Finas Broker

What Finas Broker does

Finas Broker AG is an independent financial and insurance broker established in 2003 and headquartered at Hauptstrasse 56 in Muttenz, Canton Basel-Landschaft, Switzerland. The company operates as a privately held Swiss Aktiengesellschaft (CHE-197.859.021) and is registered with FINMA under number F01108472, with additional Cicero certification for professional advisory quality. It serves two distinct client segments: private individuals (Privatkunden), who receive advisory on insurance, pension planning, retirement, homeownership financing, estate/beneficiary planning, savings and investment, and tax optimization; and corporate clients (Firmenkunden), who receive advisory on property and asset insurance, occupational pensions (BVG), daily sickness (KTG) and occupational accident (UVG) coverage, cost-to-benefit optimization, administrative support, and claims management.

The firm's offering is service-based consulting rather than a packaged software product. Core technology is limited to a standard website (finas.ch) using Google Analytics and Google Maps integration; there is no proprietary platform, no API, no mobile app, and no AI/ML component. The company differentiates itself on independence — it is not owned by or exclusively tied to any financial service provider — and provides a curated comparison view across a broad partner network of leading Swiss insurers (Swiss Life, AXA Winterthur, Allianz Suisse, Helvetia, Basler, Generali, Die Mobiliar, Vaudoise, Zürich, CSS, Helsana, Swica, etc.) and selected banks (Bank Vontobel, Baloise Bank, Raiffeisenbank Regio Muttenz).

Revenue is generated entirely through commissions (affiliate_referral model) from these insurance and banking partners, based on policies and banking products placed through Finas's advisory engagements. The go-to-market is sales-led and consultative: direct outreach, scheduled appointments, phone (+41 61 465 74 20) and email ([email protected]) contact, with the website functioning as a top-of-funnel presence. The leadership team is small, led by Managing Director Marc Rohner and Partner Ignaz Steiner, with Christian Güntensperger as the legal representative. Geographic reach is single-country (Switzerland), with operational concentration in the Muttenz/Basel-Landschaft region.

Name

Finas Broker

Legal name

FINAS Broker AG

Website

https://finas.ch

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Independent Swiss financial and insurance broker established in 2003, headquartered in Muttenz, serving private individuals and corporate clients across Switzerland through commission-based advisory on insurance, pension, retirement, and banking products via a multi-carrier partner network.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Financial Advisory

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAAAM

Fee-Based Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Insurance brokerage
• Financial advisory services
• Risk management consulting
• Pension planning services
• Corporate insurance advisory

Headquarters

HQ city

Muttenz

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, Others

Revenue model

1. Insurance and Financial Advisory Commissions: As an independent broker, Finas Broker AG generates revenue through commissions from insurance companies and financial institutions with which they have partnership agreements. The company works with leading insurance and selected banking institutions in Switzerland without being obligated to any single financial service provider.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Finas Broker AG is an independent Swiss insurance and financial broker delivering personalized advisory services to private individuals and corporate clients. Core services include insurance brokerage across property, casualty, life, and health lines; corporate pension and risk management; retirement, savings, and investment planning; home ownership financing; estate planning; tax optimization; and administrative support including claims management. Revenue is generated through commissions from partner insurance companies and selected Swiss banks.

Product overview

Finas Broker AG is a neutral and independent financial and insurance broker established in 2003, serving both corporate and private clients in Switzerland. The company offers a comprehensive suite of advisory services including risk and financial planning, insurance brokerage across property/casualty and life/health lines, retirement planning, and investment advisory. Services are structured for two client segments: corporate customers (business risk management, insurance administration, claims management) and private customers (insurance optimization, retirement planning, real estate financing, estate planning, savings and investment, and tax optimization). The company works with leading Swiss insurance and selected banking institutions to provide independent, unbiased advice. No formally named product modules or software platforms were identified in the available sources — the offering is service-based consulting rather than a packaged software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Financial and Insurance Advisory (Privatkunden) Independent advisory for private individuals covering insurance optimization, pension planning (Vorsorge), retirement planning (Pensionierung), home ownership financing (Wohneigentum), beneficiary and partnership planning (Begünstigung und Partnerschaft), saving and investing (Sparen und Anlegen), and tax optimization (Steuern). Delivered through personal consultation at the Muttenz office and via phone/email.
• Corporate Client Pension, Risk and Insurance Advisory (Firmenkunden)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

21 partnerships are on record, tiered core and minor.

