Company lists · Data refreshed September 2026

Top 17 Private equity advisors based in Lugano, Switzerland

RevenueBase identified 35 private equity advisors headquartered in Lugano, Switzerland as of September 2026 and tracks 242 professional contacts across them, including 110 with verified work emails. Zurich is the largest hub.

This list covers private equity advisors headquartered in Lugano, 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
35Companies
242Contacts tracked
110Verified emails
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The 17 largest private equity advisors based in Lugano, Switzerland

Ranked by team size
Top 17 of 35 private equity advisors based in Lugano, Switzerland, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Banca Zarattini & COIndirect evidence
Lugano, SwitzerlandHQ checked Sep 5, 202651-20075
Source: company website · checked Sep 5, 2026
2
Compass Asset Management SAIndirect evidence
Lugano, SwitzerlandHQ checked Sep 5, 202611-5021

“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.”

Source: company website · checked Sep 5, 2026
3
Thalia Capital AdvisorsPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-1016

“The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds.”

Source: company website · checked Sep 5, 2026
4
Swix Family Office SAPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 202611-5010

“Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients.”

Source: company website · checked Sep 5, 2026
5
Zeus Capital SAPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 202611-5010

“ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…”

Source: company website · checked Sep 5, 2026
6
House Of Wealth SAPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-108

“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.”

Source: company website · checked Sep 5, 2026
7
Maveria AdvisoryPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-108

“Maveria Advisory is an independent advisory boutique focusing on company transactions such as Mergers and Acquisitions (M&A), financial restructuring, strategic partnering and…”

Source: company website · checked Sep 5, 2026
8Lugano, SwitzerlandHQ checked Sep 5, 202611-507

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

Source: company website · checked Sep 5, 2026
9
On Finance SAPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-105

“On finance is an independent advisory company focused on financial engineering with particular attention for the origination, monitoring and risk management of innovative…”

Source: company website · checked Sep 5, 2026
10
Per4mIndirect evidence
Lugano, SwitzerlandHQ checked Sep 5, 202611-504

“Excellence is our mission.”

Source: company website · checked Sep 5, 2026
11Lugano, SwitzerlandHQ checked Sep 5, 20261-104

“MGK supporta privati, aziende e imprenditori con soluzioni innovative di finanza alternativa, operazioni straordinarie per PMI e strategia d’investimento.”

Source: company website · checked Sep 5, 2026
12
ADM PartnersStrong evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-103

“We are venture capital and private equity partners.”

Source: company website · checked Sep 5, 2026
13Lugano, SwitzerlandHQ checked Sep 5, 20261-103

“Mangart Capital Advisors SA is an investment banking company based out of VIA BALESTRA N° 18, Lugano, Switzerland.”

Source: company website · checked Sep 5, 2026
14Lugano, SwitzerlandHQ checked Sep 5, 20261-103

“Tenstars International is an advisory company that provides a strategic, financial and specific business support to Entrepreneurs and Family Offices for developing small and…”

Source: company website · checked Sep 5, 2026
15
ParetoPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-103

“We are a Swiss financial boutique with over 50 years of combined expertise in Institutional Advisory and Fund Management.”

Source: company website · checked Sep 5, 2026
16Lugano, SwitzerlandHQ checked Sep 5, 20261-102

“Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.”

Source: company website · checked Sep 5, 2026
17
Fortworth AGPartial evidence
Lugano, SwitzerlandHQ checked Sep 5, 20261-101

“STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…”

Source: company website · checked Sep 5, 2026

Showing 17 of 35 private equity advisors based in Lugano, Switzerland

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Private equity advisors based in Lugano, Switzerland at a glance

As of Sep 5, 2026
1-10Median size (employees)
ZurichLargest hub · 138 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
25
11-50
9
51-200
1

Email recency for this list is measured across the whole Switzerland list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 35 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Lugano, Switzerland whose own description of what they do matches “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private equity advisors, and records with no verified work email. Companies headquartered outside Lugano 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 an evidence 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, 110 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 5, 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.

Private equity advisors by metro in Switzerland

Frequently asked

How many private equity advisors are there based in Lugano, Switzerland?

RevenueBase identified 35 private equity advisors headquartered in Lugano, 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?

Banca Zarattini & CO, headquartered in Lugano, tops this list with the largest team on record.

Which city has the most private equity advisors?

Zurich leads with 138 headquartered companies, followed by Geneva (83) and Zug (61).

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 110 verified decision-maker contacts tracked across these 35 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 5, 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.