Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Switzerland

RevenueBase identified 126 portfolio optimization companies headquartered in Switzerland as of September 2026 and tracks 3,226 professional contacts across them, including 1,634 with verified work emails. Zurich is the largest hub.

This list covers portfolio optimization 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
126Companies
3,226Contacts tracked
1,634Verified emails
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The 25 largest portfolio optimization companies based in Switzerland

Ranked by team size
Top 25 of 126 portfolio optimization companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization 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 evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,0002,067 contacts →

Indirect evidence

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 2026201-500145 contacts →

Indirect evidence

“We create value for investment managers.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLausanne, SwitzerlandHQ checked Sep 20, 202651-200134 contacts →

Indirect evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceUrdorf, SwitzerlandHQ checked Sep 20, 202651-20063 contacts →

Indirect 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 20, 2026
5Indirect evidenceGeneva, SwitzerlandHQ checked Sep 20, 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 20, 2026
6Indirect evidence8048 Zürich, SwitzerlandHQ checked Sep 20, 202651-20038 contacts →

Indirect evidence

“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBern, SwitzerlandHQ checked Sep 20, 202611-5030 contacts →

Indirect evidence

“OLZ AG – Be smart.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceGeneva, SwitzerlandHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceNyon, SwitzerlandHQ checked Sep 20, 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 20, 2026
10Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5022 contacts →

Indirect 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 20, 2026
11Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Finreon, founded in 2009 as a spin-off from the University of St.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceChiasso, SwitzerlandHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“Swiss-Rev is a company with a high degree of specialization and flexibility in software solutions for the financial sector.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-5014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 202611-5012 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, 2026
16Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“AI supported Investing- more performance in less time for you and your clients - for - seamlessly scalable.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202651-20011 contacts →

Indirect evidence

“CREATING VALUE FOR THE FINANCIAL INDUSTRY”: ECOFIN Group has been creating value for financial services providers and investors for more than 30 years: innovative, scientifically…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceWallisellen, SwitzerlandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceZurich, SwitzerlandHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Leading boutique management & financial advisory firm, headquartered in Switzerland, with offices in China, United Arab Emirates and Malaysia.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceEaux-vives, SwitzerlandHQ checked Sep 20, 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 20, 2026
24Indirect evidenceSchindellegi, SwitzerlandHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Risikobasierte Vermögensverwaltung v.a.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceLugano, SwitzerlandHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“P-Strategic Financial Allocation SA, founded in 2009, is based in Lugano, Switzerland.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 126 portfolio optimization companies based in Switzerland

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Portfolio optimization companies based in Switzerland at a glance

As of Sep 20, 2026
50.7%Verified-email coverage
25.6Average contacts per company
1-10Median size (employees)
29.4%Largest-city concentration · Zurich
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
84
11-50
33
51-200
5
201-500
3
1,001-5,000
1

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 126 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 optimization 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 optimization 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 optimization 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 optimization 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, 1,634 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.

Portfolio optimization companies by metro

  • Portfolio optimization companies in Zurich37

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 optimization 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 optimization companies are there based in Switzerland?

RevenueBase identified 126 portfolio optimization 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 optimization companies?

Zurich leads with 37 headquartered companies, followed by Geneva (15) and Zug (12).

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 1,634 verified decision-maker contacts tracked across these 126 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.