This article showcases our top picks for the best Switzerland 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 Switzerland Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Credit Suisse
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Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
SwissBorg
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The SwissBorg project aim to revolution wealth management solutions with a community centric approach powered by Ethereum
Stableton Financial
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Stableton Financial is a marketplace for Alternative Investments.
additiv
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additiv is a provider in the field of digitization of banks, asset managers and insurers.
UBS
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UBS is a global financial services company that engages in the provision of financial management solutions.
CurioInvest
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CurioInvest opens access to investors in publicly listed collectables assets starting with vetted fine cars and more
Unblu Inc.
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Unblu is a vendor focused on the banking vertical, providing highly secure engagement and collaboration software for financial services.
Clanq AG
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We offer a mobile-based banking solution, enabling families to create and grow savings for their children.
Lombard Odier
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Lombard Odier is one of the largest private banks in Switzerland and Europe.
Finartis
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Finartis provides banking software solutions for the financial industry to help finance professionals focus
True Wealth
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True Wealth is an online wealth management platform.
MDC Media
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MDC Media helps create investor profiles and offers investment advice.
Expersoft
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Expersoft is a leading provider of innovative software solutions and related services for asset and wealth managers and their front offices.
Orbium
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Orbium is a management & technology consultancy for financial services.
Privilège Management SA
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Wealth management, investments, advisory. Venture Capital investing with focus in Switzerland and Europe in seed and early stage primarily.
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Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers.
Lexinta
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Lexinta is a privately owned independent asset management company.
Wealthinitiative
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Supports wealth management institutions to provide synergies among their clients in the fields of Real Estate, Art and Passion Investments
meetinvest AG
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The World’s First Single Stock, Expert Based, Algo Driven Robo Advisor for Financial Institutions
HBZ
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HBZ is a banking sector that primarily focuses on offering a diverse range of financial products and services to global networks.
SOBACO
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SOBACO is your center of competence for innovative IT and outsourcing solutions.
Fransad Gestion
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Fransad Gestion is a wealth management firm.
SAGE Group
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SAGE is a Swiss leading software publisher dedicated to the Wealth Management industry.
Flink AI
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Flink AI is a web-based platform with artificial intelligence solutions for improvement in investment decisions and wealth management.
Investivity
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Investivity. Proud craftsmen of investment solutions.
Private Alpha
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Private Alpha is a financial technology company based in Meggen, Luzern.
Rapid Data
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Rapid Data creates solutions for wealth management & helps managers to research and communicate client portfolios.
Guardian Wealth Management
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Guardian has been providing lifestyle financial planning to clients around the globe for almost 20 years.
Amergeris
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Amergeris is a financial service company which provides Wealth Management, Securitizations, Funds and Exchange Listings services.
Addfin AG
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Addfin aims to deliver the best institutional solutions for professional investors.
OLZ & Partners
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OLZ manages assets of institutional investors and private clients.
Helvetia Wealth
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Helvetia Wealth is a financial services provider founded in 2005 in Zurich, Switzerland.
NuOrion Partners
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NuOrion Partners is a finance company that offers investment in companies as well as serves corporate finance and advisory services.
Interlabor Belp AG
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Interlabor Belp AG is an innovation and a wealth of experience from more than 45 years in the field of analysis.
Marcuard Heritage
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Marcuard Heritage is a wealth management company that offers investment management, private office and wealth planning solutions.
Finaport
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Finaport is a financial firm that offers wealth management, investment advice and investment banking services such as IPO, M&A, strategic.
Medigest SA
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Medigest is a swiss financial trust company based in Lugano.
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.
Dr Blumer and Partner
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Dr. Blumer & Partner is one of Europe’s pioneers in the development and implementation of quantitative models in wealth management.
LumX Asset Management
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LumX Asset Management is an investment firm that provides wealth management, advisory, innovative alternative investment and development.
Banque Cantonale de Fribourg
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Banque Cantonale de Fribourg provides mortgages, credits, investment fund along with saving accounts solutions.
Picard Angst
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Picard Angst is an institutional investors funds and assets management company.
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.
plan-bee.ch
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Plan-bee is an IT company that provides digitization of wealth management business.
Imperial Wealth Planning
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Imperial Wealth Planning provides financial advisory services.
H. Hentsch Asset Management
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H. Hentsch is an asset management firm that offers investment, financial, tax, and wealth structuring advisory services.
future.camp
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Future.camp organizes the sustainable lifestyle workshops that increase the quality of life, reduces stress and financial dependence.
Schnyder & Nagel
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Schnyder & Nagel focuses on financial solutions such as banking, accounting, taxing, insurance, wealth management, and trust services.
ISATYS Advisory
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ISATYS specializes in consulting and offering optimized financial and investment products and solutions to fast-growing companies.
Norsia
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Norsia offers wealth management companies to fully and systematically integrate their clients’ personal values into the investment process.
