What Braingroup does

Braingroup AG is a Swiss financial advisory software company founded in 2002 and headquartered in Zurich, with an engineering subsidiary (Brainpool s.r.o.) in Brno, Czech Republic. It builds the Omnium platform, a modular advisory suite used by Swiss banks, insurance companies, and independent financial advisors to run hybrid (in-person plus digital) advisory workflows. The platform combines Omnium Advisor (an advisor-facing 360-degree cockpit covering finance, investing, pension provision, tax, inheritance, and household budget), Omnium Client (a customer-facing portal for self-service and document exchange), Omnium Calculators (eleven interactive financial calculators including affordability, pension checks, pillar 3a tax savings, and mortgage vs. securities comparison), and Omnium Components / Financial Kernel (embeddable tax and pension calculation APIs). Underlying the platform is a proprietary Swiss-wide tax and pension data set, curated and updated in-house multiple times per year across all cantons, together with more than 40 standardized API interfaces that connect Omnium to core banking, CRM, archiving, and external estimation providers.

The company monetizes through a mix of software licensing/subscription fees (available as standard cloud, certified cloud, or on-premise deployment) and professional services for implementation, integration, training, and bespoke customization. Its go-to-market is primarily enterprise field sales targeting Swiss financial institutions, supplemented by a freemium self-serve demo instance running on the same production platform to accelerate evaluation cycles. As of January 2026, Braingroup was fully acquired by G+D Netcetera (a Giesecke+Devrient-owned financial software specialist), under which it continues to operate with its existing product, team, and customer base, now with access to Netcetera's international banking platform footprint.

Name

Braingroup

Legal name

Braingroup AG

Website

https://braingroup.ch

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Braingroup AG is a Swiss software vendor (founded 2002) that builds the Omnium modular advisory platform for banks, insurers, and financial advisors, combining tax/pension calculation engines, advisor tooling, and a client portal, and serving 100+ Swiss financial firms.

Ownership category

akta.pro rank

Product category

Financial Advisory Software

NAICS

Software Publishers (5132), Software Publishers (51321), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Finance Services (6199), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Financial advisory software
• Wealth management platform
• Tax calculation engine
• Pension planning software
• Hybrid advisory consulting

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licenses and Subscriptions: Omnium platform delivered as SaaS (cloud), SaaS Certified, or on-premise installation. Revenue from software licensing and subscription fees for the advisory platform, client portal, calculators, and modules.
2. Professional Services: Implementation, integration, training, and consulting services. Includes system integration, operating model setup, individual projects for customization, and ongoing support.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Braingroup AG develops and sells Omnium, a modular financial advisory software platform for Swiss banks, insurance companies, and independent financial advisors. The platform combines an advisor-facing cockpit, a digital client portal, interactive financial calculators, and embeddable calculation components, supported by professional services for integration and customization. It is delivered as cloud SaaS, certified cloud, or on-premise installation with more than 40 standardized API interfaces for connecting to core banking, CRM, and archiving systems.

Product overview

Braingroup offers Omnium, a modular financial advisory software platform designed for banks, insurance companies, and independent financial advisors. The platform consists of three main product pillars: Omnium Advisor (the advisor-facing advisory platform with modules for advisory cockpit, basic advisory, finance, investing, pension provision, life and pension planning, taxes, inheritance planning, and household budget); Omnium Client (the client-facing digital portal bridging personalized advice with self-service interaction); and Omnium Calculators (a suite of 11 interactive calculators covering affordability, provision and pension checks, tax scenarios, mortgage analysis, and capital planning). An additional embeddable layer, Omnium Components / Financial Kernel, provides tax and pension calculation components via API for integration into third-party systems. The platform is available in cloud (SaaS), certified cloud, and on-premise deployment models, with over 40 standardized interfaces for integration with core banking systems, CRM tools, and archiving solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Omnium: Modular financial advisory software platform for hybrid consulting, including Omnium Advisor, Omnium Client, and Omnium Calculators modules.
• Omnium Client Portal

