Firstance
- Company typePrivate
- Founded2010
- HeadquartersMilano, Italy
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Firstance firmographics
Firmographics- Name
- Firstance
- Website
- https://firstance.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Firstance industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
- akta.pro secondary industry
- Retail Wealth & Bancassurance Distribution (Investment & Insurance via Bank) (FSABAAAJ)
Keywords
Where Firstance is headquartered
LocationHeadquarters
- HQ city
- Milano
- HQ country
- Italy
- HQ region
- Europe
Markets served
Firstance business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Firstance product offering
Product offeringCore offering
Firstance operates a life insurance distribution platform serving the European wealth management market. The platform enables financial advisors and institutions to distribute life insurance products and manage associated assets across multiple European jurisdictions, with over €43 billion in assets managed on the platform. Following its 2026 acquisition by Harvest, the offering forms part of a broader unified European WealthTech group.
Product overview
Firstance offers a unified life insurance distribution platform designed for the European wealth management market. The platform enables financial advisors and institutions to distribute life insurance products and manage associated assets. With over €43 billion in assets under management, it serves as a core component within Harvest's broader wealth management software portfolio following its acquisition.
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance Distribution Platform
Quantifiable outcome
- Expanded European coverage to 30+ jurisdictions
- +1 more outcomes
Companies that use Firstance
Customer profileSegments1 record
Ideal customer profiles1 record
Firstance technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Firstance partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HarvestcoreHarvest, a European wealthtech software publisher, acquired Firstance in January 2026. The transaction combines Firstance's life insurance distribution platform managing over €43 billion in assets with Harvest's existing wealth management software capabilities. The acquisition marks Harvest's second major acquisition in nine months following the Fincite deal in Germany. Together, the companies aim to form a unified European WealthTech group focused on innovation and scalable digital solutions for wealth advisors and financial institutions.
Scale indicators3 records
Recent moves3 records
Expansion highlights4 records
Firstance competitors and assessment
Company assessmentEmerging players
- Moneyfarm: European digital wealth manager offering managed portfolios and advised wealth services across Italy and the UK; competes for the same wealth advisor and end-client relationships that Firstance's platform serves.
Direct peers
- Wealth Dynamix: UK-based wealth management software provider serving private banks, family offices, and wealth managers with CRM and client lifecycle tools; directly comparable as a B2B wealthtech platform serving the European advisory market.
- Profile Software: Fintech software vendor offering wealth management, investment management, and insurance platforms to European financial institutions; directly comparable as a competing B2B platform serving overlapping customer segments.
- Fincite: German wealthtech acquired by Harvest prior to Firstance; provides digital wealth management and portfolio management software to European financial advisors, making it a closely comparable B2B WealthTech platform operating in adjacent European jurisdictions.
- Objectway: Italy-headquartered wealth and asset management software vendor serving banks, asset managers, and insurance distributors across Europe; directly comparable as a competing B2B wealthtech platform in Firstance's home market.
Broad incumbents
- Harvest: European wealth management software publisher that acquired Firstance; offers a broader wealthtech platform spanning multiple product lines beyond life insurance distribution, serving as the most direct strategic counterpart within Firstance's market.
- FinecoBank: Italian bank with a large wealth advisory and life insurance distribution franchise; comparable as a major customer and competitive counterparty for life insurance distribution platforms in Italy and Europe.
- Allianz Life Insurance: One of Europe's largest life insurance carriers with extensive distribution through wealth advisors; comparable as a counterparty and indirect competitor shaping the demand for digital life insurance distribution platforms like Firstance's.
Regional players
- Europrivate: Italian private bank and wealth manager offering advisory and discretionary wealth services including life insurance wrappers; representative of the Italian HNW segment that Firstance's platform targets.
- EVO Banca: Italian private bank and wealth manager offering discretionary and advisory wealth services; representative of the Italian wealth advisory market in which Firstance's life insurance distribution platform is deeply embedded.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Firstance social profiles
Digital presenceFirstance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Firstance leadership team
Management profileNumber of profiles
Profiles2 records
Firstance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Firstance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Firstance
What does Firstance do?
Firstance operates a life insurance distribution platform serving the European wealth management market. The platform enables financial advisors and institutions to distribute life insurance products and manage associated assets across multiple European jurisdictions, with over €43 billion in assets managed on the platform. Following its 2026 acquisition by Harvest, the offering forms part of a broader unified European WealthTech group.
Is Firstance a public or private company?
Firstance is a private company. It is classified as corporate owned and is currently acquired.
When was Firstance founded?
Firstance was founded in 2010. It employs 11 to 50 people.
Where is Firstance based?
Firstance is headquartered in Milano, Italy, in the Europe region.
Who are Firstance's main competitors?
Moneyfarm is listed as an emerging player. Direct peers are Wealth Dynamix, Profile Software, Fincite and Objectway. Broad incumbents are Harvest, FinecoBank and Allianz Life Insurance. Regional players are Europrivate and EVO Banca.
Does Firstance have an API?
No public API is recorded for Firstance.
What industry is Firstance in?
Firstance's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs), with a secondary code of FSABAAAJ, Retail Wealth & Bancassurance Distribution (Investment & Insurance via Bank). Its NAICS code is 5242 and its SIC code is 6411.