Swiss Life Select a.s. - Vyšehrad

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.

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

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

• Financial advisory services
• Wealth management
• Insurance products
• Pension planning
• Real estate services

Headquarters

HQ city

Prague 3, Prague

HQ country

Czechia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Advisory Services Fees: Fees from comprehensive financial planning services, wealth management, and specialized services for premium and corporate clients.
3. Real Estate Services: Revenue from real estate advisory, property search, financing coordination, and insurance services through Swiss Life Reality subsidiary.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core 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

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• PriceHubble Austria GmbHcoreTechnology or IntegrationTechnology 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.
• BlackRockcoreTechnology or IntegrationInvestment partnership for Constellation product - diversified investment portfolios based on ETF iShares managed by BlackRock, world's largest asset manager.
• 8 Pension Fund CompaniescoreOthersPartnership with 8 pension fund companies operating in the Czech Republic for supplementary pension savings products.
• 15 Life Insurance CompaniescoreOthersPartnership network of 15 life insurance companies providing risk insurance products through independent advisory.
• 10 Non-Life Insurance CompaniescoreOthersPartnership network of 10 non-life insurance companies for property and liability insurance products.
• 12 Financing PartnerscoreOthersPartnership with 12 financing partners for mortgage and property financing services.
• SIOP Europe (European Society for Paediatric Oncology)minorOthersProfessional guarantee and support for 'Plešouni' animated series project helping children with oncology treatment.
• FN Motol (University Hospital Motol)minorOthersClinical oncology team providing professional oversight for 'Plešouni' animated series content.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• Xtwitter.com/swisslifeselect
• YouTubeyoutube.com/user/SwissLifeSelect
• Facebookfacebook.com/SwissLifeSelectCeskaRepublika
• LinkedInlinkedin.com/company/fincentrum-vinohradsk%C3%A1
• Instagraminstagram.com/swisslifeselectcr/?hl=cs

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Swiss Life Select a.s. - Vyšehrad