistler AGalbinkistler.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 49 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Octogone Groupoctogone-group.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 49 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Zwei Wealth Your Personal Wealth Officewelcome.zwei-wealth.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 48 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Soundcapitalsound.capitalHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 42 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Parkviewparkviewgroup.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bruellan Groupbruellan.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 35 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Woodman Asset Management AGwoodman.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 33 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Summit Trust International SAsummit-group.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Belvédère Asset Management AGbelvedere-am.comHQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Colin&cie. Wealth Managementcolin-cie.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 28 contacts → |
“Colin & Cie serves high net worth individuals and institutional investors in Europe.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sunpartners SAsun-partners.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 27 contacts → |
“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Belgravia Wealth Managementbelgraviawealth.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 25 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Invethos AGinvethos.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 22 contacts → |
“Invethos bietet Ihnen umfassende Beratung in allen Vermögensfragen.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Avalor Investment AGavalor.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SSI Wealth Management AGssi-wm.ch HQ: Baech, SwitzerlandReported employees: 11-50 | Baech, Switzerland | 11-50 | Exact match | 19 contacts → |
“SSI Wealth Management AG is an independent wealth & asset management company based in Bäch, SZ Switzerland.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Amadeus Capital SAamadeus.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Baseline Wealth Managementbaselinewealth.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Citadel Finance SAcitadel.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pictet North America Advisorspnaa.pictet.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 16 contacts → |
“Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Telomere Capitaltelomere.chHQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Necker Finance Suisse SAneckerfinance.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 253 company matches
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Nonprofit wealth management companies: dataset insights
October 18, 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
253 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 253 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: October 18, 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 ↗
Nonprofit wealth management companies by metro
Questions about this company list
What does Exact match mean for nonprofit wealth management companies?
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 wealth management companies did RevenueBase find based in Switzerland?
The saved snapshot records 253 matching company records, 2,139 tracked contacts and 903 verified emails. The public preview displays 25 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: October 18, 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.
Related lists
Nonprofit wealth management companies by geography
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
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- Nonprofit wealth management companies based in Bordeaux, France
- Nonprofit wealth management companies based in Lyon, France
- Nonprofit wealth management companies based in Paris, France
- Nonprofit wealth management companies based in Toulouse, France
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Cite this list
RevenueBase Data Team. Top 25 nonprofit wealth management companies based in Switzerland. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/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 wealth management companies based in Melbourne, Australia
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Company intelligence · public preview
Top 25 nonprofit wealth management companies based in Switzerland
RevenueBase records 253 matching company records for nonprofit wealth management companies based in Switzerland, with 2,139 tracked contacts and 903 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 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 25 nonprofit wealth management companies 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 | Cité Gestion SAcite-gestion.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 141 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Marcuard Heritagemarcuardheritage.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Albin Kistler AGalbinkistler.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 49 contacts → |
“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Octogone Groupoctogone-group.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 49 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Zwei Wealth Your Personal Wealth Officewelcome.zwei-wealth.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 48 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Soundcapitalsound.capital HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 42 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Parkviewparkviewgroup.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bruellan Groupbruellan.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 38 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 35 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Woodman Asset Management AGwoodman.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 33 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Summit Trust International SAsummit-group.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 33 contacts → |
“Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Belvédère Asset Management AGbelvedere-am.com HQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Colin&cie. Wealth Managementcolin-cie.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 28 contacts → |
“Colin & Cie serves high net worth individuals and institutional investors in Europe.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sunpartners SAsun-partners.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 27 contacts → |
“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Belgravia Wealth Managementbelgraviawealth.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 25 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Invethos AGinvethos.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 22 contacts → |
“Invethos bietet Ihnen umfassende Beratung in allen Vermögensfragen.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Avalor Investment AGavalor.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SSI Wealth Management AGssi-wm.ch HQ: Baech, SwitzerlandReported employees: 11-50 | Baech, Switzerland | 11-50 | Exact match | 19 contacts → |
“SSI Wealth Management AG is an independent wealth & asset management company based in Bäch, SZ Switzerland.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Amadeus Capital SAamadeus.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Baseline Wealth Managementbaselinewealth.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Citadel Finance SAcitadel.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pictet North America Advisorspnaa.pictet.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 16 contacts → |
“Die Novak, Thurnheer + Partner AG (NTP) ist eine inhabergeführte Vermögensverwaltung mit Sitz in Zürich.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Telomere Capitaltelomere.ch HQ: Carouge, SwitzerlandReported employees: 11-50 | Carouge, Switzerland | 11-50 | Exact match | 16 contacts → |
“Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Necker Finance Suisse SAneckerfinance.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 16 contacts → |
“Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 253 company matches
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Nonprofit wealth management companies: dataset insights
October 18, 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
253 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 253 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: October 18, 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 ↗
Nonprofit wealth management companies by metro
Questions about this company list
What does Exact match mean for nonprofit wealth management companies?
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 wealth management companies did RevenueBase find based in Switzerland?
The saved snapshot records 253 matching company records, 2,139 tracked contacts and 903 verified emails. The public preview displays 25 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: October 18, 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 25 nonprofit wealth management companies based in Switzerland. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/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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