What ACADEMIX does

ACADEMIX Consult AG is a privately held Swiss financial advisory and fiduciary firm headquartered in Trogen, canton Appenzell Ausserrhoden, that provides holistic financial planning, insurance brokerage, tax advisory, and practice fiduciary (Treuhand) services with a specialization in medical professionals. The firm is independent of banks and insurance companies and is registered with FINMA as an unbound insurance broker (Vermittlerregister Nr. F00112081) under Art. 40 Abs. 2 VAG, enabling it to place business with all major Swiss-licensed insurers and Vorsorgeträger. It holds membership in SIBA, TREUHAND | SUISSE, FPVS, and FINOS, and holds official consulting center (Beratungsstelle) status with major Swiss medical professional institutions including VA, Die Ärzteversicherer, SAEKK, PAT-BVG, and Medpension.

The core offering combines Ganzheitliche Finanzplanung (holistic financial planning covering Vorsorge, Vermögen, Immobilienfinanzierung, Pensionierungsplanung, Steuerberatung, and insurance brokerage) with Praxis-Treuhand services for medical practices, including bookkeeping, annual accounts, payroll, personnel administration, practice valuation, and practice founding/acquisition. Supporting modules include the MediStarter practice-startup program, the wholly-owned PRAXSUISSE practice marketplace, the proprietary WAXTUM sustainable investment platform, an e-SAFE customer portal, the S'ISS Finanzjournal publication, and the AX-Newsletter. Distribution is delivered through five consulting centers across Basel, Bern, Luzern, St. Gallen, and Zürich plus the Trogen headquarters, supported by information events and an explicit cross-border advisory offering for German nationals working in Switzerland via a partnership with ECOVIS BLB Weilheim.

Revenue is generated through three principal streams: insurance brokerage commissions on policies placed across general, life, and supplementary lines; mandate-based financial planning and fiduciary fees for private individuals, self-employed medical professionals, and practices; and advisory fees tied to the WAXTUM investment platform. Pricing is not publicly disclosed for advisory mandates, while insurance commissions are disclosed within regulatory ranges. Customer concentration is vertical — Swiss medical professionals (Human-, Zahn-, and Veterinärmediziner:innen, plus chiropractors) — with secondary segments in private individuals and German residents of Switzerland. The company does not disclose revenue, has no disclosed funding rounds, and operates without institutional ownership signals.

Name

ACADEMIX

Legal name

ACADEMIX Consult AG

Website

https://academix.ch

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

ACADEMIX Consult AG is an independent Swiss financial advisory and fiduciary firm specializing in holistic financial planning, insurance brokerage, tax advisory, and practice administration for medical professionals across Switzerland.

Ownership category

akta.pro rank

Product category

Financial Advisory & Fiduciary Services

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Professional Practice Brokerage (Medical/Dental/Legal/Accounting) (FSAEAIAI)

Keywords

• Financial planning services
• Insurance brokerage services
• Fiduciary services
• Tax advisory consulting
• Wealth management consulting

Headquarters

HQ city

Trogen

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: ACADEMIX operates as an unbound insurance broker (ungebundenes Versicherungsvermittlerunternehmen) under Art. 40 Abs. 2 VAG. It is compensated through market-standard commissions (Courtagen) paid by insurers and pension providers (Vorsorgeträger). Commissions range from 0 to 15% of net premiums (Tarifprämie exkl. Eidg. Stempelsteuer) for general insurance. For single-life insurance policies, one-time acquisition commissions of up to 55 per mille apply, plus client service fees on policies with periodic premiums. Health insurance (OKP) referrals earn a one-time fee of CHF 0–70 per product; supplementary insurance (VVG) earns 0–16 months' premium per product.
2. Financial Planning and Fiduciary (Treuhand) Advisory Fees: Revenue is generated from holistic financial planning services (Vorsorge, Vermögensplanung, Immobilienfinanzierung, Pensionierungsplanung, Steuerberatung), practice fiduciary services (Buchhaltung, Jahresabschluss, Personaladministration, Praxisbewertung, Praxisgründung/-übernahme), and business consulting (betriebswirtschaftliche Beratung). Clients include private individuals, self-employed medical professionals, and medical practices. Fee structures are not publicly disclosed.
3. Sustainable Investment Advisory (WAXTUM): ACADEMIX has developed its own investment platform branded WAXTUM, offering three solutions for sustainable investment without hidden costs. This represents an additional advisory revenue stream related to asset management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

