Shansa

What Shansa does

Shansa SA is a privately held Swiss financial advisory and insurance brokerage firm headquartered at Rue Eugène-de-Coulon 1, Bevaix, in the canton of Neuchâtel. The firm operates as a regional practice serving private clients across French-speaking Switzerland (Suisse Romande), with a primary vertical specialization in medical professionals. Revenue is generated through professional-services fees across advisory, brokerage, and consulting engagements including insurance brokerage, mortgage and financing advisory, investment advice, and wealth management planning. Pricing is not publicly disclosed and is described as based on engagement scope and complexity, with the customer acquisition funnel initiated through a free, no-obligation "Bilan" consultation.

The firm is organized around four sub-brands: Shansa Med (financial and administrative services tailored to doctors, physicians, and medical practitioners, including career setup, insurance, and practice optimization), Shansa Immo (real estate and mortgage advisory for primary residences, secondary residences, mortgage renewals, and yield-property investments), Shansa Invest (advisory focused on alternative tangible investments as a differentiated alternative to crypto, bonds, and traditional funds), and Treesition (a carbon-neutrality initiative planting trees to offset the CO2 footprint of client meetings, with 305 trees planted and 15.25 tonnes of CO2 offset annually). The named team comprises six professionals (Elisa Fedele, Michel Calame, Patrick Catalioto, Sandra Eggenschwiler, Yohan Büschi, Yoann Henzelin) holding IAF and AFA certifications, with FINMA registration under license numbers F01048566 and F01354051.

Go-to-market is sales-led and relationship-driven: client acquisition relies on direct advisory outreach, professional referrals, and community engagement, including nine years of sustained support for medical students from French-speaking Swiss universities and charitable partnerships with MEDIC, CALWHA, and ESCOLHARES. No proprietary technology platform, mobile application, or API is disclosed; the firm's digital presence is limited to an informational website. The company is independently owned, with no disclosed parent, external investors, funding rounds, or M&A activity.

Name

Shansa

Legal name

Shansa SA

Website

https://shansa.ch

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Shansa SA is a Swiss financial advisory and insurance brokerage firm serving individuals and medical professionals across French-speaking Switzerland through dedicated Med, Immo, and Invest advisory divisions, supplemented by a carbon-neutrality initiative.

Ownership category

akta.pro rank

Product category

Financial Advisory and Insurance Brokerage

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Financial advisory services
• Insurance brokerage
• Wealth management consulting
• Mortgage advisory services
• Retirement planning advisory

Headquarters

HQ city

Bevaix

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Shansa generates revenue through financial advisory and consulting fees for services including insurance brokerage, mortgage/financing advisory, investment advice, and wealth management planning. Services are offered to individuals and businesses with pricing based on engagement scope and complexity.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Shansa SA is a Swiss financial advisory and insurance brokerage firm providing comprehensive financial planning, insurance brokerage, mortgage and financing advisory, investment consulting, and wealth management services. The firm operates four specialized divisions (Shansa Med for medical professionals, Shansa Immo for real estate, Shansa Invest for alternative tangible investments, and Treesition for carbon neutrality) serving individuals and businesses in Neuchâtel and French-speaking Switzerland.

Product overview

Shansa is a Swiss financial advisory and insurance brokerage firm offering a platform of specialized services through four distinct sub-brands: Shansa Med serves medical professionals with financial and administrative solutions; Shansa Immo provides real estate and mortgage advisory; Shansa Invest focuses on alternative tangible investments; and Treesition enables carbon neutrality through tree planting. The company also offers direct services including health insurance, property insurance, risk insurance, pension planning, taxation, income protection, career advisory for healthcare practitioners, financial planning, and general investment guidance.

Differentiator

Problem solved

Functional benefit

Brands

• Shansa Med: Financial and administrative advisory services for medical professionals, including insurance, career planning, and practice management solutions.
• Shansa Immo
• Shansa Invest
• Treesition

