Company lists · Data refreshed November 2026
Top 23 Wealth advisors based in Zug, Switzerland
RevenueBase identified 68 company matches for wealth advisors associated with Zug, Switzerland as of November 2026 and tracks 2,552 professional contacts across them, including 641 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (323 companies); Zug has 68.
This list covers company matches for wealth advisors associated with Zug, 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.
The 23 largest wealth advisors based in Zug, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,037 contacts → | ||||
Exact match “Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 175 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 | |||||
| 3 | 71 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 | |||||
| 4 | 62 contacts → | ||||
Exact match “Your trusted ally overseas - What you can expect from us As a client of BFI, you are dealing with a truly independent advisory firm and a group of people who care deeply about…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Excellence through strength – growth through unity: As an entrepreneurially driven holding company, we pave the way for high-performance wealth management by bringing together…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “At 4E Capital, we help entrepreneurial families and founders grow, protect, and pass on their wealth, with clarity, discretion, and purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “b Versicherungen, Vorsorgelösungen oder Kapitalanlagen – Die Bsafe Invest GmbH ist ein unabhängiger Broker, der sich darauf fokussiert hat, Ihren individuellen Anforderungen zu…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Welcome to CN Goodall.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Die Treuhand von Flüe AG hat sich aus dem 1966 gegründeten Einzelunternehmen „Treuhand Hans von Flüe“ entwickelt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Die Unternehmen stehen in stetigem Wandel.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “We are an independent financial advisory group, acting in the best interest of our clients, emphasizing transparency and objective advice on a full range of financial solutions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “WILD Group Management AG acts as financial advisor to the investment interests associated with a European entrepreneur.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Riemens Commodity Solutions is a family business and strategic advisory firm based in Switzerland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Alto Capital AG is an investment boutique dedicated to serving a select group of ultra-high-net-worth families and single family offices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Investment Management and Financial Services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 “wealth advisors”. 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 23 of 68 wealth advisors based in Zug, Switzerland
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Wealth advisors based in Zug, Switzerland at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Zug, so it is reported there. Company counts and contact totals on this page are exact for Zug, over 68 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 Zug, Switzerland whose business descriptions match “wealth 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 641 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.
Wealth advisors by metro in Switzerland
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Zug, Switzerland?
RevenueBase identified 68 company matches for wealth advisors associated with Zug, 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?
Swiss Life Select tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Switzerland has the most wealth advisors?
Zurich leads Switzerland with 323 company records, followed by Geneva (296) and Lugano (89). Zug has 68.
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 641 professional contacts with verified work emails tracked across these 68 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.
Ready to reach these companies? Verified emails and direct dials for all 68 wealth advisors based in Zug, 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
Company intelligence · public preview
Top 23 wealth advisors based in Zug, Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 68 matching company records for wealth advisors based in Zug, Switzerland, with 2,552 tracked contacts and 641 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 23 wealth advisors based in Zug, 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 |  Swiss Life Selectswisslife-select.chHQ: Zug, SwitzerlandReported employees: 501-1,000 | Zug, Switzerland | 501-1,000 | Exact match | 2,037 contacts → |
“Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 175 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Zugerberg Finanzzugerberg-finanz.chHQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 71 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BFI Capital Groupbficapital.comHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 62 contacts → |
“Your trusted ally overseas - What you can expect from us As a client of BFI, you are dealing with a truly independent advisory firm and a group of people who care deeply about…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wineus AGwineus.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cinerius Financial Partnerscinerius.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 11 contacts → |
“Excellence through strength – growth through unity: As an entrepreneurially driven holding company, we pave the way for high-performance wealth management by bringing together…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  4e Capital4e-capital.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 10 contacts → |
“At 4E Capital, we help entrepreneurial families and founders grow, protect, and pass on their wealth, with clarity, discretion, and purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bsafe Invest AGbsafe-invest.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 10 contacts → |
“b Versicherungen, Vorsorgelösungen oder Kapitalanlagen – Die Bsafe Invest GmbH ist ein unabhängiger Broker, der sich darauf fokussiert hat, Ihren individuellen Anforderungen zu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Victory Asset Management AGvictoryam.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  CN Goodall Gmbhcngoodall.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 7 contacts → |
“Welcome to CN Goodall.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Treuhand VON Flüe AGvonflue.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 6 contacts → |
“Die Treuhand von Flüe AG hat sich aus dem 1966 gegründeten Einzelunternehmen „Treuhand Hans von Flüe“ entwickelt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Corestone Investment Managers AGcorestone.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 6 contacts → |
“Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Facto Treuhand AGfacto.chHQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Unternehmen stehen in stetigem Wandel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fern Wealth AGfernwealth.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 5 contacts → |
“We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Trius Partners AGtriuspartners.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 4 contacts → |
“We are an independent financial advisory group, acting in the best interest of our clients, emphasizing transparency and objective advice on a full range of financial solutions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Archbridge Capitalarchbridge-capital.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 4 contacts → |
“Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wild Group Management AGwild-group.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“WILD Group Management AG acts as financial advisor to the investment interests associated with a European entrepreneur.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Phanar Asset Management AGphanar.comHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Riemens Commodity Solutionsriemens-commodity-solutions.chHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 2 contacts → |
“Riemens Commodity Solutions is a family business and strategic advisory firm based in Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Alto Capital AGaltocapital.ioHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 2 contacts → |
“Alto Capital AG is an investment boutique dedicated to serving a select group of ultra-high-net-worth families and single family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SI Schwarz Investments AGsi-schwarz.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Final Frontierfinalfrontier.ioHQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 68 company matches
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Wealth advisors: dataset insights
November 6, 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
66 records in the displayed employee bands.
