AfW Bundesverband Finanzdienstleistung e.V.

Name

AfW Bundesverband Finanzdienstleistung e.V.

Legal name

AfW Bundesverband Finanzdienstleistung e. V.

Website

https://bundesverband-finanzdienstleistung.de

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Berlin

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Distribution channels2 records

Marketing channels5 records

Core offering

AfW Bundesverband Finanzdienstleistung e.V. is the professional association (Berufsverband) representing independent insurance brokers and financial advisors in Germany. It provides members with political advocacy, regulatory monitoring at German and EU levels, support on legal/tax/business management questions, access to a knowledge database with guides/checklists/templates, networking events, and connection to a sponsor partner network of insurance companies, fund providers, and broker service firms.

Product overview

AfW Bundesverband Finanzdienstleistung e.V. is a professional association (Berufsverband) serving as the official representative body for independent insurance brokers and financial advisors in Germany. Rather than a technology product company, the association offers a membership-based service portfolio centered on political advocacy, professional development, and regulatory compliance support. The core offerings include membership with access to a knowledge database of guides and checklists, an advisor search directory (#Beratersuche), the #DIE34ER community for young professionals, and various compliance services covering anti-money laundering (GWG), AI regulation, and EU transparency requirements. Members also benefit from networking events and representation before political bodies.

Differentiator

Problem solved

Functional benefit

Brands

• #DIE34ER: Community for young financial advisors within the AfW association, offering networking, exclusive events, and professional development opportunities for young independent financial service professionals.

Products and services

• AfW Membership (Mitgliedschaft) Annual association membership for independent insurance brokers and financial advisors in Germany, providing political representation, regulatory monitoring, member support on legal/tax/business management matters, access to a knowledge database of guides/checklists/templates, networking events, and connection to the 60+ sponsor partner network of insurers, fund providers, and broker service firms.
• Beratersuche (Advisor Search Directory) Public-facing online directory allowing consumers to search for AfW-member independent financial advisors and insurance brokers by location or specialty, generating qualified referrals for member advisors.
• Knowledge Database and Compliance Resource Library (Wissensdatenbank) Member-accessible knowledge database containing guides, checklists, and templates covering regulatory compliance topics including the EU Transparency Regulation (TVO), GWG anti-money laundering work aids and goAML registration support, AI Regulation and Data Protection for intermediaries, the Digital Pension Overview (DRÜ), the Verivox ruling disclosure obligations, and the VSH checklist.
• #DIE34ER Young Advisors Community Community program for young independent financial advisors within AfW, providing networking, exclusive events, and professional development opportunities targeted at the next generation of independent financial service professionals.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

83 partnerships are on record, tiered minor.