Products and services

• Shansa Med Financial and administrative health advisory services for medical professionals, including insurance management, career support, practice optimization, and tailored solutions across all career phases.
• Shansa Immo Real estate and mortgage advisory services helping clients become property owners, purchase secondary residences, renew mortgages, or invest in yield properties.
• Shansa Invest Investment advisory focusing on alternative tangible assets, financial planning, real estate investment, and diversification beyond traditional vehicles such as cryptocurrency, bonds, funds, or stocks.
• Treesition Carbon neutrality initiative where trees are planted to offset the carbon footprint of client appointments, contributing to environmental sustainability.
• Health Insurance Advisory (Caisse Maladie) Health insurance advisory covering coverage assessment, complementary insurance options, and optimal deductible selection for individuals.
• Property Insurance Advisory (Assurances Choses) Property insurance services including liability and household coverage, vehicle insurance, and home insurance.
• Risk Insurance Advisory (Assurances de Risques) Risk protection services including legal protection and internet security advisory.
• Retirement Planning (Prévoyance) Pension and retirement planning services covering the three-pillar system, retirement optimization, and tax savings strategies.
• Tax Advisory (Fiscalité) Tax optimization services for individuals, including guidance on permit status implications.
• Income Protection Advisory (Protection du Revenu) Income protection advisory covering disability income and survivor benefits for dependents.
• Career Advisory for Medical Professionals (Carrière) Career advisory services for medical professionals including practice setup, cabinet acquisition, financing, and practice optimization.
• Financial Planning (Planification Financière) Comprehensive financial planning including retirement timing, second pillar optimization, and wealth management.
• Real Estate Advisory (Immobilier) Real estate advisory covering financial capacity assessment, property selection, and financing guidance.
• Investment Advisory (Investissement) Investment advisory promoting tangible alternatives to cryptocurrency and traditional investment funds.

Quantifiable outcome

• 305 trees planted through Treesition carbon neutrality initiative
• +1 more outcomes

Named customers3 records

Segments4 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.

• MEDIC (Medical Emergency & Disaster Introduction Courses)minorOthersMEDIC provides medical emergency and disaster introduction courses. Shansa supports this organization as part of their community engagement in the medical sector.
• CALWHA (Children and Adolescents Living With HIV/AIDS)minorOthersCALWHA project in Tanzania supports over 300 children and adolescents living with HIV/AIDS in Ukerewe and Shirati. Shansa contributes to this initiative which reinforces the Tanzanian government's HIV fight by organizing 'Activity Days' 2-3 times monthly where children receive treatments and medical consultations.
• ESCOLHARESminorOthersESCOLHARES is an association providing vision screening and eye exams for schoolchildren in underprivileged neighborhoods of Rio de Janeiro, Brazil. The initiative addresses the fact that 25% of children have visual disorders affecting their development. Shansa supports this project which operates year-round with local involvement.
• Medical Students (French-speaking Swiss Universities)minorOthersFor 9 years, Shansa has accompanied medical students from French-speaking Swiss universities, providing administrative and financial support to prepare them for assistant contract beginnings.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Piguet Galland & Cie: Swiss independent wealth manager headquartered in Geneva serving private clients across French-speaking Switzerland with comprehensive financial advisory, asset management and pension planning, directly comparable to Shansa's Suisse Romande clientele and offering.
• Maerki Baumann & Co. AG: Independent Swiss private bank and wealth manager offering discretionary asset management and financial planning to private clients, comparable to Shansa in its independence from product providers and personal advisory model.
• Bordier & Cie: Geneva-based Swiss private bank providing traditional wealth management, financial advisory and family services to private clients, comparable in service scope and independence profile to Shansa.
• VZ VermögensZentrum: Large Swiss independent financial advisory firm offering holistic financial planning, investment, mortgage and pension advice under multiple sub-brands, very similar in multi-division structure and "neutral advice" positioning to Shansa, though at vastly greater scale.

Regional players

• Banque Cantonale du Jura (BCJ): Regional Swiss cantonal bank operating adjacent to Neuchâtel in Suisse Romande, offering retail banking, mortgages, insurance and advisory services to the same regional client base Shansa serves.
• Banque Cantonale Neuchâteloise (BCN): Cantonal bank headquartered in the canton of Neuchâtel providing retail banking, mortgage, insurance and wealth advisory services in the exact geography where Shansa operates.
• Wenger & Vieli AG: Independent Swiss financial advisory firm focused on holistic financial planning, tax, pension and investment advice for private clients in Switzerland, comparable in multi-disciplinary advisory positioning though primarily serving German-speaking Switzerland.

Broad incumbents

• VP Bank AG: Swiss-licensed private bank offering wealth management, investment advisory and financial planning to private clients across Switzerland and other markets, comparable in advisory scope though operating across multiple jurisdictions.
• Mirabaud & Cie SA: Established Swiss private bank with wealth management, corporate advisory and asset management capabilities serving private clients across Switzerland and internationally, overlapping with Shansa's investment and wealth advisory offering at a much larger scale.
• Julius Bär (Julius Baer): Major Swiss wealth manager providing private banking, investment advisory and wealth planning to HNW and UHNW clients globally, comparable to the wealth advisory portion of Shansa's offering but at materially larger scale and scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/Shansa.conseils
• LinkedInlinkedin.com/company/shansa-sa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Shansa