Company lists · Data refreshed September 2026

Top 25 Women owned financial consulting firms based in Switzerland

RevenueBase identified 100 women owned financial consulting firms headquartered in Switzerland as of September 2026 and tracks 459 professional contacts across them, including 135 with verified work emails. Zurich is the largest hub.

This list covers women owned financial consulting firms 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 29, 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 29, 2026 86% judged on-target in blind review
100Companies
459Contacts tracked
135Verified emails
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The 25 largest women owned financial consulting firms based in Switzerland

Ranked by team size
Top 25 of 100 women owned financial consulting firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: 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
1Strong evidenceLuzern, SwitzerlandHQ checked Sep 29, 202611-5036 contacts →

Strong evidence

“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceTrogen, SwitzerlandHQ checked Sep 29, 202651-20030 contacts →

Indirect evidence

“Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceSankt Gallen, SwitzerlandHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Wir begleiten unsere Kunden von der Unternehmensgründung bis zur Nachfolge in allen unternehmerischen wie auch in privaten Fragestellungen.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceOpfikon, SwitzerlandHQ checked Sep 29, 202611-5015 contacts →

Partial evidence

“Die V&V Consulting AG steht für ein junges & dynamisches Unternehmen, welches sich in der Finanz- und Versicherungsbranche eine hervorragende Reputation erarbeitet hat.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceZurich, SwitzerlandHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“Format A ist der kompetente Partner für Ihre Vermögensangelegenheiten.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceZürich, SwitzerlandHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Im Zentrum unserer Bemühungen stehen die effiziente Arbeitsweise und die sensiblen Kundendaten.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceBienne, SwitzerlandHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Née en 2002 sous la raison sociale "F&P Services SA", la société devient en 2022 "Dynafisc Frôté SA" à la suite du développement de nouvelles compétences et notamment de…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceWinterthur, SwitzerlandHQ checked Sep 29, 202611-509 contacts →

Indirect evidence

“Herzlich willkommen im altehrwürdigen Volkarthaus im Herzen von Winterthur.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceLocarno, SwitzerlandHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Dal 2012 offriamo ad imprenditori, professionisti e famiglie che cercano una consulenza indipendente, completa e di fiducia.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceAarau, SwitzerlandHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“Bei der bco' arbeiten Treuhänder, Versicherungsbroker, Vermögensverwalter und Finanzplaner unter einem Dach zusammen.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceGeneva, SwitzerlandHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Société de conseil financier basée à Genève, Swiss Capital IB SA met l’ensemble de ses capacités d’accompagnement et d’assistance à disposition de sa clientèle.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceWinterthur, SwitzerlandHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Die neidhart rüttimann & partner ag bietet Ihnen genau die Finanzdienstleistungen, die Sie sich wünschen.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceZug, SwitzerlandHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Die Treuhand von Flüe AG hat sich aus dem 1966 gegründeten Einzelunternehmen „Treuhand Hans von Flüe“ entwickelt.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceGeneva, SwitzerlandHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Founded in Geneva in 1989 under the name Pierre Richa & Partners SA, Société Fiduciaire, our family business is focusing on advising and assisting clients in managing their wealth…”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidencePfäffikon, SwitzerlandHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Inari Digital provides consulting services to financial services companies, in particular in the area of developing and implementing investment strategies.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceCarouge, SwitzerlandHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“A Swiss-regulated financial advisory firm based out of Geneva.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceUnterägeri, SwitzerlandHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Die axessa Finanz AG ist Ihr Partner für Vermögen und Immobilien.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceBaech Sz, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“SonaShares AG is a specialized trading and investment firm and provider of consulting services to the financial industry.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceIllnau-effretikon, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceChiasso, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Welcome to the heart of your success IF they’ve offered you solutions without asking you for your definition of wealth and success.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceZurich, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“fincoord is a privately-owned consulting firm offering financial and strategic advisory and management services”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBasel, SwitzerlandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Balfina AG ist ein unabhängiges, partnerschaftlich organisiertes Finanzdienstleistungsunternehmen mit Sitz in Basel, welches im 2011 gegründet wurde.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceGeneva, SwitzerlandHQ checked Sep 29, 202611-501 contacts →

Partial evidence

“Blackden Financial is a Boutique Financial Planning Firm based in Geneva, Switzerland.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidencePratteln, SwitzerlandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Navianas AG ist ein führender Anbieter von Finanzplanung und Unternehmensberatung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceZürich, SwitzerlandHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“Certified Financial Planner Finance for ambitious and busy women”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 100 women owned financial consulting firms based in Switzerland

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Women owned financial consulting firms based in Switzerland at a glance

As of Sep 29, 2026
29.4%Verified-email coverage
4.6Average contacts per company
1-10Median size (employees)
14.0%Largest-city concentration · Zurich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
72
11-50
23
51-200
5

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 100 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 women owned financial consulting firms, 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 “women owned financial consulting firms”. 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 women owned financial consulting firms), 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 women owned financial consulting firms, 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, 135 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 29, 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 women owned financial consulting firms, 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 women owned financial consulting firms are there based in Switzerland?

RevenueBase identified 100 women owned financial consulting firms 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?

Weibel Hess & Partner AG WHP, headquartered in Luzern, tops this list with the largest team on record.

Which city has the most women owned financial consulting firms?

Zurich leads with 14 headquartered companies, followed by Geneva (11) and Zug (7).

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 135 verified decision-maker contacts tracked across these 100 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 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.