Schweizerischer Finanzberaterverband SFBV

What Schweizerischer Finanzberaterverband SFBV does

The Schweizerischer Finanzberaterverband SFBV is a Swiss professional association (Verein, founded 2017 under Swiss Civil Code Art. 60ff) that represents independent financial advisors in Switzerland. Its core product is a two-tier membership offering: active individual membership (CHF 400/year voting, CHF 200/year non-voting) and passive membership for financial product providers (statutory minimum CHF 300/year), each of which confers a registered SFBV quality seal (Qualitätssiegel) under the association's Standesregeln. Beyond the membership, SFBV operates a searchable online advisor directory (Finanzberater suchen), an educational content library (Ratgeber), a quarterly in-person event program (Jahresprogramm) held at Restaurant 'Die Waid' in Zürich, and a member-only exchange portal.

The underlying technology is intentionally light: the public site runs on WordPress (sfbv.ch) and the member portal is hosted on the third-party Webling platform, with no proprietary software or data assets disclosed. The go-to-market is community-led — word-of-mouth within the Swiss financial advisory community, a website funnel with a contact-form application path, recurring media placements by the president, and quarterly events that double as retention and recruitment vehicles. Revenue is subscription-recurring through annual membership fees, supplemented by modest event and sponsor contributions, with no external funding, parent company, or M&A activity disclosed.

SFBV is led by President Ueli Gerber (FIT Finance GmbH), Vice President Katja Lagger (Finanzplanung Katja Lagger), and Finance lead William Diana (William Diana Consulting), succeeding prior president Mario Huber. The organization is member-governed through a Generalversammlung (General Assembly) and a board (Vorstand) elected for three-year terms. Visible passive-member sponsors include Swiss Life, Generali, Helvetia, Pax, Sympany, Man Investments, Leonteq, Bellevue Asset Management, Reuss Private, and others, signaling institutional recognition on the product-provider side.

Name

Schweizerischer Finanzberaterverband SFBV

Legal name

Schweizerischer Finanzberaterverband SFBV

Website

https://sfbv.ch

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

The Schweizerischer Finanzberaterverband SFBV is a Swiss professional association, founded in 2017, that certifies and represents independent financial advisors in Switzerland through tiered membership, a quality seal, an advisor directory, quarterly events, and educational content.

Ownership category

akta.pro rank

Product category

Professional Financial Advisory Association

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

akta.pro industry

PRIMARYEDAAALAJ

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

Keywords

• Financial advisor association
• Professional membership services
• Financial advisory certification
• Advisor networking events
• Financial planning education

Headquarters

HQ city

Uesslingen-Buch

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Membership Fees: The SFBV's primary revenue stream is annual membership fees. Active individual members pay CHF 400 per year (or CHF 200 without voting rights). Passive members (product providers) pay a minimum of CHF 300 per year per the statutes. Firms where all sales staff are verified individual members receive a free firm membership.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The SFBV is a Swiss professional association for independent financial advisors, offering active and passive individual membership tiers, a recognized quality seal (Qualitätssiegel), a searchable online directory of certified advisors, quarterly networking and continuing-education events, and an educational Ratgeber guide. It operates as a member-governed Verein promoting professional standards and representing advisor interests.

Product overview

The Schweizerischer Finanzberaterverband (SFBV) operates as a professional association for independent financial advisors in Switzerland, offering a unified membership structure with two tiers (Active and Passive memberships). The association provides its members with the SFBV quality seal, access to a digital collaboration platform, an advisor search directory for client referrals, and educational content through its Ratgeber guide. Quarterly networking events comprise the annual program, creating a comprehensive ecosystem that supports professional development, industry standards, and business networking for Swiss financial advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• SFBV Aktivmitgliedschaft (Active Membership) Active membership for independent financial advisors, offering the SFBV quality seal, access to the digital exchange platform, special products, and better conditions from partner companies. Annual fee: CHF 400 (voting) or CHF 200 (non-voting).
• SFBV Passivmitgliedschaft (Passive Membership) Passive membership for product providers, enabling exchange with customers and competitors, access to a high-quality network, product presentation opportunities, and acquisition of new distribution partners. Minimum CHF 300 per year per statutes.
• Finanzberater suchen (Advisor Directory)

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

One partnership is on record.

• Restaurant 'Die Waid', ZürichminorOthersThe SFBV holds its regular quarterly events at Restaurant 'Die Waid' in Zürich. The venue provides adequate conference facilities and parking. This is an operational partnership for the hosting of the association's educational and networking events.

Recent moves6 records

Expansion highlights4 records

Direct peers

• Verband Schweizerischer Vermögensverwalter (VSV): Swiss industry association for independent asset managers, directly comparable to SFBV in that both organize and credential independent wealth-management professionals in Switzerland, run member events, and advocate for the independent advisory channel. Closest functional peer in terms of membership-based value proposition.
• Swiss Financial Analysts Association (SFAA): Swiss professional association for investment and financial analysts, providing continuing education, networking events, and advocacy. Directly comparable in mission and structure to SFBV's combination of standards, events, and member services.

Broad incumbents

• Financial Planning Standards Board (FPSB): Global standards-setting and certification body for the CERTIFIED FINANCIAL PLANNER (CFP) designation. Comparable to SFBV as a credentialing and standards organization for financial planners, though operating globally rather than within a single national market.
• CFA Society Switzerland: Local chapter of the CFA Institute network, providing a globally recognized professional designation (CFA) and continuing education for Swiss investment professionals. Comparable as a credentialing, education, and member-networking organization, but with a different (institutional) target audience.
• Swiss Bankers Association (Schweizerische Bankiervereinigung): The principal Swiss banking industry association. Although it represents banks rather than independent advisors, it is the dominant incumbent voice on Swiss financial-sector regulation, standards, and lobbying — the broader competitive context in which SFBV operates.
• European Financial Planning Association (EFPA): Pan-European certification body for financial planners (EFPA EIP/EFA/EFA+). Highly comparable to SFBV as a professional standards and continuing-education organization for European financial advisors, but operating at continental rather than Swiss national scope.

Others

• Schweizerische Aktuarvereinigung (SAV): Swiss professional association for actuaries. Adjacent rather than directly competing, but useful as a comparable Swiss professional-body operating model (credentialing, continuing education, advocacy) in the broader Swiss financial-services professional landscape.
• Verband Schweizerischer Privatbanken (VSPB): Association of Swiss private banks. Not a direct competitor to SFBV (private banks are a different channel from independent advisors), but a relevant comparable as a Swiss financial-industry membership body focused on standards and representation.

Regional players

• Bundesverband der Finanzberater (BVfF): German industry association representing independent financial advisors with a focus on quality standards, continuing education, and political advocacy. Comparable member-value proposition to SFBV, but German-only and oriented toward a different regulatory regime.
• Bundesverband Deutscher Vermögensberater (BDV): Leading German association for independent financial advisors and wealth managers. Closely comparable member-services model (events, training, advocacy, directory) but primarily serving the German market; useful as a regional comparable for SFBV's German-speaking advisor base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sfbv

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 Schweizerischer Finanzberaterverband SFBV