List Of All investment consultant Leads in Zurich
A current list of investment consultant in Zurich: 20 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Caputo & Partners AG), with an average of roughly 4.9★ across all listings. Everything below is current as of 8/31/2026; click through to any listing for a website, map link, or way to get in touch.
20 results · last updated 8/31/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Caputo & Partners AGTalstrasse 20, 8001 Zürich, Switzerland | +******••••9 | — | 5.0(191 reviews) | Financial Advisor | |
| Trustinance AGBahnhofplatz 1, 8001 Zürich, Switzerland | — | of****••••**.chRegister to View | 5.0(41 reviews) | Financial planner | |
| WHVPBahnhofstrasse 73, 8001 Zürich, Switzerland | +******••••7 | j*••••**.chRegister to View | 5.0(17 reviews) | Financial planner | |
| Investera Capital AGBahnhofstrasse 10, 8001 Zürich, Switzerland | +*****9••••1 | in**••••*.comRegister to View | 5.0(12 reviews) | Investment company | |
| Clarus Capital Group AGGutenbergstrasse 10, 8002 Zürich, Switzerland | +******••••0 | — | 5.0(7 reviews) | Financial Advisor | |
| Esfera Wealth AGBahnhofstrasse 43, 8001 Zürich, Switzerland | +******••••0 | in**••••*.comRegister to View | 5.0(6 reviews) | Financial Advisor | |
| Swiss Life Wealth ManagersTödistrasse 38, 8002 Zürich, Switzerland | +******••••0 | — | 5.0(5 reviews) | Financial planner | |
| Wealth Management Zürich AGDufourstrasse 1, 8008 Zürich, Switzerland | +******••••5 | — | 5.0(3 reviews) | Financial institution | |
| Kaiser Partner Financial Advisors AGFreigutstrasse 16, 8002 Zürich, Switzerland | +****7*••••1 | in**••••*.comRegister to View | 5.0(3 reviews) | Financial Advisor | |
| Square Consulting GmbH5.0(3) | — | — | 5.0(3 reviews) | — | |
| Alpinum Investment Management Ltd.Talstrasse 82, 8001 Zürich, Switzerland | +****88••••0 | va**••••*.pbzRegister to View | 5.0(2 reviews) | Investment company | |
| SwisstrustBellerivestrasse 29, 8008 Zürich, Switzerland | +*****6••••6 | in**••••**.chRegister to View | 5.0(2 reviews) | Financial Advisor | |
| ECOFIN Investment Consulting AG5.0(1) | — | — | 5.0(1 reviews) | — | |
| Alpen Partners AG - ZurichSeefeldstrasse 225, 8008 Zürich, Switzerland | +***8**••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Marmot FinanceBellerivestrasse 20, 8008 Zürich, Switzerland | +******••••0 | he***••••nanceRegister to View | 4.9(19 reviews) | Financial institution | |
| Survista Financial Advisors AGStockerstrasse 12, 8002 Zürich, Switzerland | +******••••0 | in**••••**.chRegister to View | 4.7(15 reviews) | Financial planner | |
| Sonnenberg Wealth Management4.6(10) | — | — | 4.6(10 reviews) | — | |
| Invest-Partners Wealth Management AGTalacker 35, 8001 Zürich, Switzerland | +******••••2 | ob****••••.jpegRegister to View | 4.5(8 reviews) | Financial institution | |
| Landmark Equity Partners AGBellerivestrasse 241, 8008 Zürich, Switzerland | +******••••0 | in**••••**.chRegister to View | 4.4(10 reviews) | Investment company | |
| Peritus Investment Consultancy AGWalchestrasse 23, 8006 Zürich, Switzerland | +*****9••••0 | ja****••••**.chRegister to View | — | Investment service |