Company lists · Data refreshed November 2026
Top 25 Portfolio optimization consultants based in Switzerland
RevenueBase identified 182 company matches for portfolio optimization consultants associated with Switzerland as of November 2026 and tracks 3,906 professional contacts across them, including 1,902 with verified work emails. Zurich is the largest hub.
This list covers company matches for portfolio optimization consultants associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 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 25 largest portfolio optimization consultants based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Exact match “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 41 contacts → | ||||
Exact match “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 25 contacts → | ||||
Exact match “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Finreon, founded in 2009 as a spin-off from the University of St.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “White Oak is a Swiss alternative asset manager providing clients with proprietary investment strategies built upon original quantitative research and a carefully structured risk…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “Wellershoff & Partners, seit 2009 eine unabhängige Wirtschaftsberatung, hilft Kunden, bessere strategische Investitionsentscheidungen zu treffen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Die Academic Alpha AG steht für den Anlage- und Unternehmenserfolg (Alpha) auf der Basis wissenschaftlicher Forschung (Academic).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “AMP Partners S.A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Founded in by Michel Donegani and Marc Zosso, FINMA registered since 2009, fully independent since inception.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “LIMMAT CAPITAL Alternative Investments AG is an independent, FINMA-regulated investment management firm headquartered in Zurich, Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Alpina Capital is a Swiss regulated investment manager with a proven track record in successfully managing a wide range of asset classes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “We are an independent asset manager based in Geneva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio optimization consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 182 portfolio optimization consultants based in Switzerland
See the full list, filter by size, metro and specialty, and access 1,902 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Portfolio optimization consultants based in Switzerland at a glance
As of Nov 6, 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 182 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with Switzerland whose business descriptions match “portfolio optimization consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,902 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Portfolio optimization consultants by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consultants are there based in Switzerland?
RevenueBase identified 182 company matches for portfolio optimization consultants associated with Switzerland as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Ppcmetrics AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio optimization consultants?
Zurich leads with 46 company records, followed by Geneva (38) and Lugano (11).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,902 professional contacts with verified work emails tracked across these 182 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 182 portfolio optimization consultants based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
Company intelligence · public preview
Top 25 portfolio optimization consultants based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 182 matching company records for portfolio optimization consultants based in Switzerland, with 3,906 tracked contacts and 1,902 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consultants based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ppcmetrics AGppcmetrics.chHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 87 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Complementa AGcomplementa.chHQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 41 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Petiole Asset Managementpetiole.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lumrisklumrisk.comHQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 25 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Compass Asset Management SAcompass-am.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 24 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altitude Investment Solutions Suissealtitude-is.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 23 contacts → |
“Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finreon AGfinreon.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 23 contacts → |
“Finreon, founded in 2009 as a spin-off from the University of St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  White OAK Asset Managementwhiteoakam.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“White Oak is a Swiss alternative asset manager providing clients with proprietary investment strategies built upon original quantitative research and a carefully structured risk…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Eric Sturdza Investmentsericsturdza.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lakefield Partners AGlakefieldpartners.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Feri Schweiz AGferi.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 16 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wellershoff & Partners LTDwellershoff.chHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 13 contacts → |
“Wellershoff & Partners, seit 2009 eine unabhängige Wirtschaftsberatung, hilft Kunden, bessere strategische Investitionsentscheidungen zu treffen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Decentia Investment Advisory AGdecentia.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 12 contacts → |
“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Insa Investment Software AGinsa-software.comHQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Academic Alpha AGacademicalpha.chHQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 12 contacts → |
“Die Academic Alpha AG steht für den Anlage- und Unternehmenserfolg (Alpha) auf der Basis wissenschaftlicher Forschung (Academic).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  AMP Partners SAamp-partners.comHQ: Cité, SwitzerlandReported employees: 11-50 | Cité, Switzerland | 11-50 | Exact match | 12 contacts → |
“AMP Partners S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prisminvestprisminvest.chHQ: Morges, SwitzerlandReported employees: 11-50 | Morges, Switzerland | 11-50 | Exact match | 11 contacts → |
“Founded in by Michel Donegani and Marc Zosso, FINMA registered since 2009, fully independent since inception.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Limmat Capital Alternative Investments AGlimmat.capitalHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 10 contacts → |
“LIMMAT CAPITAL Alternative Investments AG is an independent, FINMA-regulated investment management firm headquartered in Zurich, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Origins Capitaloriginscapital.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Victory Asset Management AGvictoryam.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  MBS Capital Advicembscapital.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Alpina Capital LTDalpina.capitalHQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 8 contacts → |
“Alpina Capital is a Swiss regulated investment manager with a proven track record in successfully managing a wide range of asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gama Asset Managementgama-am.chHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“We are an independent asset manager based in Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Bluestar Investment Managers SAbluestar-im.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finlab Solutions SAfinlab.comHQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio optimization consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
181 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 182 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consultants by metro
Questions about this company list
What does Exact match mean for portfolio optimization consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consultants did RevenueBase find based in Switzerland?
