Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in Switzerland
RevenueBase identified 374 company matches for senior financial planning firms associated with Switzerland as of September 2026 and tracks 4,158 professional contacts across them, including 1,788 with verified work emails. Zurich is the largest hub.
This list covers company matches for senior financial planning 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 22, 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 senior financial planning firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 758 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 212 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 77 contacts → | ||||
Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 66 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 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 22, 2026 · View company records in RevenueBase | |||||
| 7 | 37 contacts → | ||||
Exact match “DiLife & co SA est votre partenaire privilégié pour trouver des solutions financières selon votre situation et vos besoins!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 36 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 36 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match “Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 31 contacts → | ||||
Exact match “Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “We offer a compelling experience to our growing base of partners and clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 25 contacts → | ||||
Exact match “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 23 contacts → | ||||
Exact match “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 21 contacts → | ||||
Exact match “Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 21 contacts → | ||||
Exact match “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 374 senior financial planning firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 1,788 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Switzerland at a glance
As of Sep 22, 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 374 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 “senior financial planning 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 1,788 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 22, 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in Switzerland?
RevenueBase identified 374 company matches for senior financial planning 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?
VZ Vermögenszentrum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most senior financial planning firms?
Zurich leads with 42 company records, followed by Geneva (40) and Lugano (12).
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 1,788 professional contacts with verified work emails tracked across these 374 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 374 senior financial planning firms based in Switzerland. Start with a free account, no credit card.
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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
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- New lists
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Company intelligence · public preview
Top 25 senior financial planning 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 374 matching company records for senior financial planning firms based in Switzerland, with 4,158 tracked contacts and 1,788 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 22, 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 senior financial planning 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 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Swiss Life Wealth Managersswisslife-wealth.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MWC Groupmwcgroup.chHQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dilife & CO SAdilife.ch HQ: Lancy, SwitzerlandReported employees: 11-50 | Lancy, Switzerland | 11-50 | Exact match | 37 contacts → |
“DiLife & co SA est votre partenaire privilégié pour trouver des solutions financières selon votre situation et vos besoins!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  JLP Gestion&associésjlpgestion.chHQ: Eysins, SwitzerlandReported employees: 11-50 | Eysins, Switzerland | 11-50 | Exact match | 36 contacts → |
“Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Belvédère Asset Management AGbelvedere-am.comHQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fina Finanzplanung AGfina.chHQ: Köniz, SwitzerlandReported employees: Not recorded | Köniz, Switzerland | Not recorded | Exact match | 31 contacts → |
“Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Academix Consult AGacademix.chHQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Belgravia Wealth Managementbelgraviawealth.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 29 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 27 contacts → |
“Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  OVB Vermögensberatung Schweiz AGovb-ag.chHQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CDR Capitalcdr-capital.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 25 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Glimex AGglimex.ch HQ: Wallisellen, SwitzerlandReported employees: 51-200 | Wallisellen, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bucher Invest AGbucherinvest.chHQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pegasos Finance Gmbhpegasosfinance.chHQ: Dietikon / Im Berg, SwitzerlandReported employees: 51-200 | Dietikon / Im Berg, Switzerland | 51-200 | Exact match | 24 contacts → |
“Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  DCP Client Partner AGdcp.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  LSPlsp.chHQ: Kemptthal, SwitzerlandReported employees: 11-50 | Kemptthal, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Banca Raiffeisen Della Campagnadornaraiffeisen.chHQ: Stabio, SwitzerlandReported employees: 11-50 | Stabio, Switzerland | 11-50 | Exact match | 21 contacts → |
“Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mercantil Bank Schweiz AGmercantilsuiza.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finwiwo AGfinwiwo.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 374 company matches
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Senior financial planning firms: dataset insights
September 22, 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
373 records in the displayed employee bands.
