SVM Firmengruppe
SVM Firmengruppe is a family-owned German insurance brokerage and financial advisory group operating through three subsidiaries covering private insurance, industrial insurance, and fund advisory, serving private and corporate clients across an international partner network spanning the EU, USA, China, Singapore, and India.
- Company typePrivate
- Founded1993
- HeadquartersMünchen, Germany
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What SVM Firmengruppe does
SVM Firmengruppe is a family-owned German insurance brokerage and financial advisory group headquartered in Königstraße 51, 89165 Dietenheim, Germany, founded in 1992/1993 and led by managing directors Dieter K. Studer and Alexander T. Studer. The firm operates through three subsidiaries — SVM Versicherungsmakler Studer GmbH for private insurance brokerage, SVM Industrieassekuranz GmbH for industrial/commercial insurance, and SVM Fondsprofi GmbH for fund and ETF advisory — and holds German regulatory licenses under §34d, §34f, and §34h of the GewO covering insurance brokerage, financial investment brokerage, and fee-based investment advice.
The group's product surface spans independent insurance brokerage across multiple carriers and access to more than 18,000 funds and ETFs, supported by an integrated technology stack consisting of the Kundenservicecenter 3.0 customer portal (launched 2021), the SVM-App mobile client (launched 2018), and the FondsShop fund distribution channel integrated with FFB (FIL Fondsbank) for execution. Back-office and distribution capability is extended through broker-pool partnerships with VEMA, Innosystems, and Fondskonzept. The firm operates an international partner network covering the EU, USA, China, Singapore, and India to serve cross-border clients.
SVM generates revenue through standard German insurance brokerage commissions on placed policies, fund/ETF placement fees via FFB execution, and fee-based investment advisory mandates under §34h GewO. Its customer base spans private individuals (accessed through SVM-App and direct advisory channels) and corporate/industrial accounts (served via SVM Industrieassekuranz GmbH). No public revenue, headcount, or profitability disclosures are available; the company self-reports an employee band of 1,001-5,000, which is most plausibly inflated by partner-network or associated-agent classification rather than FTE headcount.
SVM Firmengruppe firmographics
Firmographics- Name
- SVM Firmengruppe
- Legal name
- SVM Versicherungsmakler Studer GmbH
- Website
- https://svm.de
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- SVM Firmengruppe is a family-owned German insurance brokerage and financial advisory group operating through three subsidiaries covering private insurance, industrial insurance, and fund advisory, serving private and corporate clients across an international partner network spanning the EU, USA, China, Singapore, and India.
- Ownership category
- akta.pro rank
SVM Firmengruppe industry classification
Industry- Product category
- Insurance Brokerage
- 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 Program Administration & MGA/MGU Services (FSAEADAK)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where SVM Firmengruppe is headquartered
LocationHeadquarters
- HQ city
- München
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
SVM Firmengruppe business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Insurance Brokerage Commission: Revenue generated from commissions on insurance policies placed with various insurers for both private and commercial customers. Services include risk assessment, policy placement, and ongoing policy management.
- Financial Advisory Services: Advisory fees for investment fund selection, portfolio management, and financial planning services. Includes retirement planning, wealth building, and capital investment consulting.
- Fund Transaction Processing: Execution-only fund purchase services through the Fondsshop, directing orders to FFB (FIL Fondsbank GmbH) for execution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Customer Service Center access is free for existing customers |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
SVM Firmengruppe product offering
Product offeringCore offering
SVM Firmengruppe is an independent German insurance broker and financial advisory group operating through three core divisions: Versicherungsmakler (private and commercial insurance brokerage), Industrieassekuranz (industrial insurance and risk management), and Fondsprofi (investment fund advisory and execution). The company delivers risk assessment, policy placement, ongoing policy administration, claims handling, wealth-building advisory, and self-directed fund execution for private customers, corporate clients, and international subsidiaries.
Product overview
SVM Firmengruppe is an insurance broker and financial services company organized into three core divisions: Versicherungsmakler (private and commercial insurance broker), Industrieassekuranz (industrial insurance for businesses), and Fondsprofi (investment fund services). The company operates digital platforms including the Kundenservicecenter (customer portal v3.0) and SVM-App, which provide clients with portfolio management, e-signatures, document archives, and secure advisor communication. The product portfolio is delivered through personalized advisory services, self-service digital tools (FondsShop), and financial education content (Geld-Wissen).
Differentiator
Problem solved
Functional benefit
Brands
- Versicherungsmakler: Insurance broker division providing private and commercial insurance solutions
- Industrieassekuranz
- Fondsprofi
- Kundenservicecenter 3.0
- SVM-App
Products and services
- Versicherungsmakler Insurance brokerage services for private and commercial customers covering retirement provision, vehicle insurance, health coverage, property protection, and liability coverage, delivered through personalized advisory across phone, in-person, and digital channels.
- Industrieassekuranz Industrial insurance and professional risk management for businesses, including risk assessment, policy management, claims handling, and international support for subsidiaries abroad across EU, USA, China, Singapore, and India.
- Fondsprofi Investment fund services combining advisory for wealth building and retirement planning with financial education content (Geld-Wissen) and access to over 18,000 investment funds and ETFs.
- FondsShop Execution-only online platform for self-directed investors to purchase investment funds without advisory services, with orders routed to FFB (FIL Fondsbank GmbH) for execution.
