Avadis

What Avadis does

Avadis is a privately held, independent Swiss financial services group founded in 1999 and headquartered in Zürich, specializing in occupational pension (BVG/LPP) solutions and institutional asset management. The group is structured across Avadis Vorsorge AG (Zürich, German-speaking Switzerland), Avadis Prévoyance SA (Lausanne, French-speaking Switzerland), and Avadis Finanzpartner AG (Aarau, financial advisory), and operates FINMA-authorized investment foundation vehicles including the Avadis Anlagestiftungen, AFIAA Anlagestiftung, and the Avadis Vermögensbildung SICAV for private investors. Avadis serves ~450 institutional clients, manages ~CHF 2 billion in committed private equity capital, runs seven investment funds for private investors, and covers ~100,000 benefit recipients.

Core products span outsourced pension fund and collective foundation administration, FINMA-authorized investment foundations (Swiss and international real estate, private equity, traditional investments, balanced mandates), an Avadis Vermögensbildung SICAV for non-qualified private investors, and 1e defined-contribution solutions allowing high earners to self-direct investment strategies above the statutory threshold. Differentiated services include non-cash contribution (Sacheinlagen) mechanisms enabling pension funds to migrate concentrated real estate into investment foundation units in exchange for fund shares.

The business model is fee-based: managed services and recurring subscription fees on AUM (pension fund administration, investment foundation management, and SICAV fund products), supplemented by professional-services revenue from financial planning through Avadis Finanzpartner AG (FIDLEG-regulated). Go-to-market is dominated by direct, verticalized field sales with channelized email/phone entry points for pension funds, occupational benefit managers, and private investors, all routed through a domestic Swiss footprint with no disclosed international distribution; the firm explicitly excludes US Persons and non-Swiss investors from its private-investor vehicles.

Name

Avadis

Legal name

Avadis Vorsorge AG

Website

https://avadis.ch

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Avadis is an independent Swiss financial services group, founded in 1999 and based in Zürich, providing occupational pension administration and FINMA-authorized investment foundation products to ~450 institutional clients, complemented by investment funds and financial planning for private investors.

Ownership category

akta.pro rank

Product category

Pension Fund Administration and Asset Management

NAICS

Pension Funds (525110), Pension Funds (52511), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

akta.pro secondary industries

Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)

Keywords

• Pension fund management
• Collective foundations
• Investment foundations
• Private equity programs
• Financial planning services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Pension Fund Management: Avadis generates revenue by managing pension funds and collective foundations for Swiss companies, providing full administration services including investment management, regulatory compliance, and benefit administration.
2. Investment Fund Management: Management fees from managing investment funds including real estate investment groups, private equity programs, and traditional investments for institutional and private investors.
3. Financial Advisory Services: Avadis Finanzpartner AG provides financial planning and investment advisory services, with costs and fees disclosed prior to contract conclusion as per FIDLEG requirements.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels4 records

Core offering

Avadis provides occupational pension fund administration, collective foundation management, and FINMA-authorized investment foundations (Anlagestiftungen) for institutional investors, including Swiss and international real estate, private equity, and traditional investment groups. For private investors, it offers the Avadis Vermögensbildung SICAV fund vehicle and financial planning services through Avadis Finanzpartner AG. The firm operates as an independent Swiss pension and investment specialist founded in 1999.

Product overview

Avadis is an expert pension and financial solutions provider offering a comprehensive suite of services for institutional investors, pension funds, and private clients in Switzerland. The core offering includes pension fund management and collective foundation administration, institutional investment solutions through FINMA-authorized investment foundations (Avadis Anlagestiftungen), and a specialized private equity program for pension funds with CHF 2 billion in committed capital. The product portfolio includes real estate investment groups (Swiss residential in major and medium-sized cities, and commercial real estate), traditional investments, asset management with a multi-manager approach, and the Avadis Vermögensbildung SICAV for private investors. For private clients, Avadis offers investment strategies, securities account management, and financial planning services through Avadis Finanzpartner. The company also provides 1e pension solutions allowing high earners to customize their investment strategy, and non-cash contribution services enabling pension funds to transfer real estate assets into investment foundations.

Differentiator

Problem solved

Functional benefit

Products and services

• Pension Fund Management Comprehensive administration and management of pension funds for Swiss institutions, including investment management, benefit administration, and regulatory compliance. Targeted at pension funds and companies seeking outsourced pension management.
• Collective Foundations (Sammelstiftungen) Collective foundation services allowing companies without their own pension fund to participate in shared pension infrastructure with professional management. Targeted at companies seeking efficient pension solutions.
• Investment Foundations (Avadis Anlagestiftungen) FINMA-authorized collective investment vehicles for institutional investors offering investment groups across multiple asset classes. Targeted at Swiss pension funds and institutional investors seeking diversified investment solutions.
• Private Equity Program Specialized private equity investment program for pension funds with CHF 2 billion in committed capital. Targeted at pension funds seeking private equity exposure through an established institutional platform.
• Real Estate Investment Groups

Quantifiable outcome

• CHF 200 million capital increase for Swiss real estate residential investment group
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• myclimateminorOthersAvadis partners with myclimate for carbon offset compensation. Carbon emissions that cannot be avoided are fully compensated through myclimate, supporting climate protection projects.
• Lyra/ICASminorOthersAvadis provides employees and their families access to external mental and physical health programs through Lyra/ICAS, supporting employee wellbeing initiatives.
• libsminorStrategic or Co-development PartnerAvadis is a partner of libs, the leading training company in Swiss engineering, electrical and metal industry. Together they regularly train apprentices and offer several internships.
• FINOS (Financial Ombudsman Switzerland)minorOthersAvadis Finanzpartner AG is affiliated with FINOS (Finanzombudsstelle Schweiz), Talstrasse 20, 8001 Zürich, providing free mediation services for customer complaints.

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Profond Vorsorgeeinrichtung: Independent Swiss collective foundation providing occupational pension solutions to companies, competing directly with Avadis's Sammelstiftung and pension administration offering.
• Tellco: Swiss pension provider offering collective foundations, pension administration and investment services, closely aligned with Avadis's core occupational pension business.
• Swisscanto (Zürcher Kantonalbank): Swiss institutional asset manager and investment-foundation provider serving pension funds; directly overlaps with Avadis's investment foundations and collective-vehicle business.
• PensExpert: Swiss specialist in 1e pension plans for high earners, directly comparable to Avadis's 1e defined-contribution solutions.
• Liberty Vorsorge: Independent Swiss provider of vested-benefits, 1e and collective pension solutions, competing with Avadis for outsourced occupational pension mandates.

Broad incumbents

• Zurich Invest AG: Insurer-affiliated Swiss investment foundation and asset manager for institutional and pension clients, competing with Avadis's Anlagestiftung vehicles.
• Swiss Life Asset Managers: Large Swiss institutional asset and real estate manager serving pension funds; overlaps with Avadis in institutional investments and real estate but as part of a much broader insurance-backed portfolio.
• UBS Investment Foundation (Anlagestiftung): Bank-backed Swiss investment foundation offering pooled institutional investment groups, overlapping with Avadis's investment-foundation platform at far larger scale.

Regional players

• VZ VermögensZentrum: Swiss financial planning, pension and investment provider serving companies and private clients; overlaps with Avadis's financial planning and private-investor offering.

Others

• PPCmetrics: Swiss pension investment consultant and controller; adjacent to Avadis, advising the same pension-fund clients rather than administering assets directly.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/avadis-vorsorge-ag
• Facebookfacebook.com/avadisvorsorge

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries4 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 Avadis