What Allvisa does

Allvisa AG is a Zürich-based, privately held Swiss professional services firm founded in 1923 as a classic trust company and repositioned in 1984 to focus on occupational pension (BVG) consulting. The firm serves three primary customer segments: (1) Swiss pension funds (Pensionskassen), for which it provides SKPE-certified pension fund expert services, actuarial consulting, ALM studies, and brokerage of collective foundation connections; (2) Swiss companies, for which it delivers IAS 19 / US GAAP pension obligation valuations, brokerage placement, and staff training; and (3) private individuals, for whom it provides retirement preparation seminars, financial and pension planning, tax consulting, and estate planning. All revenue is generated through professional services fees and advisory engagements.

The company's core offerings are advisory service modules rather than technology products. Core capabilities include actuarial and regulatory expertise, asset-liability management, and broker placement, supported by a team that includes multiple SKPE-certified pension fund experts with credentials from HSG, ETH, and CFA. Supplementary offerings include the semi-annual 'Allvisa Aktuell' continuing-education events, which qualify as statutory mandatory continuing education under Swiss pension law.

Allvisa's business model is relationship-driven professional services delivered through face-to-face advisory consultations, on-site corporate training, trustee training for pension fund boards, and recurring continuing-education events. The firm is 100% employee-partner owned, which it markets as full independence from external corporate interests. The company has operated from its Thurgauerstrasse 54 headquarters in Oerlikon, Zürich since founding, and after a 2017 restructuring that spun off administration into Allvisa Services AG and acquired VTR Broker AG, the latter was fully integrated into the parent in 2023.

Name

Allvisa

Legal name

Allvisa AG

Website

https://allvisa.ch

Company type

Private

Founded year

1923

Operating status

Operating

Headcount range

11–50 employees

Short description

Allvisa AG is a Zürich-based Swiss advisory firm, founded in 1923, specializing in occupational pension (BVG) consulting, actuarial services, insurance brokerage, and financial planning for pension funds, companies, and private individuals across Switzerland.

Ownership category

akta.pro rank

Product category

Pension Fund Consulting

NAICS

Management, Scientific, and Technical Consulting Services (5416), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industry

Compensation, Benefits & Total Rewards Advisory (BPACAJAG)

Keywords

• Pension fund consulting
• Actuarial advisory services
• Asset liability management
• Financial planning services
• Insurance brokerage

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Pension Fund Advisory Services: Expert consulting services for pension funds (Pensionskassen), including actuarial services, regulatory compliance advice, and pension fund management support. Revenue is generated through professional service fees for advisory engagements.
2. Corporate Services: Services for companies including IAS/US GAAP pension obligation valuations, brokerage for pension fund connections, and staff training on pension topics. Revenue generated through consulting and service fees.
3. Individual Advisory Services: Financial and pension planning services for private individuals, including retirement preparation seminars, estate planning, tax advisory, and retirement analysis. Revenue from seminar fees and advisory consultations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Allvisa AG is a Swiss consulting firm that delivers expert advisory services in occupational pensions (BVG/BVV2). Its offerings include pension fund expert (SKPE) services, IAS/US GAAP pension valuations, brokerage for collective foundation and reinsurance selection, asset-liability management, and corporate training. For private individuals, the firm provides pension analysis, financial and pension planning, tax advisory, estate planning, and retirement seminars.

Product overview

Allvisa is a Swiss consulting company specializing in pension fund advisory services, founded in 1923 and focused on occupational pension (BVG) consulting since 1984. The company operates as a wholly independent partnership-owned firm offering a portfolio of service modules organized by customer segment: for pension funds (Pensionskassen-Experten, Beratung, IAS/US GAAP, Brokerage, ALM, Schulungen), for companies (IAS/US GAAP, Brokerage, Schulungen), and for private individuals (Vorsorgeanalyse, Finanz- und Pensionsplanung, Steuerberatung, Nachlassplanung, Pensionierungsseminare). The flagship educational offering is 'Allvisa Aktuell,' a semi-annual continuing education event series. These are advisory and consulting service offerings rather than technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Pensionskassen-Experten (Pension Fund Expert Services) Expert services for Swiss pension funds (Pensionskassen) including actuarial expertise, regulatory compliance support, and pension fund management advisory. Targeted at Swiss pension fund boards and SKPE-certified experts.
• Beratung (Pension Fund Consulting) Competent, independent, customer-focused consulting on pension solutions and pension fund management for pension funds and corporate clients.
• IAS / US GAAP Pension Obligation Valuation Specialized valuation of corporate pension obligations under international accounting standards (IAS 19, US GAAP, and others), for corporations and listed companies.
• Brokerage Services (Pension Funds & Corporates) Brokerage services supporting optimal selection and execution of collective foundation connections, partially autonomous pension institutions, and reinsurance solutions. Offered to both pension funds and corporate clients; supplemented since 2017 by VTR Broker AG's personal and property insurance brokerage (fully integrated 2023).
• Asset Liability Management (ALM) ALM services managing the relationship between pension fund assets and liabilities to ensure financial stability of Swiss occupational pension funds.
• Schulungen (Training) Training services covering continuing education for trustees, university-level lectures, and seminars on pension topics; includes legally recognized mandatory continuing education. Targeted at pension fund board members and corporate HR staff.
• Vorsorgeanalyse (Provident Analysis) Tailored advisory service that analyzes whether dependents are sufficiently protected in the event of death; aimed at Swiss private individuals.
• Finanz- und Pensionsplanung (Financial and Pension Planning) Service presenting the client's actual financial situation clearly and understandably to enable optimal design of personal pension planning; targeted at Swiss private individuals.
• Steuerberatung und -planung (Tax Consulting and Planning) Tax advisory and planning service examining individual situations to identify tax optimization opportunities and provide recommendations; targeted at Swiss private individuals.
• Nachlassplanung (Estate Planning) Estate planning service that reviews individual situations and proposes solutions for managing inheritance and protecting spouses or partners; targeted at Swiss private individuals.
• Pensionierungsseminare (Retirement Seminars) Group seminars preparing Swiss individuals for retirement, covering post-retirement goals, financial situation assessment, tax savings opportunities, and practical planning.
• Allvisa Aktuell (Semi-annual Continuing Education Events) Semi-annual continuing education and information events for Allvisa clients covering updates on AHV, BVG, pension fund regulations, and current industry developments; qualifies as legally mandated continuing education.

