What Progetica does

Progetica S.r.l. is an independent Italian consulting firm founded in 1994 and headquartered at Viale Umbria 50, Milan. It operates a hybrid B2B/B2C model delivering three integrated service pillars: Formazione (training programs on insurance, financial, and pension solutions delivered via classroom, SCORM-compliant e-learning, webinars, video pills, and podcasts), Tecnologia (consulting tools including the Suite Compliant Systems — end-to-end IDD- and MIFid2-compliant suites adhering to ISO 22222 and UNI 11402 — plus modular calculation engines deliverable on a turnkey basis or as integrations inside client platforms), and Consulenza Strategica (advisory on service models, market analysis, product design, and commercial narrative for insurance, financial, and pension planning).

The firm serves two primary customer segments: Italian individuals and families seeking financial education and personal economic planning, and financial services companies (insurance firms, banks, and financial advisors) requiring professional training, consulting tools, and strategic advisory. Its proprietary technology assets include the registered Modello Quantitativo Mutui (M.Q.M.), a probabilistic mortgage evaluation model, and authored UNI technical quality standards on financial education and financial planning, which constitute a distinctive regulatory and standards-setting positioning. Revenue is generated through professional services fees (training and strategic consulting) and software licensing/turnkey delivery of consulting tools and calculation engines. The company is privately held with no external investment, parent, or subsidiary structure disclosed, and reports a headcount in the 11-50 range with no geographic footprint beyond Italy.

Name

Progetica

Legal name

progetica S.r.l.

Website

https://progetica.it

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Progetica is an independent Milan-based consulting firm founded in 1994 that delivers financial education, planning, and consulting tools to Italian individuals and financial services companies via training, technology, and strategic advisory services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Professional and Management Development Training (611430), Educational Support Services (61171), Other Management Consulting Services (541618)

SIC

Investment Advice (6282), Services-Educational Services (8200), Services-Engineering, Accounting, Research, Management (8700), Services-Prepackaged Software (7372)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Financial Data, Analytics & FinTech Tools (BI, ERP, Automation) (EDABAJAM), Learning, Training & Corporate Education Consulting (BPAHAGAE)

Keywords

• Financial education services
• Insurance consulting
• Pension consulting
• Personal financial planning
• Regulatory compliance systems

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Training Services: Training programs for financial education and consulting on insurance, financial and pension solutions. Delivered through classroom, e-learning SCORM compliant, webinars, video pills and podcasts. Coherent with IVASS, OAM and MiFid regulations.
2. Technology Tools and Software: Sale and licensing of consulting tools and systems, including turnkey solutions and specific calculation engines for integration into client platforms
3. Strategic Consulting: Advisory services on service models, coherence between demand and supply, communicative and commercial processes, insurance, financial and pension planning, market analysis and operative marketing support

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Progetica is an independent Italian consulting firm founded in 1994 that delivers professional training, proprietary technology tools, and strategic consulting focused on financial education, insurance, pensions, and personal economic planning. It serves financial intermediaries, banks, insurance companies, advisors, and individual consumers with educational content, compliant technology platforms, and advisory services.

Product overview

Progetica is an independent consulting company founded in 1994 offering a three-pillar service portfolio: Formazione (Training Programs), Tecnologia (Technology Tools), and Consulenza Strategica (Strategic Consulting). The Formazione pillar provides financial education and consulting training via classroom, SCORM-compliant e-learning, webinars, and video content, compliant with IVASS, OAM, and MiFid regulations. The Tecnologia pillar delivers consulting phase tools including comprehensive suite systems compliant with IDD, MIFid2, ISO 22222, and UNI 11402, as well as standalone calculation tools like the Modello Quantitativo Mutui (M.Q.M.) for probabilistic mortgage analysis. The Consulenza Strategica pillar provides advisory on service models, market analysis, and product design. Additionally, Progetica has authored numerous financial planning publications and serves as authors/speakers of UNI technical quality standards on financial education and financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Progetica Formazione (Professional Training) Structured professional training programs in financial education, insurance, pension products, and personal economic planning targeted at financial intermediaries, advisors, and banking/insurance professionals.
• Suite Compliant Systems A suite of proprietary software solutions designed to support regulatory and compliance activities for financial intermediaries, banks, and insurance companies operating in the Italian market.
• Modello Quantitativo Mutui (M.Q.M.)
• Motori di Calcolo (Calculation Engines)
• Consulenza Strategica (Strategic Consulting) Strategic consulting services covering financial education programs, insurance product strategy, pension design, personal financial planning, and economic planning for institutions, professionals, and individuals.
• Editorial and Educational Publications

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Specialized Trainers NetworkminorOthersNetwork of specialized and experienced trainers for the delivery of widespread training programs
• Communication Professionals NetworkminorOthersCommunication professionals for the development of new languages and identification of new linguistic codes
• Fintech PartnerscoreTechnology or IntegrationAlliances for the development of compliant offering systems with Mifid and IDD regulations

Scale indicators1 record

Recent moves7 records

Expansion highlights4 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/progetica
• LinkedInlinkedin.com/company/progetica

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Progetica