Roth Gygax & Partner

What Roth Gygax & Partner does

Roth Gygax & Partner AG is an independent Swiss financial advisory firm founded in 2003 by Thomas Roth and Peter Gygax, headquartered in Gümligen near Bern. The firm provides insurance brokerage, occupational pension (BVG) planning, and wealth advisory services to a deliberately narrow customer base: physicians, dentists, pharmacists, and entrepreneurs. Its product catalog spans 18+ insurance lines including professional liability, legal protection, health, life, accident, building, household, cyber, and earthquake insurance, supplemented by financial planning, pension planning, mortgage, and securities deposit services delivered in collaboration with selected private banks and asset managers.

The firm operates a multi-channel GTM combining a direct advisory practice at its Gümligen office with an exclusive referral partnership with FMH Services — the service organization of Swiss physicians — established at founding in 2003. It also owns and operates info4insider, a subscription-based B2B comparison portal covering most individual Swiss life insurance products, used by insurance brokers, Swiss life insurers for product development, banks, trust administrators, and journalists. Content marketing is delivered through the SKALPELL print magazine (since 2017) and online blog (since 2018), published in German and distributed to the FMH physician subscriber base.

The business model is primarily professional services, monetized through insurance brokerage commissions and advisory fees, with a secondary recurring revenue stream from info4insider subscriptions. The firm is privately held, has no external institutional investors, and is led by a stable executive board (Thomas Roth, Sergio Kaufmann, Stefan Walther, Roger Ledermann) that has operated together since at least 2007. Headcount grew from 8 employees in 2003 to over 20 by 2019, with three office expansions at the same headquarters (2004, 2008, 2020) tracking growth.

Name

Roth Gygax & Partner

Legal name

Roth Gygax & Partner AG

Website

https://rothgygax.ch

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Roth Gygax & Partner AG is an independent Swiss financial advisory firm founded in 2003, providing insurance brokerage, BVG pension, and wealth advisory services primarily to physicians, dentists, pharmacists, and entrepreneurs in Switzerland.

Ownership category

akta.pro rank

Product category

Insurance and pension advisory services

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Independent insurance brokerage
• Occupational pension advisory
• Wealth management services
• Life insurance comparison platform
• Professional liability advisory

Headquarters

HQ city

Gümligen

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Advisory and Brokerage: Independent insurance advisory services for medical professionals (physicians, dentists, pharmacists) and entrepreneurs. Provides comparisons, recommendations, and mediation of insurance products including professional liability, building insurance, legal protection, health insurance, and life insurance.
2. info4insider Subscription: Subscription-based access to the info4insider comparison portal for individual life insurance, used by insurance brokers, life insurers, banks, and trust administrators. Includes monthly data updates, news portal, and product change overviews.
3. Pension and Financial Planning: Financial planning services including occupational pension (BVG), pension planning, mortgage advisory, securities portfolio management, and wealth planning for individual and business clients.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Core offering

Roth Gygax & Partner AG is an independent Swiss financial advisory firm that brokers and advises on insurance, occupational pension (BVG), and wealth management products for medical professionals and entrepreneurs. Its core offering is personalized advisory and brokerage of over 18 insurance lines (professional liability, legal protection, life, health, accident, cyber, building, household, earthquake, construction, etc.) plus pension planning, financial planning, mortgage, and securities deposit services. Complementing the advisory business, it operates the info4insider subscription portal, a Swiss life insurance comparison platform used by external brokers, insurers, banks, and journalists.

Product overview

Roth Gygax & Partner AG operates as an independent financial advisory firm offering a comprehensive portfolio of insurance, retirement planning, and wealth management products and services. Their offering includes over 18 distinct insurance products (professional liability, accident, health, life, cyber, legal protection, building, household, earthquake, and more), pension planning services, financial planning, mortgage services, and securities deposit management. They specialize in serving specific customer segments including doctors, dentists, pharmacists, and entrepreneurs. Additionally, they developed info4insider, a proprietary comparison portal software for individual life insurance that is used by insurance brokers, life insurers, banks, and fiduciary services. The company has a long-standing partnership with FMH Services (the service organization for Swiss physicians) and publishes the SKALPELL financial magazine/blog.

