Seeliger & Co.

What Seeliger & Co. does

Seeliger & Co. GmbH is a German independent financial advisory and insurance brokerage firm founded in 1983 by Hans Seeliger in Eichenau, Bavaria. The company operates as a certified, bank-independent broker (Versicherungsmakler) under multiple German trade law permits (GewO §34c, §34d, §34f, §34i), holding registered status in the official Vermittlerregister issued by IHK München und Oberbayern. Its service portfolio is organized around three pillars — Sicherheit (security/insurance), Vorsorge (provision/retirement planning), and Vermögen (wealth) — and spans private and commercial insurance brokerage, occupational pension schemes (bAV), retirement planning (Ruhestandsplanung), generational wealth consulting (Generationenberatung), investment advisory, real estate investment, and bank-independent construction financing with access to over 400 banks, insurance companies, and public lenders including KfW.

The firm relies on bank-independent broker relationships as its primary value proposition, earning commissions and fees from insurance placements, financing arrangements, and investment product recommendations. It has no proprietary technology platform; its digital infrastructure consists of the BCA AG-based encrypted depot portal (vermoegen.bca.de), online Beratung via phone/screen-sharing/VoIP, and the strateGOnews email newsletter (published since 2000). The customer base comprises more than 1,000 private individuals, entrepreneurs, and SMEs in Germany, with no public customer logos or named enterprise accounts disclosed. Seeliger & Co. differentiates via ESG/sustainability specialisation (FNG-certified advisors, Plant for the Planet, GeNe generational consultancy certifications) and thought leadership, including Handelsblatt references.

In May 2024, after 41 years of independent operation, Seeliger & Co. was acquired by Summitas-Gruppe, with founders Hans Seeliger and Kristin Staufenbiel retaining Geschäftsführer roles. Canada Life Irish Holding Company Limited also holds an indirect minority stake of over 10%. The firm continues to operate as a private GmbH under the Summitas-Gruppe holding structure, serving German private and SME clients through personal consultation, online advisory, and a multi-product partner network.

Name

Seeliger & Co.

Legal name

Seeliger & Co. GmbH

Website

https://seeliger.eu

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Seeliger & Co. is a German independent financial advisory and insurance brokerage firm, founded 1983, serving over 1,000 private and SME clients across insurance, retirement planning, wealth management, and bank-independent financing via a 400+ partner network.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro industry

PRIMARYFSAEADAM

Insurance Due Diligence & Transaction Risk Advisory (M&A, W&I)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

SECONDARYFSAEABAC

Private Banking & UHNW Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Financial advisory services
• Insurance brokerage
• Wealth management
• Retirement planning
• Real estate financing

Headquarters

HQ city

Eichenau

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commission: Seeliger & Co. operates as a certified, independent insurance broker (Makler) earning commissions from insurance providers for placing private and commercial insurance policies (property & casualty, life/health, liability). The firm is registered as a Versicherungsmakler (insurance broker) under §34d GewO and holds additional licenses under §34c, §34f, and §34i GewO.
2. Real Estate & Financing Brokerage: The firm provides bank-independent mortgage and real estate financing advisory, earning commissions from a network of over 400 banks, insurance companies, and public lenders (including KfW) for arranging construction and real estate financing.
3. Investment Advisory & Wealth Management: Revenue is earned from advisory fees and commissions related to investment products, portfolio management recommendations, and financial planning services. The firm offers access to various investment platforms, fund providers, and structured investment strategies.
4. Generationsberatung (Estate/Succession Planning): The firm offers certified generational consulting services for wealth transfer, inheritance tax planning, and succession management, working with legal and tax advisors to create comprehensive plans. Fees are generated through advisory engagements.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Seeliger & Co. is an independent, certified financial advisor and insurance broker (Versicherungsmakler) operating since 1983 from Eichenau, Germany. The firm provides holistic financial advisory across three pillars — Security (personal and commercial insurance), Provision (occupational pensions bAV, retirement and generational planning), and Wealth (investment advisory, real estate and construction financing) — sourcing products bank-independently from a network of over 400 banks, insurers, and public lenders.

Product overview

Seeliger & Co. is an independent, certified financial advisor and broker established in 1983, offering comprehensive financial services organized into three core pillars: Security (insurance), Provision (pension planning), and Wealth. The company provides both corporate and personal insurance brokerage, occupational pension schemes (bAV), generational/retirement planning, investment management, real estate investment and financing, and online depot services. The product portfolio is structured as a full-service advisory offering where services are interconnected—the core advisory services (insurance, pensions, wealth management) are complemented by enabling services like online depot access (Mein Depot), online consultation, and the strateGOnews newsletter. The company operates as a traditional advisory firm without a software platform or AI-powered tools, providing services primarily through personal consultation and their partner network.

