Max Matthiessen
Max Matthiessen is a Stockholm-based Nordic financial advisory firm founded in 1889 that provides pension, insurance, and wealth management services to Swedish businesses, entrepreneurs, housing associations, and private individuals through a hybrid advisor-and-digital-platform model.
- Company typePrivate
- Founded1889
- HeadquartersStockholm, Sweden
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What Max Matthiessen does
Max Matthiessen AB is a Stockholm-headquartered Nordic financial advisory firm founded in 1889, specializing in pension, insurance, and wealth management services for Swedish businesses, entrepreneurs, housing associations, and private individuals. The firm operates a nationwide network of physical advisory offices across Sweden supported by a portfolio of proprietary digital platforms, including Privattjänsten and Företagstjänsten (customer portals for private and corporate clients), Msave (self-directed fund platform), Maxfonder (fund access), and Advice4Life (life insurance administration). Its corporate product suite extends into specialized insurance verticals such as MaxBRF (housing cooperatives), MaxMotor (fleet vehicles), Maximera Företagsförsäkring (SME combined coverage), and Cyberförsäkring, as well as preventive health offerings Pulse and Hälsokedjan, with MaxKontroll providing claims support services.
The business is primarily advisor-led, with experienced advisors delivering personalized consulting on occupational pension procurement, group insurance, salary conversion (löneväxling), wealth management, and integrated planning for owner-managed businesses (fåmansföretag). Pricing is not publicly disclosed; revenue is generated through advisory retainers and transaction-based insurance distribution commissions across recurring employer relationships and individual client engagements. The company is privately held, with four wholly-owned operating subsidiaries (Msave, Maxfonder, Max Matthiessen Värdepapper AB, and Advice4Life) and is currently co-owned by Ontario Teachers' Pension Plan Board following a 2024 acquisition.
Max Matthiessen differentiates on longevity (135+ years), brand trust, a hybrid advisor-plus-digital distribution model, and deep specialization in the Swedish regulatory and pension environment. Its go-to-market combines direct field advisory to enterprises and SMEs with self-service digital channels for individuals, supplemented by content marketing (CIO podcast, newsletter, customer case studies). A planned relocation to a ~4,800 sqm flagship office at Brunnsgatan 3 in central Stockholm in autumn 2026 signals continued organizational scaling under its new institutional ownership.
Max Matthiessen firmographics
Firmographics- Name
- Max Matthiessen
- Legal name
- Max Matthiessen AB
- Website
- https://maxm.se
- Company type
- Private
- Founded year
- 1889
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Max Matthiessen is a Stockholm-based Nordic financial advisory firm founded in 1889 that provides pension, insurance, and wealth management services to Swedish businesses, entrepreneurs, housing associations, and private individuals through a hybrid advisor-and-digital-platform model.
- Ownership category
- akta.pro rank
Max Matthiessen industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Max Matthiessen is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices2 records
Markets served
Max Matthiessen business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Advisory fees for pension, insurance, and wealth management consulting provided to businesses and individuals. Services include pensions procurement, workplace pension solutions, group insurance, health programs, and personal financial planning.
- Insurance Products Distribution: Distribution of corporate insurance products (SME insurance, housing association insurance, motor fleet insurance, cyber insurance) and personal insurance (home, vehicle, villa coverage).
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Max Matthiessen product offering
Product offeringCore offering
Max Matthiessen provides pension, insurance, and wealth management advisory services to businesses, entrepreneurs, and private individuals across Sweden. The firm combines personalized consulting from experienced advisors with proprietary digital platforms for self-directed fund investing, life insurance administration, claims management, and preventive health programs. Core offerings include occupational pension solutions, group insurance, SME insurance products (MaxBRF, MaxMotor, Maximera Företagsförsäkring, Cyberförsäkring), and corporate health management (Pulse, Hälsokedjan).
Product overview
Max Matthiessen operates as a financial advisory firm offering a portfolio of interconnected products and digital services. The core offering spans pension advisory, insurance solutions, and wealth management for both corporate clients (SMEs and large enterprises) and private individuals. The product architecture combines human advisory services with proprietary digital platforms: Privattjänsten and Företagstjänsten serve as centralized digital portals for private and corporate customers respectively, while specialized platforms like Msave (self-directed fund investing), Maxfonder (fund access), and Advice4Life (life insurance) address specific customer needs. Corporate insurance products include MaxBRF (housing cooperative insurance), MaxMotor (vehicle insurance), Maximera Företagsförsäkring (SME insurance), and Cyberförsäkring (cyber insurance). Health offerings Pulse and Hälsokedjan provide preventive health management. The portfolio is tied together by advisory services in pensions, salary conversion (Löneväxling), wealth management, and group insurance, positioning Max Matthiessen as a comprehensive financial advisory ecosystem rather than a single product.
