What Strike Advisory does

Strike Advisory, operated by the legal entity PropTech Partners Ltd, is an independent mortgage brokerage firm headquartered in Lausanne, Switzerland, founded in 2021 and registered with FINMA under number F01349137. The company connects Swiss individual homeowners and prospective property buyers to a panel of more than 80 financial institution partners—including UBS, Swiss Life, Migros Bank, Axa, Baloise, Valiant, multiple cantonal banks, and Raiffeisen branches—to source competitive mortgage rates and terms. Its service offering spans mortgage origination, renewal and refinancing, tax optimization, and pension planning advisory, delivered through a network of 13+ financial advisors located at nearly 30 advisory points across Swiss-speaking regions, with named offices in Lausanne, Geneva, Basel, Neuchâtel, Martigny, and Kloten, and additional canton-level phone and email coverage spanning 26 cantons.

The firm operates a commission-based revenue model in which lender partners pay fees on mortgages originated through the Strike platform, while advisory services are provided free of charge to end customers. The first appointment is free and without obligation, after which customers are routed to local advisors who handle personalized financing strategy, tax structuring, and pension coordination. Customer acquisition combines digital front-end tools—affordability, mortgage savings, and property gains tax calculators—with content marketing, SEO, email nurture, and an exclusive partnership with the Neho real estate marketplace that gives customers early access to listings and priority viewings.

The technology stack is a relatively standard lead-generation website with embedded calculators and a CRM/back-office supporting advisor workflows; there is no disclosed API, SDK, AI/ML capability, or proprietary model. Customer outcomes reported include average annual savings of approximately CHF 1,000 per client and individual case-study savings ranging from CHF 2,000 to CHF 125,000, supported by a 4.7/5 Trustpilot rating across 199 customer reviews. The customer base is fully retail (B2C), segmented into first-time buyers, existing owners approaching renewal, high-income buyers seeking tax optimization, and pre-retirees/retirees integrating mortgage decisions with pension planning.

Name

Strike Advisory

Legal name

PropTech Partners Ltd

Website

https://strike-advisory.ch

Company type

Private

Operating status

Operating

Short description

Strike Advisory is an independent Swiss mortgage broker that connects individual homeowners and prospective buyers to 80+ financial institution partners via 13+ advisors at nearly 30 Swiss locations, earning lender commissions on originated mortgages and related advisory services.

Ownership category

akta.pro rank

Product category

Mortgage Brokerage Services

NAICS

Mortgage and Nonmortgage Loan Brokers (522310), Mortgage and Nonmortgage Loan Brokers (52231)

SIC

Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)

akta.pro secondary industries

Debt Advisory & Financing Advisory (FSAEAGAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Mortgage brokerage
• Real estate financing
• Mortgage refinancing
• Financial advisory
• Tax optimization

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Mortgage Brokerage Commissions: The company acts as an independent mortgage broker earning commissions from financial institution partners (banks, insurance companies, pension funds) when mortgage products are originated through their platform. Services to end customers appear to be free, with revenue generated from lender commissions.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Strike Advisory is an independent mortgage broker connecting Swiss individuals and families with over 80 financial institution partners to secure optimal mortgage rates for property purchases and renewals. The firm delivers personalized advisory covering real estate financing, mortgage renewal/refinancing, tax optimization, and pension planning. Services to end customers are free, with revenue generated from commissions paid by lender partners when mortgages are originated.

Product overview

Strike Advisory operates as an independent mortgage brokerage platform, offering a unified suite of financial advisory services centered on real estate financing. The core offering consists of mortgage advisory services and mortgage renewal/refinancing solutions, supported by digital tools including an affordability calculator, property gains tax calculator, and mortgage savings calculator. Additional services encompass pension planning and tax optimization. The company connects clients with over 80 financial institution partners (banks and insurance companies) across Switzerland to secure optimal mortgage rates and conditions. Strike Advisory's services are accessible through nearly 30 locations throughout Switzerland.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgage Advisory Services Independent mortgage brokerage service providing tailored financing solutions for real estate purchases, connecting clients with over 80 financial institution partners to secure optimal mortgage rates and conditions. Targeted at individuals and families buying property in Switzerland.
• Mortgage Renewal/Refinancing Mortgage renewal service helping clients anticipate mortgage expiry, secure best renewal rates, and explore related opportunities such as pension fund asset buy-ins, renovation financing, and second home purchases. For existing Swiss property owners approaching renewal.
• Pension Planning Advisory Financial advisory service covering retirement, disability, and death contingencies to ensure clients' long-term financial security alongside mortgage decisions. For Swiss property owners integrating property and retirement planning.
• Tax Optimization Services Tax planning and optimization services to help property owners make significant savings by optimizing their taxation as property owners. For Swiss individuals and families holding or purchasing property.

Quantifiable outcome

• Average annual savings of CHF 1,000 per customer through optimized mortgage advisory
• +2 more outcomes

Named customers6 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

Feature3 records

Partnerships

One partnership is on record.

• NehocoreStrategic or Co-development PartnerExclusive partnership providing Strike customers with super early access to Neho properties before public listing, priority in viewing appointments, and comprehensive real estate transaction support.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• MoneyPark: MoneyPark is Switzerland's largest independent mortgage broker, connecting customers with multiple lenders through a hybrid online-plus-advisor model. It is the closest direct competitor to Strike Advisory, operating in the same residential mortgage brokerage category with a similar commission-based revenue model.
• MComparateur.ch: MComparateur is a Swiss mortgage comparison and brokerage platform offering online comparison tools alongside advisor services. It directly competes with Strike on price transparency and lender breadth in the Swiss residential mortgage market.
• hypoPlus: hypoPlus is a Swiss independent mortgage broker offering advisory services across multiple cantons. Comparable to Strike Advisory in serving individual homeowners seeking competitive mortgage terms through an independent intermediary.
• Credinfo: Credinfo is a Swiss mortgage and credit brokerage platform operating in the same independent intermediary model as Strike. It serves individual borrowers seeking competitive rates across multiple lenders in Switzerland.

Broad incumbents

• comparis.ch: comparis.ch is Switzerland's leading price-comparison platform covering insurance, banking, and mortgages. While broader in scope than Strike, its mortgage comparison and lead-generation business directly overlaps with Strike's customer acquisition channel.
• Liberty (Generali Group): Liberty is a Swiss insurance and financial services provider offering mortgage products through its own distribution channels. It is one of Strike's 80+ financial institution partners and competes indirectly via direct-to-consumer mortgage offerings.
• Hypothekarbank Lenzburg: Hypothekarbank Lenzburg is a regional Swiss bank specializing in mortgage financing. While primarily a direct lender rather than a broker, it operates in the same Swiss mortgage market and offers competitive rates that compete with Strike's brokered deals.

Emerging players

• finpension: finpension is a Swiss digital financial advisory platform offering pension and wealth planning services. Comparable to Strike's pension planning and tax optimization modules, though it does not focus on mortgage brokerage.
• Advisor Marketplace (Switzerland) / Local independent financial advisors: Vermögenszentrum (VZ) is a Swiss financial advisory firm offering mortgage advisory and broader financial planning services. It competes with Strike's bundled mortgage-plus-pension advisory model for the same Swiss retail customer base.

Others

• Neho: Neho is Strike Advisory's exclusive real estate marketplace partner. It is a strategic ally rather than a competitor; both companies share customer flow, with Neho feeding property leads into Strike's mortgage advisory funnel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

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 Strike Advisory