Company lists · Data refreshed September 2026
Top 15 Portfolio accounting firms based in Switzerland
RevenueBase identified 31 portfolio accounting firms headquartered in Switzerland as of September 2026 and tracks 101 professional contacts across them, including 27 with verified work emails and 4 with mobile numbers. Zurich is the largest hub.
This list covers portfolio accounting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 15 largest portfolio accounting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10 | ||||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Finlab Solutions SAIndirect evidence | 8 | |||
“PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | SAF & COIndirect evidence | 6 | |||
“SAF & Co is a multi family office that started business in 2007 as an investment company for private investors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 5 | ||||
“When it comes to investment and wealth management there is no “one suits all” approach.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Spring Investments SAPartial evidence | 4 | |||
“Spring Investments is a Swiss portfolio management boutique that offers secure and transparent investment services tailored to the client’s financial, personal, and professional…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | Phanar Asset Management AGIndirect evidence | 3 | |||
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Ucap SwitzerlandIndirect evidence | 3 | |||
“UCAP Wealth Management Switzerland Ltd.(“UCAP Switzerland”) is an affiliate of UCAP Group, an international alliance of investment advisory, banking, structured finance and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Orthos Advisory AGPartial evidence | 3 | |||
“Orthos Advisory is a FINMA licensed portfolio management firm, offering comprehensive investment advice and asset management to individuals, families and entrepreneurs with…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Rhein Investors AGIndirect evidence | 3 | |||
“Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Kendra Securities House KSHIndirect evidence | 2 | |||
“Founded in 1960, Kendra Securities House is a swiss securities firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Martin Gestion SAIndirect evidence | 2 | |||
“MARTIN Gestion est une entreprise familiale spécialisée dans la gestion de fortune et de patrimoine depuis plus de 20 ans.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 | ||||
“Portfoliodigitalisierung, Portfoliomanagement” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | Inversion Asset Management AGIndirect evidence | 1 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Pkam AGIndirect evidence | 1 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | MartinvestmentsPartial evidence | 1 | |||
“Investieren Sie mit den besten Anlagetalenten und kombinieren Sie diese in einem Portfolio.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 31 portfolio accounting firms based in Switzerland
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Portfolio accounting firms based in Switzerland at a glance
As of Sep 5, 2026Companies by employee count
Verified emails by last verification
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 portfolio accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Switzerland whose own description of what they do matches “portfolio accounting firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among portfolio accounting firms, 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 an evidence 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, 27 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 5, 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.
Frequently asked
How many portfolio accounting firms are there based in Switzerland?
RevenueBase identified 31 portfolio accounting firms 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?
Insa Investment Software AG, headquartered in Wallisellen, tops this list with the largest team on record.
Which city has the most portfolio accounting firms?
Zurich leads with 8 headquartered companies, followed by Geneve (4) and Geneva (3).
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 27 verified decision-maker contacts tracked across these 31 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 5, 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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