UB Partner
UB Partner, operating the CLARK platform from Zofingen, Switzerland, offers integrated tax preparation, insurance advisory, pension planning, and financial planning to over 50,000 Swiss retail consumers via a digital portal backed by expert advisors and 13+ carrier partnerships.
- Company typePrivate
- Founded2010
- HeadquartersZofingen, Switzerland
- Headcount101–250
- GTM typeB2C
- OfferingServices
What UB Partner does
UB Partner, headquartered in Zofingen, Switzerland, operates the CLARK consumer financial services platform that delivers integrated tax preparation, insurance advisory, pension planning, and financial planning services to Swiss residents. Founded in 2010, the company combines a digital self-service portal for tax filing with personalized expert consultations across a broad product catalog that includes health, auto, liability, legal protection, and life insurance sourced from major Swiss providers such as SWICA, Swiss Life, Helsana, AXA, Sanitas, Concordia, Generali, Helvetia, Sympany, and Assura. The platform serves over 50,000 customers in Switzerland and operates with between 101 and 250 employees.
The underlying technology is a customer-facing web portal that aggregates multiple financial product categories and connects users with advisory professionals for insurance, tax, and pension matters. The company distributes through country-specific domains indicating a presence in Switzerland, Germany, France, and the United Kingdom under the CLARK Holding SE legal entity. The portal architecture enables consumers to manage policies, file taxes, and access advisory services through a single account, with the cross-category design intended to drive cross-sell between tax, insurance, and pension touchpoints.
The business model is multi-stream: insurance broking and advisory generates commission-based revenue from partner insurers, while tax preparation and financial planning are delivered as fee-based professional services. Revenue mechanics are anchored by recurring carrier commissions across 13+ insurance partners and one-off advisory fees on tax and financial planning engagements. The Swiss retail consumer is the primary customer segment, with adjacent consumer markets in Germany, France, and the UK targeted through localized CLARK domains, though Switzerland remains the core market based on language, partnership positioning, and customer count disclosure.
UB Partner firmographics
Firmographics- Name
- UB Partner
- Legal name
- CLARK Holding SE
- Website
- https://ubpartner.ch
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- UB Partner, operating the CLARK platform from Zofingen, Switzerland, offers integrated tax preparation, insurance advisory, pension planning, and financial planning to over 50,000 Swiss retail consumers via a digital portal backed by expert advisors and 13+ carrier partnerships.
- Ownership category
- akta.pro rank
UB Partner industry classification
Industry- Product category
- Personal Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Retail (Personal Lines) Insurance Brokerage (FSAEADAA)
Keywords
Where UB Partner is headquartered
LocationHeadquarters
- HQ city
- Zofingen
- HQ country
- Switzerland
- HQ region
- Europe
Markets served
UB Partner business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Insurance Advisory and Broking: CLARK provides independent insurance advisory services, likely earning commissions from insurance providers for policy placements and recommendations
- Tax Preparation Services: Professional tax declaration preparation and filing services for Swiss residents
- Financial Planning Consultations: Holistic financial planning advice including retirement planning (Vorsorge), retirement provision optimization
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
UB Partner product offering
Product offeringCore offering
UB Partner operates the CLARK brand in Switzerland, delivering integrated tax preparation, insurance advisory, pension/retirement planning, health insurance comparison, and holistic financial planning services to Swiss residents. Services are delivered through a digital customer portal for self-service tax filing combined with personalized expert consultation by phone and email. The company provides independent, multi-provider advice across leading Swiss insurers including SWICA, Swiss Life, Helsana, AXA, Sanitas, Concordia, Generali, and Helvetia.
Product overview
CLARK is a comprehensive financial services platform offering integrated tax preparation, insurance advisory, pension planning, health insurance management, and financial planning services. The offering is a unified advisory service combining a digital customer portal for tax filing with personalized expert consultation. Services are delivered through the company's own expert advisors combined with a web-based customer portal that enables users to manage their tax returns and access financial services.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Filing Service (Steuererklärung)
Companies that use UB Partner
Customer profileNamed customers8 records
Segments1 record
Ideal customer profiles1 record
UB Partner technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
UB Partner partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor.
