Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms based in Switzerland
RevenueBase identified 72 company matches for portfolio optimization consulting firms associated with 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 company matches for portfolio optimization consulting firms 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 September 29, 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 consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 78 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 59 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 30 contacts → | ||||
Exact match “OLZ AG – Be smart.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Finreon, founded in 2009 as a spin-off from the University of St.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 7 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Wir arbeiten konsequent nach dem holistischen Beratungsansatz: Erst nach einer gesamtheitlichen Betrachtung definieren wir die für den Kunden geeignete Vermögensstruktur zum…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Quantitative analysis in Behavioural Finance and Macroeconomics for Asset Managers, Institutional clients and Investment Fund Managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Algofin AG is a consulting company domiciled in St.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “consulting firm specialized in investment performance improvement and ways of working in the marketing and communication sectors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Developing an effective investment strategy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “On finance is an independent advisory company focused on financial engineering with particular attention for the origination, monitoring and risk management of innovative…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Wir sind eine Unternehmensberatungsfirma für Asset und Wealth Managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Risk Alternatives is a concept that brings solutions focusing on the risk of investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Trading Integral Solutions offers first-class portfolio strategies and risk management services.” Recorded in the RevenueBase company graph · Sep 29, 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 consulting firms”. 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 72 portfolio optimization consulting firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 164 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio optimization consulting firms based in Switzerland at a glance
As of Sep 29, 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 72 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 consulting firms” 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 164 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 September 29, 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.
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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consulting firms are there based in Switzerland?
RevenueBase identified 72 company matches for portfolio optimization consulting firms associated with Switzerland as of September 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 consulting firms?
Zurich leads with 18 company records, followed by Geneva (12) and Baar (4).
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 164 professional contacts with verified work emails tracked across these 72 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 72 portfolio optimization consulting firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
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- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in Canada
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- Portfolio optimization consulting firms based in Germany
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
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Company intelligence · public preview
Top 25 portfolio optimization consulting firms 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 72 matching company records for portfolio optimization consulting firms based in Switzerland, with 366 tracked contacts and 164 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: September 29, 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 consulting firms 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 | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  EMG SAemgsa.chHQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | OLZ AGolz.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 30 contacts → |
“OLZ AG – Be smart.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Finreon AGfinreon.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Finreon, founded in 2009 as a spin-off from the University of St.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MBS Capital Advicembscapital.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 7 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Chefinvest AGchefinvest.comHQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 11-50 | Stadtkreis 1 Altstadt, Switzerland | 11-50 | Exact match | 6 contacts → |
“Wir arbeiten konsequent nach dem holistischen Beratungsansatz: Erst nach einer gesamtheitlichen Betrachtung definieren wir die für den Kunden geeignete Vermögensstruktur zum…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quanteviour SAquanteviour.ch HQ: Le Mont-sur-lausanne, SwitzerlandReported employees: 1-10 | Le Mont-sur-lausanne, Switzerland | 1-10 | Exact match | 6 contacts → |
“Quantitative analysis in Behavioural Finance and Macroeconomics for Asset Managers, Institutional clients and Investment Fund Managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Algofin AGalgofin.chHQ: St. Gallen, SwitzerlandReported employees: 1-10 | St. Gallen, Switzerland | 1-10 | Exact match | 6 contacts → |
“Algofin AG is a consulting company domiciled in St.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Origins Capitaloriginscapital.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 6 contacts → |
“We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Harpagonharpagon.frHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 6 contacts → |
“consulting firm specialized in investment performance improvement and ways of working in the marketing and communication sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Athenee Investmentathenee-investment.comHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 6 contacts → |
“Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Titans Consulting AGtitansam.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“Developing an effective investment strategy.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  On Finance SAonfinance.chHQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“On finance is an independent advisory company focused on financial engineering with particular attention for the origination, monitoring and risk management of innovative…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ecofin Investment Consulting AGecofin.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Inari Digital AGinari-digital.chHQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Swiss Phinance AGswissphinance.ch HQ: Appenzell, SwitzerlandReported employees: 11-50 | Appenzell, Switzerland | 11-50 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Archbridge Capitalarchbridge-capital.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wealth Solutions Partners LTDwspartners.chHQ: Cité, SwitzerlandReported employees: 1-10 | Cité, Switzerland | 1-10 | Exact match | 3 contacts → |
“A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Assetica AGassetica.chHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Wir sind eine Unternehmensberatungsfirma für Asset und Wealth Managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sonashares AGsonashares.com HQ: Baech Sz, SwitzerlandReported employees: 1-10 | Baech Sz, Switzerland | 1-10 | Exact match | 2 contacts → |
“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Core Dynamics Gmbhcoredynamics.chHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pentafolio AGpentafolio.chHQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stelvio Capital Partnersstelvio-cp.com HQ: Horgen, SwitzerlandReported employees: 1-10 | Horgen, Switzerland | 1-10 | Exact match | 1 contacts → |
“Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Risk Alternatives COriskalternatives.comHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 1 contacts → |
“Risk Alternatives is a concept that brings solutions focusing on the risk of investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Trading Integral Solutions LTDintegral.solutionsHQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Trading Integral Solutions offers first-class portfolio strategies and risk management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 72 company matches
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Portfolio optimization consulting firms: dataset insights
September 29, 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
72 records in the displayed employee bands.
