Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Sweden
RevenueBase identified 52 personalized investment platforms headquartered in Sweden as of September 2026 and tracks 538 professional contacts across them, including 334 with verified work emails. Stockholm is the largest hub.
This list covers personalized investment platforms headquartered in Sweden, 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 29, 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.
The 25 largest personalized investment platforms based in Sweden
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 88 contacts → | ||||
Partial evidence “Our investment philosophy starts with you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 57 contacts → | ||||
Strong evidence “SAVR is a Swedish investment platform founded in 2019, with the aim of transforming the financial industry through innovative solutions and a sharp focus on user needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 47 contacts → | ||||
Indirect evidence “Garantum har idag ca 200 anställda i koncernen och cirka 150 anknutna rådgivare i Sverige och Norge.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Indirect evidence “JRS Asset Managements verksamhet handlar om att förvalta kundens tillgångar professionellt utifrån dennes specifika behov och leverera avkastning som ligger i linje med eller…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Indirect evidence “Opti är en automatisk spartjänst, ofta kallad fondrobot, som används av närmare 100 personer i Sverige.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence “Placerum Kapitalförvaltning ska med en aktiv förvaltning, kvalificerad rådgivning och hög servicenivå erbjuda förstklassiga placerings- och livförsäkringslösningar.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Indirect evidence “Vi erbjuder kvalificerad kapitalförvaltning och personlig rådgivning till privatpersoner, företag och institutioner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Indirect evidence “Med oss på Zikta får du som privatperson eller företagare en erfaren och fristående rådgivare inom placering, sparande och försäkring.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence “Vi är din personliga rådgivare och självklara samarbetspartner som hjälper dig med pension, kapital, försäkring, och investeringar.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “Circle Capital erbjuder både privatpersoner och företag finansiell rådgivning inom spara och placera, pension, skatt och försäkringar utifrån din unika situation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Ericsson & Partners är en fristående förmögenhetsförvaltare med lång erfarenhet av framgångsrik förvaltning åt företag och privatpersoner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Vi är Nordens enda inspirationsförvaltare.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Vår affärsidé är att bedriva en aktiv och riskkontrollerad förmögenhetsförvaltning och våra investeringsbeslut bygger på egen analys.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “The modern private banking experience powered by AI - Track, optimize and grow your net worth in one platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “Sedan 2018 har Citroneer Wealth Advisors revolutionerat kapitalförvaltning och investeringsrådgivning med vår adaptiva och forskningsbaserade ansats.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence “Peak Asset Management is a partner-owned boutique wealth management firm in Stockholm, Sweden where the company's owners co-invest with its customers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “Energia Capital AB - den personliga ekonomiska rådgivaren” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “Ceteri utvärderar samtiden för att kunna navigera mot framtiden, genom kundnära värdeskapande lösningar som optimerar tillgångar, med en strävan att ge kunden förutsättningar att…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “Förmögenhetsrådgivning för dig som värderar resultat, transparens och personlig service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Vi är en diskret och privat rådgivare som arbetar helt på uppdrag av våra kunder som främst är företagare, deras bolag och familjer.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “Finansiell rådgivning - ett hantverk Garantum Wealth Management AF förmedlar sparande, placerings- och pensionslösningar till privat- och företagskunder samt institutioner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “Vi på Devise tillhandahåller anpassad kapitalrådgivning som baseras på varje kunds personliga förutsättningar, värderingar och mål.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “Bäcke & Timerdal är en privatägd förmögenhetsförvaltare som arbetar aktivt med kvalificerad finansiell planering och kapitalförvaltning med nära och långsiktiga kundrelationer.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Sharpio erbjuder lösningar för dig som tar ekonomi, riskhantering och avkastningskrav på skarpaste allvar – precis som vi.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence “Fråga oss om förvaltning, placeringar, investeringar och försäkringar.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: personalized investment platforms. 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 personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. 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 52 personalized investment platforms based in Sweden
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Personalized investment platforms based in Sweden at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Sweden, so it is reported there. Company counts and contact totals on this page are exact for Sweden, over 52 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 personalized investment platforms, 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 Sweden whose own description of what they do matches “personalized investment platforms”. 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 personalized investment platforms), 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 personalized investment platforms, and records with no verified work email. Companies headquartered outside Sweden 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, 334 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 29, 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.
Personalized investment platforms by metro
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 personalized investment platforms, 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 personalized investment platforms are there based in Sweden?
RevenueBase identified 52 personalized investment platforms headquartered in Sweden 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?
Formue Sverige, headquartered in Goteborg Malmo, tops this list with the largest team on record.
Which city has the most personalized investment platforms?
Stockholm leads with 25 headquartered companies, followed by Goteborg (8) and Gothenburg (2).
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 334 verified decision-maker contacts tracked across these 52 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 29, 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.
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