Weiss Group
Weiss Group is a Zürich-based boutique financial services firm offering insurance brokerage, tax advisory, and financial planning to Swiss individuals and businesses, alongside venture capital advisory through its Radian VC sub-brand, including a $50M Neuroenhancement Fund and a proprietary VC software platform.
- Company typePrivate
- Founded2017
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Weiss Group does
Weiss Group is a Swiss boutique professional services firm headquartered at Forchstrasse 2, Zürich, founded in 2017 and operating with 11-50 employees. The company provides comprehensive financial advisory services to retail individuals and businesses, covering insurance brokerage, tax advisory, retirement planning, and financial planning, delivered through dedicated personal advisors and supported by a partner network spanning major Swiss insurance providers (AIG, Allianz, AXA, Helvetia, Zurich, CSS, Helsana, Swica, Sanitas, Visana, Concordia, Sympany) and financial institutions (Pictet, J. Safra Sarasin, Franklin Templeton, Baloise Bank SoBa, Luzerner Kantonalbank). Revenue is generated through time-based fees billed in 15-minute increments, fixed fees, performance fees, and insurance brokerage commissions, with the firm registered as an insurance intermediary under FINMA register number 33312 and holding professional liability coverage of 2 million CHF.
The company's second division, Venture Services, operates as Radian VC following a 2022 spin-off and rebranding. This arm provides deal sourcing, business valuation, technical and financial due diligence, and portfolio management to VCs, family offices, and startups primarily in Fintech, Health & Biotech, Proptech, and Technology sectors. A $50 million Neuroenhancement Fund targets cognitive decline, mental health, and productivity technologies, and a proprietary VC software platform enables co-investors to access deals, due diligence materials, and standardized portfolio KPI reporting. The venture syndicate distribution channel operates globally, in contrast to the Switzerland-centric financial advisory business. In 2022, the company also closed its Digital Technologies and Management Consulting business units as part of a strategic refocus toward the current dual-track structure.
Weiss Group firmographics
Firmographics- Name
- Weiss Group
- Legal name
- Weiss Group LLC (SARL)
- Website
- https://weiss-group.ch
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Weiss Group is a Zürich-based boutique financial services firm offering insurance brokerage, tax advisory, and financial planning to Swiss individuals and businesses, alongside venture capital advisory through its Radian VC sub-brand, including a $50M Neuroenhancement Fund and a proprietary VC software platform.
- Ownership category
- akta.pro rank
Weiss Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940), Administrative Management and General Management Consulting Services (541611)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- M&A Advisory (Buy-side/Sell-side) (BPAHADAC)
- akta.pro secondary industries
- Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Weiss Group is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Weiss Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Technology or R&D, Marketing or Sales
Revenue model
- Financial Advisory Fees: Fees charged for comprehensive financial advisory services including insurance brokerage, tax advisory, and financial planning. Fees are charged through individually agreed fees, time fees, fixed fees, performance fees, or third-party commissions.
- Venture Capital Services: Technical, financial, economic and strategic advisory services for the VC community, including deal sourcing, business valuation, financial and technical due diligence for startups and investors.
- Insurance Brokerage: Commission-based compensation from insurance companies for brokering insurance products to clients, as disclosed in their supplementary terms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Time-based fee model |
| One time/ perpetual license | Multi-year contract | Fixed fee model |
| Outcome Based/ Performance | Pay-as-you-go | Performance fee model |
| Hybrid | Annual | Commission-based compensation |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Weiss Group product offering
Product offeringCore offering
Weiss Group provides boutique professional services at the intersection of finance and technology. The company operates two main service divisions: Financial Services (insurance brokerage, tax advisory, real estate, and finance consulting for individuals and businesses in Switzerland) and Venture Services (technical, financial, economic, and strategic advisory for the VC community, including deal sourcing, business valuation, due diligence, and portfolio management through the Radian VC brand).
Product overview
Weiss Group provides professional services with a boutique approach at the intersection of finance and technology. The company operates two main service divisions: Financial Services (serving retail clients with insurance brokerage, tax advisory, and financial consulting) and Venture Services (serving professional clients through Radian VC with venture capital advisory, deal sourcing, and technical due diligence). The portfolio includes the Neuroenhancement Fund, a $50M venture capital fund targeting neuroenhancement technologies, and a proprietary VC software platform enabling co-investors to access deals, due diligence, and standardized portfolio reporting.
Differentiator
Problem solved
Functional benefit
Brands
- Radian VC: A venture capital practice separated from the Weiss Group brand, focused on supporting startups and investors in private markets, with Fund 1 dedicated to Neuroenhancement technologies.
Products and services
- Financial Services Comprehensive financial advisory and solutions for individuals and businesses, including insurance brokerage, tax services, real estate, and finance consulting, delivered by dedicated personal advisors with a boutique, tailor-made approach.
- Venture Services Technical, financial, economic and strategic advisory services for the venture capital community, including deal sourcing, business valuation, financial and technical due diligence, and portfolio management for startups and investors.
- Radian VC A venture capital practice operated by Weiss Group, separated from the main brand to strengthen market position, providing investors and startups with resources and expertise for private market investments.