- Kundenservicecenter 3.0 Digital customer portal (version 3.0) providing comprehensive overview of assets, liabilities, insurance policies, and communication channels, accessible via desktop or mobile app for existing SVM customers.
- SVM-App Mobile application for iOS and Android providing access to customer service features, e-signature for documents, portfolio overview, securities orders, market reports, and secure messaging with advisors.
- Geld-Wissen Financial education platform providing video-based learning content on topics such as inflation protection, financial product evaluation, and investment science, supporting the Fondsprofi advisory offering.
Companies that use SVM Firmengruppe
Customer profileSegments3 records
Ideal customer profiles3 records
SVM Firmengruppe technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature3 records
SVM Firmengruppe partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FFB (FIL Fondsbank GmbH)coreFund execution partner for the Fondsshop. SVM routes investment fund purchase orders to FFB for execution. FFB serves as the custodian bank for securities holdings.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
SVM Firmengruppe competitors and assessment
Company assessmentDirect peers
- OVB Holding AG: European financial services broker operating across multiple countries with insurance, investment funds, and financial advisory offerings. Closely comparable to SVM's diversified insurance + investment + advisory model with cross-border European reach.
- Funk Gruppe: German independent insurance broker specialized in corporate and industrial risk management, with insurance and risk advisory for businesses. Directly comparable to SVM's Industrieassekuranz division, particularly for commercial/industrial clients requiring complex insurance placement.
- MLP SE: German financial services and insurance broker offering insurance brokerage, wealth management, and financial advisory to private and corporate clients. Highly comparable to SVM as a publicly listed German multi-line financial services firm with overlapping product set (insurance, investment funds, advisory) and similar target customers.
- DVAG Deutsche Vermögensberatung: One of Germany's largest independent insurance and financial advisors, combining insurance brokerage with investment advisory through a field sales network. Directly comparable to SVM's hybrid insurance + investment fund distribution model and German private/corporate customer segments.
- tecis AG: German financial advisor and insurance broker serving private customers with insurance, investment, and financial planning services. Highly comparable to SVM's Versicherungsmakler and Fondsprofi divisions in product mix and German mass-market target audience.
- A.S.I. Wirtschaftsberatung: German financial advisor and insurance broker serving professionals, academics, and corporate clients with insurance, investment, and financial planning. Comparable to SVM's private customer insurance + investment fund distribution offerings with similar sales-led advisory model.
Emerging players
- Scalable Capital: German digital wealth manager offering robo-advisory and brokerage services with broad fund/ETF access to retail investors. Comparable to SVM's Fondsprofi division on investment fund distribution and self-service platform, though Scalable represents a pure-play digital alternative to SVM's hybrid model.
Broad incumbents
- Aon Germany: Global insurance brokerage and risk advisory firm with substantial German operations serving corporate clients. Comparable to SVM's industrial insurance and corporate risk management capabilities, but at much larger scale with multinational client base.
- Marsh Germany: Global insurance broker and risk advisor operating in Germany with deep corporate client penetration. Comparable to SVM's Industrieassekuranz division in industrial and commercial insurance placement, though at global scale.
- Swiss Life Select: Wealth and insurance advisory arm of Swiss Life Group operating in Germany, offering insurance, investment funds, and financial planning through a partner advisor network. Comparable to SVM as a broader incumbent with wider product portfolio and institutional backing.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SVM Firmengruppe social profiles
Digital presenceSVM Firmengruppe compliance and trust
Trust signalCompliance4 records
SVM Firmengruppe financial estimates
Financial estimateRevenue estimate
Valuation estimate
SVM Firmengruppe leadership team
Management profileNumber of profiles
Profiles16 records
SVM Firmengruppe subsidiaries and ownership
Company hierarchySubsidiaries3 records
SVM Firmengruppe funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SVM Firmengruppe 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 SVM Firmengruppe
What does SVM Firmengruppe do?
SVM Firmengruppe is an independent German insurance broker and financial advisory group operating through three core divisions: Versicherungsmakler (private and commercial insurance brokerage), Industrieassekuranz (industrial insurance and risk management), and Fondsprofi (investment fund advisory and execution). The company delivers risk assessment, policy placement, ongoing policy administration, claims handling, wealth-building advisory, and self-directed fund execution for private customers, corporate clients, and international subsidiaries.
Is SVM Firmengruppe a public or private company?
SVM Firmengruppe is a private company. It is classified as family owned and is currently operating.
When was SVM Firmengruppe founded?
SVM Firmengruppe was founded in 1993. It employs 1,001 to 5,000 people.
Where is SVM Firmengruppe based?
SVM Firmengruppe is headquartered in München, Germany, in the Europe region.
How does SVM Firmengruppe make money?
Three revenue lines are on record. Insurance Brokerage Commission is the primary driver. The others are financial Advisory Services and fund Transaction Processing.
Who are SVM Firmengruppe's main competitors?
Direct peers on record are OVB Holding AG, Funk Gruppe, MLP SE, DVAG Deutsche Vermögensberatung, tecis AG and A.S.I. Wirtschaftsberatung. Scalable Capital is listed as an emerging player. Broad incumbents are Aon Germany, Marsh Germany and Swiss Life Select.
Does SVM Firmengruppe have an API?
No public API is recorded for SVM Firmengruppe.
What industry is SVM Firmengruppe in?
SVM Firmengruppe's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAK, Insurance Program Administration & MGA/MGU Services, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 524210 and its SIC code is 6411.