Company lists · Data refreshed September 2026
Top 25 Wealth management software firms based in Switzerland
RevenueBase identified 338 company matches for wealth management software firms associated with Switzerland as of September 2026 and tracks 12,529 professional contacts across them, including 6,491 with verified work emails. Geneva is the largest hub.
This list covers company matches for wealth management software firms 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.
The 25 largest wealth management software firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,597 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 | |||||
| 2 | 2,067 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 171 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 | |||||
| 4 | 162 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 | |||||
| 5 | 145 contacts → | ||||
Exact match “We create value for investment managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 138 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 | |||||
| 7 | 134 contacts → | ||||
Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 103 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 | |||||
| 9 | 77 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 | |||||
| 10 | 63 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 | |||||
| 11 | 53 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 | |||||
| 12 | 53 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 | |||||
| 13 | 51 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 | |||||
| 14 | 50 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 | |||||
| 15 | 47 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 | |||||
| 16 | 42 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 | |||||
| 17 | 40 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 | |||||
| 18 | 39 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 | |||||
| 19 | 38 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 | |||||
| 20 | 38 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 | |||||
| 21 | 36 contacts → | ||||
Exact match “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 36 contacts → | ||||
Exact match “What if you came across a wealth management company that was much more than just that?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 36 contacts → | ||||
Exact match “Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 35 contacts → | ||||
Exact match “SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 34 contacts → | ||||
Exact match “WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth management software firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 338 wealth management software firms based in Switzerland
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Wealth management software firms 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 338 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 software firms” 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 6,491 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.
Wealth management software firms by metro
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 software firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management software firms are there based in Switzerland?
RevenueBase identified 338 company matches for wealth management software firms 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 software firms?
Geneva leads with 92 company records, followed by Zurich (91) and Lugano (22).
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 6,491 professional contacts with verified work emails tracked across these 338 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.
Ready to reach these companies? Verified emails and direct dials for all 338 wealth management software firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Wealth management software firms by geography
- Wealth management software firms based in Melbourne, Australia
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
- Wealth management software firms based in Toronto, Canada
- Wealth management software firms based in Vancouver, Canada
- Wealth management software firms based in Bordeaux, France
- Wealth management software firms based in Lyon, France
- Wealth management software firms based in Paris, France
- Wealth management software firms based in Toulouse, France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management software firms based in Melbourne, Australia
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management software firms based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 338 matching company records for wealth management software firms based in Switzerland, with 12,529 tracked contacts and 6,491 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management software firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Julius Baerjuliusbaer.comHQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ETOPSetops.comHQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Unigestionunigestion.comHQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Profidataprofidata.comHQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cité Gestion SAcite-gestion.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  EVOOQevooq.comHQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NS Partnersnspgroup.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 103 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Swiss Life Wealth Managersswisslife-wealth.chHQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fits Profidata Development Romaniaprofidatagroup.comHQ: Urdorf, SwitzerlandReported employees: 51-200 | Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Marcuard Heritagemarcuardheritage.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 53 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  WIZEwize.netHQ: Vernier, SwitzerlandReported employees: 51-200 | Vernier, Switzerland | 51-200 | Exact match | 53 contacts → |
“WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Zwei Wealth Your Personal Wealth Officewelcome.zwei-wealth.chHQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 51 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cape Capitalcapecapital.comHQ: Stadtkreis 8 Riesbach, SwitzerlandReported employees: 11-50 | Stadtkreis 8 Riesbach, Switzerland | 11-50 | Exact match | 50 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Octogone Groupoctogone-group.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Capital Visioncapitalvision.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Soundcapitalsound.capitalHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finfoxfinfox.chHQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Braingroup AGbraingroup.chHQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Parkviewparkviewgroup.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 38 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Copernicus Wealth Managementgroupcopernicus.comHQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Bruellan Groupbruellan.chHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 36 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Assetmaxinfront.coHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  STP Suissetechpartnerssuissetechpartners.comHQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wealtharcwealtharc.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 338 company matches
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Wealth management software firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
335 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 338 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management software firms by metro
Questions about this company list
What does Exact match mean for wealth management software firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management software firms did RevenueBase find based in Switzerland?