• Fonds Finanz Maklerservice GmbHminorGTM or Marketing PartnerInsurance broker service provider operating as a sponsor member of AfW.
• Franklin Templeton International Services S.à.r.l.minorGTM or Marketing PartnerInternational investment management company as sponsor member.
• Dialog Lebensversicherungs-AGminorGTM or Marketing PartnerLife insurance company as sponsor member of AfW.
• DOMCURA AGminorGTM or Marketing PartnerInsurance services provider as sponsor member.
• FondsKonzept AGminorGTM or Marketing PartnerFund-based financial services company as sponsor member.
• Thinksurance GmbHminorGTM or Marketing PartnerInsurance technology company as sponsor member.
• ImmoScout24minorGTM or Marketing PartnerReal estate platform as sponsor member providing property-related services to advisors.
• Gubbi AGminorGTM or Marketing PartnerFinancial services company as sponsor member.
• Patriarch Multi-Manager GmbHminorGTM or Marketing PartnerMulti-manager investment services as sponsor member.
• inpunkto AGminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• Wirth - RechtsanwälteminorImplementation/ SI/ Consulting PartnerLegal services firm providing legal support to members as sponsor.
• InterRisk VersicherungenminorGTM or Marketing PartnerInsurance company as sponsor member.
• Continentale VersicherungsverbundminorGTM or Marketing PartnerInsurance group as sponsor member.
• HanseMerkur Holding AGminorGTM or Marketing PartnerInsurance holding company as sponsor member.
• blau direkt GmbHminorGTM or Marketing PartnerInsurance broker services provider as sponsor member.
• CarmignacminorGTM or Marketing PartnerAsset management company as sponsor member.
• WWK Lebensversicherung a.G.minorGTM or Marketing PartnerLife insurance company as sponsor member.
• Netfonds AGminorGTM or Marketing PartnerFinancial services platform as sponsor member.
• Canada Life Assurance Europe plcminorGTM or Marketing PartnerInsurance company as sponsor member.
• Xempus Deutschland GmbHminorGTM or Marketing PartnerInsurance technology company as sponsor member.
• ERGO Group AGminorGTM or Marketing PartnerMajor insurance group as sponsor member.
• Zurich Gruppe DeutschlandminorGTM or Marketing PartnerInternational insurance company as sponsor member.
• Swiss Life DeutschlandminorGTM or Marketing PartnerLife insurance and pensions provider as sponsor member.
• SIGNAL IDUNA GruppeminorGTM or Marketing PartnerInsurance group as sponsor member.
• HDI Deutschland AGminorGTM or Marketing PartnerInsurance company as sponsor member.
• Gothaer Allgemeine Versicherung AGminorGTM or Marketing PartnerInsurance company as sponsor member.
• MAXPOOL Maklerkooperation GmbHminorChannel Partner/ Reseller/ DistributorBroker cooperation platform as sponsor member providing pooling services to independent brokers.
• VEMA Versicherungsmakler Genossenschaft eGminorChannel Partner/ Reseller/ DistributorInsurance broker cooperative as sponsor member.
• DJE Kapital AGminorGTM or Marketing PartnerAsset management company as sponsor member.
• Flossbach von Storch SEminorGTM or Marketing PartnerAsset management company as sponsor member.
• BaloiseminorGTM or Marketing PartnerInsurance company as sponsor member.
• NÜRNBERGER Lebensversicherung AGminorGTM or Marketing PartnerLife insurance company as sponsor member.
• DAK-GesundheitminorGTM or Marketing PartnerGerman health insurance provider as cooperation partner.
• IKK classicminorGTM or Marketing PartnerGerman statutory health insurance provider as cooperation partner.
• BarmerminorGTM or Marketing PartnerGerman health insurance provider as cooperation partner.
• FONDSNETminorGTM or Marketing PartnerFund services provider as sponsor member.
• vfm-GruppeminorGTM or Marketing PartnerInsurance broker services group as sponsor member.
• VOLKSWOHL BUND Lebensversicherung a.G.minorGTM or Marketing PartnerLife insurance company as sponsor member.
• LV 1871minorGTM or Marketing PartnerLife insurance company as sponsor member.
• BCA AGminorGTM or Marketing PartnerBroker services provider as sponsor member.
• SDV AGminorGTM or Marketing PartnerInsurance services as sponsor member.
• Plansecur Service GmbH & Co. KGminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• HonorarKonzept GmbHminorGTM or Marketing PartnerFee-based advisory services provider as sponsor member.
• APELLA AGminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• GOING PUBLIC! Akademie für Finanzberatung AGminorGTM or Marketing PartnerFinancial advisory training academy as sponsor member.
• SACHPOOL GmbHminorChannel Partner/ Reseller/ DistributorBroker cooperation/pool as sponsor member.
• GPC Tax AG SteuerberatungsgesellschaftminorImplementation/ SI/ Consulting PartnerTax advisory firm as sponsor member providing services to members.
• SEB SteuerberatungminorImplementation/ SI/ Consulting PartnerTax advisory firm as sponsor member.
• OCC Assekuradeur GmbHminorGTM or Marketing PartnerSpecialty insurance provider as sponsor member.
• Landeskrankenhilfe V.V.a.G.minorGTM or Marketing PartnerGerman health insurance provider as sponsor member.
• ALH GruppeminorGTM or Marketing PartnerInsurance group as sponsor member.
• Standard Life VersicherungminorGTM or Marketing PartnerInsurance company as sponsor member.
• DELA LebensversicherungminorGTM or Marketing PartnerLife insurance company as sponsor member.
