Söderberg & Partners
Söderberg & Partners is a privately held Swedish financial services group providing insurance brokerage, wealth management, occupational pension, mortgage, and HR/payroll solutions to private individuals and corporate clients across the Nordics, UK, Spain, and the Netherlands.
- Company typePrivate
- Founded2002
- HeadquartersStockholm, Sweden
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What Söderberg & Partners does
Söderberg & Partners is a privately held Swedish financial services group headquartered in Stockholm, operating through two principal divisions — Insurance Consulting and Wealth Management. The Insurance Consulting arm provides corporate and individual insurance brokerage across commercial lines (business, group, cyber, and crime insurance), while the Wealth Management arm delivers strategic asset allocation, manager selection, and personalized investment advice to private individuals with a minimum of 500,000 SEK in investable assets. The group also operates an occupational pension business, mortgage lending, and an HR Solutions stack comprising payroll administration, a benefits portal (Benefits), a competency development platform (Learnster), employee bicycle programs, and a health initiative (Aktiv Hälsa). Its wholly owned Levler subsidiary offers a digital commission-free savings and ETF trading platform in partnership with Xtrackers by DWS.
The underlying technology stack combines digital self-service portals (Min Tjänstepension, Benefits, payroll, mortgages, and Levler mobile apps on iOS and Android) with an internal analysis department producing fund, risk, life-insurer, and fund-insurance research. AI and machine learning are referenced as components of the wealth management and insurance consulting services and as a capability being shared with acquired UK advisory firms, though proprietary models or research are not publicly disclosed. The group has expanded across Sweden, Norway, Finland, Denmark, the United Kingdom, Spain, and the Netherlands, both organically and through a sustained minority-stake acquisition strategy targeting Nordic, UK, and Southern European financial advisory and insurance brokerage firms.
The business model is a hybrid of subscription-style recurring revenue (wealth management advisory, HR and payroll subscriptions, mortgage services), professional services fees (insurance brokerage, occupational pension advisory), and platform fees (Levler, Benefits portal). Distribution is multi-channel, combining direct advisory sales for enterprise and high-asset individuals, inside sales through phone and customer support teams, and self-serve digital portals. The group monetizes through individualized quotes rather than published tier pricing, with the 500,000 SEK minimum asset threshold serving as the primary qualification gate for the wealth management franchise.
Söderberg & Partners firmographics
Firmographics- Name
- Söderberg & Partners
- Legal name
- Söderberg & Partners
- Website
- https://soderbergpartners.se
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Söderberg & Partners is a privately held Swedish financial services group providing insurance brokerage, wealth management, occupational pension, mortgage, and HR/payroll solutions to private individuals and corporate clients across the Nordics, UK, Spain, and the Netherlands.
- Ownership category
- akta.pro rank
Söderberg & Partners industry classification
Industry- Product category
- Wealth Management and Insurance Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Söderberg & Partners is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices4 records
Markets served
Söderberg & Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory: Fee-based wealth management and asset management services for private individuals with minimum 500,000 SEK in investable assets. Services include strategic asset allocation, manager selection, and personalized investment advice.
- Insurance Consulting: Insurance brokerage and advisory services for corporate and individual clients, including business insurance, group insurance, cyber insurance, and crime insurance.
- HR Solutions and Payroll: Payroll management, HR systems, benefits portal (Benefits), competency development (Learnster), and company bicycle programs for corporate clients.
- Corporate Pension Services: Occupational pension advisory and administration services for businesses, helping companies manage employee pension questions and pension administration.
- Mortgage Services: Mortgage lending services for private individuals, positioned as a long-term partner throughout the housing career.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized wealth management with minimum 500,000 SEK investable assets |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Söderberg & Partners product offering
Product offeringCore offering
Söderberg & Partners is a Swedish financial services group that provides wealth management and asset management to private clients (minimum 500,000 SEK investable assets), insurance brokerage and advisory for corporate and individual clients, occupational pension advisory and administration for employers and employees, HR and payroll solutions, mortgage lending, and tax and legal advisory services. It operates two main divisions (Wealth Management and Insurance Consulting) and supports clients digitally via portals such as Min Tjänstepension and the Levler savings app.
Product overview
Söderberg & Partners is a Swedish financial services provider operating two main divisions: Insurance Consulting and Wealth Management. The company offers a comprehensive suite of services including occupational pension solutions, corporate and group insurance, HR solutions (payroll, benefits portal, competency development), wealth management, and mortgage services. Digital products include online platforms for pension management (Min Tjänstepension), payroll processing, benefits administration, and the Levler savings platform. The company has expanded internationally through investments in UK financial advisory firms and operates across Sweden, Norway, Finland, and Denmark.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance Consulting Insurance advisory and broking services for businesses and individuals, covering corporate insurance, group insurance, cyber insurance, crime insurance, and international insurance solutions.
- Wealth Management (Förmögenhetsrådgivning)
- Occupational Pension (Tjänstepension)
- HR Solutions
- Mortgage (Bolån)
- Cyber Insurance (Cyberförsäkring)
- Crime Insurance (Förmögenhetsbrottsförsäkring)
- Tax, Legal & Accounting (Skatt, juridik & redovisning)
- Levler Savings Platform
- Private Insurance (Privatförsäkring)
Quantifiable outcome
- 14 consecutive years as operator with Sweden's most satisfied corporate customers in the brokerage industry (Svenskt Kvalitetsindex)
- +1 more outcomes
Companies that use Söderberg & Partners
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles2 records
Söderberg & Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Söderberg & Partners partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Vintage Wealth ManagementcoreSöderberg & Partners took a minority stake in Vintage Wealth Management in January 2024. Vintage acquired FMIFA bringing £400mn of assets under advice, with the merged operation overseeing £2.14bn of client assets. Söderberg's stake enables continued technology investment including updated IT systems and AI.
