MoneyPark AG

What MoneyPark AG does

MoneyPark AG is a Swiss mortgage and real estate specialist operating as a subsidiary of Helvetia Insurance Switzerland. The company offers independent comparison of mortgage products from over 100 Swiss banks, insurance companies, and pension funds, alongside full-service real estate brokerage and integrated mortgage/real estate advisory covering pension and tax considerations. Distribution is hybrid: approximately 30 Helvetia branches across Switzerland deliver in-person advisory in four languages (German, French, Italian, and English), complemented by a digital self-service platform accessible 24/7.

Its core technology is the MoneyPark Cockpit, a free digital dashboard for property owners providing price trends, buyer demand data (from anonymised search subscriptions), energy efficiency, CO2 emissions, renovation potential, and infrastructure overview, with exclusive early access to property listings. The platform is complemented by a mortgage calculator, mortgage comparison engine (100+ lenders), personal interest rate calculator, property valuation tool (using big data, machine learning, hedonic estimation, and GIS data), property gains tax calculator, and a property search portal. The technology stack disclosed runs on Adobe/ColdFusion web infrastructure with MIT-licensed Signature Pad and Apache 2.0-licensed PDF viewer components. A separate B2B Solutions sub-brand extends the platform toward partner and enterprise customers.

The business model combines transaction-based commission streams and consultation fees. Mortgage placements generate commissions from the 100+ lender network; real estate brokerage services are charged at approximately 2–3% of sale value for comparable Swiss estate agency services (CHF 30,000–50,000 in all-in transaction costs on an average property, including notary, land registry, property transfer tax, and agent commissions); consultation fees are published at branch locations. Customer segments are horizontal: Swiss residential property buyers, existing homeowners seeking purchase, refinancing, or extension mortgages, property sellers using full-service estate agency, and a secondary segment of Swiss property investors. The company reports finding mortgage solutions for thousands of clients per year and holding a pool of 5,000 financially vetted prospective buyers on the platform. MoneyPark has grown through organic build-out and acquisitions including Defferrard & Lanz (2017) and Finovo (2018), and operates under the strategic umbrella of Helvetia Insurance Switzerland with operational, infrastructure, and branch-network dependencies.

Name

MoneyPark AG

Legal name

MoneyPark AG

Website

https://moneypark.ch

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

251–500 employees

Short description

MoneyPark AG is the leading Swiss independent specialist in mortgages and real estate, comparing loan offers from 100+ banks, insurers, and pension funds and operating full-service real estate brokerage through ~30 Helvetia branches and the MoneyPark Cockpit digital platform across Switzerland.

Ownership category

akta.pro rank

Product category

Mortgage Brokerage

NAICS

Mortgage and Nonmortgage Loan Brokers (522310), Mortgage and Nonmortgage Loan Brokers (52231), Offices of Real Estate Agents and Brokers (5312)

SIC

Loan Brokers (6163), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)

akta.pro secondary industries

Debt & Structured Finance / Mortgage Brokerage (BPAJABAK), Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ)

Keywords

• Mortgage brokerage services
• Real estate advisory
• Mortgage comparison platform
• Property valuation tools
• Financial consulting services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Mortgage Brokerage Commission: MoneyPark earns commissions from its network of over 100 Swiss banks, insurance companies, and pension funds by placing mortgage loans for clients. The company acts as an independent mortgage broker, matching client financial profiles with the most suitable lender from its partner network.
2. Real Estate Brokerage Services: Full-service estate agency for property sellers, including market valuation, professional documentation, buyer identification, viewing management, transaction processing, and financing support. Commission-based, approximately 2–3% of sale value for comparable Swiss estate agency services.
3. Consultation Fees: Fees charged for personal mortgage and real estate consultations, with fee schedule publicly available on the website.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

MoneyPark AG operates as an independent Swiss mortgage broker comparing mortgage offers from over 100 banks, insurance companies, and pension funds, and provides full-service real estate brokerage including property valuation, buyer identification, transaction processing, and tax optimization. Services are delivered through a hybrid model combining personal advisory at approximately 30 Helvetia branch locations with a comprehensive digital platform (MoneyPark Cockpit, mortgage calculator, comparison engine) accessible online in German, French, Italian, and English.

Product overview

MoneyPark AG is a Swiss mortgage and real estate specialist offering an integrated platform of digital tools and advisory services. The core offering centers on the MoneyPark Cockpit as the central digital hub, complemented by mortgage products (Mortgage Calculator, Mortgage Comparison Tool, Current Mortgage Interest Rates, Personal Mortgage Interest Rate Calculator) and real estate services (Property Valuation Tool, Property Search Portal, Property Sale Services, Property Gains Tax Calculator). The company operates as a broker comparing over 100 Swiss banks, insurance companies, and pension funds, providing independent mortgage advice alongside comprehensive estate agency services. Advisory offerings include insurance and pension-related consultations, with services available at approximately 30 Helvetia locations throughout Switzerland.

Differentiator

Problem solved

Functional benefit

Brands

• MoneyPark Cockpit: Digital platform providing property valuation, price trends, potential buyer data, energy efficiency information, and renovation potential for property owners.

Products and services

• Mortgage Advisory Services

Quantifiable outcome

• CHF 3,000 savings per year on average compared to initial mortgage offer
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

13 partnerships are on record, tiered core and minor.

