List Of All wealth management company Leads in Zurich
Here's what's listed for wealth management company in Zurich right now — 20 businesses with addresses, phone numbers, and ratings. Trustinance AG leads the ratings at 5.0★, and most businesses on this list average around 4.7★. Details were last refreshed 9/4/2026, so you can browse with confidence and reach out directly to the ones that fit.
20 results · last updated 9/4/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| Alpinum Investment Management Ltd.Talstrasse 82, 8001 Zürich, Switzerland | +****88••••0 | va**••••*.pbzRegister to View | 5.0(2 reviews) | Investment company | |
| Beck Asset Management AGBirmensdorferstrasse 123, 8003 Zürich, Switzerland | +*****6••••0 | — | 5.0(1 reviews) | Financial planner | |
| The Wealth Office AGKämbelgasse, 8001 Zürich, Switzerland | +******••••0 | tw**••••*.comRegister to View | 5.0(1 reviews) | Financial institution | |
| AGFIF International AG (Wealth Management - Vermögensverwaltung)Räffelstrasse 11, 8045 Zürich, Switzerland | +*****6••••0 | in**••••*.comRegister to View | 4.9(36 reviews) | Investment service | |
| AM Wealth Managementcalendly.com | +**76**••••3 | — | 4.8(4 reviews) | Financial planner | |
| Zwei WealthGenferstrasse 35, 8002 Zürich, Switzerland | +*****9••••2 | in**••••**.chRegister to View | 4.7(17 reviews) | Consultant | |
| Survista Financial Advisors AGStockerstrasse 12, 8002 Zürich, Switzerland | +******••••0 | in**••••**.chRegister to View | 4.7(15 reviews) | Financial planner | |
| Sonnenberg Wealth ManagementGartenstrasse 33, 8002 Zürich, Switzerland | +******••••0 | in**••••**.chRegister to View | 4.6(10 reviews) | Financial planner | |
| True Wealth AGUetlibergstrasse 132, 8045 Zürich, Switzerland | +******••••7 | fe***••••**.chRegister to View | 4.5(84 reviews) | Financial institution | |
| Invest-Partners Wealth Management AGTalacker 35, 8001 Zürich, Switzerland | +******••••2 | ob****••••.jpegRegister to View | 4.5(8 reviews) | Financial institution | |
| VT Wealth Management AGTödistrasse 27, 8002 Zürich, Switzerland | +*****8••••0 | in**••••**.chRegister to View | 4.5(2 reviews) | Financial institution | |
| AXA Investment Managers Schweiz AGErnst-Nobs-Platz 7, 8004 Zürich, Switzerland | — | — | 3.5(2 reviews) | Investment service | |
| Aberdeen Asset Managers Switzerland AGSchweizergasse 14, 8001 Zürich, Switzerland | +******••••6 | — | 3.0(2 reviews) | Financial planner |