JDC Group
JDC Group AG operates a German Advisortech platform serving 16,000+ independent financial advisors and 2.5 million end customers in DACH through subsidiary Jung, DMS & Cie., offering iCRM, bancassurance infrastructure, and lead-generation tooling to insurers, banks, and broker pools.
- Company typePublic
- Founded2004
- HeadquartersWiesbaden, Germany
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What JDC Group does
JDC Group AG (formerly Aragon AG, founded 26 January 2004 in Wiesbaden, Germany; listed on the Scale segment of the Frankfurt Stock Exchange, ticker JDC, ISIN DE000A0B9N37) operates a leading German-speaking Advisortech platform that connects more than 16,000 independent financial advisors (IFAs), broker pools, banks, and FinTechs with the full universe of German insurance, investment-fund, and financial-product providers. The firm runs two segments: Advisortech, which delivers modern advisory and administration technology through the wholly-owned Jung, DMS & Cie. Group, and Advisory, which distributes financial products via the FiNUM Group's approximately 230 brokers serving private end customers, HNW clients, and corporate buyers in Germany and Austria. Reported revenue for FY2025 was EUR 250 million (+13.2% YoY) with adjusted EBITDA of EUR 22.2 million (+47% YoY), and Q1 2026 revenue reached EUR 74.9 million (+23% YoY), with FY2026 guidance of EUR 300-330 million in revenue and EUR 35-38 million EBITDA.
JDC Group firmographics
Firmographics- Name
- JDC Group
- Legal name
- JDC Group AG
- Website
- https://jdcgroup.de
- Company type
- Public
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- JDC Group AG operates a German Advisortech platform serving 16,000+ independent financial advisors and 2.5 million end customers in DACH through subsidiary Jung, DMS & Cie., offering iCRM, bancassurance infrastructure, and lead-generation tooling to insurers, banks, and broker pools.
- Ownership category
- akta.pro rank
Where JDC Group is headquartered
LocationHeadquarters
- HQ city
- Wiesbaden
- HQ country
- Germany
- HQ region
- Europe
Offices3 records
Markets served
JDC Group business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Advisortech Segment Revenue: Revenue from technology platform services provided to independent financial advisors, brokers, and insurance distributors. Includes subscription and transaction fees from platform usage, iCRM services, and data processing.
- Advisory Segment Revenue: Commission income from financial product distribution to private end customers and corporate customers via FiNUM Group advisors, brokers, and financial distributors. Commission income exceeded EUR 25 million from FiNUM operations.
- Lead Generation (FMK): Revenue from FMK Compare GmbH lead generation platform facilitating online transactions with consumers ready to make a purchase.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Not publicly disclosed | Platform services for IFAs |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
JDC Group product offering
Product offeringCore offering
JDC Group operates an Advisortech platform that delivers modern advisory and administration technology to independent financial advisors, insurance brokers, and financial distributors. The platform connects over 16,000 sales partners to a comprehensive universe of insurance and financial products via 700 data interfaces, providing iCRM contract management, comparison calculators, and policy administration. The company also distributes financial products directly to private end customers through its FiNUM advisory network of approximately 230 brokers serving high net worth clients.
Product overview
JDC Group operates as a platform leader in Advisortech and Bancassurance, offering a unified platform-plus-modules architecture for the financial and insurance industry in German-speaking markets. The core Advisortech platform enables insurance and financial product distribution via 700 data interfaces, with iCRM providing centralized customer and contract management. Supporting modules include allesmeins (PWA digital financial home), easyROBI (RoboAdvisor for digital wealth management), GELD.de (consumer comparison portal), and IFA calculators connected to the CRM. The Advisory segment delivers financial advisory services through FiNUM.Finanzhaus and FiNUM.Private Finance (230+ brokers), while acquired brands MORGEN & MORGEN (analytics) and FMK Compare (lead generation) expand the ecosystem. Jung, DMS & Cie. serves as the primary technology platform for over 16,000 connected independent financial advisors.
