Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Geneva, Switzerland

Name: Wealth management companies based in Geneva, Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 131 companies tracked

RevenueBase identified 131 wealth management companies headquartered in Geneva, Switzerland as of September 2026 and tracks 5,414 professional contacts across them, including 3,062 with verified work emails. Zurich is the largest hub.

This list covers wealth management companies headquartered in Geneva, Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

131Companies

5,414Contacts tracked

3,062Verified emails

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

The 25 largest wealth management companies based in Geneva, Switzerland

Ranked by team size

Top 25 of 131 wealth management companies based in Geneva, Switzerland, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mirabaud Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	501-1,000	582 contacts →
	Indirect evidence “Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly…” Source: RevenueBase Database · checked Sep 16, 2026
2	Bedrock Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	51-200	74 contacts →
	Partial evidence “Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.” Source: RevenueBase Database · checked Sep 16, 2026
3	Banque Cramer	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	51-200	72 contacts →
	Partial evidence “We have been helping people manage their wealth since the 1700s.” Source: RevenueBase Database · checked Sep 16, 2026
4	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	42 contacts →
	Strong evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 16, 2026
5	HBS Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	38 contacts →
	Strong evidence “Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.” Source: RevenueBase Database · checked Sep 16, 2026
6	The Forum Finance Group SA Geneva Switzerland	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	32 contacts →
	Strong evidence “forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Source: RevenueBase Database · checked Sep 16, 2026
7	Summit Trust International SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	32 contacts →
	Indirect evidence “Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Source: RevenueBase Database · checked Sep 16, 2026
8	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 16, 2026
9	Geneva Management Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	51-200	28 contacts →
	Partial evidence “Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.” Source: RevenueBase Database · checked Sep 16, 2026
10	CDR Capital	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	25 contacts →
	Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 16, 2026
11	Sunpartners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	25 contacts →
	Strong evidence “As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Source: RevenueBase Database · checked Sep 16, 2026
12	Baseline Wealth Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	20 contacts →
	Strong evidence “Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Source: RevenueBase Database · checked Sep 16, 2026
13	RJ Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	17 contacts →
	Strong evidence “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Source: RevenueBase Database · checked Sep 16, 2026
14	The Risk Management Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	17 contacts →
	Partial evidence “RMG, The Risk Management Group (“RMG”) is a Geneva based firm specialised in advising clients on the selection, structuring, implementation and monitoring of asset and liability…” Source: RevenueBase Database · checked Sep 16, 2026
15	Citadel Finance SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	17 contacts →
	Strong evidence “Citadel Finance SA is a Wealth Management company created in 1998 based in Geneva and Zurich.” Source: RevenueBase Database · checked Sep 16, 2026
16	Alphaswiss	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	16 contacts →
	Strong evidence “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Source: RevenueBase Database · checked Sep 16, 2026
17	Jabre Capital Partners	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	51-200	16 contacts →
	Strong evidence “Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Source: RevenueBase Database · checked Sep 16, 2026
18	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	14 contacts →
	Partial evidence “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Source: RevenueBase Database · checked Sep 16, 2026
19	NFG Partners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	13 contacts →
	Strong evidence “NFG Partners SA is an independent wealth and asset management firm headquartered in Geneva, Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
20	Global Gate Asset Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “GGAM is an independent asset manager based in Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
21	Hmsa Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “With a core value of trust between ourselves and our clientele, HMSA offers impartial, independent and discreet advice to help investors, entrepreneurs and families strategically…” Source: RevenueBase Database · checked Sep 16, 2026
22	Agora Capital SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	11 contacts →
	Strong evidence “Founded in 2012, Agora Capital is an Independent Asset Manager that provides wealth management services, consolidation of portfolios and execution services.” Source: RevenueBase Database · checked Sep 16, 2026
23	Sumus Capital	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	11 contacts →
	Partial evidence “Sumus Capital was founded in 2015, as a natural step forward after several years of portfolio management delivered by the top managers to the founding families.” Source: RevenueBase Database · checked Sep 16, 2026
24	Capital Y	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	10 contacts →
	Strong evidence “Wealth management and family office for entrepreneurs, athletes and next generation.” Source: RevenueBase Database · checked Sep 16, 2026
25	Swiss Finance Management International SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	8 contacts →
	Partial evidence “Swiss Finance Management International SA is a Geneva-based management company that offers a wide range of financial services for HNWI and institutions.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 131 wealth management companies based in Geneva, Switzerland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 3,062 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management companies based in Geneva, Switzerland at a glance

As of Sep 16, 2026

56.6%Verified-email coverage

41.3Average contacts per company

1-10Median size (employees)

151.1%Largest-city concentration · Zurich

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 131 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Geneva, Switzerland whose own description of what they do matches “wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management companies, and records with no verified work email. Companies headquartered outside Geneva are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,062 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management companies by metro in Switzerland

Wealth management companies in Zurich198
Wealth management companies in Geneva131
Wealth management companies in Geneve91
Wealth management companies in Lugano59
Wealth management companies in Zug29

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management companies are there based in Geneva, Switzerland?

RevenueBase identified 131 wealth management companies headquartered in Geneva, Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mirabaud Group, headquartered in Geneva, tops this list with the largest team on record.

Which city has the most wealth management companies?

Zurich leads with 198 headquartered companies, followed by Geneva (131) and Geneve (91).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,062 verified decision-maker contacts tracked across these 131 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 131 wealth management companies based in Geneva, Switzerland. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management companies by geography

Browse the directory

Browse: Companies home · Wealth management companies in Switzerland · All Switzerland lists · All Wealth management companies lists · New lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.