- SWICAminorHealth insurance company listed among partner insurance providers on CLARK Switzerland website. Customers can access SWICA insurance products and comparison services through CLARK's platform.
- Swiss LifeminorInsurance company listed among partner providers on CLARK Switzerland website, offering life and retirement insurance products accessible through CLARK's advisory services.
- HelsanaminorSwiss health insurance company listed among partner providers. Helsana insurance products are available for comparison and recommendation through CLARK's independent advisory.
- Sanitas KrankenkasseminorHealth insurance provider listed as partner on CLARK website. Customers can access Sanitas health insurance products through CLARK's platform.
- AXAminorMajor Swiss insurance company listed among partner providers on CLARK's platform, offering property, casualty, and life insurance products.
- ConcordiaminorSwiss health insurance provider listed as partner. Concordia insurance products are accessible through CLARK's independent advisory services.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
UB Partner competitors and assessment
Company assessmentDirect peers
- Comparis: Swiss market leader in price comparison for insurance, banking, and telecom. Direct peer because CLARK offers an overlapping multi-carrier insurance comparison and switching service for the same Swiss resident customer base, with comparable broker/commission revenue model.
- FinanceScout24: Swiss online comparison portal for insurance and financial products owned by Scout24. Direct peer because it competes head-to-head with CLARK in multi-carrier personal lines insurance comparison for Swiss residents.
Regional players
- Check24: Germany's largest price-comparison portal for insurance, finance, energy, and travel. Regional peer because CLARK operates in Germany with a similar multi-carrier comparison model, but Check24 is the established local incumbent rather than a direct Swiss competitor.
- Selectra: Pan-European price comparison and advisory platform (energy, telecom, insurance) active in Switzerland, Germany, France and others. Comparable because of overlapping multi-country comparison coverage and similar independent advisory positioning versus CLARK.
- Verivox: German comparison portal focused on insurance, energy, and telecom. Comparable as a European peer operating an adjacent multi-carrier insurance brokerage model in the German market where CLARK also has presence.
Emerging players
- MoneyPark: Swiss digital mortgage and real-estate financing broker with advisory services. Comparable because it is a Swiss independent financial advisory platform addressing individual consumers with a similar hybrid tech-plus-expert model, albeit focused on mortgages rather than insurance.
- True Wealth: Swiss robo-advisor offering automated portfolio management. Comparable as a Swiss fintech serving retail customers with digital financial services; partial overlap with CLARK's Finanzplanung offering but automated rather than advisory.
Market position
Strengths1 record
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
UB Partner social profiles
Digital presenceUB Partner financial estimates
Financial estimateRevenue estimate
Valuation estimate
UB Partner leadership team
Management profileNumber of profiles
UB Partner funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UB Partner 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 UB Partner
What does UB Partner do?
UB Partner operates the CLARK brand in Switzerland, delivering integrated tax preparation, insurance advisory, pension/retirement planning, health insurance comparison, and holistic financial planning services to Swiss residents. Services are delivered through a digital customer portal for self-service tax filing combined with personalized expert consultation by phone and email. The company provides independent, multi-provider advice across leading Swiss insurers including SWICA, Swiss Life, Helsana, AXA, Sanitas, Concordia, Generali, and Helvetia.
Is UB Partner a public or private company?
UB Partner is a private company. It is classified as unknown and is currently operating.
When was UB Partner founded?
UB Partner was founded in 2010. It employs 101 to 250 people.
Where is UB Partner based?
UB Partner is headquartered in Zofingen, Switzerland, in the Europe region.
How does UB Partner make money?
Three revenue lines are on record. Insurance Advisory and Broking is the primary driver. The others are tax Preparation Services and financial Planning Consultations.
Who are UB Partner's main competitors?
Direct peers on record are Comparis and FinanceScout24. Regional players are Check24, Selectra and Verivox. Emerging players are MoneyPark and True Wealth.
Does UB Partner have an API?
No public API is recorded for UB Partner.
What industry is UB Partner in?
UB Partner's product category is Personal Financial Advisory Services. Its primary akta.pro industry code is FSAEADAA, Retail (Personal Lines) Insurance Brokerage. Its NAICS code is 52421 and its SIC code is 6411.