Company lists · Data refreshed September 2026

Top 25 Wealth management api providers based in Switzerland

Name: Wealth management api providers based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 355 companies tracked

RevenueBase identified 355 company matches for wealth management api providers associated with Switzerland as of September 2026 and tracks 11,098 professional contacts across them, including 5,555 with verified work emails. Zurich is the largest hub.

This list covers company matches for wealth management api providers 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 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

355Companies

11,098Contacts tracked

5,555Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management api providers based in Switzerland

Ranked by team size

Top 25 of 355 company matches for wealth management api providers based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	5,001-10,000	6,597 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Crealogix	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	201-500	257 contacts →
	Exact match “We’re CREALOGIX, a global fintech organisation with over 380 employees globally.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Additiv	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	201-500	183 contacts →
	Exact match “additiv is a Swiss-based fintech powering the world's most ambitious companies to accelerate financial innovation and time to market, running on any core system.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	ETOPS	Exact match	Cham, SwitzerlandHQ recorded Sep 19, 2026	201-500	171 contacts →
	Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Cité Gestion SA	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	51-200	138 contacts →
	Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	EVOOQ	Exact match	Lausanne, SwitzerlandHQ recorded Sep 19, 2026	51-200	134 contacts →
	Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	NS Partners	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	51-200	103 contacts →
	Exact match “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Swiss Life Wealth Managers	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	51-200	77 contacts →
	Exact match “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Boreal Capital Management	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	51-200	60 contacts →
	Exact match “We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	BFI Capital Group	Exact match	Zug, SwitzerlandHQ recorded Sep 19, 2026	11-50	58 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 · Sep 19, 2026 · View company records in RevenueBase
11	Marcuard Heritage	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	51-200	53 contacts →
	Exact match “Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	WIZE	Exact match	Vernier, SwitzerlandHQ recorded Sep 19, 2026	51-200	53 contacts →
	Exact match “WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Zwei Wealth Your Personal Wealth Office	Exact match	Stadtkreis 2, SwitzerlandHQ recorded Sep 19, 2026	11-50	51 contacts →
	Exact match “The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Cape Capital	Exact match	Stadtkreis 8 Riesbach, SwitzerlandHQ recorded Sep 19, 2026	11-50	50 contacts →
	Exact match “We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Octogone Group	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	51-200	47 contacts →
	Exact match “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Albin Kistler AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	51-200	46 contacts →
	Exact match “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Dapm SA	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	51-200	43 contacts →
	Exact match “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Reuss Private AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	11-50	43 contacts →
	Exact match “Reuss Private AG is an independent wealth management company and infrastructure service provider within the holding company Reuss Private Group AG, and was founded in by two…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Capital Vision	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	11-50	42 contacts →
	Exact match “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Soundcapital	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	51-200	40 contacts →
	Exact match “Wir glauben an eine neue Ära des Wealth Managements.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	VT Wealth Management AG	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	11-50	40 contacts →
	Exact match “VT Wealth Management AG is a Zurich based, independent, FINMA licensed and regulated asset management company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Finfox	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	11-50	39 contacts →
	Exact match “Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Parkview	Exact match	Zurich, SwitzerlandHQ recorded Sep 19, 2026	11-50	38 contacts →
	Exact match “Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Copernicus Wealth Management	Exact match	Lugano, SwitzerlandHQ recorded Sep 19, 2026	11-50	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 19, 2026 · View company records in RevenueBase
25	Bruellan Group	Exact match	Geneva, SwitzerlandHQ recorded Sep 19, 2026	11-50	36 contacts →
	Exact match “What if you came across a wealth management company that was much more than just that?” Recorded in the RevenueBase company graph · Sep 19, 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 management api providers”. 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 355 wealth management api providers based in Switzerland

See the full list, filter by size, metro and specialty, and access 5,555 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Wealth management api providers based in Switzerland at a glance

As of Sep 19, 2026

50.1%Verified-email coverage

31.3Average contacts per company

1-10Median size (employees)

29.3%Largest-city concentration · Zurich

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

207

11-50

106

51-200

201-500

1,001-5,000

5,001-10,000

10001+

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 355 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 “wealth management api providers” 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 5,555 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 19, 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 management api providers by metro

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 management api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management api providers are there based in Switzerland?

RevenueBase identified 355 company matches for wealth management api providers 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?

Julius Baer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management api providers?

Zurich leads with 104 company records, followed by Geneva (92) and Lugano (29).

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 5,555 professional contacts with verified work emails tracked across these 355 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 355 wealth management api providers based in Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management api providers by geography

Browse the directory

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.