- MoneyWeb Financial AdviserscoreUK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
- Oakwood Asset ManagementcoreUK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
- Liberty PartnershipcoreUK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
- Artorius Wealth LimitedcoreSubstantial investment in UK-based Artorius Wealth Limited pending FCA approval. Partnership marks Söderberg & Partners' entry into UK high-net-worth and family office market, combining Artorius' specialized advisory model with Swedish firm's technology capabilities and capital resources.
- RISKminorDutch insurtech firm RISK acquired Amsterdam-based Dyme, with RISK backed by Swedish financial group Söderberg & Partners.
- Murphy WealthcoreGlasgow-based financial planning firm sold 30% stake to Söderberg & Partners. Deal aims to secure the firm's future, expand reach, and leverage Söderberg's expertise in AI and machine learning.
- JZ InternationalcoreSöderberg & Partners reached agreement with JZ International to acquire its majority stake in Spanish insurance group Grupo Galilea, marking significant expansion in Spain following earlier stake in ERSM Grupo.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Söderberg & Partners competitors and assessment
Company assessmentDirect peers
- Howden Group: Howden is a privately-owned global insurance broker with a fast-growing European footprint via acquisitions, including Iberian operations. It mirrors S&P's acquisitive expansion in Spain (Grupo Galilea) and the broader European insurance intermediation space.
- Nordnet: Nordnet is a Nordic digital wealth and brokerage platform offering savings, funds, ETFs, and pensions across Sweden, Norway, Finland, and Denmark. It directly competes with S&P's Levler savings platform and wealth management offering for retail and mass-affluent clients.
- Avanza Bank: Avanza is Sweden's largest online brokerage and savings platform, offering funds, equities, pensions, and investment advisory. It overlaps directly with S&P's wealth management and Levler offerings in the Swedish mass-affluent segment.
- St. James's Place: St. James's Place is the UK's largest wealth manager for HNW individuals, with a partner-adviser distribution model. It is a direct peer as S&P enters the UK HNW/family-office market via Artorius Wealth and other UK stakes.
- Rathbones Group: Rathbones is a UK-listed wealth manager providing investment management and advisory services to HNW clients and intermediaries. Comparable to the Vintage Wealth Management and Artorius Wealth Limited businesses S&P is building in the UK.
- Quilter plc: Quilter is a UK wealth manager offering advised investment platforms, financial planning, and advice to mass-affluent and HNW clients. Its platform-based wealth model parallels S&P's wealth and pension offering.
Broad incumbents
- Marsh & McLennan (Marsh/JLT): Marsh is a global insurance brokerage and risk advisory firm with European operations. It is a broad incumbent competing with S&P's Insurance Consulting division across corporate insurance and risk management.
- SEB: SEB is a major Nordic universal bank offering private banking, wealth management, life insurance, and pension services. It is a broad incumbent competing with S&P across wealth, insurance, and corporate pension in the Nordics.
- Handelsbanken: Handelsbanken is a major Nordic bank with private banking, asset management, insurance distribution, and corporate pension services. Overlaps with S&P across multiple Nordic wealth and insurance segments.
- Skandia (part of Livförsäkringsbolaget Skandia): Skandia is a leading Nordic life insurance and pension provider with wealth management offerings. It is a broad incumbent overlapping with S&P's occupational pension and wealth management business.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key highlights7 records
Customer concentration
Söderberg & Partners social profiles
Digital presenceSöderberg & Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Söderberg & Partners leadership team
Management profileNumber of profiles
Profiles10 records
Söderberg & Partners subsidiaries and ownership
Company hierarchySubsidiaries9 records
Söderberg & Partners funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Söderberg & Partners M&A and investment
M&A and investmentM&A3 records
Investments10 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Söderberg & Partners
What does Söderberg & Partners do?
Söderberg & Partners is a Swedish financial services group that provides wealth management and asset management to private clients (minimum 500,000 SEK investable assets), insurance brokerage and advisory for corporate and individual clients, occupational pension advisory and administration for employers and employees, HR and payroll solutions, mortgage lending, and tax and legal advisory services. It operates two main divisions (Wealth Management and Insurance Consulting) and supports clients digitally via portals such as Min Tjänstepension and the Levler savings app.
Is Söderberg & Partners a public or private company?
Söderberg & Partners is a private company. It is classified as private equity controlled and is currently operating.
When was Söderberg & Partners founded?
Söderberg & Partners was founded in 2002. It employs 1,001 to 5,000 people.
Where is Söderberg & Partners based?
Söderberg & Partners is headquartered in Stockholm, Sweden, in the Europe region.
How does Söderberg & Partners make money?
Five revenue lines are on record. Wealth Management Advisory is the primary driver. The others are insurance Consulting, HR Solutions and Payroll, corporate Pension Services and mortgage Services.
Who are Söderberg & Partners's main competitors?
Direct peers on record are Howden Group, Nordnet, Avanza Bank, St. James's Place, Rathbones Group and Quilter plc. Broad incumbents are Marsh & McLennan (Marsh/JLT), SEB, Handelsbanken and Skandia (part of Livförsäkringsbolaget Skandia).
Does Söderberg & Partners have an API?
No public API is recorded for Söderberg & Partners.
What industry is Söderberg & Partners in?
Söderberg & Partners's product category is Wealth Management and Insurance Advisory. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 52394 and its SIC code is 6282.