Company lists · Data refreshed November 2026

Top 23 Private client advisors based in Switzerland

RevenueBase identified 880 company matches for private client advisors associated with Switzerland as of November 2026 and tracks 11,543 professional contacts across them, including 5,134 with verified work emails. Zurich is the largest hub.

This list covers company matches for private client advisors 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
880Companies
11,543Contacts tracked
5,134Verified emails
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The 23 largest private client advisors based in Switzerland

Ranked by team size
Top 23 of 880 company matches for private client advisors based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZürich, SwitzerlandHQ recorded Nov 6, 20261,001-5,0001,022 contacts →

Exact match

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 20261,001-5,000839 contacts →

Exact match

“Partnership is how we work with clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchLiestal, SwitzerlandHQ recorded Nov 6, 2026501-1,000793 contacts →

Exact match

“Was morgen zählt, beginnt heute.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 2026201-500236 contacts →

Exact match

“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchAdliswil, SwitzerlandHQ recorded Nov 6, 2026201-500216 contacts →

Exact match

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchZug, SwitzerlandHQ recorded Nov 6, 2026201-500175 contacts →

Exact match

“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchYverdon-les-bains, SwitzerlandHQ recorded Nov 6, 202651-200172 contacts →

Exact match

“Piguet Galland, banque privée romande, a pour ambition d’apporter de la sérénité à ses clients en leur simplifiant la gestion de leur patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchBasel, SwitzerlandHQ recorded Nov 6, 2026201-500156 contacts →

Exact match

“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202651-200148 contacts →

Exact match

“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202651-200117 contacts →

Exact match

“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchLuzern, SwitzerlandHQ recorded Nov 6, 202651-200110 contacts →

Exact match

“Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchGeneva 12, SwitzerlandHQ recorded Nov 6, 202651-200108 contacts →

Exact match

“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact match3011 Bern, SwitzerlandHQ recorded Nov 6, 2026201-500108 contacts →

Exact match

“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202651-200104 contacts →

Exact match

“Die Privatbank Maerki Baumann & Co.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchZürich, SwitzerlandHQ recorded Nov 6, 202651-20081 contacts →

Exact match

“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202651-20077 contacts →

Exact match

“We have been helping people manage their wealth since the 1700s.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchZãœrich, SwitzerlandHQ recorded Nov 6, 202611-5072 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchZug, SwitzerlandHQ recorded Nov 6, 202651-20071 contacts →

Exact match

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchSchindellegi, SwitzerlandHQ recorded Nov 6, 202611-5064 contacts →

Exact match

“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchStadtkreis 8 Riesbach, SwitzerlandHQ recorded Nov 6, 202611-5057 contacts →

Exact match

“We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchSt.gallen, SwitzerlandHQ recorded Nov 6, 202651-20056 contacts →

Exact match

“Unser Wissen und Können setzen wir mit Herzblut für Sie ein und nehmen uns dafür viel Zeit, denn die persönliche Beratung in Geld- und Vermögensangelegenheiten ist der Schlüssel…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchStadtkreis 2, SwitzerlandHQ recorded Nov 6, 202611-5054 contacts →

Exact match

“The Independent Wealth Office – built for clarity, control, and better decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchGeneva, SwitzerlandHQ recorded Nov 6, 202611-5050 contacts →

Exact match

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 23 of 880 private client advisors based in Switzerland

See the full list, filter by size, metro and specialty, and access 5,134 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private client advisors based in Switzerland at a glance

As of Nov 6, 2026
44.5%Verified-email coverage
13.1Average contacts per company
1-10Median size (employees)
22.4%Largest-city concentration · Zurich
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
562
11-50
225
51-200
60
201-500
9
501-1,000
5
1,001-5,000
3
10001+
1

Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 880 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 “private client advisors” 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 5,134 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.

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 “private client advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private client advisors are there based in Switzerland?

RevenueBase identified 880 company matches for private client advisors 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?

VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most private client advisors?

Zurich leads with 197 company records, followed by Geneva (191) and Lugano (59).

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 5,134 professional contacts with verified work emails tracked across these 880 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.

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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.