ACADEMIX Consult AG provides independent financial advisory, practice fiduciary (Treuhand), tax advisory, business consulting, and insurance brokerage services, primarily serving medical professionals (physicians, dentists, veterinarians, chiropractors) in Switzerland. Services are delivered through five consulting centers across Switzerland and cover pension planning, wealth management, real estate financing, retirement planning, bookkeeping, payroll, practice valuation, practice acquisition and transfer, and independent placement of insurance policies across all major Swiss insurers.

Product overview

ACADEMIX Consult AG operates as a unified financial planning and fiduciary services platform primarily serving medical professionals in Switzerland. The core offering consists of Ganzheitliche Finanzplanung (holistic financial planning) encompassing pension planning, wealth management, real estate financing, and tax advice, combined with specialized Praxis-Treuhand (practice fiduciary) services for medical practices including bookkeeping, tax advice, personnel administration, and practice valuation/acquisition. Supporting modules include MediStarter for practice startups, PRAXSUISSE as a sub-brand marketplace for practice transactions, the WAXTUM investment platform for sustainable investments, and Versicherungsbroker services for independent insurance brokerage. The company also offers an e-SAFE customer portal, the S'ISS financial journal publication, and AX-Newsletter communications. Five consulting centers serve clients across Basel, Bern, Luzern, St. Gallen, and Zürich.

Differentiator

Problem solved

Functional benefit

Products and services

• Ganzheitliche Finanzplanung (Holistic Financial Planning) Comprehensive financial planning covering pension, wealth, real estate financing, retirement, tax advice, and neutral insurance fiduciary services for individuals and self-employed medical professionals. Delivered through five consulting centers and tailored per mandate.
• Praxis-Treuhand (Practice Fiduciary Services) Specialized fiduciary services for medical practices including bookkeeping, annual accounts, tax advice, personnel administration, practice valuation, practice establishment and acquisition, practice search, and practice transfer.
• Versicherungsbroker (Insurance Brokerage) Independent insurance brokerage services for all branches of insurance, registered with FINMA (Nr. F00112081), offering risk and insurance analysis, policy placement, ongoing contract management, and claims support across life, property, health, and legal protection lines.
• PRAXSUISSE (Swiss Practice Marketplace) A Swiss marketplace platform for medical practices, offering professional practice valuations and comprehensive advice on all matters of practice acquisition and transfer.
• Betriebswirtschaftliche Beratung (Business Consulting) Business consulting services for medical practices including practice staff recruitment, practice process optimization, and strategy development.
• WAXTUM Geldanlagewelt (WAXTUM Investment World) Proprietary sustainable investment platform offering three solutions for sustainable investments without hidden costs, providing asset management related advisory revenue.
• Standortberatung (Cross-Border Location Consulting) Cross-border advisory services for German nationals working in Switzerland, covering bilateral Germany-Switzerland financial, tax, and retirement planning questions.

Quantifiable outcome

• ACADEMIX Consult named best tax expert and fiduciary for medical professionals (WAXTUM designation)

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

15 partnerships are on record, tiered core and minor.

