CBI Group
CBI Group is a Swiss multi-disciplinary services platform offering insurance brokerage, HR and payroll administration, accounting, audit, taxation, and IT services through wholly-owned subsidiaries in Geneva and Nyon, primarily serving NGOs, SMEs, and individuals in French-speaking Switzerland.
- Company typePrivate
- Founded2001
- HeadquartersCarouge, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CBI Group does
CBI Group is a privately-held Swiss multi-disciplinary services platform headquartered in Carouge (Geneva), founded in 2001 by Yves Lieberherr. It operates through a holding company (CBI Group Holding SA, 2014) and a portfolio of wholly-owned subsidiaries covering six service lines: insurance brokerage (CBI Insurance Broker SA, 2001), HR and salary administration (CBI Fides Management SA, 2013), accounting and company incorporation, audit and revision (CBI Audit SA, 2020, and the acquired A. Gautier Société Fiduciaire SA), taxation and VAT (CBI Fiscalité & TVA Sàrl, 2025), and IT administration/consulting/hosting (CBI IT Systems Sàrl, 2017). The group also operates a real estate services subsidiary (CBI Real Estate SA) and several acquired fiduciaries (Figexa SA, Fiduciaire Roland Ruegg SA, Ogisa SA) that have been retained as brand entities.
The platform's underlying technology is conventional rather than proprietary: a state-of-the-art IT administration stack supporting outsourcing services, an "e-RH" digital HR documentation module giving employees internet access to payslips and absence registration, and integrations with established Swiss/European vendors including Microsoft 365 (delivered as a Cloud Service Provider), Crésus Salaires, SwissSalary NAV, Winbiz, GIT WinEUR, Dell, HP, Lenovo, Synology, Acronis, Veeam, and Avast. The international UNIBA broker network is used to source cross-border insurance solutions.
The business model is a professional services firm with quote-based pricing and recurring managed services / subscription revenue streams across HR administration, IT outsourcing, insurance portfolio management, and ongoing accounting. GTM is sales-led direct B2B, targeting NGOs, Swiss and international service companies, industrial/commercial enterprises, and private individuals primarily in French-speaking Switzerland (Geneva, Nyon, Fribourg canton). Growth has come from a combination of organic subsidiary launches and small bolt-on acquisitions of regional fiduciary firms. The group reports over 30 employees and offices in Geneva (Carouge) and Nyon.
CBI Group firmographics
Firmographics- Name
- CBI Group
- Legal name
- CBI Group
- Website
- https://cbi.ch
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CBI Group is a Swiss multi-disciplinary services platform offering insurance brokerage, HR and payroll administration, accounting, audit, taxation, and IT services through wholly-owned subsidiaries in Geneva and Nyon, primarily serving NGOs, SMEs, and individuals in French-speaking Switzerland.
- Ownership category
- akta.pro rank
CBI Group industry classification
Industry- Product category
- Professional Services
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Small Group Health Insurance (2–50/100) (FSAIAFAD)
- akta.pro secondary industry
- Nonprofit / Social Services BOP (FSAJAFAM)
Keywords
Where CBI Group is headquartered
LocationHeadquarters
- HQ city
- Carouge
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
CBI Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Insurance Brokerage Services: Management of insurance portfolios for institutional and private clients, professional coverage, works of art insurance. Revenue generated through commissions and management fees from insurance products.
- HR Administration Services: Administration of human resources and salaries, payroll processing, social insurance management. Billed as ongoing service fees.
- Accounting, Audit and Taxation Services: Bookkeeping, account closing, balance sheet preparation, auditing, direct/indirect taxation services, company incorporation and domiciliation. Revenue from professional service fees.
- IT Administration Services: Outsourcing services for computer parks, servers, networks, technical support, IT consulting, and partnership services. Recurring managed services revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Custom professional services tailored to client requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
CBI Group product offering
Product offeringCore offering
CBI Group is a Swiss multidisciplinary services group delivering insurance brokerage, human resources and payroll administration, accounting and auditing, direct and indirect taxation (including VAT), and managed IT services to businesses and individuals. Operating through wholly-owned subsidiaries (CBI Insurance Broker SA, CBI Fides Management SA, CBI Audit SA, CBI IT Systems Sàrl, and CBI Fiscalité & TVA Sàrl) under CBI Group Holding SA, the group combines these five service lines into an integrated offering for clients in the Lake Geneva region and beyond.
Product overview
CBI Group is a Swiss financial and IT services company structured as a platform of integrated subsidiary companies providing multidisciplinary professional services. The group operates five core service verticals: (1) Insurance services through CBI Insurance Broker SA offering risk management, retirement pension, special insurance products, fine art insurance, and real estate project coverage; (2) Human Resources services through CBI Fides Management SA providing salary administration, e-RH digital documentation, and training, using platforms including Crésus Salaires, SwissSalary NAV, Winbiz, and GIT WinEUR; (3) Accounting and Company Services through CBI Fides Management SA covering bookkeeping, account closing, and company incorporation; (4) Tax and VAT advisory through the recently founded CBI Fiscalité & TVA Sàrl offering business taxation, personal taxation, VAT services, and customs duties; (5) IT services through CBI IT Systems Sàrl providing computer administration (outsourcing), IT consulting (hardware/software sales), and IT partnership (hosting, website creation, VoIP). The group also provides audit and revision services through CBI Audit SA and A. Gautier Société Fiduciaire SA. With over 30 employees and offices in Geneva and Nyon, the group serves NGOs, service companies, industry/commerce, and individuals across Switzerland and internationally.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance Brokerage Services Global management of risks and insurance portfolios including risk analysis, policy comparison, coverage follow-up, premium control, claims negotiation, and international solutions through the UNIBA network, for institutional and private clients as well as NGOs.
