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54 Best Switzerland Based Wealth Management Startups and Companies 2021

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

Credit Suisse

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

SwissBorg

SwissBorg

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The SwissBorg project aim to revolution wealth management solutions with a community centric approach powered by Ethereum

SwissBorg

Stableton Financial

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Stableton Financial is a marketplace for Alternative Investments.

SwissBorg

additiv

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

SwissBorg

UBS

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

SwissBorg

CurioInvest

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CurioInvest opens access to investors in publicly listed collectables assets starting with vetted fine cars and more

SwissBorg

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.

SwissBorg

Clanq AG

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

SwissBorg

Lombard Odier

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

SwissBorg

Finartis

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Finartis provides banking software solutions for the financial industry to help finance professionals focus

SwissBorg

True Wealth

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True Wealth is an online wealth management platform.

SwissBorg

MDC Media

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MDC Media helps create investor profiles and offers investment advice.

SwissBorg

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.

SwissBorg

Orbium

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Orbium is a management & technology consultancy for financial services.

SwissBorg

Privilège Management SA

Crunchbase Website Twitter Facebook Linkedin

Wealth management, investments, advisory. Venture Capital investing with focus in Switzerland and Europe in seed and early stage primarily.

SwissBorg

Investment Navigator

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

SwissBorg

Lexinta

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Lexinta is a privately owned independent asset management company.

SwissBorg

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

SwissBorg

meetinvest AG

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The World’s First Single Stock, Expert Based, Algo Driven Robo Advisor for Financial Institutions

SwissBorg

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.

SwissBorg

SOBACO

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SOBACO is your center of competence for innovative IT and outsourcing solutions.

SwissBorg

Fransad Gestion

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Fransad Gestion is a wealth management firm.

SwissBorg

SAGE Group

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SAGE is a Swiss leading software publisher dedicated to the Wealth Management industry.

SwissBorg

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.

SwissBorg

Investivity

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Investivity. Proud craftsmen of investment solutions.

SwissBorg

Private Alpha

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Private Alpha is a financial technology company based in Meggen, Luzern.

SwissBorg

Rapid Data

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

SwissBorg

Guardian Wealth Management

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

SwissBorg

Amergeris

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Amergeris is a financial service company which provides Wealth Management, Securitizations, Funds and Exchange Listings services.

SwissBorg

Addfin AG

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Addfin aims to deliver the best institutional solutions for professional investors.

SwissBorg

OLZ & Partners

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OLZ manages assets of institutional investors and private clients.

SwissBorg

Helvetia Wealth

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

SwissBorg

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.

SwissBorg

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.

SwissBorg

Marcuard Heritage

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

SwissBorg

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.

SwissBorg

Medigest SA

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Medigest is a swiss financial trust company based in Lugano.

SwissBorg

Protagoras

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Protagoras is a digital platform for meaningful investment solutions.

SwissBorg

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.

SwissBorg

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.

SwissBorg

LumX Asset Management

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LumX Asset Management is an investment firm that provides wealth management, advisory, innovative alternative investment and development.

SwissBorg

Banque Cantonale de Fribourg

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Banque Cantonale de Fribourg provides mortgages, credits, investment fund along with saving accounts solutions.

SwissBorg

Picard Angst

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Picard Angst is an institutional investors funds and assets management company.

SwissBorg

Signa-Terre

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

SwissBorg

Addvision Wealth Management

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

SwissBorg

Gonet & Cie

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

SwissBorg

CAPAnalysis

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

SwissBorg

plan-bee.ch

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

SwissBorg

Imperial Wealth Planning

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Imperial Wealth Planning provides financial advisory services.

SwissBorg

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.

SwissBorg

future.camp

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

SwissBorg

Schnyder & Nagel

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Schnyder & Nagel focuses on financial solutions such as banking, accounting, taxing, insurance, wealth management, and trust services.

SwissBorg

ISATYS Advisory

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ISATYS specializes in consulting and offering optimized financial and investment products and solutions to fast-growing companies.

SwissBorg

Norsia

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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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