This article showcases our top picks for the best Zurich 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 Zurich Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Credit Suisse
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Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
additiv
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additiv is a provider in the field of digitization of banks, asset managers and insurers.
UBS
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UBS is a global financial services company that engages in the provision of financial management solutions.
Clanq AG
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We offer a mobile-based banking solution, enabling families to create and grow savings for their children.
True Wealth
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True Wealth is an online wealth management platform.
MDC Media
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MDC Media helps create investor profiles and offers investment advice.
Orbium
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Orbium is a management & technology consultancy for financial services.
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Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers.
Lexinta
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Lexinta is a privately owned independent asset management company.
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
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.
SOBACO
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SOBACO is your center of competence for innovative IT and outsourcing solutions.
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.
Rapid Data
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Rapid Data creates solutions for wealth management & helps managers to research and communicate client portfolios.
Helvetia Wealth
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Helvetia Wealth is a financial services provider founded in 2005 in Zurich, Switzerland.
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.
Marcuard Heritage
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Marcuard Heritage is a wealth management company that offers investment management, private office and wealth planning solutions.
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.
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.
Picard Angst
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Picard Angst is an institutional investors funds and assets management company.
plan-bee.ch
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Plan-bee is an IT company that provides digitization of wealth management business.
future.camp
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Future.camp organizes the sustainable lifestyle workshops that increase the quality of life, reduces stress and financial dependence.
Schnyder & Nagel
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Schnyder & Nagel focuses on financial solutions such as banking, accounting, taxing, insurance, wealth management, and trust services.
