PPA
- Company typePrivate
- Founded2010
- HeadquartersSweden, Sweden
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
PPA firmographics
Firmographics- Name
- PPA
- Legal name
- Söderberg & Partners
- Website
- https://ppa.nu
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where PPA is headquartered
LocationHeadquarters
- HQ city
- Sweden
- HQ country
- Sweden
- HQ region
- Europe
Offices4 records
Markets served
PPA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management: Investment management and private banking services for high-net-worth individuals and institutional clients, including asset allocation, portfolio management, and sustainable investment options.
- Insurance Consulting: Corporate insurance advisory and brokerage services covering occupational pensions, business insurance, group insurance, and international company insurance solutions.
- Asset Management: Fund management and investment product distribution for institutional and retail clients.
- Financial Advisory Services: Tax advisory, legal services, accounting/bookkeeping, family law, and mortgage brokering services for private and corporate clients.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
PPA product offering
Product offeringCore offering
PPA (Söderberg & Partners) is a Nordic financial advisory and asset management firm offering wealth management, insurance consulting, and asset management services through three core divisions. The firm serves both corporate clients and private individuals with services spanning occupational pensions, business and private insurance, portfolio management, mortgage brokering, and tax/legal/advisory services, supported by proprietary analytical tools such as the Trafikljusrapporten (Traffic Light Report) and digital pension platforms.
Product overview
Söderberg & Partners operates as a multi-service financial advisory firm organized under three core divisions: Wealth Management, Insurance Consulting, and Asset Management. The company offers a unified platform of financial services for both corporate and individual clients, encompassing company pension solutions, HR services, insurance consulting, wealth management, home loans, and tax/legal advisory. Their product portfolio includes specialized modules for pension administration, payroll management, benefits portals, and comprehensive market/fund analysis services, all designed to help clients make well-informed financial decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management (Förmögenhetsrådgivning)
- Insurance Consulting (Försäkringar)
- Asset Management (Kapitalförvaltning)
- Tjänstepension (Company Pension)
- HR Solutions
- Bolån (Home Loans) Mortgage financing services for individuals purchasing or refinancing residential property, including application and rate information.
- Privatförsäkring (Private Insurance) Personal insurance products and coverage for individual clients, advised through the Insurance Consulting division.
- Skatt, juridik & redovisning (Tax, Legal & Accounting) Tax advisory, legal services, family law, bookkeeping and accounting services for individuals and businesses.
- Analys (Analysis Services)
Quantifiable outcome
- 14 consecutive years as Sweden's most satisfied corporate customers in the brokerage industry
- +1 more outcomes
Companies that use PPA
Customer profileSegments2 records
Ideal customer profiles2 records
PPA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
PPA partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights5 records
PPA competitors and assessment
Company assessmentDirect peers
- Carnegie: Swedish-founded investment bank and asset manager with strong Nordic wealth management operations, competing head-to-head for private banking and advisory mandates similar to Söderberg & Partners.
- Nordnet: A major Nordic online broker and wealth platform headquartered in Sweden, offering investment advisory, savings, and pension products to retail and corporate clients across the Nordics — directly competing with Söderberg & Partners' wealth management and private banking segments.
- Skandiabanken: Swedish digital bank with strong pension, insurance, and wealth management capabilities, overlapping materially with Söderberg & Partners in the personal finance and pension segments.
- Avanza Bank: Sweden's largest online brokerage with a strong pension and fund platform, competing directly with Söderberg & Partners on private wealth, occupational pension, and self-directed investing services for Nordic consumers.
- Länsförsäkringar: Swedish banking and insurance group with significant life insurance, occupational pension, and wealth management operations — directly competing with Söderberg & Partners' insurance consulting and pension advisory lines.
- Evli: A Finnish wealth manager and asset manager offering private banking, fund distribution, and investment advisory across the Nordics, with a comparable Nordic footprint and product mix to Söderberg & Partners.
Emerging players
- Scalable Capital: A European digital wealth management platform offering low-cost robo-advisory and brokerage services. While currently more focused on Germany, it represents the type of low-cost advisory competitor encroaching on Nordic private banking segments served by Söderberg & Partners.
Broad incumbents
- SEB Private Banking: The private banking and wealth management division of SEB, one of Sweden's largest banks, offering investment advisory, asset management, and pension services broadly comparable to Söderberg & Partners' offerings.
- Nordea Wealth Management: The wealth management arm of the largest Nordic bank, offering private banking, asset management, and life & pensions products. Overlaps significantly with Söderberg & Partners but operates as part of a far broader banking franchise.
Others
- Söderberg & Partners (real-world reference): The real, large-scale Nordic financial advisory firm whose content the company description matches. Listed as a reference anchor given the company data field labelled 'PPA' appears to be sourced from Söderberg & Partners' product and website corpus.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
PPA social profiles
Digital presencePPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
PPA leadership team
Management profileNumber of profiles
PPA subsidiaries and ownership
Company hierarchySubsidiaries3 records
PPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PPA 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 PPA
What does PPA do?
PPA (Söderberg & Partners) is a Nordic financial advisory and asset management firm offering wealth management, insurance consulting, and asset management services through three core divisions. The firm serves both corporate clients and private individuals with services spanning occupational pensions, business and private insurance, portfolio management, mortgage brokering, and tax/legal/advisory services, supported by proprietary analytical tools such as the Trafikljusrapporten (Traffic Light Report) and digital pension platforms.
Is PPA a public or private company?
PPA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PPA founded?
PPA was founded in 2010. It employs 11 to 50 people.
Where is PPA based?
PPA is headquartered in Sweden, Sweden, in the Europe region.
How does PPA make money?
Four revenue lines are on record. Wealth Management is the primary driver. The others are insurance Consulting, asset Management and financial Advisory Services.
Who are PPA's main competitors?
Direct peers on record are Carnegie, Nordnet, Skandiabanken, Avanza Bank, Länsförsäkringar and Evli. Scalable Capital is listed as an emerging player. Broad incumbents are SEB Private Banking and Nordea Wealth Management. Söderberg & Partners (real-world reference) is listed as an others.
Does PPA have an API?
No public API is recorded for PPA.