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11 Best Geneve Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Geneve based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Geneve Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Lombard Odier

Lombard Odier

Crunchbase Website Twitter Facebook Linkedin

Lombard Odier is one of the largest private banks in Switzerland and Europe.

Fransad Gestion

Fransad Gestion

Crunchbase Website Twitter Facebook Linkedin

Fransad Gestion is a wealth management firm.

Fransad Gestion

Investivity

Crunchbase Website Twitter Facebook Linkedin

Investivity. Proud craftsmen of investment solutions.

Fransad Gestion

Guardian Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Guardian has been providing lifestyle financial planning to clients around the globe for almost 20 years.

Fransad Gestion

Protagoras

Crunchbase Website Twitter Facebook Linkedin

Protagoras is a digital platform for meaningful investment solutions.

Fransad Gestion

Credit Agricole next bank

Crunchbase Website Twitter Facebook Linkedin

Credit Agricole next bank is a banking corporation that provides corporate and investment banking, and savings management.

Fransad Gestion

Signa-Terre

Crunchbase Website Twitter Facebook Linkedin

Signa-Terre is promote and ensure sustainable management of real estate assets.

Fransad Gestion

Addvision Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Addvision Wealth Management expertise in financial advisory services that offers asset management and exchange-traded funds solutions.

Fransad Gestion

Gonet & Cie

Crunchbase Website Twitter Facebook Linkedin

Gonet & Cie provides a broad range of banking solutions like financial planning, taxation, mortgage financing, investments and fiduciary.

Fransad Gestion

CAPAnalysis

Crunchbase Website Twitter Facebook Linkedin

The CapAnalysis Group, LLC provides economic, financial, regulatory, environmental, and litigation consulting services.

Fransad Gestion

Norsia

Crunchbase Website Twitter Facebook Linkedin

Norsia offers wealth management companies to fully and systematically integrate their clients’ personal values into the investment process.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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