Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in Switzerland

Name: Portfolio management software companies based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 77 companies tracked

RevenueBase identified 77 portfolio management software companies headquartered in Switzerland as of September 2026 and tracks 2,955 professional contacts across them, including 1,536 with verified work emails and 115 with mobile numbers. Zurich is the largest hub.

This list covers portfolio management 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, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

77Companies

2,955Contacts tracked

1,536Verified emails

115Mobile numbers

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The 25 largest portfolio management software companies based in Switzerland

Ranked by team size

Top 25 of 77 portfolio management software companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	VontobelPartial evidence	Zürich, SwitzerlandHQ checked Sep 5, 2026	1,001-5,000	2,067
	“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: company website · checked Sep 5, 2026
2	ProfidataIndirect evidence	Zurich, SwitzerlandHQ checked Sep 5, 2026	201-500	145
	“We create value for investment managers.” Source: company website · checked Sep 5, 2026
3	EVOOQStrong evidence	Lausanne, SwitzerlandHQ checked Sep 5, 2026	51-200	134
	“Evooq builds software for wealth management.” Source: company website · checked Sep 5, 2026
4	Fits Profidata Development RomaniaStrong evidence	Urdorf, SwitzerlandHQ checked Sep 5, 2026	51-200	63
	“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Source: company website · checked Sep 5, 2026
5	Capital VisionPartial evidence	Geneva, SwitzerlandHQ checked Sep 5, 2026	11-50	42
	“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: company website · checked Sep 5, 2026
6	AssetmaxStrong evidence	Zurich, SwitzerlandHQ checked Sep 5, 2026	11-50	36
	“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Source: company website · checked Sep 5, 2026
7	STP SuissetechpartnersStrong evidence	Geneva, SwitzerlandHQ checked Sep 5, 2026	11-50	35
	“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Source: company website · checked Sep 5, 2026
8	3rd-Eyes Analytics AGIndirect evidence	Zurich, SwitzerlandHQ checked Sep 5, 2026	11-50	22
	“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: company website · checked Sep 5, 2026
9	The KEY S.AIndirect evidence	Plan-les-ouates, SwitzerlandHQ checked Sep 5, 2026	1-10	20
	Source: company website · checked Sep 5, 2026
10	Swiss-Rev SAPartial evidence	Chiasso, SwitzerlandHQ checked Sep 5, 2026	11-50	17
	“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.” Source: company website · checked Sep 5, 2026
11	TindecoPartial evidence	Zug, SwitzerlandHQ checked Sep 5, 2026	11-50	14
	“Tindeco’s revolutionary technology is transforming investment management.” Source: company website · checked Sep 5, 2026
12	TrendratingStrong evidence	Lugano, SwitzerlandHQ checked Sep 5, 2026	11-50	14
	“Trendrating is a global leader in advanced analytics and portfolio management technology, empowering professional investors.” Source: company website · checked Sep 5, 2026
13	AriadneIndirect evidence	Zug, SwitzerlandHQ checked Sep 5, 2026	11-50	11
	“Ariadne builds on decades of expertise in financial leadership, customer success, and technology.” Source: company website · checked Sep 5, 2026
14	Insa Investment Software AGIndirect evidence	Wallisellen, SwitzerlandHQ checked Sep 5, 2026	11-50	10
	Source: company website · checked Sep 5, 2026
15	Finlab Solutions SAPartial evidence	Eaux-vives, SwitzerlandHQ checked Sep 5, 2026	11-50	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, 2026
16	forecaster.bizIndirect evidence	Chiasso, SwitzerlandHQ checked Sep 5, 2026	11-50	7
	“The Forecaster Terminal is your one-stop shop for powerful financial analysis.” Source: company website · checked Sep 5, 2026
17	Quantarea AGPartial evidence	Stettlen, SwitzerlandHQ checked Sep 5, 2026	1-10	6
	“We are a team of asset management specialists with extensive experience in the development and implementation of quantitative investment strategies.” Source: company website · checked Sep 5, 2026
18	SUN LabsPartial evidence	SwitzerlandHQ checked Sep 5, 2026	11-50	6
	“Sun Labs is a leading fintech company with a passion for transforming the asset management industry through innovation.” Source: company website · checked Sep 5, 2026
19	VG Consulting SAIndirect evidence	Lugano, SwitzerlandHQ checked Sep 5, 2026	1-10	5
	“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.” Source: company website · checked Sep 5, 2026
20	Infonic GroupIndirect evidence	Baar / Zug, SwitzerlandHQ checked Sep 5, 2026	11-50	5
	“We bridge the disconnect in Alternatives.” Source: company website · checked Sep 5, 2026
21	Expersoft SystemsStrong evidence	Steinhausen, SwitzerlandHQ checked Sep 5, 2026	201-500	4
	“Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial…” Source: company website · checked Sep 5, 2026
22	AdaptivvIndirect evidence	Zürich, SwitzerlandHQ checked Sep 5, 2026	1-10	4
	“We help investment managers and investors to reduce drawdowns in financial markets!” Source: company website · checked Sep 5, 2026
23	Enzler AG VermögensberatungIndirect evidence	Appenzell, SwitzerlandHQ checked Sep 5, 2026	1-10	4
	“Geld anlegen ist aus unserer Sicht keine Wissenschaft, sondern eine Kunst.” Source: company website · checked Sep 5, 2026
24	Ecofin Software And Technology Ag, ZurichPartial evidence	SwitzerlandHQ checked Sep 5, 2026	11-50	4
	“ECOFIN Software and Technology AG is a Zurich-based wealthtech company.” Source: company website · checked Sep 5, 2026
25	DivercefiStrong evidence	Hünenberg, SwitzerlandHQ checked Sep 5, 2026	1-10	3
	“Divercefi is building the ultimate investment portfolio management solution.” Source: company website · checked Sep 5, 2026

Showing 25 of 77 portfolio management software companies based in Switzerland

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Portfolio management software companies based in Switzerland at a glance

As of Sep 5, 2026

1-10Median size (employees)

ZurichLargest hub · 21 HQs

115Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Verified emails by last verification

0–30

1,464

31–60

61–90

90–180

180+

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 management software companies, 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 management software companies”. 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 management 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 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, 1,536 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 management software companies are there based in Switzerland?

RevenueBase identified 77 portfolio management 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?

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

Which city has the most portfolio management software companies?

Zurich leads with 21 headquartered companies, followed by Geneva (7) and Zug (7).

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 1,536 verified decision-maker contacts tracked across these 77 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.