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19 Best Zürich Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Zürich 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 Zürich Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Credit Suisse

Credit Suisse

Crunchbase Website Twitter Facebook Linkedin

Credit Suisse Group is a financial services company that advises clients in all aspects of finance.

additiv

additiv

Crunchbase Website Twitter Facebook Linkedin

additiv is a provider in the field of digitization of banks, asset managers and insurers.

additiv

UBS

Crunchbase Website Twitter Facebook Linkedin

UBS is a global financial services company that engages in the provision of financial management solutions.

additiv

Clanq AG

Crunchbase Website Twitter Facebook Linkedin

We offer a mobile-based banking solution, enabling families to create and grow savings for their children.

additiv

True Wealth

Crunchbase Website Twitter Facebook Linkedin

True Wealth is an online wealth management platform.

additiv

MDC Media

Crunchbase Website Twitter Facebook Linkedin

MDC Media helps create investor profiles and offers investment advice.

additiv

Orbium

Crunchbase Website Twitter Facebook Linkedin

Orbium is a management & technology consultancy for financial services.

additiv

Investment Navigator

Crunchbase Website Twitter Facebook Linkedin

Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers.

additiv

Lexinta

Crunchbase Website Twitter Facebook Linkedin

Lexinta is a privately owned independent asset management company.

additiv

Wealthinitiative

Crunchbase Website Twitter Facebook Linkedin

Supports wealth management institutions to provide synergies among their clients in the fields of Real Estate, Art and Passion Investments

additiv

HBZ

Crunchbase Website Twitter Facebook Linkedin

HBZ is a banking sector that primarily focuses on offering a diverse range of financial products and services to global networks.

additiv

Rapid Data

Crunchbase Website Twitter Facebook Linkedin

Rapid Data creates solutions for wealth management & helps managers to research and communicate client portfolios.

additiv

Helvetia Wealth

Crunchbase Website Twitter Facebook Linkedin

Helvetia Wealth is a financial services provider founded in 2005 in Zurich, Switzerland.

additiv

NuOrion Partners

Crunchbase Website Twitter Facebook Linkedin

NuOrion Partners is a finance company that offers investment in companies as well as serves corporate finance and advisory services.

additiv

Marcuard Heritage

Crunchbase Website Twitter Facebook Linkedin

Marcuard Heritage is a wealth management company that offers investment management, private office and wealth planning solutions.

additiv

Finaport

Crunchbase Website Twitter Facebook Linkedin

Finaport is a financial firm that offers wealth management, investment advice and investment banking services such as IPO, M&A, strategic.

additiv

Dr Blumer and Partner

Crunchbase Website Twitter Facebook Linkedin

Dr. Blumer & Partner is one of Europe’s pioneers in the development and implementation of quantitative models in wealth management.

additiv

plan-bee.ch

Crunchbase Website Twitter Facebook Linkedin

Plan-bee is an IT company that provides digitization of wealth management business.

additiv

future.camp

Crunchbase Website Twitter Facebook Linkedin

Future.camp organizes the sustainable lifestyle workshops that increase the quality of life, reduces stress and financial dependence.

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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