0 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 72 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 72 matching company records, 366 tracked contacts and 164 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: September 29, 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 consulting firms by geography
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in Canada
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Switzerland. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/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
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- Lists A-Z
- New lists
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
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- Portfolio optimization consulting firms based in New York, United States
Company intelligence · public preview
Top 25 portfolio optimization consulting firms based in Switzerland
RevenueBase records 72 matching company records for portfolio optimization consulting firms based in Switzerland, with 366 tracked contacts and 164 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: September 29, 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 consulting firms 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 | 78 contacts → |
“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | EMG SAemgsa.ch HQ: Cointrin, SwitzerlandReported employees: 51-200 | Cointrin, Switzerland | 51-200 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | OLZ AGolz.ch HQ: Bern, SwitzerlandReported employees: 11-50 | Bern, Switzerland | 11-50 | Exact match | 30 contacts → |
“OLZ AG – Be smart.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Finreon AGfinreon.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Finreon, founded in 2009 as a spin-off from the University of St.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MBS Capital Advicembscapital.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 7 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Chefinvest AGchefinvest.com HQ: Stadtkreis 1 Altstadt, SwitzerlandReported employees: 11-50 | Stadtkreis 1 Altstadt, Switzerland | 11-50 | Exact match | 6 contacts → |
“Wir arbeiten konsequent nach dem holistischen Beratungsansatz: Erst nach einer gesamtheitlichen Betrachtung definieren wir die für den Kunden geeignete Vermögensstruktur zum…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quanteviour SAquanteviour.ch HQ: Le Mont-sur-lausanne, SwitzerlandReported employees: 1-10 | Le Mont-sur-lausanne, Switzerland | 1-10 | Exact match | 6 contacts → |
“Quantitative analysis in Behavioural Finance and Macroeconomics for Asset Managers, Institutional clients and Investment Fund Managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Algofin AGalgofin.ch HQ: St. Gallen, SwitzerlandReported employees: 1-10 | St. Gallen, Switzerland | 1-10 | Exact match | 6 contacts → |
“Algofin AG is a consulting company domiciled in St.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Origins Capitaloriginscapital.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 6 contacts → |
“We empower insurance asset managers to navigate complexity and achieve tangible performance improvements.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Harpagonharpagon.fr HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 6 contacts → |
“consulting firm specialized in investment performance improvement and ways of working in the marketing and communication sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Athenee Investmentathenee-investment.com HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 6 contacts → |
“Serving a global client base of High Net Worth Individuals and institutional customers, we provide: • Tailor-made investment funds and certificates • Algorithmic strategies based…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Titans Consulting AGtitansam.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“Developing an effective investment strategy.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | On Finance SAonfinance.ch HQ: Lugano, SwitzerlandReported employees: 1-10 | Lugano, Switzerland | 1-10 | Exact match | 5 contacts → |
“On finance is an independent advisory company focused on financial engineering with particular attention for the origination, monitoring and risk management of innovative…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ecofin Investment Consulting AGecofin.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Inari Digital AGinari-digital.ch HQ: Pfäffikon, SwitzerlandReported employees: 1-10 | Pfäffikon, Switzerland | 1-10 | Exact match | 4 contacts → |
“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Swiss Phinance AGswissphinance.ch HQ: Appenzell, SwitzerlandReported employees: 11-50 | Appenzell, Switzerland | 11-50 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Archbridge Capitalarchbridge-capital.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth Solutions Partners LTDwspartners.ch HQ: Cité, SwitzerlandReported employees: 1-10 | Cité, Switzerland | 1-10 | Exact match | 3 contacts → |
“A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Assetica AGassetica.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Wir sind eine Unternehmensberatungsfirma für Asset und Wealth Managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sonashares AGsonashares.com HQ: Baech Sz, SwitzerlandReported employees: 1-10 | Baech Sz, Switzerland | 1-10 | Exact match | 2 contacts → |
“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Core Dynamics Gmbhcoredynamics.ch HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pentafolio AGpentafolio.ch HQ: Zürich, SwitzerlandReported employees: 1-10 | Zürich, Switzerland | 1-10 | Exact match | 2 contacts → |
“Pentafolio ist ein unabhängiges Beratungsunternehmen für Banken, Vermögensverwalter und Privatkunden mit einem neuen methodischen Anlageansatz aus eigener Entwicklung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stelvio Capital Partnersstelvio-cp.com HQ: Horgen, SwitzerlandReported employees: 1-10 | Horgen, Switzerland | 1-10 | Exact match | 1 contacts → |
“Stelvio Capital Partners is a permanent capital investor in Italian small and medium enterprises.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Risk Alternatives COriskalternatives.com HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 1 contacts → |
“Risk Alternatives is a concept that brings solutions focusing on the risk of investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Trading Integral Solutions LTDintegral.solutions HQ: Geneva, SwitzerlandReported employees: 1-10 | Geneva, Switzerland | 1-10 | Exact match | 1 contacts → |
“Trading Integral Solutions offers first-class portfolio strategies and risk management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 72 company matches
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Portfolio optimization consulting firms: dataset insights
September 29, 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
72 records in the displayed employee bands.
0 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 72 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
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 consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 72 matching company records, 366 tracked contacts and 164 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: September 29, 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.
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Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Switzerland. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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