Company lists · Data refreshed September 2026

Top 25 Wealth tech companies based in Switzerland

RevenueBase identified 61 wealth tech companies headquartered in Switzerland as of September 2026 and tracks 889 professional contacts across them, including 410 with verified work emails. Zurich is the largest hub.

This list covers wealth tech companies 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 22, 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 22, 2026 86% judged on-target in blind review
61Companies
889Contacts tracked
410Verified emails
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The 25 largest wealth tech companies based in Switzerland

Ranked by team size
Top 25 of 61 wealth tech companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth tech companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCham, SwitzerlandHQ checked Sep 22, 2026201-500171 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceLausanne, SwitzerlandHQ checked Sep 22, 202651-200134 contacts →

Partial evidence

“Evooq builds software for wealth management.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceGeneva, SwitzerlandHQ checked Sep 22, 202651-200125 contacts →

Indirect evidence

“Alpian is a digital bank on a mission to democratise premium banking.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceGeneva, SwitzerlandHQ checked Sep 22, 202611-5042 contacts →

Partial evidence

“Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceZürich, SwitzerlandHQ checked Sep 22, 202611-5039 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceZurich, SwitzerlandHQ checked Sep 22, 202611-5034 contacts →

Partial evidence

“True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than clients.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceZurich, SwitzerlandHQ checked Sep 22, 202611-5022 contacts →

Partial evidence

“At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to…”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidencePlan-les-ouates, SwitzerlandHQ checked Sep 22, 20261-1020 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceZurich, SwitzerlandHQ checked Sep 22, 20261-1020 contacts →

Indirect evidence

“Willkommen bei UMushroom – deinem ultimativen All-in-One-Lösung für Investitionen.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidence4002, SwitzerlandHQ checked Sep 22, 202611-5017 contacts →

Indirect evidence

“VIAC – die führende digitale Vorsorge- und Anlageplattform der Schweiz”

Source: RevenueBase Database · checked Sep 22, 2026
11Partial evidenceZürich, SwitzerlandHQ checked Sep 22, 202611-5016 contacts →

Partial evidence

“Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceLenzburg, SwitzerlandHQ checked Sep 22, 20261-1015 contacts →

Indirect evidence

“Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceZug, SwitzerlandHQ checked Sep 22, 202611-5014 contacts →

Indirect evidence

“Tindeco’s revolutionary technology is transforming investment management.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceSt. Gallen, SwitzerlandHQ checked Sep 22, 202611-5010 contacts →

Indirect evidence

“Wir vereinen Jahrzehnte an Erfahrung aus dem professionellen Asset- und Portfoliomanagement im Dienste von Schweizer Finanzinstitutionen - und machen diese über unsere App…”

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceLugano, SwitzerlandHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceBasel, SwitzerlandHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Einfach und günstig mit gemanagten Portfolios in ETFs und/oder Fonds investieren.”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceSchindellegi, SwitzerlandHQ checked Sep 22, 20261-106 contacts →

Partial evidence

“We firmly believe that every person and every company deserve access to financial well-being, regardless of wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceGenève, SwitzerlandHQ checked Sep 22, 202611-506 contacts →

Indirect evidence

“Berger, van Berchem & Cie SA is a company based out of RUE DE LA CORRATERIE 26, Genève, Genève, Switzerland.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceFribourg, SwitzerlandHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“Alquant is a leading Swiss Fintech startup, recognized as one of the Top 10 Swiss FinTech companies in 2022.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceZurich, SwitzerlandHQ checked Sep 22, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceGeneve, SwitzerlandHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“SuisseRock Advisory Services is a Swiss born company here in Geneva.”

Source: RevenueBase Database · checked Sep 22, 2026
22Indirect evidenceHünenberg, SwitzerlandHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Divercefi is building the ultimate investment portfolio management solution.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceZurich, SwitzerlandHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“New solutions are needed for managing personal data and personal wealth - We explore & build them.”

Source: RevenueBase Database · checked Sep 22, 2026
24Partial evidenceZürich, SwitzerlandHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Newbridge is a Wealthtech based in Zug.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceStadtkreis 4 Aussersihl, SwitzerlandHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“Inspired from our own banking experience and emboldened by the rapid advances in AI, we set out to create a pioneering platform.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 61 wealth tech companies based in Switzerland

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Wealth tech companies based in Switzerland at a glance

As of Sep 22, 2026
46.1%Verified-email coverage
14.6Average contacts per company
1-10Median size (employees)
32.8%Largest-city concentration · Zurich
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
24
51-200
4
201-500
1

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 61 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 tech companies, 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 tech companies”. 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 tech companies), 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 tech companies, 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, 410 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 22, 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.

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 tech companies, 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 tech companies are there based in Switzerland?

RevenueBase identified 61 wealth tech companies 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?

ETOPS, headquartered in Cham, tops this list with the largest team on record.

Which city has the most wealth tech companies?

Zurich leads with 20 headquartered companies, followed by Basel (5) and Geneva (5).

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 410 verified decision-maker contacts tracked across these 61 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 22, 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.