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
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Lombard Odier is one of the largest private banks in Switzerland and Europe.
Fransad Gestion
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Fransad Gestion is a wealth management firm.
Investivity
Crunchbase Website Twitter Facebook Linkedin
Investivity. Proud craftsmen of investment solutions.
Guardian Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Guardian has been providing lifestyle financial planning to clients around the globe for almost 20 years.
Protagoras
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Protagoras is a digital platform for meaningful investment solutions.
Credit Agricole next bank
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Credit Agricole next bank is a banking corporation that provides corporate and investment banking, and savings management.
Signa-Terre
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Signa-Terre is promote and ensure sustainable management of real estate assets.
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.
Gonet & Cie
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Gonet & Cie provides a broad range of banking solutions like financial planning, taxation, mortgage financing, investments and fiduciary.
CAPAnalysis
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The CapAnalysis Group, LLC provides economic, financial, regulatory, environmental, and litigation consulting services.
Norsia
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Norsia offers wealth management companies to fully and systematically integrate their clients’ personal values into the investment process.