Quantifiable outcome

• 100% independent

Segments3 records

Ideal customer profiles3 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 and core.

• SVV (Schweizerischer Versicherungsverband)minorOthersIndustry association membership. SVV is the Swiss Insurance Association representing insurance companies in Switzerland. Allvisa's membership indicates participation in the broader Swiss insurance and pension ecosystem.
• SKPE (Schweizerische Kammer der Pensionskassen-Experten)coreOthersProfessional chamber of Swiss pension fund experts. Several Allvisa team members hold SKPE certification. This affiliation represents professional standards recognition and access to industry expertise.
• EBV (Verein Eidgenössisches Diplom Experte/Expertin für Berufliche Vorsorge)minorOthersAssociation for holders of the Swiss federal diploma in occupational pension expertise. Allvisa has board representation in EBV, demonstrating industry leadership and professional influence.
• BVG- und Stiftungsaufsicht ZürichminorOthersCantonal supervisory authority for pension funds and foundations in Zürich. Allvisa conducts training sessions and information events in collaboration with this regulatory body.

Scale indicators2 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Complementa: Complementa is a privately held Swiss actuarial and pension consulting firm offering pensionskassen-experten, ALM, and corporate pension advice. It is the closest direct competitor to Allvisa in the Swiss BVG advisory market with a similar service model and client base.
• Libera AG: Libera is a Swiss pension and insurance broker/consultant serving corporate and pension fund clients with advisory, brokerage, and employee benefits services. Comparable to Allvisa in its focus on Swiss occupational pensions and corporate benefits advisory.

Broad incumbents

• Aon (Switzerland): Aon is a global professional services firm with a Swiss retirement and investment practice. It overlaps with Allvisa on pension advisory, risk management, and broking but addresses multinational clients and larger Swiss funds.
• WTW (Willis Towers Watson): WTW is a global advisory, broking, and solutions firm with a Swiss pensions practice. It competes for Swiss pension fund advisory, ALM, and corporate pension work but at a much larger scale and broader service offering than Allvisa.
• KPMG Switzerland (Pensions): KPMG's Swiss pension advisory practice provides actuarial, IAS 19, and regulatory compliance services to Swiss pension funds and corporates. Overlaps with Allvisa but operates at significantly larger scale as part of a Big Four firm.
• Swiss Life Pension Services: Swiss Life offers occupational pension solutions, pension fund management, and corporate advisory. While vertically integrated with proprietary insurance and foundation products, it competes with Allvisa for BVG advisory and brokerage mandates.
• PwC Switzerland (People & Organisation): PwC Switzerland's People & Organisation practice advises on occupational pension, IAS 19, and corporate benefits matters. It competes for corporate pension valuation work and larger fund mandates but as part of a full-service audit and advisory firm.
• Mercer (Switzerland): Mercer is a global consulting leader in health, wealth, and career, with a longstanding Swiss practice serving pension funds and corporate clients. It competes with Allvisa for large pension fund mandates but offers a much broader portfolio than the niche firm.
• Helvetia Insurance (Switzerland): Helvetia is a major Swiss insurer with BVG/LPP occupational pension offerings and corporate benefits advisory. It overlaps with Allvisa's brokerage and pension advisory services but is far larger and product-led.

Regional players

• PPM Partners: PPM Partners is a Swiss independent pension consulting firm offering pensionskassen-experten and corporate advisory services. It is a direct niche competitor to Allvisa in the Swiss BVG market with a similar independent positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/allvisaberatung

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 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 Allvisa