Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Switzerland

RevenueBase identified 117 robo-advisor platforms headquartered in Switzerland as of September 2026 and tracks 978 professional contacts across them, including 382 with verified work emails and 44 with mobile numbers. Zurich is the largest hub.

This list covers robo-advisor platforms 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 6, 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 6, 2026 86% judged on-target in blind review
117Companies
978Contacts tracked
382Verified emails
44Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest robo-advisor platforms based in Switzerland

Ranked by team size
Top 25 of 117 robo-advisor platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLausanne, SwitzerlandHQ checked Sep 6, 2026201-500208 contacts →

Indirect evidence

“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.”

Source: RevenueBase Database · checked Sep 6, 2026
2Partial evidenceCham, SwitzerlandHQ checked Sep 6, 2026201-500171 contacts →

Partial evidence

“Etops is the pan-European technology platform for wealth and asset management.”

Source: RevenueBase Database · checked Sep 6, 2026
3Partial evidenceZürich, SwitzerlandHQ checked Sep 6, 202611-5039 contacts →

Partial evidence

“Do you want to boost efficiency and client engagement in the investment advisory process?”

Source: RevenueBase Database · checked Sep 6, 2026
4Partial evidenceZurich, SwitzerlandHQ checked Sep 6, 202611-5034 contacts →

Partial evidence

“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.”

Source: RevenueBase Database · checked Sep 6, 2026
5Indirect evidenceZurich, SwitzerlandHQ checked Sep 6, 202611-5026 contacts →

Indirect evidence

“Selma is a personal investment assistant, for people who have better things to do than to follow financial markets.”

Source: RevenueBase Database · checked Sep 6, 2026
6Indirect evidenceZurich, SwitzerlandHQ checked Sep 6, 202611-5022 contacts →

Indirect evidence

“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…”

Source: RevenueBase Database · checked Sep 6, 2026
7Indirect evidenceZug, SwitzerlandHQ checked Sep 6, 202611-5020 contacts →

Indirect evidence

“vestr is a Swiss fintech company dedicated to making active investment management simpler, more efficient, and transparent.”

Source: RevenueBase Database · checked Sep 6, 2026
8Indirect evidencePlan-les-ouates, SwitzerlandHQ checked Sep 6, 20261-1020 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 6, 2026
9Indirect evidenceZurich, SwitzerlandHQ checked Sep 6, 20261-1020 contacts →

Indirect evidence

“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.”

Source: RevenueBase Database · checked Sep 6, 2026
10Indirect evidence4002, SwitzerlandHQ checked Sep 6, 202611-5017 contacts →

Indirect evidence

“VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz”

Source: RevenueBase Database · checked Sep 6, 2026
11Indirect evidenceLenzburg, SwitzerlandHQ checked Sep 6, 20261-1015 contacts →

Indirect evidence

“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.”

Source: RevenueBase Database · checked Sep 6, 2026
12Indirect evidenceZug, SwitzerlandHQ checked Sep 6, 202611-5014 contacts →

Indirect evidence

“Tindeco’s revolutionary technology is transforming investment management.”

Source: RevenueBase Database · checked Sep 6, 2026
13Indirect evidenceZurich, SwitzerlandHQ checked Sep 6, 202611-5014 contacts →

Indirect evidence

“Currently, over 80% of actively managed funds fail to beat the benchmarks*.”

Source: RevenueBase Database · checked Sep 6, 2026
14Indirect evidenceBasel, SwitzerlandHQ checked Sep 6, 20261-1010 contacts →

Indirect evidence

“At MachinaLabs, we’re passionate about developing cutting-edge solutions.”

Source: RevenueBase Database · checked Sep 6, 2026
15Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 6, 202611-5010 contacts →

Indirect evidence

“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…”

Source: RevenueBase Database · checked Sep 6, 2026
16Indirect evidenceCham, SwitzerlandHQ checked Sep 6, 202611-509 contacts →

Indirect evidence

“SpeedLab AG is an investment management firm trading in many asset classes, dedicated to delivering exceptional returns for our clients strictly using Artificial Intelligence.”

Source: RevenueBase Database · checked Sep 6, 2026
17Indirect evidenceBadenerstrasse, SwitzerlandHQ checked Sep 6, 2026201-5008 contacts →

Indirect evidence

“Established in 2011 and distinguishing itself as an industry leader within a growing and competitive market, uBinary’s mission is to ensure investors are offered a trading…”

Source: RevenueBase Database · checked Sep 6, 2026
18Indirect evidenceBasel, SwitzerlandHQ checked Sep 6, 20261-107 contacts →

Indirect evidence

“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.”

Source: RevenueBase Database · checked Sep 6, 2026
19Indirect evidenceBalgach, SwitzerlandHQ checked Sep 6, 202611-506 contacts →

Indirect evidence

“Erleben Sie die Software von Wir haben effizienten Devisenhandel Institutionelles algorithmisches FX-Trading für Vermögensverwalter, Family Offices & professionelle Investoren |…”

Source: RevenueBase Database · checked Sep 6, 2026
20Indirect evidenceZurich, SwitzerlandHQ checked Sep 6, 20261-106 contacts →

Indirect evidence

“Investieren via Fonds & Anlage-App inkl.”

Source: RevenueBase Database · checked Sep 6, 2026
21Indirect evidenceFribourg, SwitzerlandHQ checked Sep 6, 20261-105 contacts →

Indirect evidence

“Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.”

Source: RevenueBase Database · checked Sep 6, 2026
22Partial evidenceLugano, SwitzerlandHQ checked Sep 6, 20261-105 contacts →

Partial evidence

“VG Consulting SA is a company specialized in financial advisory for private individuals' wealth and mutual funds.”

Source: RevenueBase Database · checked Sep 6, 2026
23Indirect evidenceSavosa, SwitzerlandHQ checked Sep 6, 20261-104 contacts →

Indirect evidence

“Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients.”

Source: RevenueBase Database · checked Sep 6, 2026
24Indirect evidenceZug, SwitzerlandHQ checked Sep 6, 20261-104 contacts →

Indirect evidence

“Knidos Labs Blockchain Studio / Team behind @knidos_ai / backed by @avax Knidos AI is an AI-powered trading agent built on Avalanche, focused on capturing opportunities across…”

Source: RevenueBase Database · checked Sep 6, 2026
25Indirect evidenceHünenberg, SwitzerlandHQ checked Sep 6, 20261-103 contacts →

Indirect evidence

“Divercefi is building the ultimate investment portfolio management solution.”

Source: RevenueBase Database · checked Sep 6, 2026

Showing 25 of 117 robo-advisor platforms based in Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 382 reachable decision-makers.

Free signup · no credit card

View the full list →

Robo-advisor platforms based in Switzerland at a glance

As of Sep 6, 2026
39.1%Verified-email coverage
4.5%Mobile-number coverage
8.4Average contacts per company
1-10Median size (employees)
27.4%Largest-city concentration · Zurich
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
73
11-50
37
51-200
3
201-500
3
501-1,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 robo-advisor platforms, 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 “robo-advisor platforms”. 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 robo-advisor platforms), 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 robo-advisor platforms, 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, 382 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 6, 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.

Robo-advisor platforms by metro

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 robo-advisor platforms, 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 robo-advisor platforms are there based in Switzerland?

RevenueBase identified 117 robo-advisor platforms 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?

Swissborg, headquartered in Lausanne, tops this list with the largest team on record.

Which city has the most robo-advisor platforms?

Zurich leads with 32 headquartered companies, followed by Zug (15) and Geneva (11).

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 382 verified decision-maker contacts tracked across these 117 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 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 117 robo-advisor platforms based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

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.