Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in Geneva, Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 70 companies tracked

RevenueBase identified 70 wealth management platforms headquartered in Geneva, Switzerland as of September 2026 and tracks 862 professional contacts across them, including 325 with verified work emails. Zurich is the largest hub.

This list covers wealth management platforms 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 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

70Companies

862Contacts tracked

325Verified emails

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The 25 largest wealth management platforms based in Geneva, Switzerland

Ranked by team size

Top 25 of 70 wealth management platforms based in Geneva, 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	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
2	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
3	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
4	STP Suissetechpartners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	11-50	35 contacts →
	Partial evidence “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Source: RevenueBase Database · checked Sep 14, 2026
5	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
6	Geneva Management Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
7	Sunpartners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
8	Baseline Wealth Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
9	RJ Management	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
10	Sesame Financial Group	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	11-50	17 contacts →
	Indirect evidence “Sesame Financial Group is a financial boutique headquartered in Geneva.” Source: RevenueBase Database · checked Sep 14, 2026
11	Alphaswiss	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
12	Jabre Capital Partners	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
13	Pictet North America Advisors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	11-50	15 contacts →
	Indirect evidence “Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Source: RevenueBase Database · checked Sep 14, 2026
14	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
15	NFG Partners SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
16	Global Gate Asset Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence “GGAM is an independent asset manager based in Switzerland.” Source: RevenueBase Database · checked Sep 14, 2026
17	Agora Capital SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
18	Swiss Finance Management International SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 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 14, 2026
19	Prestinvest SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “Prestinvest SA is an established independent wealth management company servicing Entrepreneurs, Families and Financial Professionals.” Source: RevenueBase Database · checked Sep 14, 2026
20	Suntrust Investment CO SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	11-50	5 contacts →
	Strong evidence “Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Source: RevenueBase Database · checked Sep 14, 2026
21	Aurea Global Investments	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “We believe that great ideas move the world, but it is brilliant execution that builds the extraordinary.” Source: RevenueBase Database · checked Sep 14, 2026
22	Equilink	Partial evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “Equilink is the co-investment platform for private markets.” Source: RevenueBase Database · checked Sep 14, 2026
23	Renalco SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Renalco is a recognised and pioneering independent private wealth management company based in Geneva, Switzerland since 1979 and a member of the Swiss Association of Wealth…” Source: RevenueBase Database · checked Sep 14, 2026
24	Schreiber Associates International LTD	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Capital is abundant.” Source: RevenueBase Database · checked Sep 14, 2026
25	Investivity	Strong evidence	Geneva, SwitzerlandHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Investivity is a Swiss regulated independent Private Investment Office which offers Wealth Management and Private Wealth services, along with a drive for innovation powered by…” 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 70 wealth management platforms based in Geneva, Switzerland

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Wealth management platforms based in Geneva, Switzerland at a glance

As of Sep 14, 2026

37.7%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

181.4%Largest-city concentration · Zurich

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 70 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 Geneva, 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 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, 325 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 in Switzerland

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 Geneva, Switzerland?

RevenueBase identified 70 wealth management platforms 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?

Dapm SA, headquartered in Geneva, 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 325 verified decision-maker contacts tracked across these 70 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.