Swiss Life Select a.s. - Vyšehrad
Swiss Life Select a.s. is the Czech financial advisory subsidiary of Swiss Life Group, offering independent financial planning, investments, insurance, pensions, and real estate services through 650+ financial consultants and its proprietary FiLiP client portal to individuals, families, corporate clients, and high-net-worth clients across the Czech Republic.
- Company typePrivate
- Founded2013
- HeadquartersPrague 3, Prague, Czechia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Swiss Life Select a.s. - Vyšehrad does
Swiss Life Select a.s. is the Czech Republic operating subsidiary of Swiss Life Group, a Swiss financial services company founded in 1857. The Czech entity provides independent financial advisory across investments, insurance, pensions, and real estate to individual families, high-net-worth clients, corporate clients, and medical professionals. Its core technology platform is FiLiP, a proprietary client portal delivering 24/7 access to contracts, document storage, property valuations (powered by PriceHubble), mortgage calculations, and secure communication with consultants, available on desktop and mobile (iOS/Android). The company also operates Swiss Life Reality as a wholly-owned real estate subsidiary, integrating property search, valuation, refinancing, sale, renovation, and insurance into the financial planning workflow. The corporate entity "Swiss Life Select a.s. - Vyšehrad" refers to the Prague-headquartered legal entity (registered office at IBC, Pobřežní 620/3, Prague 8), which differs from the brand's stated Czech market entry year of 2013 — implying a subsequent corporate reorganization or entity re-registration, the exact date of which is not disclosed in the inputs.
Revenue is generated primarily through commissions on financial products (insurance, investment funds, pension savings, mortgages) distributed through a nationwide network of 650+ financial consultants and supplementary advisory fees, with additional transaction-based revenue from real estate services through Swiss Life Reality. The company positions itself as independent rather than tied to a single product provider, aggregating 8 pension fund companies, 15 life insurers, 10 non-life insurers, 12 financing partners, BlackRock iShares ETFs (Constellation), and PriceHubble valuations into a single advisory offering. Distribution is hybrid: 650+ field consultants, consulting centers, a client hotline (800 80 40 30), and the FiLiP self-serve portal, supplemented by content marketing (blog, Finanční Kurýr newsletter, podcast, social media). The Czech entity manages over 48 billion CZK in client assets and is reported by the parent group to have served 1,700+ corporate clients and 6,000+ medical professionals, though consolidated Czech revenue is not publicly disclosed.
The company is wholly owned by Swiss Life Group, listed on the SIX Swiss Exchange (ticker: SLHN), which manages 6,500+ billion CZK globally. No minority investors, private equity involvement, or management equity programs are disclosed. The firm also engages in CSR initiatives including a Charitable Account operational since 2005 (contributing 21+ million CZK to public benefit projects) and award-winning content such as the Plešouni animated series supporting children with oncology treatment, though these are peripheral to the core financial advisory business.
Swiss Life Select a.s. - Vyšehrad firmographics
Firmographics- Name
- Swiss Life Select a.s. - Vyšehrad
- Legal name
- Swiss Life Select a.s.
- Website
- https://swisslifeselect.cz
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Swiss Life Select a.s. is the Czech financial advisory subsidiary of Swiss Life Group, offering independent financial planning, investments, insurance, pensions, and real estate services through 650+ financial consultants and its proprietary FiLiP client portal to individuals, families, corporate clients, and high-net-worth clients across the Czech Republic.
- Ownership category
- akta.pro rank
Swiss Life Select a.s. - Vyšehrad industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Retirement Benefits & Social Security/Medicare Planning (FSAEABAI), Estate & Legacy Planning Advisory (FSAEAAAG), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Swiss Life Select a.s. - Vyšehrad is headquartered
LocationHeadquarters
- HQ city
- Prague 3, Prague
- HQ country
- Czechia
- HQ region
- Europe
Offices1 record
Markets served
Swiss Life Select a.s. - Vyšehrad business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Commissions: Revenue generated through commissions from financial products including insurance, investment funds, pension products, and mortgages. Financial consultants earn commissions based on products sold and ongoing client management.
