InvestSuisse AG

What InvestSuisse AG does

InvestSuisse AG is a privately held, independent Swiss insurance broker headquartered in Zurich, founded in 1988 (originally as invest2000ag) by Jürg R. Ernst and rebranded in 2004. The firm provides independent insurance brokerage across all branches, risk and enterprise risk management aligned with ISO 31000, cost-reduction reviews, and dedicated account management to nationally and internationally active enterprises as well as to SMEs and private investors. It operates without legal or economic ties to any insurer and holds FINMA registration (number 10026) under the Swiss Insurance Supervision Act since 2006; the company is a member of SIBA (Swiss Insurance Brokers Association).

The company's technology stack centers on internally developed software: the InvestSuisse Broker Software combines data and document management (in continuous development since 1995), and between 2009 and 2012 the firm provided expert support for iDirect24.ch, marketed as the world's first fully automated online insurance solution with credit card payment. Distribution combines direct sales from Zurich HQ, a Switzerland-wide franchise/licensee network covering German-, French-, and Italian-speaking regions, and cross-border reach via the AESIS international broker network spanning 14 countries. A wholly owned subsidiary, swissinvest.si AG (established 1999), serves private clients as a separate customer segment.

InvestSuisse AG generates revenue primarily through market-standard broker commissions paid directly by insurers under a transaction-fee model, supplemented by separately billed risk management and consulting fees. The organization is founder-led, with Jürg R. Ernst serving as President of the Board and Peter Schläpfer as CEO, and reports a total headcount of 8 employees — a structure indicating a high-touch boutique operation rather than a scaled brokerage platform.

Name

InvestSuisse AG

Legal name

InvestSuisse AG

Website

https://investsuisse.ch

Company type

Private

Founded year

1988

Operating status

Operating

Short description

InvestSuisse AG is a privately held, FINMA-registered Swiss independent insurance broker founded in 1988 in Zurich, serving nationally and internationally active enterprises as well as SMEs and private clients with brokerage, risk management, and consulting services through an 8-person team and a Switzerland-wide franchise plus AESIS international network.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)

akta.pro secondary industry

Embedded Insurance Distribution & Premium Financing (FSAGALAF)

Keywords

• Independent insurance brokerage
• Commercial insurance solutions
• Risk management consulting
• Insurance portfolio management
• Corporate risk analysis

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Broker Commission: Market-standard broker's commission paid directly by insurers for placing and managing insurance policies. No additional costs to clients for comprehensive insurance portfolio management and servicing.
2. Risk Management Services: Additional services such as Risk Management (RM) or Enterprise Risk Management (ERM) are billed separately via agreed fees with clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

InvestSuisse AG is an independent Swiss insurance broker that places, negotiates, and manages insurance policies on behalf of clients across all insurance branches. The company provides risk analysis, ongoing consulting, portfolio management, and cost optimization services for national and international enterprises, SMEs, and private clients. It also developed the iDirect24.ch fully automated online insurance solution.

Product overview

InvestSuisse AG operates as an independent Swiss insurance broker offering a unified service portfolio centered on insurance brokerage, risk analysis, consulting, portfolio management, and cost optimization. The company developed proprietary technology including the iDirect24.ch fully automated insurance platform and internal broker software for document management. Services are delivered through direct advisory and management support, with the key account control system enabling portfolio-wide monitoring.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Brokerage Services Independent insurance brokerage for all insurance branches, providing negotiation with insurers, quotation acquisition, policy placement and ongoing management for enterprises, SMEs, and private clients.
• Risk Analysis Comprehensive risk management and analysis services including risk identification, assessment, prioritization, and development of risk financing solutions aligned with ISO 31000 standards.
• Consulting Services Insurance consulting including risk and insurance analysis, policy formulation, coverage determination, and ongoing advisory support for all insurance matters.
• Management Services Comprehensive insurance portfolio management including policy implementation, claims support and handling, pension planning, and periodic InvestNews newsletter distribution.
• Cost Reduction Services Coverage and premium optimization through annual portfolio reviews, negotiations with insurers, and continuous monitoring to ensure best price-performance ratio.
• iDirect24.ch Fully electronic, internet-based insurance solution enabling automated policy generation and claims processing without media break, including credit card payment integration. World's first fully automated insurance solution.

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

34 partnerships are on record, tiered core, standard, minor and supporting.

