SAB servis

What SAB servis does

SAB servis is a Prague-based Czech financial brokerpool founded in 2013 by Mojmír Urbánek that operates as a B2B intermediary between independent financial advisors and Czech financial product manufacturers including banks, insurance companies, investment funds, and pension funds. The firm holds a Czech National Bank licence covering four product categories — investment, insurance, credit, and pension intermediation — which allows it to route advisor-generated business across multiple financial product verticals from a single regulated entity.

The company's core technology consists of an integrated proprietary fintech ecosystem comprising the myDOCK CRM, the myNOTE mobile application for advisors, the myPLANN client-facing application, the myBRIK real estate module, and four category-specific business platforms spanning life insurance, non-life insurance, credit, and investment. Recent additions include the OKO automated business submission system and 2025-vintage AI Assistants that provide advisors with generative AI support for client data processing and knowledge retrieval inside myDOCK. The firm is also expanding into adjacent verticals such as cryptocurrency brokerage and corporate non-life insurance via its 2024 partnership with Respect, and operates an in-house real estate arm via the myBRIK module.

SAB servis earns revenue primarily on a commission basis, retaining a share of the financial product commissions generated through its advisor network — gross commission turnover reached 1,450 million CZK in 2024, distributed across 2,000+ advisors and partner advisory firms including AMJ Finance, Avenir, 4Brokers, Finovo, and Stone & belter. SAB servis shares volume bonuses from manufacturers transparently with its partners and pays advisors on a weekly cadence, with reserve fund mechanics supporting the brokerpool. The firm employs 100+ staff at its Prague headquarters and has invested in physical infrastructure including the 2024 renovation of the Žákův mlýn property.

Name

SAB servis

Legal name

SAB servis s.r.o.

Website

https://sabservis.cz

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

SAB servis is a Prague-based Czech financial brokerpool, founded in 2013, that connects 2,000+ independent financial advisors with banks, insurers, funds, and pension firms through its proprietary myDOCK ecosystem, retaining a share of the resulting commissions.

Ownership category

akta.pro rank

Product category

Financial Advisory Brokerage Services (Brokerpool)

NAICS

Investment Banking and Securities Intermediation (52315), Insurance Agencies and Brokerages (52421)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Financial brokerage services
• Advisory firm support
• Insurance intermediation
• Investment product brokerage
• Financial advisor CRM

Headquarters

HQ city

Prague

HQ country

Czechia

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Commission from Financial Products: SAB servis generates revenue through commissions earned on financial products (investments, insurance, credits, pension savings) intermediated through its network of advisors. The company acts as a service company for financial advisors, covering their activities of facilitating purchase of financial services from providers to end customers. Gross commission turnover reached 1,450 million CZK in 2024.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels10 records

Core offering

SAB servis is a Czech brokerpool that provides independent financial advisors and advisory firms with back-office infrastructure, regulatory compliance support, proprietary fintech tools (myDOCK CRM, myNOTE, myPLANN, myBRIK business platforms), and access to a network of financial product providers. The company generates revenue through commissions on financial products (investments, life and non-life insurance, mortgages/consumer credit, and pension savings) intermediated by its partner advisors serving end clients. Commissions are settled weekly, and partners gain access to 18+ investment providers, 22+ insurance partners, 21+ credit providers, and 8 pension funds.

Product overview

SAB servis is a brokerpool offering a unified product ecosystem centered around the myEkosystém (my Ecosystem). The core platform myDOCK serves as the comprehensive CRM and business management system, which connects four specialized business platforms for life insurance, non-life insurance, credit/mortgages, and investments. The ecosystem is extended through mobile applications: myPLANN for client self-service and advisory relationship management, myNOTE for field advisors, and myBRIK for real estate operations. Additional modules include paid advisory services with FIO bank integration for payment automation, and AI-powered assistants for advisor support. All tools are designed to be interconnected, enabling advisors to process client acquisition, service, and ongoing support within a single environment.

Differentiator

Problem solved

Functional benefit

Brands

• myDOCK: Comprehensive CRM ecosystem for managing advisory firms, advisors, client relationships, and business operations.
• myNOTE
• myPLANN
• myBRIK
• Placené poradenství (Paid Advisory)

Products and services

• myDOCK
• myNOTE
• myPLANN
• myBRIK
• Life Insurance Business Platform (Životní platforma)
• Non-Life Insurance Business Platform (Neživotní platforma)
• Credit Business Platform (Úvěrová platforma)
• Investment Business Platform (Investiční platforma)
• Placené poradenství (Paid Advisory)
• AI Assistants for advisors

Quantifiable outcome

• 1,450 million CZK gross commission turnover in 2024
• +4 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature9 records

Partnerships

20 partnerships are on record, tiered strategic, core and minor.

