LeadTaro
Navigation
PrivacyTerms

List Of All investment advisor Leads in Lucerne

A current list of investment advisor in Lucerne: 20 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Schweizer Vermögensberatung AG), with an average of roughly 4.7★ across all listings. Everything below is current as of 10/6/2026; click through to any listing for a website, map link, or way to get in touch.

20 results · last updated 10/6/2026

Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new investment advisor appear in Lucerne.
CompanyAddressRatingPhoneEmailWebsiteSocial
Schweizer Vermögensberatung AGFinancial Advisor
Hertensteinstrasse 51, 6004 Luzern, SwitzerlandView on Google Maps
5.0(85)
+********845View in Leads Searchin**@c*****.deView in Leads Searchwww.svag.ch/
LinkedInInstagramFacebookX (Twitter)
BC
Benedetti Consulting GmbHFinancial Advisor
Littauerboden 1, 6014 Luzern, SwitzerlandView on Google Maps
5.0(36)
+**797669*94View in Leads Search---
Marco Christen VermögensberatungFinancial Advisor
Kauffmannweg 29, 6003 Luzern, SwitzerlandView on Google Maps
5.0(16)
+**7676*8*86View in Leads Searchin**@m************.comView in Leads Searchmarcochristen.com/-
Marti & PartnerFinancial Advisor
Am Mattenhof 16a, 6010 Kriens, SwitzerlandView on Google Maps
5.0(7)
+********818View in Leads Search-www.martiundpartner.ch/-
Finezia AG | Ihr VermögensverwalterFinancial Advisor
Stadthausstrasse 2, 6003 Luzern, SwitzerlandView on Google Maps
5.0(3)
+*******8*10View in Leads Searchin**@f******.chView in Leads Searchfinezia.ch/-
AstrantiaFinancial Advisor
Kapellgasse 1, 6004 Luzern, SwitzerlandView on Google Maps
5.0(2)
+*****66**75View in Leads Searchme***@a********.chView in Leads Searchwww.astrantia.ch/
LinkedIn
PMpartners AGFinancial Advisor
Pilatusstrasse 1, 6003 Luzern, SwitzerlandView on Google Maps
5.0(2)
+********800View in Leads Searchin**@p*********.chView in Leads Searchwww.pmpartners.ch/
X (Twitter)
Partner Treuhand AG, LuzernFinancial Advisor
Inseliquai 8, 6002 Luzern, SwitzerlandView on Google Maps
5.0(2)
+******7*737View in Leads Search-www.partnertreuhand.ch/-
Montana Invest AGTax preparation service
Zinggentorstrasse 3, 6006 Luzern, SwitzerlandView on Google Maps
5.0(2)
-in**@m************.chView in Leads Searchmontanainvest.ch/-
Fineva AGTax preparation service
Matthofstrand 8, 6005 Luzern, SwitzerlandView on Google Maps
5.0(1)
+*****68**90View in Leads Search-yellow.local.ch/d/YbYahYtg52Ot1nbfVqlyag-
Finanz- und Anlagezentrum Vierwaldstättersee AGInvestment service
Maihofstrasse 63, 6006 Luzern, SwitzerlandView on Google Maps
5.0(1)
+***868***55View in Leads Search-www.finanz-anlagezentrum.ch/-
Corvus Partners AGEscrow Services
Hirschengraben 33b, 6003 Luzern, SwitzerlandView on Google Maps
5.0(1)
+*******9890View in Leads Searchin**@c**************.chView in Leads Searchcorvus-partners.ch/
LinkedInX (Twitter)
Wealthyard Capital LtdInvestment service
Mühlenpl. 9, 6004 Luzern, SwitzerlandView on Google Maps
5.0(1)
+****7*7**92View in Leads Search-wealthyardcapital.com/-
4you Partners - Beratung - InvestitionFinancial Advisor
Zumhofstrasse 10, 6010 Kriens, SwitzerlandView on Google Maps
4.9(99)
+*********20View in Leads Searchin**@4***.partnersView in Leads Searchwww.4you.partners/
LinkedInInstagram
iBrokers Swiss GmbHFinancial Advisor
Hertensteinstrasse 51, 6004 Luzern, SwitzerlandView on Google Maps
4.8(537)
+***88****50View in Leads Searchin**@i***.chView in Leads Searchwww.ibrokers-swiss.ch/-
Swiss Life Wealth ManagersFinancial Advisor
Hirschengraben 33, 6003 Luzern, SwitzerlandView on Google Maps
1.0(1)
+******7*700View in Leads Search-www.swisslife-wealth.ch/-
HA
Helfenstein Asset Management AGInvestment service
Pilatusstrasse 23, 6003 Luzern, SwitzerlandView on Google Maps
-+********929View in Leads Search---
NW
Nectar Wealth ManagementFinancial planner
Zentralstrasse, 6003 Luzern, SwitzerlandView on Google Maps
-+******87*10View in Leads Search---
OMT GroupFinancial Advisor
Werftestrasse 4, 6005 Luzern, SwitzerlandView on Google Maps
-+**79*686*69View in Leads Search-oleummonere.com/-
PF
PPP Financial Consulting AGFinancial Advisor
Kapellpl. 4, 6004 Luzern, SwitzerlandView on Google Maps
-+***868***80View in Leads Search---

Keep reading

Guides and playbooks on lead generation, cold outreach and prospecting.

Join 600+ businesses finding leads daily

Start finding leads today.

Join businesses using LeadTaro to discover, save, and reach their ideal customers worldwide.

600+
Active users
50K+
Leads found
4.9★
User rating
Trusted by 600+ businesses worldwide