• Allianz SuissecoreChannel Partner/ Reseller/ DistributorInsurance partner providing individual and collective insurance products including life, health, and property coverage through Finas Broker AG's advisory services.
• AXA WinterthurcoreChannel Partner/ Reseller/ DistributorMajor insurance partner offering comprehensive individual and collective insurance solutions. AXA Winterthur is also the professional liability insurance provider for Finas Broker AG.
• BaslercoreChannel Partner/ Reseller/ DistributorInsurance partner offering individual and collective insurance products including life and property insurance.
• GeneralicoreChannel Partner/ Reseller/ DistributorInsurance partner providing individual and collective insurance coverage through Finas Broker AG's advisory network.
• Groupe MutuelcoreChannel Partner/ Reseller/ DistributorInsurance partner offering individual and collective health and life insurance solutions.
• HelvetiacoreChannel Partner/ Reseller/ DistributorInsurance partner providing individual and collective insurance products including life, property, and casualty coverage.
• Swiss LifecoreChannel Partner/ Reseller/ DistributorLeading life insurance partner offering individual and collective pension and life insurance solutions.
• Die MobiliarcoreChannel Partner/ Reseller/ DistributorInsurance partner providing individual and collective insurance products including property and casualty coverage.
• VaudoisecoreChannel Partner/ Reseller/ DistributorInsurance partner offering individual insurance products including life and property coverage.
• ZürichcoreChannel Partner/ Reseller/ DistributorInsurance partner providing individual and collective insurance solutions including property and casualty coverage.
• CSScoreChannel Partner/ Reseller/ DistributorHealth insurance partner offering collective health insurance solutions for corporate clients.
• HelsanacoreChannel Partner/ Reseller/ DistributorHealth insurance partner offering collective health insurance solutions for corporate clients.
• SwicacoreChannel Partner/ Reseller/ DistributorHealth insurance partner offering collective health insurance solutions for corporate clients.
• Bank VontobelcoreChannel Partner/ Reseller/ DistributorBanking and asset management partner providing wealth management and investment services integrated with Finas Broker AG's financial planning advisory.
• Baloise BankcoreChannel Partner/ Reseller/ DistributorBanking partner providing banking services and wealth management integrated with Finas Broker AG's advisory services.
• Raiffeisenbank Regio MuttenzcoreChannel Partner/ Reseller/ DistributorRegional banking partner providing local banking services integrated with Finas Broker AG's advisory offerings in the Muttenz region.
• AXA-ARAGminorChannel Partner/ Reseller/ DistributorLegal expenses insurance partner providing legal protection coverage.
• DASminorChannel Partner/ Reseller/ DistributorLegal expenses insurance partner for property and asset insurance coverage.
• smile directminorChannel Partner/ Reseller/ DistributorDigital insurance partner offering direct insurance products.
• PaxminorChannel Partner/ Reseller/ DistributorInsurance partner offering individual life insurance solutions.
• MobiLifeminorChannel Partner/ Reseller/ DistributorInsurance partner offering mobile lifestyle and individual insurance products.

Scale indicators2 records

Recent moves4 records

Direct peers

• Swiss Life Select: Swiss Life Select is the tied advisory arm of insurer Swiss Life (a Finas partner), offering financial planning, pension, and insurance advisory to Swiss private and corporate clients — directly comparable in service scope but with a captive-insurer affiliation.
• VZ VermögensZentrum: VZ VermögensZentrum is one of Switzerland's largest independent financial advisors, offering fee-based, comprehensive financial planning across insurance, pension, mortgage, and investment topics — closely mirroring Finas's broad advisory model without captive obligations.
• MoneyPark: MoneyPark is a Swiss independent broker intermediating mortgages and insurance products across multiple banks and insurers, operating on a commission model similar to Finas but with a stronger mortgage focus and broader digital footprint.

Emerging players

• True Wealth: True Wealth is a Swiss robo-advisor offering automated, low-cost portfolio management — an emerging digital entrant that competes for the investment-advisory portion of Finas's offering with a fundamentally different cost structure.
• Selma Finance: Selma Finance is a Swiss digital financial advisor combining automated portfolio management with human advisory access, targeting the same private-client planning segment as Finas with a digital-first delivery model.
• Moneyland: Moneyland is a Swiss comparison and advisory platform for insurance, banking, and telecom products, partially overlapping with Finas's broker role but with a digital-first, content-driven acquisition model.

Broad incumbents

• Helvetia Versicherungen: Helvetia is a leading Swiss insurance group (and Finas partner) distributing life, property, casualty, and pension products through captive agents — comparable offering with overlapping customer segments and a much larger scale.
• Allianz Suisse: Allianz Suisse is one of Finas's insurance partners and a top-tier Swiss insurer offering property, life, and pension products via tied agents and direct channels — broader incumbent with overlapping distribution and product capabilities.
• AXA Winterthur: AXA is a major Swiss insurer (also Finas's professional liability carrier and core partner) offering insurance and financial advisory through its own tied-agent network and direct channels — a large incumbent against which Finas competes for the same client wallet.

Others

• Comparis: Comparis is Switzerland's largest insurance and financial-services comparison portal, enabling consumers to compare policies and providers directly — a structural alternative to brokers like Finas and a key channel-shift risk.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/finas-broker-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Finas Broker