Products and services

• Omnium Platform Modular financial advisory software platform for banks, insurance companies, and independent financial advisors that supports hybrid advisory workflows across in-person, online, and digital self-service channels, available as SaaS, certified cloud, or on-premise deployment.
• Omnium Advisor Advisor-facing module of the Omnium platform providing a 360-degree advisory cockpit with needs analysis and themed modules for basic advisory, finance, investing, pension provision, life and pension planning, taxes, inheritance and bequeathing, and household budget.
• Omnium Client Client-facing digital portal that lets customers access consultation results, interactive financial calculators, and self-service features, bridging personalized advisory with digital interaction across all channels.
• Omnium Calculators Suite of interactive financial calculators covering affordability, provision checks, pension checks, tax savings (pillar 3a), lump-sum payments (pillars 2 and 3a), income and asset taxes, tax burden and marginal tax rate, mortgage vs. securities investment, tax optimization by pension fund purchase, capital accrual, and capital consumption.
• Omnium Components / Financial Kernel Embeddable calculation components (tax calculator and pension calculator) delivered via API for integration into existing systems, applications, or custom financial advisory solutions, leveraging the same in-house Swiss tax and pension data used by the Omnium platform.
• Operating Model Services Professional services for setting up advisory operating models, supporting banks, insurance companies, and financial advisors in designing how Omnium is used within their organization.
• Integration Services System integration services connecting Omnium to core banking, CRM, archiving, and mobile banking systems using the platform's 40+ standardized interfaces, with documented end-to-end data flows.
• Individual Project Services Customization and individual project services for tailoring Omnium configurations, modules, and reports to specific enterprise customer requirements.

Quantifiable outcome

• 100+ companies and 3,000+ users rely on Braingroup modules
• +1 more outcomes

Named customers8 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

Integration4 records

Feature6 records

Partnerships

One partnership is on record.

• G+D NetceteracoreStrategic or Co-development Partner · 1 January 2026G+D Netcetera is fully acquiring Braingroup AG in January 2026, opening new perspectives and strengthening market position. G+D Netcetera contributes cutting-edge mobile and web banking solutions while Braingroup provides intuitive advisory tools. This partnership creates flexible solutions combining advisory technology with banking platform capabilities.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Avaloq: Avaloq (now part of NTT Data) is a Swiss-headquartered provider of core banking and wealth management software serving banks and asset managers. It is highly comparable to Braingroup given its Swiss origins, banking/wealth-management focus, and modular software architecture addressing digital advisory and front-office workflows.
• Finnova: Finnova is a Swiss banking software vendor providing core banking, advisory, and digital banking solutions to Swiss regional and cantonal banks. It overlaps directly with Braingroup's bank-segment focus and modular Swiss advisory tooling.
• CREALOGIX: CREALOGIX is a Swiss-based fintech providing digital banking and wealth management software to banks and financial advisors across Europe. Its digital advisory and front-office offerings make it a close functional peer to Braingroup's Omnium platform.
• Additiv: Additiv is a Swiss-founded wealth management technology provider offering digital advisory, robo-advisory, and customer engagement solutions to banks and insurers. Its hybrid advisory and client portal capabilities are directly comparable to Omnium Advisor and Omnium Client.
• Inventx: Inventx is a Swiss financial software and IT services company serving banks, asset managers, and insurers with digital platform solutions. Its focus on the Swiss financial services ecosystem overlaps with Braingroup's customer base and advisory technology focus.

Broad incumbents

• Temenos: Temenos is a global core banking and wealth management software incumbent with a large installed base across retail, private, and wealth management banks. It competes broadly with Braingroup in advisory front-office functionality but as part of a much larger platform portfolio rather than specializing in Swiss advisory modules.
• Envestnet: Envestnet is a large US-based wealth management technology platform offering advisory, analytics, and data solutions to financial advisors and banks. As a broad incumbent, it overlaps with Braingroup's advisor-platform functionality but operates at a much larger scale and serves primarily North American clients.

Regional players

• MoneyPark: MoneyPark is a Swiss mortgage and real-estate advisory platform providing hybrid advisory tools for mortgage brokers and advisors. Its Swiss-market focus and hybrid advisory model make it a regional peer to Braingroup, particularly around mortgage affordability and advisory calculators.

Emerging players

• Allvue Systems: Allvue Systems provides software for alternative investment managers, fund administrators, and wealth managers, with front-office advisory and CRM-like capabilities. As an emerging wealthtech player, it overlaps with Braingroup's advisor workflow tools but focuses on alternative investments.
• AdviceRobo: AdviceRobo is a European wealthtech providing AI-driven risk profiling, robo-advisory, and customer segmentation tools for banks and insurers. Its emerging AI capabilities in client profiling overlap thematically with Braingroup's advisory cockpit and segmentation workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Braingroup