Söderberg & Partners

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.

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

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

• Wealth management services
• Insurance brokerage
• Pension advisory
• Corporate financial advisory
• HR and payroll solutions

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. Insurance Consulting: Insurance brokerage and advisory services for corporate and individual clients, including business insurance, group insurance, cyber insurance, and crime insurance.
3. HR Solutions and Payroll: Payroll management, HR systems, benefits portal (Benefits), competency development (Learnster), and company bicycle programs for corporate clients.
4. Corporate Pension Services: Occupational pension advisory and administration services for businesses, helping companies manage employee pension questions and pension administration.
5. Mortgage Services: Mortgage lending services for private individuals, positioned as a long-term partner throughout the housing career.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core 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

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Vintage Wealth ManagementcoreStrategic or Co-development Partner · 9 April 2026Söderberg & 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 AdviserscoreStrategic or Co-development Partner · 9 March 2026UK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
• Oakwood Asset ManagementcoreStrategic or Co-development Partner · 9 March 2026UK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
• Liberty PartnershipcoreStrategic or Co-development Partner · 9 March 2026UK-based financial adviser business invested in as part of Söderberg & Partners' expansion strategy in the UK financial services market.
• Artorius Wealth LimitedcoreStrategic or Co-development Partner · 11 February 2026Substantial 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.
• RISKminorStrategic or Co-development Partner · 10 September 2025Dutch insurtech firm RISK acquired Amsterdam-based Dyme, with RISK backed by Swedish financial group Söderberg & Partners.
• Murphy WealthcoreStrategic or Co-development Partner · 17 April 2025Glasgow-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 InternationalcoreOthers · 3 April 2023Söderberg & 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

Direct 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

• Facebookfacebook.com/soderbergpartners
• LinkedInlinkedin.com/company/soderberg-&-partners
• Instagraminstagram.com/soderbergochpartners
• Xx.com/soderbergpart

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries9 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments10 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Söderberg & Partners