• Hannoversche Lebensversicherung AGminorGTM or Marketing PartnerLife insurance company as sponsor member.
• IDEAL Lebensversicherung a.G.minorGTM or Marketing PartnerLife insurance company as sponsor member.
• BY die Bayerische Vorsorge Lebensversicherung a.G.minorGTM or Marketing PartnerLife insurance company as sponsor member.
• Vanguard Group Europe GmbHminorGTM or Marketing PartnerAsset management company as sponsor member.
• BIT Capital GmbHminorGTM or Marketing PartnerAsset management company as sponsor member.
• TSO Capital Advisors GmbHminorGTM or Marketing PartnerCapital advisory firm as sponsor member.
• Hans John Versicherungsmakler GmbHminorGTM or Marketing PartnerInsurance broker firm as sponsor member.
• Solvium Capital Vertriebs GmbHminorGTM or Marketing PartnerAlternative investments provider as sponsor member.
• Verifort Capital Group GmbHminorGTM or Marketing PartnerCapital investment group as sponsor member.
• Württembergische Vertriebspartner GmbHminorChannel Partner/ Reseller/ DistributorDistribution partner company as sponsor member.
• Smart Asset Management Service GmbHminorGTM or Marketing PartnerAsset management services as sponsor member.
• Status GmbHminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• Resultate Institut für Unternehmensanalysen und Bewertungsverfahren GmbHminorImplementation/ SI/ Consulting PartnerBusiness analysis and valuation firm as sponsor member.
• Zielke Research ConsultminorImplementation/ SI/ Consulting PartnerResearch and consulting firm as sponsor member.
• fb researchminorImplementation/ SI/ Consulting PartnerResearch firm as sponsor member.
• ÖKORENTA GruppeminorGTM or Marketing PartnerRenewable energy investment group as sponsor member.
• degenia Versicherungsdienst AGminorGTM or Marketing PartnerInsurance services provider as sponsor member.
• Jäderberg & Cie. GmbHminorGTM or Marketing PartnerFinancial services firm as sponsor member.
• Alte OldenburgerminorGTM or Marketing PartnerInsurance company as sponsor member.
• AUXILIA Rechtsschutz-Versicherungs-AGminorGTM or Marketing PartnerLegal protection insurance company as sponsor member.
• Adam Riese GmbHminorGTM or Marketing PartnerInsurance company as sponsor member.
• ARUNA GmbHminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• WIFO GmbHminorImplementation/ SI/ Consulting PartnerFinancial consulting firm as sponsor member.
• KAB MaklerserviceminorChannel Partner/ Reseller/ DistributorBroker services provider as sponsor member.
• JungminorGTM or Marketing PartnerFinancial services firm as sponsor member.
• Noble BC GmbHminorGTM or Marketing PartnerBusiness consulting firm as sponsor member.
• WechselpilotminorGTM or Marketing PartnerFinancial technology/services company as sponsor member.
• FinasminorGTM or Marketing PartnerFinancial services provider as sponsor member.
• LiloPlus GmbHminorGTM or Marketing PartnerInsurance technology company as sponsor member.
• [pma] Finanz- und Versicherungsmakler GmbHminorGTM or Marketing PartnerInsurance and financial broker firm as sponsor member.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• BCA AG: A leading German broker platform for independent financial advisors and insurance brokers, providing market comparison, product access, and back-office tooling. An AfW sponsor whose service offering overlaps with AfW's member benefits.
• blau direkt GmbH: A German insurance broker services provider focused on digital platform and process support for independent brokers. An AfW sponsor whose technology-enabled services compete for the same broker mindshare that AfW addresses through advocacy and content.
• MAXPOOL Maklerkooperation GmbH: A German broker pool/cooperation platform serving independent brokers with product access and back-office services. Listed as an AfW sponsor, MAXPOOL is an adjacent service provider that competes for broker attention and partially overlaps AfW's member-value proposition.

Direct peers

• VEMA Versicherungsmakler Genossenschaft eG: A German insurance broker cooperative that aggregates independent brokers for negotiating power with carriers. Listed as an AfW sponsor, VEMA operates as a competing rallying point for independent broker representation and member services.
• BVK Bundesverband Deutscher Versicherungskaufleute e.V. The leading German trade association for insurance intermediaries, primarily representing tied agents (Versicherungsvertreter). It is the most directly comparable advocacy organization to AfW, operating in the same regulatory and policy domain but covering a different intermediary segment.

Broad incumbents

• Insurance Europe: The European insurance and reinsurance federation headquartered in Brussels. It engages in EU-level policy on intermediation, distribution, and consumer protection that directly shapes AfW's German regulatory agenda.
• GDV Gesamtverband der Deutschen Versicherungswirtschaft e.V. The main German insurance industry association representing insurers rather than intermediaries. It is the dominant policy counterpart to AfW in regulatory advocacy and the most influential industry voice on EU and German intermediation rules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bundesverbandfinanzdienstleistung

Revenue estimate

Valuation estimate

Number of profiles

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 AfW Bundesverband Finanzdienstleistung e.V.