Best Financial Services Companies in Geneva, Switzerland
The 100 best Financial Services companies in Geneva, Switzerland in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Economics of Mutuality.
Ranked: Best Financial Services companies in Geneva
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Economics of Mutuality Provider of investment management services | $324K | 35 mo ago | Seed | Gavin Long Co-Founder | 2020 | Cart FunctionalitySquarespace CommerceSquarespace+25 | — |
| 2 | World Economic Forum Non-profit organization focused on economic development | $314K | 15 mo ago | Early Stage | Klaus Schwab Founder | 1971 | Proton MailApple iCloud MailTypeScript+29 | — |
| 3 | Zedra Diversified asset management firm | — | 51 mo ago | Acquired | John Ashwood Managing Director | 2016 | WordPressApple iCloud MailMySQL+21 | — |
| 4 | Banque Pâris Bertrand Provider of wealth management and investment advisory services | — | 93 mo ago | Acquired | — | 2009 | — | — |
| 5 | CdR Capital Diversified asset management firm | — | 107 mo ago | Series A | — | 2012 | TypekitMailgunjQuery CDN+5 | 1 award |
| 6 | Investivity Provider of wealth management, asset management, and private wealth services | — | 120 mo ago | Seed | Aurélien Clarisse Founder | 2015 | — | — |
| 7 | Venture South International SME loans provider | — | 141 mo ago | Funding Raised | George Petty Founder & MD | 2008 | — | — |
| 8 | 1875 FINANCE Provider of asset and financial management services | — | — | Unfunded | Aksel Azrac Co-Founder | 2006 | WordPressMySQLPHP+21 | — |
Top 7 Financial Services companies in Geneva
#1
Early Stage · Geneva · founded 1971 · 41 employees$314.4Kraised▾
Non-profit organization focused on economic development
#2
Seed · Geneva, Geneva · founded 2020$324Kraised▾
Provider of investment management services
- Jul 2023Seed$324K
#3
Acquired · Geneva, Geneva · founded 2016 · 900 employees—raised▾
Diversified asset management firm
- Mar 2022Seed—
#4
Acquired · Geneva, Geneva · founded 2009 · 13 employees—raised▾
Provider of wealth management and investment advisory services
- Sep 2018Series A—
#5
Series A · Geneva, Geneva · founded 2012 · 31 employees—raised▾
Operator of an independent private investment office intended to offer asset allocation and investment implementation services. The company offers services like model portfolios, risk management, wealth management, and asset management, enabling institutional investors, private clients, and family offices to maximize their return on investments.
- Jun 2017Series A—
#6
Seed · Carouge, Geneva · founded 2015 · 5 employees—raised▾
Provider of wealth management, asset management, and private wealth services. This firm offers a holistic approach to wealth management, defining investment strategies and establishing tailored structures for clients to manage and grow their assets across generations. A key differentiator is the integration of technology developed in-house to efficiently serve client needs. Services are customized to address specific client requirements within a complex and evolving economic landscape.
- 2016Seed—
- Seed—
#7
Funding Raised · Geneva, Geneva · founded 2008—raised▾
SME loans provider
- Sep 2014Conventional Debt—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.