2 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 across the whole Switzerland list rather than for Zug, so it is reported there. Company counts and contact totals on this page are exact for Zug, over 68 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: November 6, 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 ↗
Wealth advisors by metro in Switzerland
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Zug, Switzerland?
The saved snapshot records 68 matching company records, 2,552 tracked contacts and 641 verified emails. The public preview displays 23 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: November 6, 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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- Wealth advisors based in Switzerland
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Cite this list
RevenueBase Data Team. Top 23 wealth advisors based in Zug, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/switzerland/zug.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 23 wealth advisors based in Zug, Switzerland
RevenueBase records 68 matching company records for wealth advisors based in Zug, Switzerland, with 2,552 tracked contacts and 641 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 23 wealth advisors based in Zug, 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 | Swiss Life Selectswisslife-select.ch HQ: Zug, SwitzerlandReported employees: 501-1,000 | Zug, Switzerland | 501-1,000 | Exact match | 2,037 contacts → |
“Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 175 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Zugerberg Finanzzugerberg-finanz.ch HQ: Zug, SwitzerlandReported employees: 51-200 | Zug, Switzerland | 51-200 | Exact match | 71 contacts → |
“Wer uns sein Geld anvertraut, verlässt sich auf uns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BFI Capital Groupbficapital.com HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 62 contacts → |
“Your trusted ally overseas - What you can expect from us As a client of BFI, you are dealing with a truly independent advisory firm and a group of people who care deeply about…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wineus AGwineus.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 20 contacts → |
“Wineus is a fully independent investment advisory company with offices in Lausanne, Zug and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cinerius Financial Partnerscinerius.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 11 contacts → |
“Excellence through strength – growth through unity: As an entrepreneurially driven holding company, we pave the way for high-performance wealth management by bringing together…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 4e Capital4e-capital.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 10 contacts → |
“At 4E Capital, we help entrepreneurial families and founders grow, protect, and pass on their wealth, with clarity, discretion, and purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bsafe Invest AGbsafe-invest.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 10 contacts → |
“b Versicherungen, Vorsorgelösungen oder Kapitalanlagen – Die Bsafe Invest GmbH ist ein unabhängiger Broker, der sich darauf fokussiert hat, Ihren individuellen Anforderungen zu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Victory Asset Management AGvictoryam.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 9 contacts → |
“Victory Asset Management is a private investment advisory firm which manages capital for institutions, family offices and high net worth individuals worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CN Goodall Gmbhcngoodall.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 7 contacts → |
“Welcome to CN Goodall.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Treuhand VON Flüe AGvonflue.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 6 contacts → |
“Die Treuhand von Flüe AG hat sich aus dem 1966 gegründeten Einzelunternehmen „Treuhand Hans von Flüe“ entwickelt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Corestone Investment Managers AGcorestone.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 6 contacts → |
“Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Facto Treuhand AGfacto.ch HQ: Zug, SwitzerlandReported employees: 11-50 | Zug, Switzerland | 11-50 | Exact match | 5 contacts → |
“Die Unternehmen stehen in stetigem Wandel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fern Wealth AGfernwealth.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 5 contacts → |
“We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Trius Partners AGtriuspartners.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 4 contacts → |
“We are an independent financial advisory group, acting in the best interest of our clients, emphasizing transparency and objective advice on a full range of financial solutions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Archbridge Capitalarchbridge-capital.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 4 contacts → |
“Archbridge Capital is an advisory firm founded in 2009 that has pursued a single and consistent mission: to help our advisory clients achieve superior returns over the business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wild Group Management AGwild-group.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“WILD Group Management AG acts as financial advisor to the investment interests associated with a European entrepreneur.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Phanar Asset Management AGphanar.com HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 3 contacts → |
“Phanar Asset Management provides discretionary active investment management services to individual and corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Riemens Commodity Solutionsriemens-commodity-solutions.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 2 contacts → |
“Riemens Commodity Solutions is a family business and strategic advisory firm based in Switzerland.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Alto Capital AGaltocapital.io HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 2 contacts → |
“Alto Capital AG is an investment boutique dedicated to serving a select group of ultra-high-net-worth families and single family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SI Schwarz Investments AGsi-schwarz.ch HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Final Frontierfinalfrontier.io HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
“Investment Management and Financial Services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Zug, SwitzerlandReported employees: 1-10 | Zug, Switzerland | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 68 company matches
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Wealth advisors: dataset insights
November 6, 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
66 records in the displayed employee bands.
2 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 across the whole Switzerland list rather than for Zug, so it is reported there. Company counts and contact totals on this page are exact for Zug, over 68 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: November 6, 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 ↗
Wealth advisors by metro in Switzerland
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Zug, Switzerland?
The saved snapshot records 68 matching company records, 2,552 tracked contacts and 641 verified emails. The public preview displays 23 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: November 6, 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 23 wealth advisors based in Zug, Switzerland. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/switzerland/zug.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