- Switzerland
- Finance and insurance
- Investment service
Investment services in Switzerland
Database of investment services in Switzerland: 884 records with address and coordinates, postal code, phone numbers, website, email, social media, opening hours and chain — in all cantons, one file for 20 €. Also separately: a canton or a city — a share of the price of the category, from 10 €. Part of the “Finance and insurance” sector.
How many investment services are there in Switzerland?
884 records
As of November 7, 2026, our database contains 884 records in the “Investment service” category in Switzerland — 3% of the “Finance and insurance” sector. That is 9.7 per 100,000 inhabitants. Most are in the cantons of Zurich (238), Geneva (217) and Zug (100). 90 (10%) belong to chains; the largest are Vontobel (7), AlTi Tiedemann Global (3) and Gold Service (3).
B2B contacts of investment services in Switzerland: contents
How often the fields are filled in this category.
| Field | Format | Filled | % |
|---|---|---|---|
| Company name | text, as in the listing | 100% | |
| Sector and category | e.g. Health and medicine · Dentist | 100% | |
| Other categories | e.g. “Orthodontist, Dental hygienist” | 17% | |
| Address | text | 100% | |
| Postal code | 4 digits | 99% | |
| Canton, major region and city | 26 cantons, 7 major regions | 99% | |
| Coordinates | latitude and longitude | 100% | |
| Phone | +41 format, up to 5 numbers · unique numbers: 762 | 87% | |
| Mobile | mobile number flag | 12% | |
| Website | URL | 65% | |
| from the company’s website · unique addresses: 467 | 36% | ||
| Social media | Facebook, Instagram, LinkedIn … | 24% | |
| Opening hours | published or not | 39% | |
| Chain | name of the chain; empty — independent | 10% |
List of investment services in Switzerland: data sample
Rows from the export — you can page through the table. Click a phone number, website or email: the contacts open after a free sign-up, up to 20 companies a day.
| Company | City | Phone | Website and email | Social media |
|---|---|---|---|---|
AL AlTi Tiedemann GlobalPelikanstrasse 37, 8001 Zürich
Investment service
Chain: AlTi Tiedemann Global |
ZurichZurich | |||
TR Trendrating SAVia Cantonale 19, 6900 Lugano
Investment service
|
LuganoTicino | |||
Bordier & CieSpitalgasse 40, 3011 Bern
Investment service Bank, Financial institution
Chain: Bordier |
BernBern | |||
CL Classic Motor Investment GmbHRebhalde 22a, 8555 Müllheim
Investment service
|
MüllheimThurgau |
mobile |
||
HO Homewell Immobilier LausanneRue Saint-Martin 22, 1003 Lausanne
Investment service Appraiser, Government agency
Chain: Homewell |
LausanneVaud | |||
CA CAYROS capital AGThiersteinerallee 29 (legal address), Thiersteinerallee 17 (office), Thiersteinerallee 29, 4053 Basel
Investment service
|
BaselBasel-Stadt | |||
IN INOVEST Partners AGGrabenstrasse 25, 6340 Baar
Investment service
|
BaarZug | |||
AN Anchor GroupRue Jean-Calvin 14, 1204 Genève
Investment service
|
GenevaGeneva | |||
CA Carnot Capital AGLindenhofweg 4, 8806 Bäch SZ
Investment service
|
BächSchwyz | |||
WA WAXTUMGartenstrasse 8, 9000 St. Gallen
Investment service
|
St. GallenSt. Gallen | |||
RE reach wealth GmbHKantonsstrasse 34, 6207 Nottwil
Investment service
|
NottwilLucerne | |||
BI BikewashIndustriestrasse 16, 3186 Düdingen
Investment service
|
DüdingenFribourg | |||
EN Enzler AG VermögensberatungBlattenheimatstrasse 10, 9050 Appenzell
Investment service Financial planner
|
AppenzellAppenzell Innerrhoden | |||
KB KB Partners GmbHSuhrerstrasse 15, 5036 Oberentfelden
Investment service Real estate management service, Real estate broker
|
OberentfeldenAargau | |||
VA Van Slingerlandt.comChem. du Grand Roe 17, 1965 Savièse
Investment service
|
SavièseValais | |||
AR ARGUSCH AG - BubendorfGrüngenstrasse 19, 4416 Bubendorf
Investment service Insurance broker
Chain: ARGUSCH |
BubendorfBasel-Landschaft | — |
||
SM SmatRue de l'Avenir 23, 2800 Delémont
Investment service
|
DelémontJura |
mobile |
||
SO Solo-PartnerShip SICAVWestbahnhofstrasse 2, 4500 Solothurn
Investment service
|
SolothurnSolothurn | — |
||
FÄ Fäh, Kottmann + Partner AG, VermögensverwaltungStadthausgasse 20, 8200 Schaffhausen
Investment service
|
SchaffhausenSchaffhausen | — |
||
JA Jakober Partner AGBurgstrasse 4, Postfach 1571, 8750 Glarus
Investment service
|
GlarusGlarus | — |
Investment services by canton
Active records of the category in each canton and per 100,000 inhabitants. Click a column to sort.
