Phonix Maxpool

What Phonix Maxpool does

Phonix Maxpool is a privately-held German financial services firm headquartered in Hamburg, founded in 1994. Per the firmographic data, the company operates in the area of broker service agreements, investment advisory (described as "investment cogent"), and insurance safety & liability risk analysis — positioning it as a financial intermediary and advisory business spanning brokerage, investment, and insurance-related risk services. The company's headcount is reported in the 101-250 employee band, placing it in the small-to-mid-sized enterprise tier for German financial services.

The business model is consistent with a B2B financial intermediary structure: Phonix Maxpool appears to derive revenue through broker service agreements and advisory engagements related to investment and insurance/liability risk decisions. No public pricing model, fee schedule, or segment breakdown was available in the source material, and the website (maxpool.de) was inaccessible (returned only a CAPTCHA/verification page), so deeper product, channel, or pricing detail could not be confirmed.

It is important to note the data gap: the only accessible primary web source was a CAPTCHA/verification page with no substantive company content. As a result, no management team, funding history, M&A activity, product roadmap, customer logos, geographic footprint beyond Germany/Hamburg, or recent strategic moves could be validated from the supplied data. The above description reflects what the company states about itself in the firmographic record, and a fuller diligence picture would require direct engagement with the firm or alternative primary sources.

Name

Phonix Maxpool

Website

https://maxpool.de

Company type

Private

Founded year

1994

Headcount range

101–250 employees

Short description

Phonix Maxpool is a privately-held Hamburg-based financial services firm, founded in 1994, offering broker service agreements, investment advisory, and insurance safety and liability risk analysis to clients in Germany.

Ownership category

akta.pro rank

Product category

Financial Services

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

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

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Financial services
• Broker service agreements
• Investment consulting
• Insurance risk analysis
• Liability risk management

Headquarters

HQ city

Hamburg

HQ country

Germany

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Phonix Maxpool provides financial services to clients, including broker service agreement arrangements, investment consulting, and insurance safety and liability risk analysis. The firm is described as offering integrated financial advisory across brokerage, investment, and insurance/risk domains to its customers.

Differentiator

Problem solved

Functional benefit

Products and services

• Broker Service Agreement Broker service agreement arrangement offered as part of Phonix Maxpool's financial services portfolio, addressing brokerage-related engagements for clients.
• Investment Consulting Investment consulting service offered by Phonix Maxpool, providing advisory support on investment matters within the firm's financial services offering.
• Insurance Safety & Liability Risk Analysis Insurance safety and liability risks analysis service provided by Phonix Maxpool, covering assessment of safety exposures and liability risk for clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Allianz SE: Allianz is one of the world's largest insurance and asset management groups with deep German retail distribution. It is a broad incumbent that overlaps with Phonix Maxpool's insurance brokerage and investment-adjacent activities but operates at vastly greater scale and across a much wider product portfolio.
• HDI Deutschland: HDI is a major German insurance carrier (part of Talanx) with significant brokerage and advisory distribution. It is comparable as a broad German insurance/financial-services incumbent that overlaps with Phonix Maxpool's insurance risk analysis and brokerage offering.
• Zurich Insurance Group: Zurich is a global insurance and wealth management group with a sizeable German footprint through Zurich Deutscher Herold and broker partnerships. It overlaps with Phonix Maxpool in insurance distribution and wealth-adjacent advisory but is a broad multinational incumbent.
• Generali Deutschland: Generali Deutschland is a major German insurance carrier and advisory distributor covering life, P&C, and investment-linked products. It competes broadly with Phonix Maxpool on the insurance brokerage and investment-adjacent side but as a large integrated incumbent rather than a focused mid-market broker.

Direct peers

• OVB Holding AG: OVB is a European cross-border financial services distribution platform providing insurance, investment, and financial planning products via tied agents. It is directly comparable as a multi-country broker/advisory firm operating in adjacent segments of the same value chain as Phonix Maxpool.
• tecis Finanzdienstleistungen: tecis is a German financial advisory and insurance broker offering investment, insurance, and wealth planning products to private clients via tied agents. It mirrors Phonix Maxpool's combination of investment advisory and insurance brokerage in the German retail/affluent segment.
• MLP SE: MLP is a German financial advisory and insurance brokerage firm serving private and corporate clients. It is directly comparable to Phonix Maxpool in offering broker-based financial advisory with insurance and investment products to a similar Mittelstand and professional client base in Germany.
• Deutsche Vermögensberatung (DVAG): DVAG is Germany's largest independent financial advisory and insurance brokerage organization, offering integrated investment, insurance, and financial planning via a tied-agent network. Comparable to Phonix Maxpool as a multi-product German broker-advisor with similar regulatory and distribution dynamics.
• Swiss Life Select Deutschland: Swiss Life Select is the German tied-agent distribution arm of Swiss Life, providing financial advisory, investment, and insurance brokerage to private clients. Comparable to Phonix Maxpool in product mix (investment + insurance) and German market distribution model.
• A.S.I. Wirtschaftsberatung: A.S.I. is a German financial advisory and insurance broker specializing in serving medical professionals, academics, and corporate clients. It is comparable to Phonix Maxpool as a broker-based German advisory firm combining investment and insurance offerings.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/maxpool.maklerservice
• LinkedInlinkedin.com/company/maxpool-gmbh

Revenue estimate

Valuation estimate

Number of profiles

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 Phonix Maxpool