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23 Best Zurich Based Wealth Management Startups and Companies 2021

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

Credit Suisse

Crunchbase Website Twitter Facebook Linkedin

Credit Suisse Group is a financial services company that advises clients in all aspects of finance.

additiv

additiv

Crunchbase Website Twitter Facebook Linkedin

additiv is a provider in the field of digitization of banks, asset managers and insurers.

additiv

UBS

Crunchbase Website Twitter Facebook Linkedin

UBS is a global financial services company that engages in the provision of financial management solutions.

additiv

Clanq AG

Crunchbase Website Twitter Facebook Linkedin

We offer a mobile-based banking solution, enabling families to create and grow savings for their children.

additiv

True Wealth

Crunchbase Website Twitter Facebook Linkedin

True Wealth is an online wealth management platform.

additiv

MDC Media

Crunchbase Website Twitter Facebook Linkedin

MDC Media helps create investor profiles and offers investment advice.

additiv

Orbium

Crunchbase Website Twitter Facebook Linkedin

Orbium is a management & technology consultancy for financial services.

additiv

Investment Navigator

Crunchbase Website Twitter Facebook Linkedin

Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers.

additiv

Lexinta

Crunchbase Website Twitter Facebook Linkedin

Lexinta is a privately owned independent asset management company.

additiv

Wealthinitiative

Crunchbase Website Twitter Facebook Linkedin

Supports wealth management institutions to provide synergies among their clients in the fields of Real Estate, Art and Passion Investments

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HBZ

Crunchbase Website Twitter Facebook Linkedin

HBZ is a banking sector that primarily focuses on offering a diverse range of financial products and services to global networks.

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SOBACO

Crunchbase Website Twitter Facebook Linkedin

SOBACO is your center of competence for innovative IT and outsourcing solutions.

additiv

Flink AI

Crunchbase Website Twitter Facebook Linkedin

Flink AI is a web-based platform with artificial intelligence solutions for improvement in investment decisions and wealth management.

additiv

Rapid Data

Crunchbase Website Twitter Facebook Linkedin

Rapid Data creates solutions for wealth management & helps managers to research and communicate client portfolios.

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Helvetia Wealth

Crunchbase Website Twitter Facebook Linkedin

Helvetia Wealth is a financial services provider founded in 2005 in Zurich, Switzerland.

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NuOrion Partners

Crunchbase Website Twitter Facebook Linkedin

NuOrion Partners is a finance company that offers investment in companies as well as serves corporate finance and advisory services.

additiv

Marcuard Heritage

Crunchbase Website Twitter Facebook Linkedin

Marcuard Heritage is a wealth management company that offers investment management, private office and wealth planning solutions.

additiv

Finaport

Crunchbase Website Twitter Facebook Linkedin

Finaport is a financial firm that offers wealth management, investment advice and investment banking services such as IPO, M&A, strategic.

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Dr Blumer and Partner

Crunchbase Website Twitter Facebook Linkedin

Dr. Blumer & Partner is one of Europe’s pioneers in the development and implementation of quantitative models in wealth management.

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Picard Angst

Crunchbase Website Twitter Facebook Linkedin

Picard Angst is an institutional investors funds and assets management company.

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plan-bee.ch

Crunchbase Website Twitter Facebook Linkedin

Plan-bee is an IT company that provides digitization of wealth management business.

additiv

future.camp

Crunchbase Website Twitter Facebook Linkedin

Future.camp organizes the sustainable lifestyle workshops that increase the quality of life, reduces stress and financial dependence.

additiv

Schnyder & Nagel

Crunchbase Website Twitter Facebook Linkedin

Schnyder & Nagel focuses on financial solutions such as banking, accounting, taxing, insurance, wealth management, and trust services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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