The saved snapshot records 338 matching company records, 12,529 tracked contacts and 6,491 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management software firms by geography
- Wealth management software firms based in Melbourne, Australia
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
- Wealth management software firms based in Toronto, Canada
- Wealth management software firms based in Vancouver, Canada
- Wealth management software firms based in Bordeaux, France
- Wealth management software firms based in Lyon, France
- Wealth management software firms based in Paris, France
- Wealth management software firms based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 wealth management software firms based in Switzerland. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-software-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management software firms based in Melbourne, Australia
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management software firms based in Switzerland
RevenueBase records 338 matching company records for wealth management software firms based in Switzerland, with 12,529 tracked contacts and 6,491 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management software firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Julius Baerjuliusbaer.com HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ETOPSetops.com HQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 171 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Unigestionunigestion.com HQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Profidataprofidata.com HQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cité Gestion SAcite-gestion.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EVOOQevooq.com HQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NS Partnersnspgroup.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 103 contacts → |
“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Swiss Life Wealth Managersswisslife-wealth.ch HQ: Zürich, SwitzerlandReported employees: 51-200 | Zürich, Switzerland | 51-200 | Exact match | 77 contacts → |
“Mit über 165 Jahren Swiss-Life-Anlagekompetenz in Ihre Zukunft investieren.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fits Profidata Development Romaniaprofidatagroup.com HQ: Urdorf, SwitzerlandReported employees: 51-200 | Urdorf, Switzerland | 51-200 | Exact match | 63 contacts → |
“Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Marcuard Heritagemarcuardheritage.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 53 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | WIZEwize.net HQ: Vernier, SwitzerlandReported employees: 51-200 | Vernier, Switzerland | 51-200 | Exact match | 53 contacts → |
“WIZE is the all-in-one Wealth & Asset management IT platform designed for Asset Management / Reporting and Custody / Private Banking.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Zwei Wealth Your Personal Wealth Officewelcome.zwei-wealth.ch HQ: Stadtkreis 2, SwitzerlandReported employees: 11-50 | Stadtkreis 2, Switzerland | 11-50 | Exact match | 51 contacts → |
“The Independent Wealth Office – built for clarity, control, and better decisions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cape Capitalcapecapital.com HQ: Stadtkreis 8 Riesbach, SwitzerlandReported employees: 11-50 | Stadtkreis 8 Riesbach, Switzerland | 11-50 | Exact match | 50 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Octogone Groupoctogone-group.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 47 contacts → |
“Established in 1995, the Octogone group provides high-level, personalized services, offering rigorous and tailor-made wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Visioncapitalvision.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 42 contacts → |
“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Soundcapitalsound.capital HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 40 contacts → |
“Wir glauben an eine neue Ära des Wealth Managements.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finfoxfinfox.ch HQ: Zürich, SwitzerlandReported employees: 11-50 | Zürich, Switzerland | 11-50 | Exact match | 39 contacts → |
“Do you want to boost efficiency and client engagement in the investment advisory process?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Braingroup AGbraingroup.ch HQ: 8048 Zürich, SwitzerlandReported employees: 51-200 | 8048 Zürich, Switzerland | 51-200 | Exact match | 38 contacts → |
“Über Braingroup Die Braingroup AG ist etablierte Herstellerin von Finanzberatungssoftware und führend in der digitalen Transformation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Parkviewparkviewgroup.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 38 contacts → |
“Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Copernicus Wealth Managementgroupcopernicus.com HQ: Lugano, SwitzerlandReported employees: 11-50 | Lugano, Switzerland | 11-50 | Exact match | 36 contacts → |
“Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bruellan Groupbruellan.ch HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 36 contacts → |
“What if you came across a wealth management company that was much more than just that?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Assetmaxinfront.co HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 36 contacts → |
“Infront Assetmax is an integrated wealth management software solution for external managers, family offices and banks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | STP Suissetechpartnerssuissetechpartners.com HQ: Geneva, SwitzerlandReported employees: 11-50 | Geneva, Switzerland | 11-50 | Exact match | 35 contacts → |
“SuisseTechPartners ("STP") is an innovative Financial Technology Company with a flagship product ("PMplus") dedicated to providing Portfolio and Fund Management solutions for…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealtharcwealtharc.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 34 contacts → |
“WealthArc Data Box WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 338 company matches
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Wealth management software firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
335 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 338 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management software firms by metro
Questions about this company list
What does Exact match mean for wealth management software firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management software firms did RevenueBase find based in Switzerland?
The saved snapshot records 338 matching company records, 12,529 tracked contacts and 6,491 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth management software firms based in Switzerland. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-software-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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