- Advisory Services Fees: Fees from comprehensive financial planning services, wealth management, and specialized services for premium and corporate clients.
- Real Estate Services: Revenue from real estate advisory, property search, financing coordination, and insurance services through Swiss Life Reality subsidiary.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Financial advisory services with commission-based pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Swiss Life Select a.s. - Vyšehrad product offering
Product offeringCore offering
Swiss Life Select a.s. is a Czech financial advisory firm providing independent comprehensive financial planning, including investments, life and non-life insurance, supplementary pension savings, and mortgage/real estate services. It delivers these through a nationwide network of 650+ financial consultants and the proprietary FiLiP digital client portal, with real estate services operated through the Swiss Life Reality subsidiary.
Product overview
Swiss Life Select a.s. is a Czech financial advisory company operating as part of the Swiss Life Group, offering a comprehensive platform of financial services. The core offering consists of FiLiP (an integrated client portal), comprehensive financial advisory, investing, pension planning, risk insurance, and housing/real estate services. The company provides specialized services for premium clients, medical professionals, and corporate clients. FiLiP serves as the central digital platform connecting all services. Investment products include Best Solution Funds, Best Solution Themes, Constellation (with BlackRock), and Best Solution Conservative. Pension solutions feature Swiss Protect, Švýcarská renta, supplementary pension savings, and long-term investment products. Real estate services are delivered through the Swiss Life Reality subsidiary, including property valuation (powered by PriceHubble), mortgage financing, and property listings.
Differentiator
Problem solved
Functional benefit
Brands
- Swiss Life Reality: Real estate services subsidiary offering property search, financing, valuation, refinancing, sale, renovation, and insurance services.
- FiLiP
Products and services
- FiLiP Client Portal Proprietary online client portal providing 24/7 access to financial contracts, digital document storage, property valuation, mortgage calculations, investment tracking, and secure communication with financial consultants. Available on desktop and mobile. Free of charge for Swiss Life Select clients.
- Comprehensive Financial Advisory (Komplexní finanční poradenství) Full-service independent financial planning covering investment, pension, insurance, housing, and wealth management solutions for individuals and families across the Czech Republic.
- Investment Advisory (Investování)
Quantifiable outcome
- 650+ qualified financial specialists available nationwide
- +3 more outcomes
Companies that use Swiss Life Select a.s. - Vyšehrad
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
Swiss Life Select a.s. - Vyšehrad technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature4 records
Swiss Life Select a.s. - Vyšehrad partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- PriceHubble Austria GmbHcoreTechnology partnership for property valuation services. PriceHubble provides the property valuation engine used in Swiss Life Reality services, offering market value estimates, comparable properties, and location analysis for clients.
- BlackRockcoreInvestment partnership for Constellation product - diversified investment portfolios based on ETF iShares managed by BlackRock, world's largest asset manager.
- 8 Pension Fund CompaniescorePartnership with 8 pension fund companies operating in the Czech Republic for supplementary pension savings products.
- 15 Life Insurance CompaniescorePartnership network of 15 life insurance companies providing risk insurance products through independent advisory.
- 10 Non-Life Insurance CompaniescorePartnership network of 10 non-life insurance companies for property and liability insurance products.
- 12 Financing PartnerscorePartnership with 12 financing partners for mortgage and property financing services.
- SIOP Europe (European Society for Paediatric Oncology)minorProfessional guarantee and support for 'Plešouni' animated series project helping children with oncology treatment.
- FN Motol (University Hospital Motol)minorClinical oncology team providing professional oversight for 'Plešouni' animated series content.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Swiss Life Select a.s. - Vyšehrad competitors and assessment
Company assessmentDirect peers
- Broker Trust: Czech independent financial intermediary and insurance broker providing advisory across insurance, investments, and mortgages through a network of brokers. Comparable as a multi-product independent intermediary targeting individual and corporate clients in Czech Republic.
- OVB Allfinanz ČR: Czech subsidiary of European financial advisory group OVB Holding, operating a field-sales network of financial advisors selling multi-carrier insurance, investment, and pension products. Comparable face-to-face advisor model and pan-European parent structure.