• All major Swiss licensed insurers and pension providerscoreChannel Partner/ Reseller/ DistributorACADEMIX maintains cooperation agreements with all major Swiss-licensed insurers and Vorsorgeträger (pension providers), including Krankenkassen and registered Gemeinschafts- and Sammelstiftungen. This extensive network enables ACADEMIX to fulfill its role as an unbound insurance broker, placing and administering insurance policies across all lines (life, property, health, legal protection). Partners listed include: Allianz Suisse Leben, AXA, Basler, Concordia, Helsana, Helvetia Baloise, Swiss Life, Zürich, Die Mobiliar, Generali, Vaudoise, Visana, SWICA, CSS, EGK, and approximately 45 additional insurers and pension institutions. ACADEMIX acts in sole fiduciary duty to the client.
• Versicherung der Schweizer Ärzte Genossenschaft (VA)coreStrategic or Co-development PartnerVA is a pension institution (Vorsorgeeinrichtung) for Human-, Zahn- und Veterinärmediziner:innen as well as chiropractors. ACADEMIX is an official consulting center and partner, providing financial planning and advice to the association's members.
• Die ÄrzteversicherercoreStrategic or Co-development PartnerA consortium of three standes-eigene (profession-specific) insurance providers for medical professionals. ACADEMIX serves as their designated consulting office (Beratungsstelle), guaranteeing thorough review and advice on all financial, retirement, and insurance matters for physicians.
• Schweizerische Ärzte-Krankkasse (SAEKK)coreStrategic or Co-development PartnerSAEKK is a 100+ year-old standeseigene Vorsorgegenossenschaft for medical professionals. ACADEMIX is the official consulting center (offizielle Beratungsstelle) of SAEKK.
• PAT-BVG (Personalvorsorgestiftung der Ärzt:innen und Tierärzt:innen)coreStrategic or Co-development PartnerPAT-BVG is a standes-eigene pension foundation for physicians and veterinarians. ACADEMIX partners with PAT-BVG as a consulting and brokerage intermediary.
• MedpensioncoreStrategic or Co-development PartnerMedpension is a pension institution for self-employed physicians, dentists, veterinarians, clinics, and their staff. ACADEMIX is a partner/consulting intermediary.
• PRAXSUISSE (Der Schweizer PraxenMarkt)coreStrategic or Co-development PartnerPRAXSUISSE is an offering of ACADEMIX Consult AG, supported by Ärztekasse Genossenschaft, SAEKK, Versicherung Schweizer Ärzte, and various professional associations. It advises medical professionals comprehensively on all matters of practice founding and transfer (Praxisgründung und -abgabe). ACADEMIX operates and wholly owns this platform.
• Ärztekasse GenossenschaftcoreStrategic or Co-development PartnerÄrztekasse supports medical professionals with their own practices in outsourcing and professionalizing administration. It is a supporting partner of PRAXSUISSE.
• Schweizerische Zahnärzte-Gesellschaft SSOminorStrategic or Co-development PartnerSSO is the professional association for dentists in Switzerland and a scientific society for dental medicine. Cooperates with ACADEMIX as part of the professional network for medical financial services.
• Swiss Insurance Brokers Association (SIBA)coreOthersSIBA is the leading association for Swiss insurance brokers. ACADEMIX is a member of SIBA. Fewer than 90 of ~1,500 FINMA-registered broker firms hold SIBA membership, which requires meeting high professional standards for professionalism, staff training, and firm structure.
• FinanzPlaner Verband Schweiz (FPVS)coreOthersFPVS is a non-profit organization with an established quality seal for its members. It promotes education and professional exchange. Patric Langer, a partner at ACADEMIX, serves on the FPVS board (Vorstand).
• TREUHAND | SUISSEcoreOthersTREUHAND | SUISSE is the interest association of Swiss fiduciaries, ensuring professional competence and reliability through strict admission criteria.
• Finanzombudsstelle Schweiz (FINOS)minorOthersFINOS is an independent ombudsman body recognized by the Swiss Federal Department of Finance. ACADEMIX is affiliated with FINOS, providing an independent dispute resolution mechanism for client complaints.
• Anwaltskanzlei Bratschi AGminorImplementation/ SI/ Consulting PartnerBratschi AG is a law firm with offices in St. Gallen, Zürich, Bern, Basel, Zug, and Lausanne, offering legal and advisory services in commercial and tax law. Listed as a partner in ACADEMIX's network.
• ECOVIS BLB Weilheim Steuerberatungsgesellschaft mbHminorStrategic or Co-development PartnerECOVIS is an international consulting firm offering tax advisory and auditing services. Listed as a German partner for cross-border advisory services between Germany and Switzerland.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• MLP SE: German-listed financial advisory group specializing in holistic financial planning for medical professionals, dentists, engineers, and other high-income professions. Closest direct comparable to ACADEMIX in target client, advisory-led model, and DACH footprint; MLP has expanded into Switzerland, increasing direct overlap.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

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 ACADEMIX