Differentiator
Problem solved
Functional benefit
Brands
- allesmeins: Award-winning app for consultants - digital infrastructure for financial and insurance advisors with policy administration and claim settlement functionality
- easyROBI
- iCRM
- FiNUM
- Jung, DMS & Cie.
Products and services
- JDC Advisortech Platform Central technology platform for management and administration of investment and insurance portfolios, featuring 700 data interfaces for processing new business. The continuous value chain and central data repository enable comprehensive consultant and end-customer support from backend to frontend.
- iCRM Customer and contract management system provided by Jung, DMS & Cie. to sales partners. iCRM provides complete customer and contract management, eliminating the need for expensive proprietary CRM systems. Uses BiPRO, GDV, and insurance portal integrations to update contract data automatically.
- allesmeins Award-winning Progressive Web App providing a digital financial home for consultants and end customers. Provides consulting tools for advisors and digital financial management for end customers with automated rate check and optimization, policy administration, and claim settlement functionality.
- easyROBI Digital wealth management platform (RoboAdvisor) offering simple opportunities to save for long-term goals. Easy accessible and compliant with all new regulation settings in Germany and Europe.
- Jung, DMS & Cie. Broker Pool
Quantifiable outcome
- 13.2% YoY revenue growth to EUR 250 million in FY 2025
- +5 more outcomes
Companies that use JDC Group
Customer profileNamed customers16 records
Segments5 records
Ideal customer profiles3 records
JDC Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature5 records
JDC Group partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, major and minor.
- FMK Compare GmbH and HVG Hanse GmbHcoreAcquisition of 60% stake in FMK Group - lead generation platform for online transactions with consumers ready to make a purchase.
- VGH VersicherungenmajorExclusive cooperation agreement with Jung, DMS & Cie. for insurance distribution in Sparkassen sector.
- FidesSecur Versicherungs- und Wirtschaftsdienst GmbHcoreExclusive cooperation for insurance business of the savings banks in the business region of Versicherungskammer Bayern (VKB).
- SGB (Sicher gut betreut Versicherungsvermittlung GmbH)coreExclusive cooperation for insurance business of the savings banks in the business region of SparkassenVersicherung (SV).
- Top Ten GroupcoreAcquisition of significant parts of Top Ten Group to expand broker pool and technology capabilities.
- EcclesiamajorMajor broker Ecclesia uses JDC's digital administration program and platform technology for insurance distribution.
- Bain Capital InsurancemajorLong-term brokerage joint venture with Bain Capital Insurance and Canada Life Irish Holding Company Limited to form Summitas Gruppe as a consolidation platform for insurance intermediaries.
- GothaermajorDigital customer and contract platform cooperation for Gothaer agencies enabling digital insurance distribution.
- R+V Insurancemajor5-year contract to pilot a bancassurance platform for Cooperative Banks (Volks- und Raiffeisenbanken) enabling insurance distribution through R+V network.
- MORGEN & MORGEN GmbHcoreAcquisition of all shares of data analytics and comparison software company MORGEN & MORGEN GmbH for insurance analytics and comparison capabilities.
- MediolanumminorCooperation in private pension planning products to bring Mediolanum policies to the German market.
- Provinzial GroupmajorStrategic collaboration on consumer insurance business of savings banks; 5% stake acquisition; Joint venture Einfach Gut Versichert GmbH established for the Sparkassen insurance business.
- FinanzguruminorLeading multibanking app as new platform customer for insurance product distribution.
- comdirectmajorFive-year contract for digital insurance platform enabling comdirect to become an insurance broker using JDC's technology.
- Sparda Bank Baden-WürttembergminorExclusive partnership agreement for insurance product distribution through Sparda Bank network.
- FlatexminorStrategic partnership for brokerage and financial services integration.
