Company lists · Data refreshed September 2026
Top 14 Wealth management companies based in Zug, Switzerland
RevenueBase identified 29 wealth management companies headquartered in Zug, Switzerland as of September 2026 and tracks 253 professional contacts across them, including 72 with verified work emails. Zurich is the largest hub.
This list covers wealth management companies headquartered in Zug, 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.
The 14 largest wealth management companies based in Zug, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 71 contacts → | ||||
Indirect evidence “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 58 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 30 contacts → | ||||
Indirect evidence “Colin & Cie serves high net worth individuals and institutional investors in Europe.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Partial evidence “ARTER Asset Management AG is an independent Swiss asset manager, FINMA-authorised and operating from Zug, Zurich and Lugano since 2018.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Partial evidence “At 4E Capital, we help entrepreneurial families and founders grow, protect, and pass on their wealth, with clarity, discretion, and purpose.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Strong evidence “Excellence through strength – growth through unity: As an entrepreneurially driven holding company, we pave the way for high-performance wealth management by bringing together…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Welcome to CN Goodall.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Pillar Capital AG is a Swiss asset management company operating since 1965 and is known for providing customized investment solutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Partial evidence “With a wealth of experience in Private Banking, GWM AG was founded on the notion of providing a high quality bespoke service for our clients in relation to all of their Banking…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Alto Capital AG is an investment boutique dedicated to serving a select group of ultra-high-net-worth families and single family offices.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Strong evidence “We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Partial evidence “Investment Management and Financial Services firm.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
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 14 of 29 wealth management companies based in Zug, Switzerland
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Wealth management companies based in Zug, Switzerland at a glance
As of Sep 16, 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 29 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 Zug, 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 Zug 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, 72 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 Zug, Switzerland?
RevenueBase identified 29 wealth management companies headquartered in Zug, 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?
Zugerberg Finanz, headquartered in Zug, 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 72 verified decision-maker contacts tracked across these 29 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.
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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 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.
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