Company lists · Data refreshed September 2026
Top 25 Portfolio analysis companies based in Switzerland
RevenueBase identified 83 portfolio analysis companies headquartered in Switzerland as of September 2026 and tracks 597 professional contacts across them, including 212 with verified work emails. Zurich is the largest hub.
This list covers portfolio analysis companies 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.
The 25 largest portfolio analysis companies based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 78 contacts → | ||||
Indirect evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 66 contacts → | ||||
Indirect evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 40 contacts → | ||||
Indirect evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Partial evidence “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Indirect evidence “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Partial evidence “Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “AMP Partners S.A.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “Independent Financial Analysis and Wealth Management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Risikobasierte Vermögensverwaltung v.a.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “Vermögensverwaltung, Anlageberatung, Finanzanalyse, Investment Research, Finanzplanung, Pensionsplanung” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “Peritus provides Investment Wealth Consultancy and Investment Reporting solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Quantitative analysis in Behavioural Finance and Macroeconomics for Asset Managers, Institutional clients and Investment Fund Managers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “Crystal Shore Alpha delivers smart data and actionable insights across Asia, Emerging Markets, Commodities and Cryptocurrencies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “We provide best-in class capital markets and corporate finance advice as well as investment analysis with a 360° integrated service offering.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Geld anlegen ist aus unserer Sicht keine Wissenschaft, sondern eine Kunst.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “GSI Global Strategic Investments AG is a boutique investment management firm headquartered in Zurich.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Die Firma Rhein Investors AG ist Ihr Partner für die persönliche und ganzheitliche Begleitung.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Source: RevenueBase Database · checked Sep 20, 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: portfolio analysis companies. 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 portfolio analysis companies.
- Partial evidence
- Its own public description names part of portfolio analysis companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio analysis companies. 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 83 portfolio analysis companies based in Switzerland
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Portfolio analysis 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 83 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 portfolio analysis companies, 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 “portfolio analysis companies”. 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 portfolio analysis companies), 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 portfolio analysis companies, 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, 212 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.
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 portfolio analysis companies, 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 portfolio analysis companies are there based in Switzerland?
RevenueBase identified 83 portfolio analysis companies 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?
Ppcmetrics AG, headquartered in Switzerland, tops this list with the largest team on record.
Which city has the most portfolio analysis companies?
Zurich leads with 20 headquartered companies, followed by Geneva (9) and Lugano (8).
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 212 verified decision-maker contacts tracked across these 83 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.
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