Company lists · Data refreshed September 2026

Top 25 Portfolio optimization consulting firms based in Switzerland

Name: Portfolio optimization consulting firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 72 companies tracked

RevenueBase identified 72 portfolio optimization consulting firms headquartered in Switzerland as of September 2026 and tracks 366 professional contacts across them, including 164 with verified work emails. Zurich is the largest hub.

This list covers portfolio optimization consulting firms 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

72Companies

366Contacts tracked

164Verified emails

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The 25 largest portfolio optimization consulting firms based in Switzerland

Ranked by team size

Top 25 of 72 portfolio optimization consulting firms 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 optimization consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ppcmetrics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	51-200	78 contacts →
	Partial evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 29, 2026
2	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 29, 2026	51-200	59 contacts →
	Indirect evidence “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Source: RevenueBase Database · checked Sep 29, 2026
3	OLZ AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 29, 2026	11-50	30 contacts →
	Indirect evidence “OLZ AG – Be smart.” Source: RevenueBase Database · checked Sep 29, 2026
4	Finreon AG	Indirect evidence	St. Gallen, SwitzerlandHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “Finreon, founded in 2009 as a spin-off from the University of St.” Source: RevenueBase Database · checked Sep 29, 2026
5	MBS Capital Advice	Indirect evidence	Genève, SwitzerlandHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “MBS Capital Advice provides institutional investors with rigorous and independent support, offering tailored solutions to help them make well-informed investment decisions and…” Source: RevenueBase Database · checked Sep 29, 2026
6	Chefinvest AG	Indirect evidence	Stadtkreis 1 Altstadt, SwitzerlandHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect evidence “Wir arbeiten konsequent nach dem holistischen Beratungsansatz: Erst nach einer gesamtheitlichen Betrachtung definieren wir die für den Kunden geeignete Vermögensstruktur zum…” Source: RevenueBase Database · checked Sep 29, 2026
7	Quanteviour SA	Indirect evidence	Le Mont-sur-lausanne, SwitzerlandHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Quantitative analysis in Behavioural Finance and Macroeconomics for Asset Managers, Institutional clients and Investment Fund Managers.” Source: RevenueBase Database · checked Sep 29, 2026
8	Algofin AG	Partial evidence	St. Gallen, SwitzerlandHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “Algofin AG is a consulting company domiciled in St.” Source: RevenueBase Database · checked Sep 29, 2026
9	Origins Capital	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect evidence “We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Source: RevenueBase Database · checked Sep 29, 2026
10	Harpagon	Partial evidence	Geneve, SwitzerlandHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “consulting firm specialized in investment performance improvement and ways of working in the marketing and communication sectors.” Source: RevenueBase Database · checked Sep 29, 2026
11	Athenee Investment	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Source: RevenueBase Database · checked Sep 29, 2026
12	Titans Consulting AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Developing an effective investment strategy.” Source: RevenueBase Database · checked Sep 29, 2026
13	On Finance SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “On finance is an independent advisory company focused on financial engineering with particular attention for the origination, monitoring and risk management of innovative…” Source: RevenueBase Database · checked Sep 29, 2026
14	Ecofin Investment Consulting AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	11-50	5 contacts →
	Partial evidence “Advice for institutional and private clients For more than 20 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds…” Source: RevenueBase Database · checked Sep 29, 2026
15	Inari Digital AG	Partial evidence	Pfäffikon, SwitzerlandHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Source: RevenueBase Database · checked Sep 29, 2026
16	Swiss Phinance AG	Indirect evidence	Appenzell, SwitzerlandHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “La forza di una società matura Identikit, profilo e storia di Swiss Phinance Dal 2012 Swiss Phinance opera come società di consulenza finanziaria indipendente, attiva nella…” Source: RevenueBase Database · checked Sep 29, 2026
17	Archbridge Capital	Indirect evidence	Zug, SwitzerlandHQ checked Sep 29, 2026	1-10	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 29, 2026
18	Wealth Solutions Partners LTD	Indirect evidence	Cité, SwitzerlandHQ checked Sep 29, 2026	1-10	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 29, 2026
19	Assetica AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Wir sind eine Unternehmensberatungsfirma für Asset und Wealth Managers.” Source: RevenueBase Database · checked Sep 29, 2026
20	Sonashares AG	Partial evidence	Baech Sz, SwitzerlandHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Source: RevenueBase Database · checked Sep 29, 2026
21	Core Dynamics Gmbh	Partial evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	1-10	2 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
22	Pentafolio AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 29, 2026	1-10	2 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
23	Stelvio Capital Partners	Indirect evidence	Horgen, SwitzerlandHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Source: RevenueBase Database · checked Sep 29, 2026
24	Risk Alternatives CO	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “Risk Alternatives is a concept that brings solutions focusing on the risk of investments.” Source: RevenueBase Database · checked Sep 29, 2026
25	Trading Integral Solutions LTD	Partial evidence	Geneva, SwitzerlandHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Trading Integral Solutions offers first-class portfolio strategies and risk management services.” Source: RevenueBase Database · checked Sep 29, 2026

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 optimization consulting firms. 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 optimization consulting firms.
Partial evidence: Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization consulting firms. 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 72 portfolio optimization consulting firms based in Switzerland

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Portfolio optimization consulting firms based in Switzerland at a glance

As of Sep 29, 2026

44.8%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

25.0%Largest-city concentration · Zurich

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 72 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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 164 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 optimization consulting firms, 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 consulting firms are there based in Switzerland?

RevenueBase identified 72 portfolio optimization consulting firms 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 optimization consulting firms?

Zurich leads with 18 headquartered companies, followed by Geneve (8) and Baar (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 164 verified decision-maker contacts tracked across these 72 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.