reoplan
- Company typePrivate
- Founded1987
- HeadquartersBern, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
reoplan firmographics
Firmographics- Name
- reoplan
- Legal name
- reoplan Holding AG
- Website
- https://reoplan.ch
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
reoplan industry classification
Industry- Product category
- Professional Services (Fiduciary, Real Estate Management & Digital Process Solutions)
- NAICS
- Other Management Consulting Services (541618), Management of Companies and Enterprises (5511)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where reoplan is headquartered
LocationHeadquarters
- HQ city
- Bern
- HQ country
- Switzerland
- HQ region
- Europe
Offices5 records
Markets served
reoplan business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fiduciary Services: Comprehensive fiduciary and trust services including accounting, payroll administration, HR services, tax consulting, outsourcing, business consulting, succession planning, interim management, and statutory auditing. Revenue is generated through professional service engagements billed on a project or retainer basis.
- Real Estate Management: Full-service real estate management including property management, rental services (including first-time rentals), property sales (via group company PK Immobilien AG), property valuation, and construction supervision. Revenue comes from management fees, sales commissions, and consulting fees.
- Digital Solutions: Digital process solutions and consulting for fiduciary and real estate companies, including process templates, document management, and workflow automation. Offered as managed services, consulting engagements, or software-as-a-service type arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services pricing based on scope and complexity |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
reoplan product offering
Product offeringCore offering
reoplan is a Swiss multi-service group that delivers integrated fiduciary services (accounting, payroll, HR, tax consulting, outsourcing, business consulting, succession planning, interim management, statutory auditing), full-service real estate management (property management, rentals, sales via PK Immobilien AG, valuation, construction supervision), and proprietary digital process automation solutions (Kreditoren-/Auftrag-/Vertrag-Prozess) to Swiss SMEs, property owners, municipalities, housing cooperatives, and pension funds across offices in Bern, Thun, Zurich, Burgdorf, and Visp.
Product overview
reoplan is a Swiss fiduciary, real estate, and digital services group organized under Holding AG, operating through subsidiaries including Reoplan Treuhand AG, Reoplan Thun AG, Reoplan Zurich AG, and Reoplan Immobilien AG. The company offers three integrated service pillars: (1) Fiduciary Services encompassing accounting, payroll, HR, tax consulting, outsourcing, business consulting, succession planning, interim management, and statutory auditing; (2) Real Estate Management covering property management, rentals, sales, valuations, and construction supervision; and (3) Digital Solutions — a proprietary process automation layer built on JobRouter and DocuWare that includes the Kreditoren-Prozess (creditor approval workflow), Auftrag-Prozess (order management), and Vertrag-Prozess (contract management), offered as template solutions to other fiduciary and real estate firms. A unified customer portal (reoplan Login) provides access to Remote Apps, Cloud file exchange, Digital Workflows, and Document Management. Self-service Offer Calculators provide indicative quotes for both fiduciary and real estate services. The group employs over 30 staff across offices in Bern, Thun, Zurich, Burgdorf, and Visp.
Differentiator
Problem solved
Functional benefit
Brands
- reoplan Digital: Digital solutions and process automation services for fiduciary and real estate businesses, including digital workflows, document management, and client portals
- reoplan Login
Products and services
- Fiduciary Services Comprehensive fiduciary services including accounting, payroll administration, human resources support, tax consulting, outsourcing, business consulting, succession planning, interim management, and statutory auditing for Swiss SMEs, municipalities, and public administrations.
- Real Estate Management Full-service real estate management covering property management, rentals (including first-time rentals), sales and valuation (delivered via group company PK Immobilien AG), and construction supervision for residential and commercial properties owned by individuals, housing cooperatives, pension funds, and other investors.
- Digital Solutions Digital process solutions and consulting for fiduciary and real estate companies, including proprietary process templates for creditor management, contract management, and order management; built on JobRouter (process automation) and DocuWare (document management) with integrations to Rimo R5, pebe Finance, and Immotop.
- Kreditoren-Prozess (Creditor Process) Digital invoice approval workflow for processing incoming invoices. Automates invoice scanning, OCR data extraction, contract matching, approval routing, four-eyes-principle verification, remote approval, and direct posting to accounting software; offered to fiduciary and real estate firms as a ready-to-deploy template.
- Auftrag-Prozess (Order/Work Order Process) Digital order management system for property maintenance that captures damage reports, automates contractor assignment, tracks approval thresholds, manages quote requests, and links completed orders to invoice processing; offered to fiduciary and real estate firms as a ready-to-deploy template.
- Vertrag-Prozess (Contract Process) Digital contract management for rental agreements and service contracts that monitors termination dates, options, rent increases, and automatic alerts, and enables automated invoice processing for service subscriptions linked to active contracts; offered to fiduciary and real estate firms as a ready-to-deploy template.
- Online-Accounting Cloud-based accounting access delivered via Remote Apps that allows clients to directly manage their bookkeeping within the accounting software environment, connecting to pebe Finance and Rimo R5.
