111 indexable Asset Management companies headquartered in Zurich, Switzerland, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $0 across 0 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Vontobel
Provider of wealth management services |
— | — | Public | Post IPO Mar 2025 | 60 | 1924 | ↑ Active |
| 2 |
UBS
Investment bank |
— | — | Public | Post IPO Dec 2023 | — | 1862 | — |
| 3 |
Altrafin Group
Provider of wealth & portfolio management services |
— | — | Seed | Seed May 2023 | — | 2001 | — |
| 4 |
Swiss Life
Provider of asset management, pensions, financial planning, health insurance, and mortgages |
— | — | Public | Post IPO Jul 2022 | 8,000 | 1857 | — |
| 5 |
UBS
Provider of wealth management, asset management, and investment banking services |
— | — | Acquired | Post IPO Jul 2021 | 46,840 | 1866 | — |
| 6 |
Julius Baer
Provider of wealth management services |
— | — | Public | Post IPO Jun 2019 | 6,292 | 1890 | — |
| 7 |
acoro asset management
Acoro Asset Management is an asset management firm that provides equity investment services. |
— | — | Private | — | 5 | 2017 | — |
| 8 |
Adamant Biomedical Investments
Venture capital firm focused on healthcare sectors |
— | — | Acquired | — | 11 | 2000 | — |
| 9 |
Adaptivv
Provider of asset management services |
— | — | Unfunded | — | 3 | 2016 | — |
| 10 |
Adventus Capital
Provider of investment management, family advisory, and wealth preservation services |
— | — | Unfunded | — | — | 2023 | — |
| 11 |
Alegra Capital
Diversified investment management firm |
— | — | Funding Raised | — | 8 | 2003 | — |
| 12 |
Alpha Leonis Partners
Diversified asset management firms |
— | — | Unfunded | — | — | 2017 | — |
| 13 |
Alpës Capital
Diversified asset management firm |
— | — | Deadpooled | — | — | 2013 | — |
| 14 |
Amergeris
Corporate advisory firm focused on multiple sectors |
— | — | Unfunded | — | — | 2011 | — |
| 15 |
Amicum Capital
Provider of wealth management and investment solutions for high-net-worth individuals |
— | — | Unfunded | — | — | 2016 | — |
| 16 |
Aquamarine Fund
Investment management firm |
— | — | Unfunded | — | — | 2001 | — |
| 17 |
Aquila
Commercial bank |
— | — | Unfunded | — | — | 2000 | — |
| 18 |
arete ethik invest
Arete Ethik Invest is an asset management company that provides investment, finance, ethics research, funding, and advisory services. |
— | — | Acquired | — | 9 | 1995 | — |
| 19 |
Artico Partners
Diversified investment management services |
— | — | Acquired | — | — | 2011 | — |
| 20 |
Aspermont Capital
Provider of wealth and asset management firm |
— | — | Unfunded | — | — | 2007 | — |
| 21 |
Astra Global
Provider of access to venture capital equity and debt opportunities |
— | — | Unfunded | — | — | 2020 | — |
| 22 |
ASV ASWM
Provider of asset management services |
— | — | Unfunded | — | — | 2016 | — |
| 23 |
AXA IM
Global asset manager that offers a range of investment products and solutions to institutional clients |
— | — | Unfunded | — | — | 1994 | — |
| 24 |
Baumgartner Family Office
Provider of wealth management services for multi families |
— | — | Unfunded | — | — | — | — |
| 25 |
Bellecapital
Provider of wealth and asset management services |
— | — | Unfunded | — | — | 2009 | — |
| 26 |
Bellevue
Investment management firm |
— | — | Public | — | — | 1993 | — |
| 27 |
Belvoir Wealth
Provider of wealth management services for multi families |
— | — | Unfunded | — | 6 | 2004 | — |
| 28 |
Bergos
Investment management firm |
— | — | Unfunded | — | 101 | 2018 | — |
| 29 |
BFI Infinity
Wealth management company |
— | — | Unfunded | — | — | 2011 | — |
| 30 |
BOREAL
Diversified asset management firm |
— | — | Unfunded | — | — | 2008 | — |
| 31 |
BSA Capital
Provider of asset management services |
— | — | Unfunded | — | — | 2008 | — |
| 32 |
Cape Capital
Diversified asset management firm |
— | — | Unfunded | — | — | 2002 | — |
| 33 |
Client Partner
Diversified asset management firm |
— | — | Unfunded | — | 13 | 2004 | — |
| 34 |
Copernicus Wealth Management
Provider of wealth management services |
— | — | Unfunded | — | — | 2016 | — |
| 35 |
Corecam Family Office
Diversified investment firm |
— | — | Unfunded | — | 24 | 2009 | — |
| 36 |
Corestar Partners
Investment management firm |
— | — | Unfunded | — | — | 2013 | — |
| 37 |
Craton Capital
Provider of mutual funding services |
— | — | Unfunded | — | — | 2003 | — |