Differentiator
Problem solved
Functional benefit
Products and services
- Privattjänsten
- Företagstjänsten
- Msave
- Maxfonder
- Advice4Life
- MaxBRF
- MaxMotor
- Maximera Företagsförsäkring
- Cyberförsäkring
- MaxKontroll
- Pulse
- Hälsokedjan
- Pensionsrådgivning
- Löneväxling
- Förmögenhetsrådgivning
- ParPension
- Gruppförsäkring
Companies that use Max Matthiessen
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Max Matthiessen technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Max Matthiessen partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HufvudstadenminorHufvudstaden signed a lease agreement with Max Matthiessen AB for approximately 4,800 square meters of office space at Brunnsgatan 3 (Kåkenhusen 40) in central Stockholm. Max Matthiessen will relocate to the property in autumn 2026, occupying floors 1-6 with a dedicated entrance. This is a commercial real estate arrangement rather than a business partnership.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Max Matthiessen competitors and assessment
Company assessmentRegional players
- PensionDanmark: PensionDanmark is a large Danish labour-market pension provider offering occupational pension and insurance solutions, comparable to Max Matthiessen's tjänstepension and group insurance business but operating in a different Nordic geography.
- DNB Liv (DNB): DNB Liv is the life insurance and pensions arm of Norway's largest financial group, offering occupational pensions, savings, and insurance advisory to Norwegian corporate and private clients in a comparable model to Max Matthiessen's Nordic pension advisory.
Direct peers
- SPP Pension & Försäkring: SPP (part of Storebrand) is a Swedish occupational pension and insurance provider offering advisory and group pension solutions to employers and individuals, directly overlapping with Max Matthiessen's tjänstepension, group insurance, and individual advisory business.
- Skandia: Skandia is a Swedish mutual insurer with a strong pension, savings, and life insurance franchise and direct advisor relationships, making it one of the closest traditional peers to Max Matthiessen across pensions, insurance, and wealth advisory.
- Avanza: Avanza is a leading Swedish online broker and pension platform that competes with Max Matthiessen for self-directed savers, fund investors, and digital pension customers.
- Länsförsäkringar: Länsförsäkringar is a Swedish mutual group providing banking, insurance, and pension advisory through regional subsidiaries, competing with Max Matthiessen for SME and private customers in pensions, insurance distribution, and wealth.
- Nordnet: Nordnet is a Nordic digital investment and pension platform that competes head-on with Max Matthiessen's self-directed offerings (Msave, Maxfonder) and broader retail savings and pension flows.
Broad incumbents
- Nordea Life & Pensions: Nordea Life & Pensions distributes unit-linked and traditional life/pension products across the Nordics as part of Nordea Bank, providing direct overlap with Max Matthiessen's pension advisory and insurance distribution business at much larger scale.
- Swedbank (Private Banking & Pension Advisory): Swedbank offers a broad portfolio of banking, pension, insurance advisory, and wealth management services across the Nordics, overlapping with Max Matthiessen's pension and wealth offerings as a large incumbent rather than a focused specialist.
- SEB (Pension & Insurance Advisory): SEB provides corporate banking, private banking, and pension/insurance advisory in the Nordics, serving many of the same enterprise and HNW clients as Max Matthiessen within a much larger financial group.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Max Matthiessen social profiles
Digital presenceMax Matthiessen financial estimates
Financial estimateRevenue estimate
Valuation estimate
Max Matthiessen leadership team
Management profileNumber of profiles
Profiles1 record
Max Matthiessen subsidiaries and ownership
Company hierarchySubsidiaries4 records
Max Matthiessen funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Max Matthiessen M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Max Matthiessen
What does Max Matthiessen do?
Max Matthiessen provides pension, insurance, and wealth management advisory services to businesses, entrepreneurs, and private individuals across Sweden. The firm combines personalized consulting from experienced advisors with proprietary digital platforms for self-directed fund investing, life insurance administration, claims management, and preventive health programs. Core offerings include occupational pension solutions, group insurance, SME insurance products (MaxBRF, MaxMotor, Maximera Företagsförsäkring, Cyberförsäkring), and corporate health management (Pulse, Hälsokedjan).
Is Max Matthiessen a public or private company?
Max Matthiessen is a private company. It is classified as private equity controlled and is currently operating.
When was Max Matthiessen founded?
Max Matthiessen was founded in 1889. It employs 501 to 1,000 people.
Where is Max Matthiessen based?
Max Matthiessen is headquartered in Stockholm, Sweden, in the Europe region.
How does Max Matthiessen make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are insurance Products Distribution.
Who are Max Matthiessen's main competitors?
Regional players on record are PensionDanmark and DNB Liv (DNB). Direct peers are SPP Pension & Försäkring, Skandia, Avanza, Länsförsäkringar and Nordnet. Broad incumbents are Nordea Life & Pensions, Swedbank (Private Banking & Pension Advisory) and SEB (Pension & Insurance Advisory).
Does Max Matthiessen have an API?
No public API is recorded for Max Matthiessen.
What industry is Max Matthiessen in?
Max Matthiessen's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6411.