Company lists · Data refreshed September 2026

Top 25 Pe investment advisors based in Switzerland

Name: Pe investment advisors based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 179 companies tracked

RevenueBase identified 179 pe investment advisors headquartered in Switzerland as of September 2026 and tracks 3,293 professional contacts across them, including 1,576 with verified work emails. Zurich is the largest hub.

This list covers pe investment advisors headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

179Companies

3,293Contacts tracked

1,576Verified emails

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The 25 largest pe investment advisors based in Switzerland

Ranked by team size

Top 25 of 179 pe investment advisors based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pe investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vontobel	Strong evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	2,067 contacts →
	Strong evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
2	Unigestion	Indirect evidence	Geneva 12, SwitzerlandHQ checked Sep 20, 2026	51-200	162 contacts →
	Indirect evidence “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Source: RevenueBase Database · checked Sep 20, 2026
3	Amundi Alpha Associates	Partial evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 20, 2026	51-200	83 contacts →
	Partial evidence “Amundi Alpha Associates is a Private Equity, Private Debt and Infrastructure manager and advisor.” Source: RevenueBase Database · checked Sep 20, 2026
4	Ufenau Capital Partners AG	Partial evidence	Pfäffikon, SwitzerlandHQ checked Sep 20, 2026	51-200	64 contacts →
	Partial evidence “Ufenau Capital Partners is a privately-owned Swiss Investor Group headquartered at lake Zurich which advises private and institutional investors with their investments in private…” Source: RevenueBase Database · checked Sep 20, 2026
5	Woodman Asset Management AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	11-50	31 contacts →
	Partial evidence “Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Source: RevenueBase Database · checked Sep 20, 2026
6	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	28 contacts →
	Partial evidence “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Source: RevenueBase Database · checked Sep 20, 2026
7	Wineus AG	Strong evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Source: RevenueBase Database · checked Sep 20, 2026
8	Vicenda Group AG	Partial evidence	Baar, SwitzerlandHQ checked Sep 20, 2026	11-50	20 contacts →
	Partial evidence “Vicenda is a partner managed capital markets investor and advisor, specializing in private markets.” Source: RevenueBase Database · checked Sep 20, 2026
9	Investment Associates AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Investment Associates is a private, independent, and employee-owned investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
10	The Risk Management Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “RMG, The Risk Management Group (“RMG”) is a Geneva based firm specialised in advising clients on the selection, structuring, implementation and monitoring of asset and liability…” Source: RevenueBase Database · checked Sep 20, 2026
11	Telomere Capital	Partial evidence	Carouge, SwitzerlandHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 20, 2026
12	Jabre Capital Partners	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	51-200	16 contacts →
	Indirect evidence “Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Source: RevenueBase Database · checked Sep 20, 2026
13	Tree Capital SA	Partial evidence	65, SwitzerlandHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018.” Source: RevenueBase Database · checked Sep 20, 2026
14	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Source: RevenueBase Database · checked Sep 20, 2026
15	Finezia AG	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Finezia ist ein Vermögensverwalter im Herzen von Luzern.” Source: RevenueBase Database · checked Sep 20, 2026
16	Feri Schweiz AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Source: RevenueBase Database · checked Sep 20, 2026
17	Moravia Capital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “About Us Moravia is a management-owned advisory and investment firm with a 25-year legacy.” Source: RevenueBase Database · checked Sep 20, 2026
18	AVA Investors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Keep making waves” Source: RevenueBase Database · checked Sep 20, 2026
19	Rock Lake Advisors	Strong evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Global fundraising and private placement advisor to leading corporate sponsors and established or emerging general partners offering select high quality investments in private…” Source: RevenueBase Database · checked Sep 20, 2026
20	Strategic Swiss Partners	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.” Source: RevenueBase Database · checked Sep 20, 2026
21	Swissprivate AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Source: RevenueBase Database · checked Sep 20, 2026
22	Swiss Finance Management International SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
23	Prescus Capital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “Prescus Capital is a boutique financial advisory firm operating in the private capital markets ecosystem.” Source: RevenueBase Database · checked Sep 20, 2026
24	Aarauinvest AG	Partial evidence	Aarau, SwitzerlandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Source: RevenueBase Database · checked Sep 20, 2026
25	Manixer	Partial evidence	Genève, SwitzerlandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Manixer is a Geneva-based private-equity advisory firm based in Geneva, Switzerland.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: pe investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names pe investment advisors.
Partial evidence: Its own public description names part of pe investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pe investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 179 pe investment advisors based in Switzerland

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Pe investment advisors based in Switzerland at a glance

As of Sep 20, 2026

47.9%Verified-email coverage

18.4Average contacts per company

1-10Median size (employees)

21.2%Largest-city concentration · Zurich

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

128

11-50

51-200

1,001-5,000

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 179 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pe investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “pe investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pe investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among pe investment advisors, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,576 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Pe investment advisors by metro

Pe investment advisors in Zurich38
Pe investment advisors in Geneva35

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pe investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pe investment advisors are there based in Switzerland?

RevenueBase identified 179 pe investment advisors headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vontobel, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most pe investment advisors?

Zurich leads with 38 headquartered companies, followed by Geneva (35) and Zug (22).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,576 verified decision-maker contacts tracked across these 179 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.