Company lists · Data refreshed September 2026
Top 20 Online portfolio management companies based in Switzerland
RevenueBase identified 56 company matches for online portfolio management companies associated with Switzerland as of September 2026 and tracks 526 professional contacts across them, including 206 with verified work emails. Zurich is the largest hub.
This list covers company matches for online portfolio 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 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 20 largest online portfolio management companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 171 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 34 contacts → | ||||
Exact match “True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Tindeco’s revolutionary technology is transforming investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Divercefi is building the ultimate investment portfolio management solution.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Portfoliodigitalisierung, Portfoliomanagement” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We advise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Asset management, advisory services based on automated market analysis” 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 “online portfolio 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 20 of 56 online portfolio management companies based in Switzerland
See the full list, filter by size, metro and specialty, and access 206 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Online portfolio management companies 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 56 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 “online portfolio 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 206 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 “online portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many online portfolio management companies are there based in Switzerland?
RevenueBase identified 56 company matches for online portfolio management 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?
ETOPS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most online portfolio management companies?
Zurich leads with 18 company records, followed by Geneva (7) and Zug (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 206 professional contacts with verified work emails tracked across these 56 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.
Ready to reach these companies? Verified emails and direct dials for all 56 online portfolio management companies based in Switzerland. Start with a free account, no credit card.
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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 20 online portfolio 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 56 matching company records for online portfolio management companies based in Switzerland, with 526 tracked contacts and 206 verified work emails.
This public preview shows 20 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 20 online portfolio 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 |  ETOPSetops.comHQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Finfoxfinfox.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  True Wealthtruewealth.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Selma Financeselma.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  3rd-Eyes Analytics AG3rd-eyes.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Umushroomumushroom.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Findependentfindependent.chHQ: Lenzburg, SwitzerlandReported employees: 1-10 | Lenzburg, Switzerland | 1-10 | Exact match | 15 contacts → |
“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tindecotindecofs.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 14 contacts → |
“Tindeco’s revolutionary technology is transforming investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Insa Investment Software AGinsa-software.comHQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Kasparkasparund.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 10 contacts → |
“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ubinaryubinary.comHQ: Badenerstrasse, SwitzerlandReported employees: 201-500 | Badenerstrasse, Switzerland | 201-500 | Exact match | 8 contacts → |
“Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finlab Solutions SAfinlab.comHQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  IRC Finance AGirc-finance.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 7 contacts → |
“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alquantalquant.comHQ: Fribourg, SwitzerlandReported employees: 1-10 | Fribourg, Switzerland | 1-10 | Exact match | 5 contacts → |
“Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Blackfortblackfort.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Divercefidivercefi.comHQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aktiva AGaktiva.swissHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 1 contacts → |
“Portfoliodigitalisierung, Portfoliomanagement” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Alphanectalphanect.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 1 contacts → |
“Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Clear Minds Investment AGclearminds.chHQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Arcs Partners SAarcs-partners.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Asset management, advisory services based on automated market analysis” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 56 company matches
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Online portfolio management companies: 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
56 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 56 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 online portfolio 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 online portfolio management companies did RevenueBase find based in Switzerland?
The saved snapshot records 56 matching company records, 526 tracked contacts and 206 verified emails. The public preview displays 20 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.
Related lists
Online portfolio management companies by geography
- Online portfolio management companies based in Bangalore, India
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- Online portfolio management companies based in Australia
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- Online portfolio management companies based in France
- Online portfolio management companies based in Germany
- Online portfolio management companies based in Hong Kong
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Cite this list
RevenueBase Data Team. Top 20 online portfolio management companies based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/online-portfolio-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
- Online portfolio management companies based in Bangalore, India
- Online portfolio management companies based in Mumbai, India
- Online portfolio management companies based in Australia
- Online portfolio management companies based in Brazil
- Online portfolio management companies based in Canada
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Company intelligence · public preview
Top 20 online portfolio management companies based in Switzerland
RevenueBase records 56 matching company records for online portfolio management companies based in Switzerland, with 526 tracked contacts and 206 verified work emails.
This public preview shows 20 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 20 online portfolio 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 | ETOPSetops.com HQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Finfoxfinfox.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | True Wealthtruewealth.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Selma Financeselma.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 26 contacts → |
“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 3rd-Eyes Analytics AG3rd-eyes.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 22 contacts → |
“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Umushroomumushroom.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 20 contacts → |
“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Findependentfindependent.ch HQ: Lenzburg, SwitzerlandReported employees: 1-10 | Lenzburg, Switzerland | 1-10 | Exact match | 15 contacts → |
“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tindecotindecofs.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 14 contacts → |
“Tindeco’s revolutionary technology is transforming investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Insa Investment Software AGinsa-software.com HQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Kasparkasparund.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 10 contacts → |
“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ubinaryubinary.com HQ: Badenerstrasse, SwitzerlandReported employees: 201-500 | Badenerstrasse, Switzerland | 201-500 | Exact match | 8 contacts → |
“Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finlab Solutions SAfinlab.com HQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | IRC Finance AGirc-finance.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 7 contacts → |
“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alquantalquant.com HQ: Fribourg, SwitzerlandReported employees: 1-10 | Fribourg, Switzerland | 1-10 | Exact match | 5 contacts → |
“Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blackfortblackfort.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Divercefidivercefi.com HQ: Hünenberg, SwitzerlandReported employees: 1-10 | Hünenberg, Switzerland | 1-10 | Exact match | 3 contacts → |
“Divercefi is building the ultimate investment portfolio management solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aktiva AGaktiva.swiss HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 1 contacts → |
“Portfoliodigitalisierung, Portfoliomanagement” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Alphanectalphanect.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 1 contacts → |
“Alphanect is a fintech company that empowers wealth and asset managers to scale their fundraising capabilities by combining streamlined investment experience with a curated…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clear Minds Investment AGclearminds.ch HQ: Basel, SwitzerlandReported employees: 1-10 | Basel, Switzerland | 1-10 | Exact match | 1 contacts → |
“We advise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arcs Partners SAarcs-partners.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Asset management, advisory services based on automated market analysis” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 56 company matches
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Online portfolio management companies: 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
56 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 56 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 online portfolio 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 online portfolio management companies did RevenueBase find based in Switzerland?
The saved snapshot records 56 matching company records, 526 tracked contacts and 206 verified emails. The public preview displays 20 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 20 online portfolio management companies based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/online-portfolio-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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