Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Switzerland

Name: Retirement plan advisors based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 429 companies tracked

RevenueBase identified 429 retirement plan advisors headquartered in Switzerland as of September 2026 and tracks 9,381 professional contacts across them, including 3,916 with verified work emails. Zurich is the largest hub.

This list covers retirement plan advisors 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 21, 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 21, 2026 86% judged on-target in blind review

429Companies

9,381Contacts tracked

3,916Verified emails

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The 25 largest retirement plan advisors based in Switzerland

Ranked by team size

Top 25 of 429 retirement plan advisors based in Switzerland, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan advisors: 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	Baloise CH	Indirect evidence	Basel, SwitzerlandHQ checked Sep 21, 2026	5,001-10,000	2,211 contacts →
	Indirect evidence “Wir sind menschlich und handeln verantwortungsvoll.” Source: RevenueBase Database · checked Sep 21, 2026
2	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
3	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 21, 2026
4	BLKB	Indirect evidence	Liestal, SwitzerlandHQ checked Sep 21, 2026	501-1,000	758 contacts →
	Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 21, 2026
5	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 21, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 21, 2026
6	Baloise Basel	Indirect evidence	Basel, SwitzerlandHQ checked Sep 21, 2026	5,001-10,000	123 contacts →
	Indirect evidence “Wir sind Baloise – Ihr inspirierender Partner für unser gemeinsames Morgen.” Source: RevenueBase Database · checked Sep 21, 2026
7	Ppcmetrics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	78 contacts →
	Indirect evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 21, 2026
8	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 21, 2026
9	PFS Pension Fund Services AG	Indirect evidence	Glattbrugg, SwitzerlandHQ checked Sep 21, 2026	51-200	69 contacts →
	Indirect evidence “Die PFS Pension Fund Services AG ist ihr Partner im Bereich Vorsorge.” Source: RevenueBase Database · checked Sep 21, 2026
10	Migros-Pensionskasse	Indirect evidence	Schlieren, SwitzerlandHQ checked Sep 21, 2026	201-500	66 contacts →
	Indirect evidence “Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026
11	MWC Group	Partial evidence	Schindellegi, SwitzerlandHQ checked Sep 21, 2026	11-50	66 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
12	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 21, 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 21, 2026
13	Arbenz RVT	Indirect evidence	Frauenfeld, SwitzerlandHQ checked Sep 21, 2026	51-200	53 contacts →
	Indirect evidence “Arbenz RVT AG versteht sich im Bereich Risikomanagement und Personalvorsorge als Komplettanbieter.” Source: RevenueBase Database · checked Sep 21, 2026
14	Zurich, Generalagentur Howald & Scheidegger AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 21, 2026	51-200	50 contacts →
	Indirect evidence “Eng verbunden mit der Region Mit unseren Standorten sind wir bestens aufgestellt, um Privat- und Firmenkunden in Fragen der Versicherung, Vorsorge und Anlageberatung eng zu…” Source: RevenueBase Database · checked Sep 21, 2026
15	Copernicus Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 21, 2026
16	Weibel Hess & Partner AG WHP	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Source: RevenueBase Database · checked Sep 21, 2026
17	Belvédère Asset Management AG	Indirect evidence	Glarus, SwitzerlandHQ checked Sep 21, 2026	11-50	32 contacts →
	Indirect evidence “As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…” Source: RevenueBase Database · checked Sep 21, 2026
18	Fina Finanzplanung AG	Indirect evidence	Köniz, SwitzerlandHQ checked Sep 21, 2026	n/a	31 contacts →
	Indirect evidence “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Source: RevenueBase Database · checked Sep 21, 2026
19	Lawsons Wealth	Indirect evidence	Geneve, SwitzerlandHQ checked Sep 21, 2026	11-50	31 contacts →
	Indirect evidence “We’re an independent provider of international financial advice and wealth management solutions for global professionals.” Source: RevenueBase Database · checked Sep 21, 2026
20	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 21, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 21, 2026
21	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 21, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 21, 2026
22	Pittet Associates	Indirect evidence	Lausanne, SwitzerlandHQ checked Sep 21, 2026	11-50	27 contacts →
	Indirect evidence “For more than 25 years, Pittet Associés SA has been a benchmark consulting firm for pension funds, insurance companies and all of the institutional players.” Source: RevenueBase Database · checked Sep 21, 2026
23	CDR Capital	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 21, 2026
24	Glimex AG	Indirect evidence	Wallisellen, SwitzerlandHQ checked Sep 21, 2026	51-200	25 contacts →
	Indirect evidence “Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Source: RevenueBase Database · checked Sep 21, 2026
25	Bucher Invest AG	Indirect evidence	Dättwil Ag, SwitzerlandHQ checked Sep 21, 2026	51-200	25 contacts →
	Indirect evidence “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Source: RevenueBase Database · checked Sep 21, 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: retirement plan advisors. 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 retirement plan advisors.
Partial evidence: Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement plan advisors. 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 429 retirement plan advisors based in Switzerland

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Retirement plan advisors based in Switzerland at a glance

As of Sep 21, 2026

41.7%Verified-email coverage

21.9Average contacts per company

1-10Median size (employees)

11.9%Largest-city concentration · Zurich

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

296

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 429 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 retirement plan advisors, 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 “retirement plan advisors”. 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 retirement plan advisors), 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 retirement plan advisors, 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, 3,916 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 21, 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.

Retirement plan advisors by metro

Retirement plan advisors in Zurich51
Retirement plan advisors in Geneve28

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 retirement plan advisors, 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 retirement plan advisors are there based in Switzerland?

RevenueBase identified 429 retirement plan advisors 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?

Baloise CH, headquartered in Basel, tops this list with the largest team on record.

Which city has the most retirement plan advisors?

Zurich leads with 51 headquartered companies, followed by Geneve (28) and Geneva (24).

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 3,916 verified decision-maker contacts tracked across these 429 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 21, 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.