- Neuroenhancement Fund A $50 million venture capital fund focused on supporting the development of neuroenhancement technologies addressing cognitive decline, mental health, and productivity challenges.
- VC Software Platform Proprietary software providing co-investors access to deals, associated due diligence information, and standardized reporting of KPIs and statistics across portfolio companies.
Quantifiable outcome
- Regulatory compliance with Swiss Financial Market Supervisory Authority FINMA requirements
Companies that use Weiss Group
Customer profileSegments4 records
Ideal customer profiles4 records
Weiss Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Weiss Group partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered standard and core.
- AIGstandardInsurance provider partner offering products distributed through Weiss Group's advisory services to clients.
- AllianzstandardInsurance provider partner integrated into Weiss Group's insurance brokerage offerings.
- AXAstandardMajor Swiss insurance provider partner offering products through Weiss Group's advisory services.
- HelvetiastandardSwiss insurance company partner in Weiss Group's partner network.
- ZurichstandardGlobal insurance provider partner offering products distributed via Weiss Group's services.
- CSSstandardSwiss health insurance provider partner in Weiss Group's insurance network.
- HelsanastandardSwiss health insurance provider partner.
- SwicastandardSwiss health and accident insurance provider partner.
- SanitasstandardSwiss health insurance company partner.
- VisanastandardSwiss health insurance provider partner.
- ConcordiastandardSwiss health and life insurance provider partner.
- SympanystandardSwiss insurance provider partner.
- KTP PartnerscoreNetwork of specialized firms for financial planning, modeling, tax advisory, and technical due diligence supporting Weiss Group's venture capital services.
- MailchimpstandardEmail marketing platform used for newsletter distribution and marketing communications. Subscriber information transferred to Mailchimp for processing.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Weiss Group competitors and assessment
Company assessmentDirect peers
- MoneyPark: Swiss mortgage and insurance broker offering independent advisory across insurance and real estate financing. Comparable in product mix and distribution model, though more digital-led.
- VZ VermögensZentrum: Switzerland's largest independent financial advisor offering insurance brokerage, financial planning, and mortgage advisory with a similar boutique-independent positioning. Most directly comparable to Weiss Group's retail-facing Financial Services division.
Emerging players
- Alpian: Swiss digital private bank targeting affluent clients with integrated investment and advisory services. Comparable retail-client focus with a different (digital-first) delivery model.
- Sygnum: Swiss-regulated digital asset bank serving institutional and professional clients with banking, brokerage, and asset management services. Comparable on the institutional VC/professional-client side with a differentiated technology layer.
Broad incumbents
- KPMG Switzerland: Big Four firm offering deal advisory, financial due diligence, and tax advisory in Switzerland. Comparable for technical due diligence and corporate finance advisory services.
- Deloitte Switzerland: Big Four firm offering financial advisory, M&A services, and consulting in Switzerland. Comparable on the VC advisory and corporate finance side.
- EY Switzerland: Big Four firm providing M&A advisory, transaction due diligence, and consulting services in Switzerland. Direct overlap with Weiss Group's VC due diligence and valuation offering.
- PwC Switzerland: Big Four professional services firm in Switzerland offering financial advisory, deal advisory (M&A), due diligence, and tax consulting. Comparable on the venture services and technical due diligence side, though at much greater scale.
Regional players
- Bank Cler: Swiss regional universal bank offering retail banking, insurance brokerage, and advisory services to individuals and SMEs. Comparable domestic-client focus on insurance and financial planning.
- Migros Bank: Switzerland's fifth-largest bank, offering retail banking, mortgages, and insurance advisory to individuals and SMEs. Comparable retail financial services scope within the Swiss market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Weiss Group social profiles
Digital presenceWeiss Group compliance and trust
Trust signalCompliance3 records
Weiss Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Weiss Group leadership team
Management profileNumber of profiles
Profiles2 records
Weiss Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Weiss 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 Weiss Group
What does Weiss Group do?
Weiss Group provides boutique professional services at the intersection of finance and technology. The company operates two main service divisions: Financial Services (insurance brokerage, tax advisory, real estate, and finance consulting for individuals and businesses in Switzerland) and Venture Services (technical, financial, economic, and strategic advisory for the VC community, including deal sourcing, business valuation, due diligence, and portfolio management through the Radian VC brand).
Is Weiss Group a public or private company?
Weiss Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Weiss Group founded?
Weiss Group was founded in 2017. It employs 11 to 50 people.
Where is Weiss Group based?
Weiss Group is headquartered in Zürich, Switzerland, in the Europe region.
How does Weiss Group make money?
Three revenue lines are on record. Financial Advisory Fees are the primary driver. The others are venture Capital Services and insurance Brokerage.
Who are Weiss Group's main competitors?
Direct peers on record are MoneyPark and VZ VermögensZentrum. Emerging players are Alpian and Sygnum. Broad incumbents are KPMG Switzerland, Deloitte Switzerland, EY Switzerland and PwC Switzerland. Regional players are Bank Cler and Migros Bank.
Does Weiss Group have an API?
No public API is recorded for Weiss Group.
What industry is Weiss Group in?
Weiss Group's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAC, M&A Advisory (Buy-side/Sell-side), with a secondary code of FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps). Its NAICS code is 52421 and its SIC code is 6411.