LeadTaro
Navigation
PrivacyTerms

List Of All wealth management company Leads in Lugano

Find wealth management company in Lugano - 25 local businesses are listed below with their contact details and ratings. Ethéra Advisory leads the ratings at 5.0★, and most businesses on this list average around 4.9★. Details were last refreshed 10/11/2026, so you can browse with confidence and reach out directly to the ones that fit.

25 results · last updated 10/11/2026

Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new wealth management company appear in Lugano.
CompanyAddressRatingPhoneEmailWebsiteSocial
Ethéra AdvisoryFinancial Advisor
Via Giosuè Carducci 4, 6900 Lugano, SwitzerlandView on Google Maps
5.0(42)
+**76**98*88View in Leads Searchin**@e*****.chView in Leads Searchwww.ethera.ch/-
VCI Asset Management SAFinancial Advisor
Via Canova 9, 6900 Lugano, SwitzerlandView on Google Maps
5.0(4)
+**9*96*7*60View in Leads Search-www.vci-am.com/-
Crossinvest SAFinancial planner
Corso Elvezia 33, 6900 Lugano, SwitzerlandView on Google Maps
5.0(3)
+**9*9**8888View in Leads Searchin**@c**********.chView in Leads Searchwww.crossinvest.ch/
Facebook
Lapis Asset Management LtdFinancial institution
Via Emilio Bossi 6, 6900 Lugano, SwitzerlandView on Google Maps
5.0(3)
+**9*9****41View in Leads Searchin**@l****.financeView in Leads Searchlapis.finance/
LinkedIn
Frame Asset Management SaInvestment service
Via Antonio Vanoni 4, 6900 Lugano, SwitzerlandView on Google Maps
5.0(3)
+**9*9***872View in Leads Searchin**@f******.chView in Leads Searchwww.frameam.ch/-
PC
Pegaso Capital Partners SAFinancial planner
Via Pietro Peri 9A, 6900 Lugano, SwitzerlandView on Google Maps
5.0(2)
+**9******94View in Leads Search---
TA
Taurus Asset Management SAFinancial Advisor
Riva Giocondo Albertolli 1, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*9****40View in Leads Search---
Phosphor Asset Management SAFinancial Advisor
Via Pietro Peri 15, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*9**8787View in Leads Searcha.*************@p*********.chView in Leads Searchwww.phosphoram.ch/-
Lugano Financial Advisors SAFinancial planner
Via Ferruccio Pelli 3, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*9***752View in Leads Searchpr*****@l**.chView in Leads Searchwww.lfa.ch/
LinkedInFacebookX (Twitter)
Häfliger & Partners Asset Management SAFinancial Advisor
Riva Giocondo Albertolli 1, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*9****80View in Leads Searchin**@h***********.comView in Leads Searchhaefliger-am.com/-
FW
FGP Wealth Management SAFinancial institution
Via al Forte 8, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9**6**870View in Leads Search---
CA
Core Asset Management SABusiness management consultant
Via Emilio Bossi 6, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*9**7*73View in Leads Search---
Capital Trustees AGFinancial Advisor
Via Francesco Somaini 10, 6900 Lugano, SwitzerlandView on Google Maps
5.0(1)
+**9*****700View in Leads Searchin**@c**************.chView in Leads Searchwww.capitaltrustees.swiss/
LinkedIn
Soave Private Investors SAConsultant
Via Giuseppe Cattori 12, 6900 Lugano, SwitzerlandView on Google Maps
4.8(6)
+**9*9***991View in Leads Search-www.soaveam.com/-
Colombo Wealth SATax assessor
Via Clemente Maraini 39, 6902 Lugano, SwitzerlandView on Google Maps
3.8(4)
+**9*986**00View in Leads Searchin**@c******.swissView in Leads Searchcolombo.swiss/
LinkedInX (Twitter)
SwissWealth ManagementFinancial planner
Via Generale Guisan 8A, 6900 Paradiso, SwitzerlandView on Google Maps
-+**9*96*9960View in Leads Searchin**@s**********.chView in Leads Searchwww.swisswealth.ch/-
Vector Wealth Management SaglTrust bank
Via Pessina 13, 6900 Lugano, SwitzerlandView on Google Maps
-+**9*9**7*72View in Leads Search-vectorwm.com/
LinkedInFacebook
Sinergia Wealth Management SAFinancial Advisor
Viale Stefano Franscini 30, 6900 Lugano, SwitzerlandView on Google Maps
-+**9*9**7*20View in Leads Searchin**@s****.chView in Leads Searchsinergiawealthmanagement.com/contatti-
Lugano Wealth Partners SAInvestment company
Via Francesco Soave 6, 6900 Lugano, SwitzerlandView on Google Maps
-+**9**6**770View in Leads Search-luganowealth.com/
LinkedIn
Lugano Wealth ManagementFinancial Advisor
Sadovnicheskaya St, 82/2, Moscow, Russia, 115035View on Google Maps
-+7*9****9*57View in Leads Search-www.luganowm.ch/-
HI
Helvetia Investment AdvisorsFinancial planner
Via della Posta 4, 6900 Lugano, SwitzerlandView on Google Maps
-+**9*9****84View in Leads Search---
Global Wealth Advisors SAFinancial institution
Via Pietro Peri 4, 6900 Lugano, SwitzerlandView on Google Maps
-+**9*9***600View in Leads Searchin**@g****.chView in Leads Searchwww.gwasa.ch/
LinkedInX (Twitter)
GJT Wealth Management SAFinancial institution
Via Ferruccio Pelli 13, 6900 Lugano, SwitzerlandView on Google Maps
-+**9*9***610View in Leads Searchin**@g******************.chView in Leads Searchgjtwealthmanagement.ch/contact/-
GW
Gem Wealth Management SAFinancial institution
Via Serafino Balestra 22A, 6901 Lugano, SwitzerlandView on Google Maps
-+**9*9****10View in Leads Search---
Copernicus Wealth Management SAInvestment company
Via al Forte 1, 6900 Lugano, SwitzerlandView on Google Maps
-+***86***700View in Leads Search-www.groupcopernicus.com/-

Keep reading

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

GeneralVisualize Every Business Lead Around the World with LeadTaro Lead MapsRead moreGeneralLocal Business Lead Generation: 7 Proven Strategies to Find and Convert Prospects in 2026Read moreCompareLeadTaro vs Seamless.aiRead more
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