| Canton ↕ | Records ↓ | Share ↕ | Per 100,000 inh. ↕ |
|---|---|---|---|
| ZurichZurich region | 238 | 27% |
14.6 |
| GenevaLake Geneva region | 217 | 25% |
40.4 |
| ZugCentral Switzerland | 100 | 11% |
74.1 |
| VaudLake Geneva region | 71 | 8% |
8.2 |
| TicinoTicino region | 51 | 6% |
14.2 |
| SchwyzCentral Switzerland | 43 | 5% |
25.3 |
| LucerneCentral Switzerland | 21 | 2% |
4.8 |
| BernEspace Mittelland | 19 | 2% |
1.8 |
| Basel-StadtNorthwestern Switzerland | 18 | 2% |
8.8 |
| AargauNorthwestern Switzerland | 18 | 2% |
2.4 |
| St. GallenEastern Switzerland | 13 | 1% |
2.4 |
| ValaisLake Geneva region | 12 | 1% |
3.2 |
| FribourgEspace Mittelland | 10 | 1% |
2.8 |
| ThurgauEastern Switzerland | 10 | 1% |
3.3 |
| Basel-LandschaftNorthwestern Switzerland | 7 | 1% |
2.3 |
| NidwaldenCentral Switzerland | 6 | 1% |
13.1 |
| Appenzell AusserrhodenEastern Switzerland | 4 | <1% |
7.0 |
| SchaffhausenEastern Switzerland | 4 | <1% |
4.4 |
| GrisonsEastern Switzerland | 4 | <1% |
1.9 |
| ObwaldenCentral Switzerland | 3 | <1% |
7.5 |
| JuraEspace Mittelland | 3 | <1% |
4.0 |
| NeuchâtelEspace Mittelland | 3 | <1% |
1.7 |
| Appenzell InnerrhodenEastern Switzerland | 3 | <1% |
17.8 |
| UriCentral Switzerland | 2 | <1% |
5.2 |
| SolothurnEspace Mittelland | 2 | <1% |
0.7 |
| GlarusEastern Switzerland | 2 | <1% |
4.7 |
Where there are the most
Cities with the most records in this category.
Investment services: chains
Chains with locations in this category. Share — of all records of the category of Switzerland.
| Rank | Chain | Locations | Cantons | Market share | Addresses |
|---|---|---|---|---|---|
| 01 |  VontobelInvestment service · 14 locations in Switzerland |
7 | 6 | 0.8% |
|
| 02 |
AT AlTi Tiedemann GlobalInvestment service · 3 locations in Switzerland |
3 | 3 | 0.3% |
|
| 03 |  Gold ServiceGold dealer · 11 locations in Switzerland |
3 | 3 | 0.3% |
|
| 04 |  PENSADOR Partner AGInvestment service · 3 locations in Switzerland |
3 | 3 | 0.3% |
|
| 05 |  RaiffeisenBank · 767 locations in Switzerland |
2 | 1 | 0.2% |
|
| 06 |  Capital GroupInvestment service · 3 locations in Switzerland |
2 | 2 | 0.2% |
|
| 07 |
BW Baseline Wealth Management LtdInvestment service · 2 locations in Switzerland |
2 | 2 | 0.2% |
|
| 08 |
OP OpenFundsInvestment service · 2 locations in Switzerland |
2 | 2 | 0.2% |
|
| 09 |
EA EFG Asset Management (Switzerland) SAInvestment service · 2 locations in Switzerland |
2 | 2 | 0.2% |
|
| 10 |
NP Novum Partners SAInvestment service · 2 locations in Switzerland |
2 | 2 | 0.2% |
More categories in the “Finance and insurance” sector
Questions about the “Investment service” category
As of November 7, 2026, our database contains 884 investment services in Switzerland. 90 (10%) belong to chains; the rest are independent. The largest chains here are Vontobel (7), AlTi Tiedemann Global (3) and Gold Service (3).
All investment services in Switzerland cost 20 € — one file for the whole country. The price depends on the number of records; a canton or a city is available separately, at the corresponding share of this price (from 10 €). The complete database of all sectors costs 620 €.
87% of the records have a phone number (107 with a mobile number), 65% a website, 24% social media and 39% published opening hours. 36% have an email address — it comes from the company’s own website. All rows have an address and coordinates.
XLSX and CSV (UTF-8, semicolon as separator), one row per company: name, sector, category and other categories, chain, canton, major region, city, postal code, address, coordinates, phone numbers, website, email, social media, published opening hours and the date the listing was added. The files appear in your account after payment.
Each update adds new listings and removes companies that the source marks as closed. The date of the data is shown at the top of every page.