The saved snapshot records 182 matching company records, 3,906 tracked contacts and 1,902 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consultants based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-optimization-consultants/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
Company intelligence · public preview
Top 25 portfolio optimization consultants based in Switzerland
RevenueBase records 182 matching company records for portfolio optimization consultants based in Switzerland, with 3,906 tracked contacts and 1,902 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consultants based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ppcmetrics AGppcmetrics.ch HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 87 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Complementa AGcomplementa.ch HQ: St Gallen, SwitzerlandReported employees: 51-200 | St Gallen, Switzerland | 51-200 | Exact match | 41 contacts → |
“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Petiole Asset Managementpetiole.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 28 contacts → |
“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lumrisklumrisk.com HQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 25 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Compass Asset Management SAcompass-am.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 24 contacts → |
“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altitude Investment Solutions Suissealtitude-is.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 23 contacts → |
“Altitude Investment Solutions accompagne les professionnels de la gestion de fortune et les investisseurs institutionnels dans la conception et la gestion de produits structurés…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finreon AGfinreon.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 23 contacts → |
“Finreon, founded in 2009 as a spin-off from the University of St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | White OAK Asset Managementwhiteoakam.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 19 contacts → |
“White Oak is a Swiss alternative asset manager providing clients with proprietary investment strategies built upon original quantitative research and a carefully structured risk…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Eric Sturdza Investmentsericsturdza.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 18 contacts → |
“Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lakefield Partners AGlakefieldpartners.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 17 contacts → |
“Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Feri Schweiz AGferi.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 16 contacts → |
“FERI (Switzerland) AG, based in Zurich, is part of FERI AG, headquartered in Bad Homburg, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wellershoff & Partners LTDwellershoff.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 13 contacts → |
“Wellershoff & Partners, seit 2009 eine unabhängige Wirtschaftsberatung, hilft Kunden, bessere strategische Investitionsentscheidungen zu treffen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Decentia Investment Advisory AGdecentia.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 12 contacts → |
“Founded in 2015, Decentia Investment Advisory AG is based in Zug, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Insa Investment Software AGinsa-software.com HQ: Wallisellen, SwitzerlandReported employees: 11-50 | Wallisellen, Switzerland | 11-50 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Academic Alpha AGacademicalpha.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 12 contacts → |
“Die Academic Alpha AG steht für den Anlage- und Unternehmenserfolg (Alpha) auf der Basis wissenschaftlicher Forschung (Academic).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | AMP Partners SAamp-partners.com HQ: Cité, SwitzerlandReported employees: 11-50 | Cité, Switzerland | 11-50 | Exact match | 12 contacts → |
“AMP Partners S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prisminvestprisminvest.ch HQ: Morges, SwitzerlandReported employees: 11-50 | Morges, Switzerland | 11-50 | Exact match | 11 contacts → |
“Founded in by Michel Donegani and Marc Zosso, FINMA registered since 2009, fully independent since inception.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Limmat Capital Alternative Investments AGlimmat.capital HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 10 contacts → |
“LIMMAT CAPITAL Alternative Investments AG is an independent, FINMA-regulated investment management firm headquartered in Zurich, Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Origins Capitaloriginscapital.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 9 contacts → |
“We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Victory Asset Management AGvictoryam.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | MBS Capital Advicembscapital.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Alpina Capital LTDalpina.capital HQ: Baar, SwitzerlandReported employees: 11-50 | Baar, Switzerland | 11-50 | Exact match | 8 contacts → |
“Alpina Capital is a Swiss regulated investment manager with a proven track record in successfully managing a wide range of asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gama Asset Managementgama-am.ch HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 8 contacts → |
“We are an independent asset manager based in Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Bluestar Investment Managers SAbluestar-im.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 8 contacts → |
“BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finlab Solutions SAfinlab.com HQ: Eaux-vives, SwitzerlandReported employees: 11-50 | Eaux-vives, Switzerland | 11-50 | Exact match | 8 contacts → |
“PackHedge™ by FinLab Solutions SA is a leader amongst the world’s most advanced investment management solutions for all types of investment assets/vehicles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio optimization consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
181 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 182 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consultants by metro
Questions about this company list
What does Exact match mean for portfolio optimization consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consultants did RevenueBase find based in Switzerland?
The saved snapshot records 182 matching company records, 3,906 tracked contacts and 1,902 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consultants based in Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-optimization-consultants/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France