Company lists · Data refreshed September 2026
Top 25 Wealth management consultants based in Switzerland
RevenueBase identified 884 wealth management consultants headquartered in Switzerland as of September 2026 and tracks 17,234 professional contacts across them, including 7,655 with verified work emails. Geneva is the largest hub.
This list covers wealth management consultants headquartered in 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 29, 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 25 largest wealth management consultants based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,590 contacts → | ||||
Indirect evidence “As an international group committed to sustainability, J.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 948 contacts → | ||||
Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 777 contacts → | ||||
Indirect evidence “Partnership is how we work with clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 212 contacts → | ||||
Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 162 contacts → | ||||
Partial evidence “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 138 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 118 contacts → | ||||
Indirect evidence “A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 105 contacts → | ||||
Indirect evidence “Als jüngste Privatbankiers der Schweiz (Gründung 1995 als Vermögensverwaltungsfirma, Umwandlung 1998 in eine Privatbank mit unbeschränkt haftenden Gesellschaftern) beschreiben wir…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 103 contacts → | ||||
Strong evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 80 contacts → | ||||
Indirect evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 78 contacts → | ||||
Indirect evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 77 contacts → | ||||
Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 74 contacts → | ||||
Partial evidence “Voted Best Independent Wealth Manager in the UK by Euromoney Private Banking Awards 2026.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 72 contacts → | ||||
Partial evidence “We have been helping people manage their wealth since the 1700s.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 66 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 66 contacts → | ||||
Strong evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 60 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 59 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 58 contacts → | ||||
Strong evidence “Orbium is now part of Accenture Wealth Management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 53 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 51 contacts → | ||||
Partial evidence “The Independent Wealth Office – built for clarity, control, and better decisions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 50 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 47 contacts → | ||||
Strong evidence “Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Source: RevenueBase Database · checked Sep 29, 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 consultants. 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 consultants.
- Partial evidence
- Its own public description names part of wealth management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consultants. 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 884 wealth management consultants based in Switzerland
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 7,655 reachable decision-makers.
Free signup · no credit card
Wealth management consultants based in Switzerland at a glance
As of Sep 29, 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 884 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 consultants, 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 Switzerland whose own description of what they do matches “wealth management consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Switzerland 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, 7,655 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 29, 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 consultants by metro
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 consultants, 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 consultants are there based in Switzerland?
RevenueBase identified 884 wealth management consultants headquartered in 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?
Julius Baer, headquartered in Zurich, tops this list with the largest team on record.
Which city has the most wealth management consultants?
Geneva leads with 218 headquartered companies, followed by Zurich (201) and Lugano (57).
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 7,655 verified decision-maker contacts tracked across these 884 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 884 wealth management consultants based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Wealth management consultants by geography
- Wealth management consultants based in Buenos Aires, Argentina
- Wealth management consultants based in Adelaide, Australia
- Wealth management consultants based in Brisbane, Australia
- Wealth management consultants based in Melbourne, Australia
- Wealth management consultants based in North Sydney, Australia
- Wealth management consultants based in Perth, Australia
- Wealth management consultants based in Sydney, Australia
- Wealth management consultants based in Vienna, Austria
- Wealth management consultants based in Belo Horizonte, Brazil
- Wealth management consultants based in Curitiba, Brazil
- Wealth management consultants based in Porto Alegre, Brazil
- Wealth management consultants based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management consultants based in Buenos Aires, Argentina
- Wealth management consultants based in Adelaide, Australia
- Wealth management consultants based in Brisbane, Australia
- Wealth management consultants based in Melbourne, Australia
- Wealth management consultants based in North Sydney, Australia
- Wealth management consultants based in Perth, Australia