Scale indicators20 records
Recent moves23 records
Expansion highlights6 records
JDC Group competitors and assessment
Company assessmentDirect peers
- Hypoport AG: German-based platform operator running the EUROPACE marketplace for mortgage, insurance, and personal finance distribution. Most directly comparable to JDC: both operate multi-sided transaction platforms connecting IFAs, banks, and insurers, with a similar B2B software-plus-distribution revenue model.
- Scalable Capital: Leading German robo-advisor and broker platform offering digital wealth management. Comparable to JDC's easyROBI product and FiNUM advisory segment, competing for retail and affluent end-customers via a pure-D2C platform model.
- Clark Germany: Frankfurt-based insurtech providing a digital insurance manager and broker app for consumers. Competes with JDC's allesmeins and Geld.de offerings for the same retail customer's insurance wallet.
- Getsafe (by Hiscox): German insurtech that was acquired by Hiscox and focuses on digital insurance distribution and embedded insurance products. Directly comparable to JDC's Bancassurance and Insurtech platform plays targeting bank and fintech distribution partners.
- Wefox Holding AG: Berlin-based digital insurance broker operating across Germany, Switzerland, and other European markets. Comparable to JDC in serving independent brokers and consumers via a technology-led distribution model, though with a more D2C-leaning GTM.
- Moneyfarm: European digital wealth manager offering robo-advisory and portfolio management to retail and HNW clients in the UK, Italy, and Germany. Comparable to JDC's FiNUM advisory and easyROBI offerings in the wealth management segment.
- Helvetia Baloise Insurance / finanzen.de Group: finanzen.de is one of Germany's largest financial product comparison and lead-generation portals, recently taken over by Helvetia/Baloise. Directly comparable to JDC's FMK Group and Geld.de portals in the online lead-gen and comparison space.
Emerging players
- ELEMENT Insurance AG: Berlin-based insurance-as-a-platform provider enabling banks and fintechs to launch and distribute insurance products. Comparable to JDC's bancassurance platform ambitions, though smaller and more focused on embedded insurance distribution.
- Friendsurance GmbH: Berlin-based insurtech offering peer-to-peer insurance and digital broker services in Germany. Adjacent competitor to JDC's Geld.de portal in consumer insurance comparison and online brokerage.
Others
- Finanzguru / Schufa Holding AG: Leading German multibanking and personal finance management app, currently a JDC platform partner. Relevant peer given overlapping customer base in consumer-facing financial product comparison and bancassurance enablement.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
JDC Group social profiles
Digital presenceJDC Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
JDC Group leadership team
Management profileNumber of profiles
Profiles4 records
JDC Group subsidiaries and ownership
Company hierarchySubsidiaries9 records
JDC Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
JDC Group 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 JDC Group
What does JDC Group do?
JDC Group operates an Advisortech platform that delivers modern advisory and administration technology to independent financial advisors, insurance brokers, and financial distributors. The platform connects over 16,000 sales partners to a comprehensive universe of insurance and financial products via 700 data interfaces, providing iCRM contract management, comparison calculators, and policy administration. The company also distributes financial products directly to private end customers through its FiNUM advisory network of approximately 230 brokers serving high net worth clients.
Is JDC Group a public or private company?
JDC Group is a public company. It is classified as public and is currently operating.
When was JDC Group founded?
JDC Group was founded in 2004. It employs 251 to 500 people.
Where is JDC Group based?
JDC Group is headquartered in Wiesbaden, Germany, in the Europe region.
How does JDC Group make money?
Three revenue lines are on record. Advisortech Segment Revenue is the primary driver. The others are advisory Segment Revenue and lead Generation (FMK).
Who are JDC Group's main competitors?
Direct peers on record are Hypoport AG, Scalable Capital, Clark Germany, Getsafe (by Hiscox), Wefox Holding AG, Moneyfarm and Helvetia Baloise Insurance / finanzen.de Group. Emerging players are ELEMENT Insurance AG and Friendsurance GmbH. Finanzguru / Schufa Holding AG is listed as an others.
Does JDC Group have an API?
No public API is recorded for JDC Group.