- STOWE Portal (Stockwerkeigentum Portal) Digital portal for condominium (stock ownership) owners to access property-related information, documents, and communicate with property management; delivered as a tenant and property owner service for stock ownership (Stockwerkeigentum) management.
Quantifiable outcome
- Over 90% of customers would recommend replan to others (based on 2021 customer satisfaction survey with nearly 100 participants)
Companies that use reoplan
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
reoplan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
Feature6 records
reoplan partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Alos Solution AGcoreIT partner responsible for implementing and configuring replan's digital solutions including JobRouter process software and DocuWare document management system. Alos Solution AG sets up solutions on requested platforms (On-Premise/Cloud), performs customer-specific configurations, and programs interfaces to ERP systems.
- DocuWarecoreDocument management system (DMS) used as the database foundation for replan's digital solutions. Provides secure storage, management, and retrieval of documents with full-text indexing.
- JobRoutercoreLow-code digitization platform used to create and manage digital workflows for creditor management, contract management, and order processing. Forms the process automation layer of replan's digital solutions.
- PK Immobilien AGcoreInternal group company providing real estate sale and valuation services for the replan group. Mentioned as the entity responsible for property sales and valuations.
- RimocoreIndustry-standard real estate management software (Rimo R5) with existing interface to replan's digital solutions. Clients can access their Rimo accounting directly through replan's remote apps.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
reoplan competitors and assessment
Company assessmentBroad incumbents
- PwC Switzerland: Big 4 firm providing audit, tax, consulting, and deal advisory services in Switzerland — competes with replan across fiduciary, tax, HR, and assurance service lines.
- Deloitte Switzerland: Big 4 firm with Swiss audit, consulting, tax, and risk advisory practices — competes with replan for fiduciary, outsourcing, and succession planning mandates.
- EY Switzerland: Big 4 firm delivering audit, consulting, tax, and transaction services in Switzerland — overlaps with replan in assurance, tax, and business consulting for SME and mid-market clients.
- KPMG Switzerland: Big 4 firm offering audit, tax, advisory, and legal services in Switzerland; competes with replan for SME and mid-market fiduciary and accounting mandates at the larger end of the segment.
Direct peers
- OBT AG: Swiss mid-market fiduciary, audit, tax, and consulting firm serving SMEs and public-sector clients with a similar multi-pillar service offering. Closely comparable in size, scope, and customer profile to replan.
- Mazars Switzerland: Mid-tier international audit, tax, and advisory firm with Swiss operations focused on SMEs and owner-managed businesses — directly competes with replan in fiduciary and outsourcing services.
- RSM Switzerland: International mid-tier audit, tax, and consulting network with a Swiss practice serving SMEs and mid-market companies in fiduciary, accounting, and business advisory — closely comparable to replan.
- BDO Switzerland: International accounting and consulting network with a strong Swiss fiduciary, audit, and real estate advisory practice serving SMEs — overlaps directly with replan's fiduciary and tax service lines.
Others
- Helvetia Versicherungen: Swiss insurance and financial services provider with a real estate and institutional property management offering serving pension funds and corporates — adjacent competitor in real estate management for institutional clients.
Emerging players
- Wüest Partner: Swiss real estate consulting and analytics firm serving property owners, pension funds, and housing cooperatives — overlaps with replan's real estate management, valuation, and institutional reporting capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
reoplan social profiles
Digital presencereoplan financial estimates
Financial estimateRevenue estimate
Valuation estimate
reoplan leadership team
Management profileNumber of profiles
Profiles6 records
reoplan subsidiaries and ownership
Company hierarchySubsidiaries5 records
reoplan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
reoplan 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 reoplan
What does reoplan do?
reoplan is a Swiss multi-service group that delivers integrated fiduciary services (accounting, payroll, HR, tax consulting, outsourcing, business consulting, succession planning, interim management, statutory auditing), full-service real estate management (property management, rentals, sales via PK Immobilien AG, valuation, construction supervision), and proprietary digital process automation solutions (Kreditoren-/Auftrag-/Vertrag-Prozess) to Swiss SMEs, property owners, municipalities, housing cooperatives, and pension funds across offices in Bern, Thun, Zurich, Burgdorf, and Visp.
Is reoplan a public or private company?
reoplan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was reoplan founded?
reoplan was founded in 1987. It employs 11 to 50 people.
Where is reoplan based?
reoplan is headquartered in Bern, Switzerland, in the Europe region.
How does reoplan make money?
Three revenue lines are on record. Fiduciary Services are the primary driver. The others are real Estate Management and digital Solutions.
Who are reoplan's main competitors?
Broad incumbents on record are PwC Switzerland, Deloitte Switzerland, EY Switzerland and KPMG Switzerland. Direct peers are OBT AG, Mazars Switzerland, RSM Switzerland and BDO Switzerland. Helvetia Versicherungen is listed as an others. Wüest Partner is listed as an emerging player.
Does reoplan have an API?
No public API is recorded for reoplan.
What industry is reoplan in?
reoplan's product category is Professional Services (Fiduciary, Real Estate Management & Digital Process Solutions). Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 541618 and its SIC code is 8742.