- Human Resources Administration Services
Quantifiable outcome
- Optimized management costs through integrated service delivery
- +1 more outcomes
Companies that use CBI Group
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
CBI Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
CBI Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- AboneominorAboneo is a client/partner that provides cyber security updates and guides for CBI Group's clients in French-speaking Switzerland. CBI shares Aboneo's Cyber Security Guide for Employers.
- UNIBA NetworkminorInternational network enabling CBI to research solutions on a global scale for insurance needs, particularly for private insurance coverage offered to employees of client companies.
- Zürich InsuranceminorPartnership for natural disaster insurance coverage. CBI acts as broker intermediary between Zürich Insurance and clients for comprehensive risk coverage.
Scale indicators4 records
Recent moves11 records
Expansion highlights5 records
CBI Group competitors and assessment
Company assessmentDirect peers
- Willis Towers Watson (WTW) Switzerland: WTW provides insurance brokerage, risk management, and HR/pension advisory in Switzerland. Closely overlaps with CBI Group's insurance and HR/pension service lines, particularly in serving international NGOs and corporates.
- Marsh Switzerland: Marsh is one of the world's largest insurance brokers and risk consultants with a Geneva office serving corporate, NGO, and private clients. Directly comparable to CBI Insurance Broker SA across commercial insurance, specialty coverages, and risk advisory.
- Mazars Switzerland: Mazars is an international audit and advisory firm with a Geneva office serving SMEs, NGOs, and international organizations. Comparable to CBI Group in delivering integrated accounting, audit, tax, and HR advisory across French-speaking Switzerland.
- BDO Switzerland: BDO Switzerland provides audit, accounting, tax, and advisory services to SMEs and international organizations in the Lake Geneva region. Directly comparable to CBI Group's accounting, audit, and tax verticals and competing for the same SME/NGO client base.
- Grant Thornton Switzerland: Grant Thornton Switzerland offers audit, tax, and advisory services to mid-market companies and NGOs from its Geneva base. Directly competes with CBI Group's CBI Audit SA and CBI Fiscalité & TVA subsidiaries for fiduciary and audit mandates in the Lake Geneva region.
- Aon Switzerland: Aon is a global insurance broker and risk advisor with a strong Swiss presence serving corporate, institutional, and private clients. Directly competes with CBI Insurance Broker SA in commercial insurance brokerage, risk management, and pension advisory.
Emerging players
- isolutions: isolutions is a Swiss IT managed services and consulting firm offering IT outsourcing, cloud (Microsoft), and security services to SMEs. Compares to CBI IT Systems Sàrl in IT outsourcing, Microsoft Cloud Service Provider status, and VoIP/hosting offerings for the Swiss SME segment.
- ADP Switzerland: ADP is a global HR/payroll outsourcing provider with Swiss operations serving SMEs and international organizations. Compares to CBI Fides Management SA's HR administration and salary processing services, though ADP focuses exclusively on payroll/HR while CBI bundles it with insurance and tax.
Broad incumbents
- KPMG Switzerland: KPMG offers audit, tax, legal, and advisory services across Switzerland with strong Geneva/Lake Geneva presence. Competes with CBI Group in audit, tax, and HR advisory for SME and NGO clients, but operates at significantly larger scale.
- PwC Switzerland: PwC is a Big Four firm with deep Swiss presence offering audit, tax, HR consulting, and advisory. While broader than CBI Group, it competes for the same Lake Geneva enterprise and NGO clients across audit, tax, and HR advisory mandates.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CBI Group social profiles
Digital presenceCBI Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
CBI Group leadership team
Management profileNumber of profiles
Profiles1 record
CBI Group subsidiaries and ownership
Company hierarchySubsidiaries11 records
CBI Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CBI Group 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 CBI Group
What does CBI Group do?
CBI Group is a Swiss multidisciplinary services group delivering insurance brokerage, human resources and payroll administration, accounting and auditing, direct and indirect taxation (including VAT), and managed IT services to businesses and individuals. Operating through wholly-owned subsidiaries (CBI Insurance Broker SA, CBI Fides Management SA, CBI Audit SA, CBI IT Systems Sàrl, and CBI Fiscalité & TVA Sàrl) under CBI Group Holding SA, the group combines these five service lines into an integrated offering for clients in the Lake Geneva region and beyond.
Is CBI Group a public or private company?
CBI Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CBI Group founded?
CBI Group was founded in 2001. It employs 11 to 50 people.
Where is CBI Group based?
CBI Group is headquartered in Carouge, Switzerland, in the Europe region.
How does CBI Group make money?
Four revenue lines are on record. Insurance Brokerage Services are the primary driver. The others are HR Administration Services, accounting, Audit and Taxation Services and IT Administration Services.
Who are CBI Group's main competitors?
Direct peers on record are Willis Towers Watson (WTW) Switzerland, Marsh Switzerland, Mazars Switzerland, BDO Switzerland, Grant Thornton Switzerland and Aon Switzerland. Emerging players are isolutions and ADP Switzerland. Broad incumbents are KPMG Switzerland and PwC Switzerland.
Does CBI Group have an API?
No public API is recorded for CBI Group.
What industry is CBI Group in?
CBI Group's product category is Professional Services. Its primary akta.pro industry code is FSAIAFAD, Small Group Health Insurance (2–50/100), with a secondary code of FSAJAFAM, Nonprofit / Social Services BOP. Its NAICS code is 524210 and its SIC code is 6411.