Differentiator

Problem solved

Functional benefit

Products and services

• Berufshaftpflichtversicherung (Professional Liability Insurance) Professional liability insurance covering all risks of the policyholder's professional activity, including tailored guarantee sums, deductibles, and exclusive framework contract conditions; targeted at physicians, dentists, pharmacists, and other professionals in Switzerland.
• Berufliche Vorsorge (BVG) — Occupational Pension Advisory Independent advisory and brokerage for Swiss occupational pension (BVG) schemes, providing retirement, disability, and survivor benefits planning for employees and self-employed professionals.
• Rechtsschutz (Legal Protection Insurance) Legal protection insurance covering legal costs and providing legal assistance for personal and professional legal disputes, brokered by Roth Gygax & Partner for individuals and professionals.
• Lebensversicherung (Life Insurance) Individual life insurance products providing financial protection for families and individuals, brokered and advised on by Roth Gygax & Partner, with neutral comparison via the info4insider portal.
• Krankenkasse (Health Insurance) Swiss mandatory and supplementary health insurance products advised on and brokered by Roth Gygax & Partner for medical coverage.
• Praxis-Sachversicherung (Practice Property Insurance) Property insurance specifically designed for medical and professional practices, covering equipment, furnishings, and operational assets.
• Cyberversicherung (Cyber Insurance) Cyber insurance coverage for digital risks and cyber incidents affecting practices and businesses, brokered by Roth Gygax & Partner.
• Pensionsplanung (Pension Planning) Standalone pension planning advisory service covering retirement readiness, tax-efficient pension structuring, and survivor benefit design for individuals and practice owners.
• Finanzplanung (Financial Planning) Comprehensive financial planning services for individuals and businesses, integrating insurance, pension, mortgage, and wealth elements into a single advisory plan.
• Wertschriftendepot (Securities Deposit) Securities deposit service enabling cost-efficient and diversified capital investment for pillar 2 and pillar 3a pension funds, delivered in collaboration with selected private banks and asset managers.
• Hypothek (Mortgage) Mortgage financing advisory and brokerage services for property acquisition, supporting individuals and business owners in Switzerland.
• info4insider — Life Insurance Comparison Portal Subscription-based web comparison portal containing data on most individual life insurance products in Switzerland, with monthly data updates, news, and product change tracking; enables users to find suitable solutions based on customer needs, build comparisons, and document recommendations for follow-up years. Target users are insurance brokers, Swiss life insurers (for product development), banks, and trust administrators.

Quantifiable outcome

• Founded 2003 with 8 employees, grew to over 20 by 2019 - demonstrating sustained growth and market acceptance

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• FMH ServicescoreChannel Partner/ Reseller/ Distributor · 1 January 2003Long-standing exclusive partnership since 2003 with FMH Services (the service organization of Swiss physicians). FMH Services recommends Roth Gygax & Partner exclusively to their physician members for insurance, pension, and wealth matters. Also launched FMH Insurance Services Finance Newsletter in 2009, distributed semi-annually to over 25,000 subscribers.
• FMH Consulting Services AGcoreChannel Partner/ Reseller/ DistributorProfessional organization related to FMH Services providing consulting services to Swiss physicians. Part of the FMH network partnership ecosystem.
• Die Ärzteversicherer (The Physician Insurers)coreStrategic or Co-development PartnerStrategic partner referenced on the website as part of the specialized services for physicians, indicating a focused network of insurance providers serving the medical professional segment.

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Broad incumbents

• Mercer Switzerland: Global consulting firm focused on health, wealth, and career, with strong Swiss pension/BVG consulting and actuarial practice — relevant on the pension-advisory and BVG side of Roth Gygax & Partner's offering for professional and SME clients.
• Howden Group (Switzerland): Global insurance brokerage with a Swiss presence, offering multi-line corporate and personal-lines placement — overlaps Roth Gygax & Partner's professional-liability and property lines at much greater scale and broader portfolio breadth.
• Die Mobiliar: Swiss cooperative insurer with general-agency advisory network covering personal lines, SME, and pension-relevant products — overlaps Roth Gygax & Partner's insurance-advisory offering but with captive-agent economics rather than fully independent brokerage.
• Baloise Group: Swiss insurance and pension group with a multi-channel advisory force and bank-distribution of pension/wealth products — competes on life, pension, and property cover with both direct and intermediated delivery.
• WTW (Willis Towers Watson) Switzerland: Global insurance and risk-management broker with Swiss operations spanning corporate insurance placement, actuarial, and employee-benefits consulting — directly comparable on BVG/pension advisory and risk-management value proposition.
• Aon Switzerland: Global insurance broker and risk advisor with full Swiss operations covering commercial insurance, employee benefits, and wealth-related advisory — competes with Roth Gygax & Partner on professional liability, BVG, and SME risk-management mandates.

Direct peers

• Swiss Life Select: The financial-advisory arm of Swiss Life in Switzerland, offering independent advice on insurance, pensions (BVG), and wealth management across multiple specialist segments — the closest large-scale direct competitor to Roth Gygax & Partner's multi-line advisory model.
• VZ Vermögenszentrum: Swiss independent wealth-and-pension advisory firm with mortgage, financial-planning, and securities services — overlaps Roth Gygax & Partner's Hypothek, Finanzplanung, Wertschriftendepot and BVG offerings for retail-affluent and professional clients in Switzerland.
• Helmsman Group: Independent corporate insurance broker operating in Switzerland, offering multi-line placement and advisory services to SMEs and professionals — comparable in business model (independent multi-carrier brokerage) and target verticals to Roth Gygax & Partner.

Emerging players

• Moneyland.ch: Swiss independent comparison portal for insurance, banking, and pension products — addresses the same transparent-comparison need as info4insider and competes for the same broker/customer attention in the Swiss market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rothgygax

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Roth Gygax & Partner