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
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Investivity. Proud craftsmen of investment solutions.
Guardian Wealth Management
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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
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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.