| 38 |
Duxebridge Capital
Provider of financial advisory services |
— | — | Unfunded | — | — | 2018 | — |
| 39 |
EJ Capital
Investment management and advisory firm |
— | — | Unfunded | — | — | 2001 | — |
| 40 |
ELIA Investment
Provider of investment management services |
— | — | Unfunded | — | — | 2019 | — |
| 41 |
Entrepreneur Partners
Provider of wealth management services |
— | — | Acquired | — | 16 | 2008 | — |
| 42 |
Euler ILS Partners
euler.ltd |
— | — | Unfunded | — | — | 2003 | — |
| 43 |
Eurotrust
Corporate finance advisory & investment management firm |
— | — | Funding Raised | — | — | 1991 | — |
| 44 |
F Trust
Law firms to manage business solutions |
— | — | Unfunded | — | — | 2007 | — |
| 45 |
Fairclough Palmer
Multinational asset management firm with expertise in asset allocation, protection, and value enhancement |
— | — | Unfunded | — | — | 2025 | — |
| 46 |
Fairway Asset Management
Diversified investment management firm |
— | — | Unfunded | — | — | 2020 | — |
| 47 |
Fairway Global Investment
Diversified asset management firm |
— | — | Deadpooled | — | — | 2014 | — |
| 48 |
Falcon Private Wealth
Provides wealth planning and asset management services |
— | — | Acquired | — | — | 2013 | — |
| 49 |
Financial Informatics
Provider of innovative software solutions for the financial industry, specializing in IT services for the Sparkassen-Finanzgruppe. |
— | — | Unfunded | — | — | 2003 | — |
| 50 |
Finaport
Provider of investment banking and wealth management services |
— | — | Unfunded | — | — | 2002 | — |
Provider of wealth management services. It create and pursue opportunities with determination. It provides investment, advisory and solution capabilities to private and institutional clients.
Investment bank. It provides range of services including mergers and acquisitions, financing services, ESG and sustainabilty, and more.
Provider of wealth & portfolio management services
Swiss Life is a life insurance company. It provides life insurance, risk, pensions and financial solutions for private and corporate clients, health insurance (France only) and asset management services to private and corporate clients. In 2022, the company recorded annual revenues of $21.32B and a net profit of $1.52B.
Provider of wealth management, asset management, and investment banking services. It offers tailored advice and investment services for high-net-worth individuals and families. Asset management capabilities encompass traditional and alternative asset classes for various client types. Investment banking services include advisory, research, and access to global capital markets for corporate and institutional clients. T
Provider of wealth management services. Experts assist with the preservation and growth of assets through financial planning and investment strategies. Services include managing portfolios and providing guidance for long term financial objectives.
Acoro Asset Management is an asset management firm that provides equity investment services.
Venture capital firm focused on healthcare sectors
Adaptivv is a company that provides market stability analysis through their revolutionary Adaptivv Sensor technology. They offer custom solutions tailored to businesses, enabling them to create real business value.
Provider of investment management, family advisory, and wealth preservation services. The firm delivers tailored solutions, investment structuring, and access to experts. It serves families, entrepreneurs, foundations, and institutions, establishing partnerships. The firm combines expertise in endowment investing, wealth management, and investment banking. It offers access to investment opportunities and third-party
Operator of a fintech platform intended to offer asset management services. The company's platform specializes in providing asset-backed securities focusing on the European market for loan securitizations and structured credit securitizations, enabling clients to easily initiate, analyze, close, and manage investments in various asset classes and markets.
Diversified asset management firms
BackBone Ventures
ARMADA Investment
Annuit Coeptis Investments
August
BancaStato
BlackEarth Minerals
BlueGold Capital
Bondeinvest.com
CNP Assurances
Cevian
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Cevian Capital
Duration AM
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-21.