- Partners Financial Group (Partners Finanční služby): Largest independent financial advisory network in Czech Republic with thousands of independent consultants offering multi-product advisory (insurance, investments, mortgages, pensions). Operates the most direct comparable model to Swiss Life Select with broad independent advisor network and multi-carrier product panel.
Broad incumbents
- NN Životní pojišťovna: Major Czech life insurer offering life insurance and pension products through tied and independent advisors. Comparable as a large established life insurance player in Czech Republic, though it underwrites its own policies rather than operating as an independent broker.
- Allianz Životní pojišťovna: Czech life insurer and pension provider (part of Allianz Group) offering life insurance, investment, and pension products with global brand strength comparable to Swiss Life brand. Overlaps in HNW and premium segments where Swiss Life Select positions its premium offering.
- Generali Česká pojišťovna: Largest Czech insurer offering life and non-life products, pensions, and investment solutions through tied agents and bank partners. Comparable as a broad financial services incumbent covering similar customer segments with multi-channel distribution.
- UNIQA pojišťovna: Czech subsidiary of Austrian UNIQA Insurance Group offering life, non-life, and pension products with multi-channel distribution. Comparable as a broad financial services provider serving overlapping retail and corporate client segments in Czech Republic.
Emerging players
- Fincentrum & Finmag: Czech financial advisory and media platform combining online comparison/advisory tools with broker services for insurance, mortgages, and credit products. Comparable as a multi-product financial intermediary serving Czech consumers, though with stronger digital content orientation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Swiss Life Select a.s. - Vyšehrad social profiles
Digital presenceSwiss Life Select a.s. - Vyšehrad compliance and trust
Trust signalCompliance1 record
Swiss Life Select a.s. - Vyšehrad financial estimates
Financial estimateRevenue estimate
Valuation estimate
Swiss Life Select a.s. - Vyšehrad leadership team
Management profileNumber of profiles
Swiss Life Select a.s. - Vyšehrad subsidiaries and ownership
Company hierarchySubsidiaries1 record
Swiss Life Select a.s. - Vyšehrad funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Swiss Life Select a.s. - Vyšehrad 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 Swiss Life Select a.s. - Vyšehrad
What does Swiss Life Select a.s. - Vyšehrad do?
Swiss Life Select a.s. is a Czech financial advisory firm providing independent comprehensive financial planning, including investments, life and non-life insurance, supplementary pension savings, and mortgage/real estate services. It delivers these through a nationwide network of 650+ financial consultants and the proprietary FiLiP digital client portal, with real estate services operated through the Swiss Life Reality subsidiary.
Is Swiss Life Select a.s. - Vyšehrad a public or private company?
Swiss Life Select a.s. - Vyšehrad is a private company. It is classified as corporate owned and is currently operating.
When was Swiss Life Select a.s. - Vyšehrad founded?
Swiss Life Select a.s. - Vyšehrad was founded in 2013. It employs 1 to 10 people.
Where is Swiss Life Select a.s. - Vyšehrad based?
Swiss Life Select a.s. - Vyšehrad is headquartered in Prague 3, Prague, Czechia, in the Europe region.
How does Swiss Life Select a.s. - Vyšehrad make money?
Three revenue lines are on record. Financial Advisory Commissions are the primary driver. The others are advisory Services Fees and real Estate Services.
Who are Swiss Life Select a.s. - Vyšehrad's main competitors?
Direct peers on record are Broker Trust, OVB Allfinanz ČR and Partners Financial Group (Partners Finanční služby). Broad incumbents are NN Životní pojišťovna, Allianz Životní pojišťovna, Generali Česká pojišťovna and UNIQA pojišťovna. Fincentrum & Finmag is listed as an emerging player.
Does Swiss Life Select a.s. - Vyšehrad have an API?
No public API is recorded for Swiss Life Select a.s. - Vyšehrad.
What industry is Swiss Life Select a.s. - Vyšehrad in?
Swiss Life Select a.s. - Vyšehrad's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEABAI, Retirement Benefits & Social Security/Medicare Planning. Its NAICS code is 52421 and its SIC code is 6411.