1 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 374 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 22, 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 senior financial planning 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 senior financial planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 374 matching company records, 4,158 tracked contacts and 1,788 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 22, 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
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Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in Switzerland. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-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
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- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
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Company intelligence · public preview
Top 25 senior financial planning firms based in Switzerland
RevenueBase records 374 matching company records for senior financial planning firms based in Switzerland, with 4,158 tracked contacts and 1,788 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 22, 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 senior financial planning 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 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Swiss Life Wealth Managersswisslife-wealth.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MWC Groupmwcgroup.ch HQ: Schindellegi, SwitzerlandReported employees: 11-50 | Schindellegi, Switzerland | 11-50 | Exact match | 66 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dilife & CO SAdilife.ch HQ: Lancy, SwitzerlandReported employees: 11-50 | Lancy, Switzerland | 11-50 | Exact match | 37 contacts → |
“DiLife & co SA est votre partenaire privilégié pour trouver des solutions financières selon votre situation et vos besoins!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Luzern, SwitzerlandReported employees: 11-50 | Luzern, Switzerland | 11-50 | Exact match | 36 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | JLP Gestion&associésjlpgestion.ch HQ: Eysins, SwitzerlandReported employees: 11-50 | Eysins, Switzerland | 11-50 | Exact match | 36 contacts → |
“Créé en 2019 à Etoy, JLP Gestion & Associés SA est un acteur indépendant de référence du conseil financier dans les secteurs de l'assurance, de la gestion de fortune et de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Belvédère Asset Management AGbelvedere-am.com HQ: Glarus, SwitzerlandReported employees: 11-50 | Glarus, Switzerland | 11-50 | Exact match | 32 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fina Finanzplanung AGfina.ch HQ: Köniz, SwitzerlandReported employees: Not recorded | Köniz, Switzerland | Not recorded | Exact match | 31 contacts → |
“Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Academix Consult AGacademix.ch HQ: Trogen, SwitzerlandReported employees: 51-200 | Trogen, Switzerland | 51-200 | Exact match | 30 contacts → |
“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Belgravia Wealth Managementbelgraviawealth.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 29 contacts → |
“We offer a compelling experience to our growing base of partners and clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Neuchâtel, SwitzerlandReported employees: 11-50 | Neuchâtel, Switzerland | 11-50 | Exact match | 27 contacts → |
“Des conseils hautement qualifiés en matière d'assurances, de prévoyance, de placements financiers et d'hypothèques, tant pour les personnes individuelles que pour les entreprises…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | OVB Vermögensberatung Schweiz AGovb-ag.ch HQ: Hünenberg, SwitzerlandReported employees: 501-1,000 | Hünenberg, Switzerland | 501-1,000 | Exact match | 27 contacts → |
“Der OVB Konzern mit seiner Holdinggesellschaft mit Sitz in Köln ist eine der führenden europäischen Finanzberatungsgruppen.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CDR Capitalcdr-capital.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 25 contacts → |
“Everything we do is designed to simplify your financial life and bring clarity to complexity.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Glimex AGglimex.ch HQ: Wallisellen, SwitzerlandReported employees: 51-200 | Wallisellen, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die glimex ag ist seit 1986 als Finanzdienstleister tätig.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bucher Invest AGbucherinvest.ch HQ: Dättwil Ag, SwitzerlandReported employees: 51-200 | Dättwil Ag, Switzerland | 51-200 | Exact match | 25 contacts → |
“Die BucherInvest ist ein lokal vernetztes Unternehmen und wächst kontinuierlich.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pegasos Finance Gmbhpegasosfinance.ch HQ: Dietikon / Im Berg, SwitzerlandReported employees: 51-200 | Dietikon / Im Berg, Switzerland | 51-200 | Exact match | 24 contacts → |
“Pegasos Finance - Ihr starker Partner in der Finanzberatung.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | DCP Client Partner AGdcp.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LSPlsp.ch HQ: Kemptthal, SwitzerlandReported employees: 11-50 | Kemptthal, Switzerland | 11-50 | Exact match | 23 contacts → |
“Wir helfen Privatpersonen und Unternehmen, Risiken abzusichern und ihre finanzielle Zukunft erfolgreich zu gestalten.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Banca Raiffeisen Della Campagnadornaraiffeisen.ch HQ: Stabio, SwitzerlandReported employees: 11-50 | Stabio, Switzerland | 11-50 | Exact match | 21 contacts → |
“Il vostro partner di fiducia per ipoteche, finanziamenti, investimenti, previdenza e consulenza aziendale” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mercantil Bank Schweiz AGmercantilsuiza.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 21 contacts → |
“We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finwiwo AGfinwiwo.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 20 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 374 company matches
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Senior financial planning firms: dataset insights
September 22, 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
373 records in the displayed employee bands.
1 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 374 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 22, 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 senior financial planning 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 senior financial planning firms did RevenueBase find based in Switzerland?
The saved snapshot records 374 matching company records, 4,158 tracked contacts and 1,788 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 22, 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 senior financial planning firms based in Switzerland. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-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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