• AESIS International NetworkcoreStrategic or Co-development Partner · 1 January 2001One of the largest independent insurance broker networks in Europe. InvestSuisse AG has been a member for over 10 years and represents the network in Switzerland. The network comprises 35 members operating 34 offices in 14 countries with 3,600+ employees, managing annual premium income exceeding EUR 3.5 million.
• SIBA (Swiss Insurance Brokers Association)coreOthers · 1 January 2000Swiss industry association for insurance brokers. Only the most important brokerage companies in Switzerland belong to this association.
• CSSstandardOthersHealth insurance partner for placing client coverage.
• SanitasstandardOthersHealth insurance partner for placing client coverage.
• VaudoisestandardOthersInsurance company partner for placing client coverage.
• Allianz SuissestandardOthersInsurance company partner for placing client coverage.
• Axa WinterthurstandardOthersInsurance company partner. Also provides professional liability insurance coverage for InvestSuisse AG (CHF 5 million for persons/property, CHF 3 million for financial losses).
• Basler VersicherungenstandardOthersInsurance company partner for placing client coverage.
• Die MobiliarstandardOthersInsurance company partner for placing client coverage.
• Zurich VersicherungsgesellschaftstandardOthersInsurance company partner for placing client coverage.
• SwissLifestandardOthersInsurance company partner for placing client coverage.
• Helvetia GruppestandardOthersInsurance company partner for placing client coverage.
• GeneralistandardOthersInsurance company partner for placing client coverage.
• AXA WinterthurstandardOthersInsurance company partner for placing client coverage. Provider of professional liability insurance for InvestSuisse AG.
• ConcordiastandardOthersInsurance company partner for placing client coverage.
• HelsanastandardOthersHealth insurance partner for placing client coverage.
• SwicastandardOthersHealth insurance partner for placing client coverage.
• ChubbstandardOthersInsurance company partner for placing client coverage.
• VisanastandardOthersHealth insurance partner for placing client coverage.
• SympanystandardOthersHealth insurance partner for placing client coverage.
• Group MutuelstandardOthersHealth insurance partner for placing client coverage.
• PAX VersicherungenstandardOthersInsurance company partner for placing client coverage.
• XL CatlinstandardOthersInsurance company partner for placing client coverage.
• AIGstandardOthersInsurance company partner for placing client coverage.
• HDI GlobalstandardOthersInsurance company partner for placing client coverage.
• Lloyd's BrokerstandardOthersInsurance company partner for placing client coverage via Paul-Frank.
• innova VersicherungenstandardOthersInsurance company partner for placing client coverage.
• AutoMate Insurance AGminorStrategic or Co-development PartnerCo-founded startup (2016) with partial involvement through vision and know-how exchange from founder J.R. Ernst (2014-2019). Operates in automated insurance solutions.
• i-net-insurance ag (iDirect24)minorStrategic or Co-development PartnerExpert support in development of world's first fully automated insurance solution (2009-2012), including credit card payment, from insurance certificate generation to policy preparation.
• Agentur P. Schneider AGcoreChannel Partner/ Reseller/ DistributorFirst franchise partner awarded in 2002. Located in Glattbrugg, providing services in Zurich region.
• A. Aebi assurancecoreChannel Partner/ Reseller/ DistributorLicensee partner awarded in 2005. Located in Crissier (French-speaking Switzerland).
• I & R Investment Research AGsupportingOthersCooperation agreement since 2008 in area of investment activities. Located in Schindellegi.
• Swisscom AGsupportingTechnology or IntegrationIT/technology partner for telecommunications and IT services.
• Estim AGsupportingOthersCooperation agreement since 2008 in area of property management (insurance operations).

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Marsh Switzerland: Swiss arm of the world's largest insurance broker. Directly competes with InvestSuisse AG for corporate risk and insurance advisory mandates in Switzerland but operates globally with vastly larger headcount, broader specialty lines, and analytical resources.
• Aon Switzerland: Global insurance broker and risk advisor with a Swiss presence. Competes head-to-head with InvestSuisse AG for enterprise brokerage mandates and risk-management consulting, particularly for multinational clients with Swiss exposure.
• WTW (Willis Towers Watson) Switzerland: Global advisory, broking, and solutions firm with a Zurich presence. Directly comparable to InvestSuisse AG as an insurance broker serving mid-to-large enterprises, with overlapping risk analytics and consulting offerings.

Direct peers

• Gallagher Switzerland: Arthur J. Gallagher's Swiss operation; an independent global broker that closely matches InvestSuisse AG's positioning as an unbound, multi-carrier broker serving corporate and SME clients with risk advisory services.
• Lockton Switzerland: World's largest independent insurance broker with a Zurich office. Closely parallels InvestSuisse AG's value proposition of independent, carrier-agnostic brokerage and risk consulting for corporate clients.
• Funk Gruppe: Independent German-speaking insurance broker with Swiss presence. Operates the same independent multi-carrier brokerage model for corporate clients, with proprietary tools and franchise-like partner network structures similar to InvestSuisse AG.
• Howden Switzerland: Independent international broker expanding in Switzerland. Competes with InvestSuisse AG in mid-market and upper-mid-market corporate brokerage, with similar focus on independence and cross-border capabilities.

Emerging players

• Smile.direct Insurance: Swiss digital insurance platform/broker offering direct online insurance products. Represents the digital-broker competitive threat to traditional Swiss brokers like InvestSuisse AG and shows the direction the market is moving for SME and private clients.

Regional players

• Toni Wicki AG: Smaller independent Swiss insurance broker operating in central Switzerland. Comparable in size and independence profile to InvestSuisse AG, serving SMEs and private clients through personal advisory relationships.

Others

• SIBA — Swiss Insurance Brokers Association: Industry association of which InvestSuisse AG is a member. SIBA defines the professional standards and certification framework for Swiss insurance brokers and is a peer/ecosystem comparator rather than a direct competitor; membership signals standing in the Swiss brokerage community.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

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 InvestSuisse AG