Top Wealth Management Startups in Switzerland (2025 Update)
Explore the best Wealth Management companies in Switzerland. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in Switzerland featuring 79 Companies
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Clanq AG | - | We empower parents to save for their children | Clanq is a fintech startup founded in 2021 in Zurich. Our banking app gives fami... | - |
Switzerland
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Zurich | Switzerland (HQ) + 2 | 2021 | Financial Services, Fintech +2 | [email protected] |
1
Low
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11
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1.2K (-65%) | 3 years ago | Pre Seed | 2 | 900.0K | 906 | 11 months ago | |
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SwissBorg | - | Buy, sell, & exchange crypto with 16 fiats ( EUR & CHF). Our app connects 11 Exc... | SwissBorg democratising wealth management by making it fun, fair, and community... | - |
Switzerland
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Lausanne | Switzerland (HQ) | 2017 | Blockchain, Financial Services +2 | [email protected] |
1
Low
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237
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184.3K (-20%) | 2 years ago | Series A | 4 | 75.7M | 37766 | 4 months ago | |
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Alpian Bank | New open positions 3 Jobs | The banking and wealth management services you deserve, all in one app. | Alpian is a Swiss digital bank on a mission to democratise access to premium ban... | - |
Switzerland
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- | Switzerland (HQ) + 1 | 2019 | Financial Services, Fintech +3 | [email protected] |
2
Normal
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98
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70.1K | 1 year ago | Series C | 5 | 124.1M | 18382 | 3 months ago | |
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Investment Navigator | - | The product distribution experts | Investment Navigator AG (IMN) is a web-based information platform for banks and... | - |
Switzerland
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Zurich | Switzerland (HQ) + 1 | 2014 | Financial Services, Wealth Management | [email protected] |
1
Low
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21
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868 (-10%) | 3 years ago | Non Equity Assistance | 1 | Unknown | 1389 | 5 months ago | |
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Credit Suisse | - | - |
Credit Suisse Group AG has been acquired by UBS Group AG. UBS is the world’s l... |
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Switzerland
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Zurich | Switzerland (HQ) + 10 | 1856 | Finance, Financial Services +2 | - |
1
Low
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27103
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1.7M (-23%) | 2 years ago | Post Ipo Equity | 1 | Unknown | 1346013 | 10 months ago | |
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Norsia | - | Helping wealth managers integrate the ESG preferences of their clients into the... |
-Leverage the ESG preferences of your clients- We are convinced that investors’... |
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Switzerland
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Geneva | Switzerland (HQ) | 2019 | Financial Services, Wealth Management | - |
1
Low
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3
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75826 | - | Non Equity Assistance | - | - | 31551 | 7 months ago | |
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Divercefi | - | Plan, track, and manage all your wealth and investment portfolios on app.diverce... | Divercefi is building the ultimate investment portfolio management solution. It... | - |
Switzerland
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Hunenberg | Switzerland (HQ) | 2021 | Blockchain, Crypto +3 | [email protected] |
1
Low
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5
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6729 | - | Non Equity Assistance | - | - | 561 | 5 months ago | |
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Lombard Odier Group | - | Swiss private bank since 1796: pioneers in wealth, asset management and banking... | For over 225 years, Lombard Odier has focused on its central mission: to build s... | - |
Switzerland
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Geneva | Switzerland (HQ) + 1 | 1796 | Finance, Financial Services +3 | [email protected] |
1
Low
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3033
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448 (-100%) | - | - | - | - | 43510 | 8 months ago | |
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Prime Partners SA | - | Notre partenaire le plus important, c'est vous. | Prime Partners S.A. is an Investment management and Consulting company founded i... | - |
Switzerland
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Geneve | Switzerland (HQ) + 1 | 1998 | Finance, Financial Services +1 | [email protected] |
1
Low
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29
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410 (3%) | - | - | - | - | 2762 | 5 months ago | |
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ORCA | - | Less admin. More business. ORCA is the easiest, fastest, most intelligent way t... | ORCA's Structure Charts, Entity Management and Regulatory Reporting solutions ar... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2017 | Data Analytics, Financial Services +1 | [email protected] |
1
Low
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22
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1.9K (-34%) | - | - | - | - | 2 | 5 months ago | |
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Frame Asset Management | - | Indipendenti nella scelta dei prodotti e degli intermediari Advisor finanziari d... | Frame AM SA è una società indipendente specializzata in gestioni patrimoniali, c... | - |
Switzerland
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Lugano | Switzerland (HQ) | 2006 | Wealth Management | [email protected] |
1
Low
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19
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405 (-6%) | - | - | - | - | 1607 | 5 months ago | |
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Bendio Wealth Management | - | Somos un gestor de fondos suizo con presencia en Latinoamérica, ofreciendo acces... | Con más de 30 años de experiencia, somos un gestor de fondos regulado en Suiza,... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2012 | Finance, Financial Services +1 | - |
1
Low
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8
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826 | - | - | - | - | 302 | 5 months ago | |
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MARS Capital SA | - | High quality customized investment services by combining financial markets exper... |
Independent alternative investment and wealth manager based in Geneva. Member... |
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Switzerland