• Raiffeisen SwitzerlandcoreChannel Partner/ Reseller/ DistributorRaiffeisen is one of the key banking partners in MoneyPark's network of over 100 Swiss financing providers. The partnership enables MoneyPark to offer Raiffeisen mortgage products alongside other banks, insurance companies, and pension funds for comprehensive comparison.
• UBS SwitzerlandcoreChannel Partner/ Reseller/ DistributorUBS is featured as a key banking partner in MoneyPark's financing network, enabling clients to access UBS mortgage products through the independent comparison platform.
• Bank Cler (Basler Kantonalbank)coreChannel Partner/ Reseller/ DistributorBank Cler (a brand of Basler Kantonalbank) is listed among MoneyPark's key banking partners, providing access to its mortgage products through the MoneyPark comparison platform.
• Graubündner KantonalbankcoreChannel Partner/ Reseller/ DistributorGraubündner Kantonalbank is a key regional banking partner in MoneyPark's network of over 100 Swiss financing providers, representing the cantonal bank segment of the partner ecosystem.
• BEKB (Berner Kantonalbank)coreChannel Partner/ Reseller/ DistributorBEKB (Berner Kantonalbank) is featured as a key partner alongside other cantonal and national banks, insurance companies, and pension funds in MoneyPark's mortgage network.
• 100+ Swiss Banks, Insurance Companies, and Pension FundscoreChannel Partner/ Reseller/ DistributorMoneyPark's core network encompasses over 100 Swiss banks, insurance companies, and pension funds that serve as mortgage lenders, enabling MoneyPark to offer the most comprehensive independent mortgage comparison in Switzerland.
• Norm (Renovation Planning)minorGTM or Marketing PartnerNorm provides AI-powered renovation roadmaps to MoneyPark Cockpit users, offering CHF 150 savings on the service. Integrated as a partner benefit within the MoneyPark Cockpit platform.
• Kaqtu (Home Design)minorGTM or Marketing PartnerKaqtu offers AI-based living ideas and design suggestions for new fixtures and fittings, available free for 30 days to MoneyPark Cockpit users.
• Renovero (Tradespeople)minorGTM or Marketing PartnerRenovero connects property owners with local tradespeople and companies, enabling MoneyPark Cockpit users to receive multiple quotations through a single enquiry.
• Faberling (Construction Advice)minorGTM or Marketing PartnerFaberling provides expert construction advice to ensure smooth renovation and construction phases, offering a 10% discount to MoneyPark Cockpit users.
• Taxea (Tax Return Services)minorGTM or Marketing PartnerTaxea provides professional tax return completion services, offering CHF 50 savings to MoneyPark Cockpit users.
• SmartLife Care (Emergency Call Systems)minorGTM or Marketing PartnerSmartLife Care provides emergency call systems for elderly residents, offering CHF 200 off their range to MoneyPark Cockpit users.
• Helvetia Insurance SwitzerlandcoreStrategic or Co-development PartnerMoneyPark is a subsidiary/partnership brand operated by Helvetia Insurance Switzerland (Helvetia Swiss Insurance Company Ltd and Helvetia Swiss Life Insurance Company Ltd). Helvetia provides the operational infrastructure, branch network (~30 locations), and insurance product integration. The website is hosted on Helvetia systems and copyright is held by Helvetia Insurance. MoneyPark advisors operate from Helvetia locations across Switzerland.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• comparis.ch: Swiss price-comparison platform that, like MoneyPark, lets consumers compare mortgage offers across multiple Swiss lenders and provides broader financial product comparison (insurance, banking). Direct peer in the independent mortgage brokerage and comparison space in Switzerland.
• Homegate: Switzerland's largest real estate listing portal (owned by TX Group/CH Media), overlapping with MoneyPark's property search, valuation, and estate agency services. Direct competitor for property listing visibility and seller lead generation in Switzerland.
• Immoscout24 Schweiz: Major Swiss real estate marketplace where buyers search listings and sellers/agents list properties. Competes directly with MoneyPark's property search portal and real estate brokerage seller services in Switzerland.
• Immostreet: Swiss real estate portal offering property listings, valuation tools, and agent connections. Comparable to MoneyPark's property search and valuation offering within the Swiss market.
• Engel & Völkers Schweiz: International real estate brokerage with a significant Swiss franchise network. Overlaps with MoneyPark's premium real estate brokerage services for residential property sellers in Switzerland.
• RE/MAX Switzerland: Global real estate franchise network operating in Switzerland. Competes with MoneyPark's estate agency services for property seller mandates across Swiss residential real estate.

Emerging players

• Wüest Partner: Swiss real estate advisory and data analytics firm providing property valuations, market data, and consulting. Overlaps with MoneyPark's ML-driven property valuation tool and data-driven market intelligence offering.
• Hypotheke.ch (Hypothekenvergleich): Swiss online mortgage comparison and brokerage service. Direct overlap with MoneyPark's mortgage comparison engine and broker matching functionality, focused on the same Swiss retail customer base.
• Better.com: US digital mortgage lender combining technology with advisory. Adjacent reference point for the digital-plus-advisory mortgage model MoneyPark is building in Switzerland.
• finanzen.ch: Swiss financial product comparison and information portal covering mortgages, insurance, and banking. Adjacent peer in Swiss financial product comparison space, with overlap on mortgage information and comparison features.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/MoneyParkAG
• Facebookfacebook.com/moneypark
• LinkedInlinkedin.com/company/moneypark

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about MoneyPark AG