Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 446 companies tracked

RevenueBase identified 446 wealth management platforms headquartered in Switzerland as of September 2026 and tracks 11,789 professional contacts across them, including 5,873 with verified work emails. Zurich is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

446Companies

11,789Contacts tracked

5,873Verified emails

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The 25 largest wealth management platforms based in Switzerland

Ranked by team size

Top 25 of 446 wealth management platforms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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	Julius Baer	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	5,001-10,000	6,597 contacts →
	Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 14, 2026
2	ETOPS	Strong evidence	Cham, SwitzerlandHQ checked Sep 14, 2026	201-500	171 contacts →
	Strong evidence “Etops is the pan-European technology platform for wealth and asset management.” Source: RevenueBase Database · checked Sep 14, 2026
3	Unigestion	Partial evidence	Geneva 12, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
4	Profidata	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	201-500	145 contacts →
	Indirect evidence “We create value for investment managers.” Source: RevenueBase Database · checked Sep 14, 2026
5	Cité Gestion SA	Strong evidence	Genève, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
6	EVOOQ	Strong evidence	Lausanne, SwitzerlandHQ checked Sep 14, 2026	51-200	134 contacts →
	Strong evidence “Evooq builds software for wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
7	Reichmuth & CO Privatbankiers	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
8	NS Partners	Strong evidence	Genève, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
9	Swiss Life Wealth Managers	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 14, 2026	51-200	77 contacts →
	Indirect evidence “Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Source: RevenueBase Database · checked Sep 14, 2026
10	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
11	Fits Profidata Development Romania	Strong evidence	Urdorf, SwitzerlandHQ checked Sep 14, 2026	51-200	63 contacts →
	Strong evidence “Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Source: RevenueBase Database · checked Sep 14, 2026
12	Boreal Capital Management	Strong evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
13	Marcuard Heritage	Strong evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
14	WIZE	Strong evidence	Vernier, SwitzerlandHQ checked Sep 14, 2026	51-200	53 contacts →
	Strong evidence “WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Source: RevenueBase Database · checked Sep 14, 2026
15	Zwei Wealth Your Personal Wealth Office	Partial evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 14, 2026	11-50	51 contacts →
	Partial evidence “The Independent Wealth Office – built for clarity, control, and better decisions.” Source: RevenueBase Database · checked Sep 14, 2026
16	Cape Capital	Partial evidence	Stadtkreis 8 Riesbach, SwitzerlandHQ checked Sep 14, 2026	11-50	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 14, 2026
17	Octogone Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	51-200	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 14, 2026
18	Albin Kistler AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 14, 2026	51-200	46 contacts →
	Partial evidence “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Source: RevenueBase Database · checked Sep 14, 2026
19	Dapm SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	51-200	43 contacts →
	Partial evidence “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Source: RevenueBase Database · checked Sep 14, 2026
20	Reuss Private AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 14, 2026	11-50	43 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
21	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
22	Soundcapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 14, 2026	51-200	40 contacts →
	Strong evidence “Wir glauben an eine neue Ära des Wealth Managements.” Source: RevenueBase Database · checked Sep 14, 2026
23	Finfox	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 14, 2026	11-50	39 contacts →
	Indirect evidence “Do you want to boost efficiency and client engagement in the investment advisory process?” Source: RevenueBase Database · checked Sep 14, 2026
24	HBS Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
25	Braingroup AG	Indirect evidence	8048 Zürich, SwitzerlandHQ checked Sep 14, 2026	51-200	38 contacts →
	Indirect evidence “Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Source: RevenueBase Database · checked Sep 14, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. 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 446 wealth management platforms based in Switzerland

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Wealth management platforms based in Switzerland at a glance

As of Sep 14, 2026

49.8%Verified-email coverage

26.4Average contacts per company

1-10Median size (employees)

28.5%Largest-city concentration · Zurich

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

254

11-50

142

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 446 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 5,873 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 14, 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 platforms by metro

Wealth management platforms in Zurich127
Wealth management platforms in Geneva70
Wealth management platforms in Geneve47
Wealth management platforms in Lugano33

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 platforms, 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 platforms are there based in Switzerland?

RevenueBase identified 446 wealth management platforms 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 platforms?

Zurich leads with 127 headquartered companies, followed by Geneva (70) and Geneve (47).

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 5,873 verified decision-maker contacts tracked across these 446 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 14, 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.