• RespectstrategicStrategic or Co-development Partner · 1 February 2025Strategic partnership with Respect for large business risks. Combines sales network strength with expert broker firm know-how.
• AMISTA investiční společnostcoreOthersInvestment company partner for investment services brokerage. Advisors can offer clients investment products from this provider.
• Amundi Czech Republic Asset ManagementcoreOthersAsset management company providing investment fund products through the SAB servis network.
• Generali Investments CEEcoreOthersInvestment company partner offering collective investment securities.
• WOOD & Company Financial ServicescoreOthersInvestment services provider for securities and investment funds.
• J&T BANKAcoreOthersPrivate bank providing investment products and services.
• Allianz pojišťovnacoreOthersInsurance company partner for life and non-life insurance brokerage.
• Česká spořitelnacoreOthersMajor Czech bank partner for credit, investment, and pension products.
• ČSOBcoreOthersBanking group partner offering credit, insurance, and pension products.
• Komerční bankacoreOthersCzech banking institution partner for various financial products.
• Kooperativa pojišťovnacoreOthersInsurance company partner, Vienna Insurance Group member.
• UNIQA pojišťovnacoreOthersInsurance partner offering life and non-life insurance products.
• mBankcoreOthersDigital bank partner for consumer credit products.
• RaiffeisenbankcoreOthersBanking partner for credit products and services.
• ZONKY (Air Bank)coreOthersPeer-to-peer lending platform partner for consumer credit.
• Česká asociace společností finančního poradenství a zprostředkování (ČASF)strategicStrategic or Co-development PartnerIndustry association membership for financial advisory and brokerage companies, promoting quality standards in the industry.
• NN Penzijní společnostcoreOthersPension fund partner for supplementary pension savings products.
• ČSOB Penzijní společnostcoreOthersPension fund partner under ČSOB group.
• Master DCcoreTechnology or IntegrationData center provider for secure server hosting in Prague and Brno with 24/7 security, cooling, backup power, and redundant internet.
• Život v kufříku (foundation)minorOthersCharitable foundation partnership. Donation of 176,000 CZK at 12th beach tournament, 150,000 CZK at 13th edition. Patronage by Mojmír Urbánek and wife Kamila.

Scale indicators13 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Broker Trust: Major Czech brokerpool and SAB servis's most direct competitor. Multiple SAB servis leaders (e.g., Olga Mistolerová) joined from Broker Trust, confirming direct head-to-head competition for advisors and product partnerships.
• Chytrý Honza: Czech financial advisory and brokerpool competitor. SAB servis hired Ondřej Karel from Chytrý Honza as Head of Legal, evidencing direct competition for advisors, partnerships, and technology leadership.
• GOLEM FINANCE: Czech brokerpool operating in the same financial distribution space as SAB servis, providing infrastructure, compliance, and product access to independent financial advisors.
• FPD (Finanční poradenský dům): Czech financial advisory network serving independent advisors. Operates a similar brokerpool/advisor-services model in the Czech market and competes for advisors and product provider partnerships.
• Fincentrum: Czech financial advisory and brokerpool competitor offering tools, products, and infrastructure to independent advisors — directly comparable business model to SAB servis.

Broad incumbents

• Partners Financial Services: Czech financial advisory network and part of the broader Partners group (banking, real estate). Competes with SAB servis for advisors and operates a larger/wider portfolio offering overlapping capabilities.
• Iress: Global provider of technology for financial advice, trading, and wealth management. Comparable in the advisor-technology and workflow layer that SAB servis builds internally with myDOCK/myNOTE/myPLANN.
• Salesforce (Financial Services Cloud): Broad enterprise CRM with a dedicated financial-services vertical. Represents a potential competitive or substitutive platform that large brokerpools or advisors could adopt instead of a proprietary stack like myDOCK.

Emerging players

• XPLAN: Provider of financial planning software and CRM tools for advisors. Comparable in the technology layer SAB servis competes on for advisor productivity and client engagement.
• PractiFi: CRM and workflow platform purpose-built for financial advisors. Comparable to SAB servis's myDOCK CRM offering and represents how advisor tooling could evolve as a standalone SaaS business.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCkuH9QYcLH11asuKGVhSL0Q
• Facebookfacebook.com/SABservis

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

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 SAB servis