Company lists · Data refreshed September 2026
Top 25 Pe investment advisors based in Switzerland
RevenueBase identified 179 company matches for pe investment advisors associated with Switzerland as of September 2026 and tracks 3,293 professional contacts across them, including 1,576 with verified work emails. Geneva is the largest hub.
This list covers company matches for pe investment advisors 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 25 largest pe investment advisors based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,067 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 162 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 83 contacts → | ||||
Exact match “Amundi Alpha Associates is a Private Equity, Private Debt and Infrastructure manager and advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 64 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 31 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 28 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Vicenda is a partner managed capital markets investor and advisor, specializing in private markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Finezia ist ein Vermögensverwalter im Herzen von Luzern.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “About Us Moravia is a management-owned advisory and investment firm with a 25-year legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Keep making waves” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Global fundraising and private placement advisor to leading corporate sponsors and established or emerging general partners offering select high quality investments in private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Prescus Capital is a boutique financial advisory firm operating in the private capital markets ecosystem.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Manixer is a Geneva-based private-equity advisory firm based in Geneva, Switzerland.” 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 “pe investment advisors”. 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 179 pe investment advisors based in Switzerland
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Pe investment advisors 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 179 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 “pe investment advisors” 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 1,576 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 “pe investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many pe investment advisors are there based in Switzerland?
RevenueBase identified 179 company matches for pe investment advisors 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?
Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most pe investment advisors?
Geneva leads with 41 company records, followed by Zurich (38) and Zug (22).
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 1,576 professional contacts with verified work emails tracked across these 179 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 pe investment advisors 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 179 matching company records for pe investment advisors based in Switzerland, with 3,293 tracked contacts and 1,576 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: 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 25 pe investment advisors 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 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Unigestionunigestion.comHQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Amundi Alpha Associatesalpha-associates.chHQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 51-200 | Stadtkreis 1 Altstadt, Switzerland | 51-200 | Exact match | 83 contacts → |
“Amundi Alpha Associates is a Private Equity, Private Debt and Infrastructure manager and advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Pfäffikon, SwitzerlandReported employees: 51-200 | Pfäffikon, Switzerland | 51-200 | Exact match | 64 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Woodman Asset Management AGwoodman.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Petiole Asset Managementpetiole.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wineus AGwineus.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 21 contacts → |
“Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vicenda Group AGvicendagroup.comHQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 20 contacts → |
“Vicenda is a partner managed capital markets investor and advisor, specializing in private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investment Associates AGinvestmentassociates.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Risk Management Grouprmgroup.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Jabre Capital Partnersjabcap.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Tree Capital SAtreecapital.chHQ: 65, SwitzerlandReported employees: 1-10 | 65, Switzerland | 1-10 | Exact match | 15 contacts → |
“Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finezia AGfinezia.ch HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 12 contacts → |
“Finezia ist ein Vermögensverwalter im Herzen von Luzern.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Feri Schweiz AGferi.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 12 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Moravia Capitalmoraviacapital.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 10 contacts → |
“About Us Moravia is a management-owned advisory and investment firm with a 25-year legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AVA Investorsava-investors.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rock Lake Advisorsrock-lake.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Global fundraising and private placement advisor to leading corporate sponsors and established or emerging general partners offering select high quality investments in private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Strategic Swiss Partnersstrategicswisspartners.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Swissprivate AGswissprivate.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Swiss Finance Management International SAswissfim.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 8 contacts → |
“Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Prescus Capitalprescus.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 7 contacts → |
“Prescus Capital is a boutique financial advisory firm operating in the private capital markets ecosystem.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Aarauinvest AGaarauinvest.chHQ: Aarau, SwitzerlandReported employees: 1-10 | Aarau, Switzerland | 1-10 | Exact match | 7 contacts → |
“Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Manixermanixer.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 7 contacts → |
“Manixer is a Geneva-based private-equity advisory firm based in Geneva, Switzerland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 179 company matches
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Pe investment advisors: 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
178 records in the displayed employee bands.
1 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 179 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 pe investment advisors?
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 pe investment advisors did RevenueBase find based in Switzerland?
The saved snapshot records 179 matching company records, 3,293 tracked contacts and 1,576 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: 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 25 pe investment advisors based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/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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Company intelligence · public preview
Top 25 pe investment advisors based in Switzerland
RevenueBase records 179 matching company records for pe investment advisors based in Switzerland, with 3,293 tracked contacts and 1,576 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: 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 25 pe investment advisors 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 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Unigestionunigestion.com HQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Amundi Alpha Associatesalpha-associates.ch HQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 51-200 | Stadtkreis 1 Altstadt, Switzerland | 51-200 | Exact match | 83 contacts → |
“Amundi Alpha Associates is a Private Equity, Private Debt and Infrastructure manager and advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Pfäffikon, SwitzerlandReported employees: 51-200 | Pfäffikon, Switzerland | 51-200 | Exact match | 64 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Woodman Asset Management AGwoodman.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 31 contacts → |
“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Petiole Asset Managementpetiole.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wineus AGwineus.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 21 contacts → |
“Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vicenda Group AGvicendagroup.com HQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 20 contacts → |
“Vicenda is a partner managed capital markets investor and advisor, specializing in private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investment Associates AGinvestmentassociates.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Investment Associates is a private, independent, and employee-owned investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Risk Management Grouprmgroup.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Jabre Capital Partnersjabcap.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Tree Capital SAtreecapital.ch HQ: 65, SwitzerlandReported employees: 1-10 | 65, Switzerland | 1-10 | Exact match | 15 contacts → |
“Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 14 contacts → |
“LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finezia AGfinezia.ch HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 12 contacts → |
“Finezia ist ein Vermögensverwalter im Herzen von Luzern.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Feri Schweiz AGferi.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 12 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Moravia Capitalmoraviacapital.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 10 contacts → |
“About Us Moravia is a management-owned advisory and investment firm with a 25-year legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AVA Investorsava-investors.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 9 contacts → |
“Keep making waves” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rock Lake Advisorsrock-lake.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Global fundraising and private placement advisor to leading corporate sponsors and established or emerging general partners offering select high quality investments in private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategic Swiss Partnersstrategicswisspartners.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Swissprivate AGswissprivate.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 8 contacts → |
“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Swiss Finance Management International SAswissfim.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 8 contacts → |
“Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Prescus Capitalprescus.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 7 contacts → |
“Prescus Capital is a boutique financial advisory firm operating in the private capital markets ecosystem.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Aarauinvest AGaarauinvest.ch HQ: Aarau, SwitzerlandReported employees: 1-10 | Aarau, Switzerland | 1-10 | Exact match | 7 contacts → |
“Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Manixermanixer.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 7 contacts → |
“Manixer is a Geneva-based private-equity advisory firm based in Geneva, Switzerland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 179 company matches
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Pe investment advisors: 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
178 records in the displayed employee bands.
1 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 179 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 pe investment advisors?
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 pe investment advisors did RevenueBase find based in Switzerland?
The saved snapshot records 179 matching company records, 3,293 tracked contacts and 1,576 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: 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 25 pe investment advisors based in Switzerland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/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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