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Geneva | Switzerland (HQ) | 2007 | Financial Services, Wealth Management | - |
1
Low
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5
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509 | - | - | - | - | 3228 | 5 RjL QN8 | |
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Banca del Sempione | - | Il Private Banking che fa la differenza | We are a Swiss bank established in 1960, specializing in Private Banking. Over t... | - |
Switzerland
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Lugano | Switzerland (HQ) + 3 | 1960 | Finance, Financial Services +2 | [email protected] |
1
Low
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97
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2.9K (-33%) | - | - | - | - | 4214 | 5 months ago | |
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SVAG Schweizer Vermögensb... | - | Vermögensberatung. Das sind wir! | Since 2005, we have been operating as a successful company in the Swiss financia... | - |
Switzerland
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Adliswil | Switzerland (HQ) + 18 | 2005 | Financial Services, Wealth Management | - |
1
Low
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201
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21.2K (108%) | - | - | - | - | 2022 | 5 months ago | |
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Fid-Elite | - | Your vision - Your Goals - Our Solutions |
Maximise your activity with our services in - Accounting - Taxation - Organi... |
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Switzerland
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Lausanne | Switzerland (HQ) | 2014 | Financial Services, Wealth Management | - |
1
Low
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4
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468 | - | - | - | - | 191 | 8 months ago | |
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Belvoir Capital AG | - | Cutting edge, authentic, client-oriented asset manager. Providing solutions for... | The world is changing at a breath-taking pace. We see this change as an exciting... | - |
Switzerland
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Zurich | Switzerland (HQ) | 1996 | Finance, Financial Services +2 | [email protected] |
1
Low
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15
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245 | - | - | - | - | 1586 | 9 months ago | |
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LF7 Capital | - | Idea Lab | Next Generation Investing | - |
Switzerland
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Collonge-bellerive | Switzerland (HQ) | 2021 | Finance, Financial Services +1 | - |
1
Low
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1
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240 | - | - | - | - | 13 | 3 81O i5x | |
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Diamond Capital | - | 52 years of asset management, 22 years of fund management | We are a boutique investment house with over 50 years of experience building and... | - |
Switzerland
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Geneva | Switzerland (HQ) + 1 | 1972 | Finance, Financial Services +1 | - |
1
Low
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50
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1.2K (-8%) | - | - | - | - | 904 | 1 year ago | |
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Crossinvest SA | - | INDEPENDENT ASSET MANAGER | Founded in 1985, Crossinvest SA has established itself as one of the leading ind... | - |
Switzerland
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Lugano | Switzerland (HQ) + 2 | 1985 | Finance, Financial Services +1 | [email protected] |
1
Low
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38
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608 (-39%) | - | - | - | - | 1435 | 5 months ago | |
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Open Partners Asset Manag... | - | Wealth Management: customized solutions with passion and investment discipline. | Based in Lugano, Open Partners was founded in 2012 with the aim of creating a po... | - |
Switzerland
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Lugano | Switzerland (HQ) | 2012 | Finance, Financial Services +1 | [email protected] |
1
Low
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2
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725 | - | - | - | - | 25 | 1 NBa HnT | |
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Alpen Partners AG | Switz... | - | Your trusted financial advisor and global wealth planner in Switzerland (License... | alpenpartners.com | ALPEN PARTNERS AG | Bäch|Wollerau | Zurich | Geneva | Lugano... | - |
Switzerland
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Zurich | Switzerland (HQ) + 3 | 2021 | Finance, Financial Services +1 | [email protected] |
1
Low
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40
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14.0K (35%) | - | - | - | - | 2051 | 5 months ago | |
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Bank SLM AG | - | einfach persönlich | Wir sind stark mit unserer Region verbunden und verwurzelt. Die Kenntnisse der r... | - |
Switzerland
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Munsingen | Switzerland (HQ) + 3 | 1870 | Financial Services, Banking +1 | - |
1
Low
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70
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26.5K (24%) | - | - | - | - | 458 | 5 months ago | |
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VALUEworks | - | Providing customised services to multi-generational families | VALUEworks recognises that every family is different. Yet at their core, family... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2004 | Wealth Management | [email protected] |
1
Low
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8
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1.1K (13%) | - | - | - | - | 718 | 10 months ago | |
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Swissential SA | - | Your personal financial services guide to arriving, thriving, leaving, and/or re... | At Swissential SA, we have one simple mission: To empower you to ask the importa... | - |
Switzerland
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Nyon | Switzerland (HQ) | 2017 | Financial Services, Wealth Management | [email protected] |
1
Low
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35
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1.0K (35%) | - | - | - | - | 1500 | 5 months ago | |
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de Pury Pictet Turrettini | - | Investment strategy for private and institutional clients for 25 years | We are an investment company – We develop strategies that participate in the cur... | - |
Switzerland
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Geneva | Switzerland (HQ) | 1996 | Finance, Financial Services +1 | [email protected] |
1
Low
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51
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2.3K (-36%) | - | - | - | - | 2349 | 6 months ago | |
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LFG+ZEST | - | Accountability, Courage, Respect. |
LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund manageme... |
