Company lists · Data refreshed September 2026

Top 25 Wealth management platform developers based in Switzerland

RevenueBase identified 443 company matches for wealth management platform developers associated with Switzerland as of September 2026 and tracks 11,963 professional contacts across them, including 5,964 with verified work emails. Zurich is the largest hub.

This list covers company matches for wealth management platform developers 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 29, 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 29, 2026 How this list was built
443Companies
11,963Contacts tracked
5,964Verified emails
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The 25 largest wealth management platform developers based in Switzerland

Ranked by team size
Top 25 of 443 company matches for wealth management platform developers based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZurich, SwitzerlandHQ recorded Sep 29, 20265,001-10,0006,597 contacts →

Exact match

“Julius Baer is present in around 25 countries and 60 locations.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchLausanne, SwitzerlandHQ recorded Sep 29, 2026201-500208 contacts →

Exact match

“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchCham, SwitzerlandHQ recorded Sep 29, 2026201-500171 contacts →

Exact match

“Etops is the pan-European technology platform for wealth and asset management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchGeneva 12, SwitzerlandHQ recorded Sep 29, 202651-200162 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchZurich, SwitzerlandHQ recorded Sep 29, 2026201-500145 contacts →

Exact match

“We create value for investment managers.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchGeneva, SwitzerlandHQ recorded Sep 29, 202651-200138 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 29, 2026 · View company records in RevenueBase
7Exact matchLausanne, SwitzerlandHQ recorded Sep 29, 202651-200134 contacts →

Exact match

“Evooq builds software for wealth management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchGeneva, SwitzerlandHQ recorded Sep 29, 202651-200103 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 29, 2026 · View company records in RevenueBase
9Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202651-20097 contacts →

Exact match

“EWM Global partners with financial services firms to help retain and reward their most valuable asset-their people.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchZürich, SwitzerlandHQ recorded Sep 29, 202651-20077 contacts →

Exact match

“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202651-20066 contacts →

Exact match

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchUrdorf, SwitzerlandHQ recorded Sep 29, 202651-20063 contacts →

Exact match

“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202651-20055 contacts →

Exact match

“Established in 2005, swissQuant is a technology firm specializing in the development and implementation of software solutions and data analytics tools for the financial industry.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202651-20053 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 29, 2026 · View company records in RevenueBase
15Exact matchVernier, SwitzerlandHQ recorded Sep 29, 202651-20053 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 29, 2026 · View company records in RevenueBase
16Exact matchStadtkreis 2, SwitzerlandHQ recorded Sep 29, 202611-5051 contacts →

Exact match

“The Independent Wealth Office – built for clarity, control, and better decisions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchStadtkreis 8 Riesbach, SwitzerlandHQ recorded Sep 29, 202611-5050 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 29, 2026 · View company records in RevenueBase
18Exact matchGeneva, SwitzerlandHQ recorded Sep 29, 202651-20047 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 29, 2026 · View company records in RevenueBase
19Exact matchZürich, SwitzerlandHQ recorded Sep 29, 202651-20046 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 29, 2026 · View company records in RevenueBase
20Exact matchGeneva, SwitzerlandHQ recorded Sep 29, 202651-20043 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 29, 2026 · View company records in RevenueBase
21Exact matchGeneva, SwitzerlandHQ recorded Sep 29, 202611-5042 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 29, 2026 · View company records in RevenueBase
22Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202651-20040 contacts →

Exact match

“Wir glauben an eine neue Ära des Wealth Managements.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchZürich, SwitzerlandHQ recorded Sep 29, 202611-5039 contacts →

Exact match

“Do you want to boost efficiency and client engagement in the investment advisory process?”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact match8048 Zürich, SwitzerlandHQ recorded Sep 29, 202651-20038 contacts →

Exact match

“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchZurich, SwitzerlandHQ recorded Sep 29, 202611-5038 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 29, 2026 · View company records in RevenueBase

Showing 25 of 443 wealth management platform developers based in Switzerland

See the full list, filter by size, metro and specialty, and access 5,964 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management platform developers based in Switzerland at a glance

As of Sep 29, 2026
49.9%Verified-email coverage
27.0Average contacts per company
1-10Median size (employees)
28.7%Largest-city concentration · Zurich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
260
11-50
129
51-200
38
201-500
9
1,001-5,000
1
5,001-10,000
2

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 443 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 platform developers” 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 5,964 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 29, 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.

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 platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platform developers are there based in Switzerland?

RevenueBase identified 443 company matches for wealth management platform developers 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 platform developers?

Zurich leads with 127 company records, followed by Geneva (111) and Lugano (31).

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 5,964 professional contacts with verified work emails tracked across these 443 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 29, 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 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.