Company lists · Data refreshed September 2026

Top 25 Portfolio analytics software companies based in Switzerland

RevenueBase identified 56 portfolio analytics software companies headquartered in Switzerland as of September 2026 and tracks 725 professional contacts across them, including 296 with verified work emails. Zurich is the largest hub.

This list covers portfolio analytics software 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
56Companies
725Contacts tracked
296Verified emails
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The 25 largest portfolio analytics software companies based in Switzerland

Ranked by team size
Top 25 of 56 portfolio analytics software companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceZurich, SwitzerlandHQ checked Sep 29, 2026201-500145 contacts →

Indirect evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceLausanne, SwitzerlandHQ checked Sep 29, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceUrdorf, SwitzerlandHQ checked Sep 29, 202651-20063 contacts →

Partial evidence

“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-5042 contacts →

Indirect evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceNyon, SwitzerlandHQ checked Sep 29, 202611-5022 contacts →

Indirect 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 29, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 29, 202611-5022 contacts →

Partial evidence

“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceZug, SwitzerlandHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Tindeco’s revolutionary technology is transforming investment management.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceLugano, SwitzerlandHQ checked Sep 29, 202611-5014 contacts →

Strong evidence

“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceZug, SwitzerlandHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Ariadne builds on decades of expertise in financial leadership, customer success, and technology.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceEaux-vives, SwitzerlandHQ checked Sep 29, 202611-508 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 29, 2026
12Indirect evidenceChiasso, SwitzerlandHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“The Forecaster Terminal is your one-stop shop for powerful financial analysis.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSwitzerlandHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceLugano, SwitzerlandHQ checked Sep 29, 20261-105 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 29, 2026
15Indirect evidenceBaar / Zug, SwitzerlandHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“We bridge the disconnect in Alternatives.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceSteinhausen, SwitzerlandHQ checked Sep 29, 2026201-5004 contacts →

Partial evidence

“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceZürich, SwitzerlandHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“We help investment managers and investors to reduce drawdowns in financial markets!”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceSwitzerlandHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceHünenberg, SwitzerlandHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Divercefi is building the ultimate investment portfolio management solution.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceGeneva, SwitzerlandHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“We strive to provide intelligence and software for our clients so that they can achieve excellence in their investment processes.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceZurich, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“core dynamics GmbH is a quantitative software and consulting company located in Zurich, The mission of core dynamics GmbH is to provide the next generation of integrated…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceZürich, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Pentafolio ist ein unabhängiges Beratungs­unternehmen für Banken, Vermögensverwalter und Privat­kunden mit einem neuen methodischen Anlage­ansatz aus eigener Entwicklung.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceSavosa, SwitzerlandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Financial Data Hub Benvenuto su Financial Data Hub, il tuo portale innovativo per soluzioni finanziarie intelligenti.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Asset management, advisory services based on automated market analysis”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceUnterageri, SwitzerlandHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Smarter Systems is a technology-driven software company that turns complex market behaviour into clear, actionable investment signals.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 56 portfolio analytics software companies based in Switzerland

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Portfolio analytics software companies based in Switzerland at a glance

As of Sep 29, 2026
40.8%Verified-email coverage
12.9Average contacts per company
1-10Median size (employees)
28.6%Largest-city concentration · Zurich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
14
51-200
2
201-500
3

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 56 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 analytics software 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 analytics software 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 analytics software 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 analytics software 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, 296 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.

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 analytics software 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 analytics software companies are there based in Switzerland?

RevenueBase identified 56 portfolio analytics software 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?

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

Which city has the most portfolio analytics software companies?

Zurich leads with 16 headquartered companies, followed by Geneva (9) and Zug (4).

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 296 verified decision-maker contacts tracked across these 56 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.