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Switzerland
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Lugano | Switzerland (HQ) + 2 | 2007 | Finance, Financial Services +1 | - |
1
Low
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32
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1.1K (63%) | - | - | - | - | 996 | 5 months ago | |
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LINVO AG - Life Investmen... | - | Designers of your financial well-being. Value engineers. Multi-Family-Office. | Think of us as your one-stop provider of financial stability and growth, a true... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2015 | Finance, Financial Services +1 | [email protected] |
1
Low
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10
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656 (-71%) | - | - | - | - | 4468 | 5 months ago | |
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SG M&R | - | Nous vous apportons la sérénité. | Dans un monde en perpétuel changement, nous sommes le partenaire de confiance de... | - |
Switzerland
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Geneva | Switzerland (HQ) | 2010 | Financial Services, Wealth Management | - |
1
Low
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33
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929 | - | - | - | - | 92604 | 5 LCN 2Vu | |
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LFA ✩ Swiss Wealth Manage... | - | SEC-registered | Serving US clients | ESG Investing with a sense of responsibili... | LFA is a leading fee-based Swiss wealth manager for U.S. investors who want to d... | - |
Switzerland
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Lugano | Switzerland (HQ) + 1 | 2010 | Finance, Financial Services +1 | [email protected] |
1
Low
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7
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870 (-28%) | - | - | - | - | 790 | 5 months ago | |
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Crescendo Capital SA | - | A boutique investment firm with a global reach | Crescendo Group is an independently owned asset management firm established to s... | - |
Switzerland
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Geneva | Switzerland (HQ) + 8 | 2004 | Finance, Financial Services +1 | [email protected] |
1
Low
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37
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914 (44%) | - | - | - | - | 1926 | 6 months ago | |
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Finova Partners AG | - | Your high-end fully independent boutique fiduciary in the heart of Switzerland | Finova is a high-end fully independent boutique fiduciary company acting as a fa... | - |
Switzerland
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Lucerne | Switzerland (HQ) | 1985 | Finance, Financial Services +1 | [email protected] |
1
Low
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1
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329 (-67%) | - | - | - | - | 21 | 10 vol obK | |
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Invethos AG | - | eine professionelle Alternative zu klassischen Vermögensverwaltern mit Fokus auf... | Invethos bietet Ihnen umfassende Beratung in allen Vermögensfragen. Wir sind der... | - |
Switzerland
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Bern | Switzerland (HQ) + 1 | 2009 | Financial Services, Wealth Management | - |
1
Low
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21
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5.3K (89%) | - | - | - | - | 348 | 6 months ago | |
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Univest Family Office | - | Innovation | Independence | Partnership | Univest is a private joint stock company which was established in 1957 registere... | - |
Switzerland
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Basel | Switzerland (HQ) | 1957 | Finance, Financial Services +1 | - |
1
Low
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8
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75 (168%) | - | - | - | - | 343 | 5 months ago | |
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KONRAD ZEHNDER WEALTH PAR... | - | YOUR GOALS ARE OUR PURPOSE |
Ursprünglich 2003 gegründet, ist Konrad Zehnder Wealth Partners ein unabhängiger... |
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Switzerland
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Zurich | Switzerland (HQ) | 2003 | Financial Services, Wealth Management | - |
1
Low
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7
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1.0K | - | - | - | - | 241 | 10 months ago | |
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Helvetican AG | - | Financial Advisors – Swiss, Personal and Dedicated. | Helvetican was founded by innovative entrepreneurs in 2018 and is regulated by t... | - |
Switzerland
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Sachseln | Switzerland (HQ) | 2018 | Wealth Management | - |
1
Low
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4
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727 | - | - | - | - | 136 | 6 dQN 4Sj | |
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Insignium Wealth Manageme... | - | We offer asset management services that are honest, independent and tailored to... | Insignium Wealth Management AG is an independent asset management company founde... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2012 | Financial Services, Wealth Management | - |
1
Low
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10
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47 (-81%) | - | - | - | - | 47879 | 8 vLJ eMR | |
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Trafina Private Bank Ltd. | - | Your Wealth Manager in Basel. | Trafina Private Bank Ltd. is a Wealth Manager located in Basel, Switzerland. | - |
Switzerland
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Basel | Switzerland (HQ) | 1991 | Financial Services, Banking +1 | - |
1
Low
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12
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1.5K (110%) | - | - | - | - | 1304 | 5 months ago | |
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True Wealth | - | Online Wealth Management from Switzerland. 0% management fee on Pillar 3a assets... | True Wealth AG is the leading digital wealth management platform based in Zurich... | - |
Switzerland
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Zurich | Switzerland (HQ) | 2013 | Finance, Financial Services +1 | [email protected] |
1
Low
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34
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142.9K (-20%) | - | - | - | - | 4663 | 5 months ago | |
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Brainvest International | - | Protect and preserve today to provide tomorrow. | We are a global, multi-family office in synergy with the future. Since 2003, we... | - |
Switzerland
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Geneva | Switzerland (HQ) + 3 | 2003 | Financial Services, Wealth Management | - |
1
Low
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18
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1.1K (46%) | - | - | - | - | 1117 | 5 months ago |