Differentiator

Problem solved

Functional benefit

Brands

• strateGOnews: Email newsletter publication covering topics on security, retirement planning, and market information, published since 2000.
• mein Depot

Products and services

• Betriebliche Versicherungen (Corporate Insurance) Business insurance brokerage including risk analysis, coverage selection, and ongoing contract management for companies, entrepreneurs, and employees, sourced bank-independently from a broad network of insurers.
• Private Versicherungen (Personal Insurance) Individual insurance products for private customers, covering property, liability, and personal risk protection based on comprehensive personal situation analysis.
• Betriebliche Altersvorsorge (Company Pension Schemes / bAV) Occupational pension planning and implementation for employees, utilizing state subsidies and working with tax, labor law specialists, and auditors to optimize company pension concepts.
• Generationenberatung (Generational Planning) Inheritance planning and wealth transfer advisory including liquidity planning for inheritance tax, tax burden reduction for next generations, and coordination of financial and legal succession planning. Certified by GeNe GmbH.
• Ruhestandsplanung (Retirement Planning) Comprehensive retirement planning from age 50, including detailed inventory, analysis, implementation, and ongoing monitoring, addressing tax, family, and legal considerations.
• Vermögen/Investitionen (Wealth Management) Investment services transitioning clients from savers to investors, offering individually designed investment strategies with access to diverse depot options, fund platforms, and structured investment products.
• Immobilien (Real Estate Advisory) Real estate investment advisory analyzing the German property market to identify profitable investments, leveraging a network of developers, property managers, and real estate specialists.
• Finanzierungen (Bank-Independent Financing) Bank-independent construction financing services with access to over 400 banks, insurers, and public lenders including KfW. Covers residential, commercial, renovation, and refinancing projects.

Quantifiable outcome

• Over 1,000 private individuals, entrepreneurs, and companies served as clients
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

13 partnerships are on record, tiered core, minor and flagship.

• Forum Nachhaltige Geldanlagen (FNG)coreOthersMembership in the Forum Nachhaltige Geldanlagen (FNG), Germany's leading association for sustainable finance. Several team members hold the 'Beraterin Nachhaltige Geldanlagen (FNG)' certification, demonstrating deep ESG advisory expertise. The firm participates in FNG's network and standards for sustainable investment advisory.
• Plant for the Planet FoundationminorOthersSeeliger & Co. has supported the Plant for the Planet Foundation (founded 2007 by Felix Finkbeiner, with the goal of planting one million trees in every country) since its inception. This reflects the firm's commitment to environmental sustainability and ESG principles.
• VEMA (Versicherungsmakler Selbsthilfe Organisation)minorOthersMembership in VEMA, a network organization for insurance brokers in Germany. Provides access to industry resources, product partners, and professional development within the broker community.
• GeNe GmbH (Privates Fachinstitut für Vermögens- und Unternehmensnachfolge)coreOthersSeeliger & Co. is a certified generational advisor of GeNe GmbH, a private institute specializing in wealth and business succession. The firm uses GeNe's methodology and certification framework for intergenerational wealth consulting and succession planning engagements.
• Bundesverband WindEnergie (BWE)minorOthersMembership in the German Wind Energy Association (BWE), reflecting the firm's interest in renewable energy and sustainable infrastructure investments.
• Initiative RuhestandsplanungminorOthersMembership in the Initiative Ruhestandsplanung, a professional initiative focused on retirement planning best practices and education in Germany.
• Global Marshall Plan InitiativeminorOthersMembership in the Global Marshall Plan Initiative, a sustainability-oriented civil society network advocating for global economic fairness and sustainability. Aligns with the firm's ESG philosophy.
• Gesellschaft für Informatik (GI)minorOthersMembership in the German Informatics Society (GI), reflecting interest in digitalization and technology trends relevant to financial services.
• Sozialtherapeutisches Netzwerk e.V. (STN)minorOthersMembership in the Sozialtherapeutisches Netzwerk (STN), a social therapy network. Demonstrates the firm's commitment to social responsibility beyond financial services.
• Freundeskreis WischgorodminorOthersThe firm is an active member of the 'Freundeskreis Wischgorod' association, supporting Eichenau's partner city near Kyiv (Ukraine). Multiple humanitarian aid deliveries have been organized. This is a local community/social engagement partnership.
• KfW (Kreditanstalt für Wiederaufbau)coreTechnology or IntegrationKfW, Germany's state-owned development bank, is included in the firm's financing partner network of 400+ banks, insurers, and public lenders. The firm leverages KfW's public subsidy programs (e.g., KfW energy efficiency loans) as part of construction and real estate financing solutions for clients.
• 400+ Banks, Insurance Companies, and Public LenderscoreChannel Partner/ Reseller/ DistributorThe firm maintains partnerships with over 400 banks, insurance companies, and public lenders for arranging optimal, bank-independent financing solutions. These include both domestic German institutions and international financial product providers accessed through the firm's network.
• Summitas-GruppeflagshipStrategic or Co-development PartnerIn May 2024, Seeliger & Co. became part of the Summitas-Gruppe after over 40 years of independent operation. Summitas-Gruppe acquired the firm as part of a succession/ownership transition. Founders Hans Seeliger and Kristin Staufenbiel will continue managing the firm as Geschäftsführer under the new parent group. The partnership is described as sharing common values around quality, sustainability, and long-term customer and employee relationships.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• MLP SE: German independent financial advisory and insurance broker serving private and corporate clients across wealth management, retirement planning, and insurance. Operates a multi-product, bank-independent broker model very similar to Seeliger & Co., though at significantly greater national scale.
• Fonds Finanz Maklerservice GmbH: Germany's largest insurance broker pool, providing product access, back-office infrastructure, and partner support to independent Versicherungsmakler. Directly comparable as an infrastructure counterpart serving the same independent broker ecosystem that Seeliger & Co. operates within.
• tecis financial services: German financial advisory network offering insurance brokerage, investment advisory, and retirement planning to private and SME clients through independent advisors. Competes with Seeliger & Co. in the same German holistic-advisory segment under a similar bank-independent model.
• A.S.I. Wirtschaftsberatung: German independent financial advisor focused on medical professionals, engineers, and academics, providing insurance, retirement, and wealth advisory. Closely comparable business model and product breadth to Seeliger & Co., with similar reliance on independent broker status and commission revenue.
• Deutsche Vermögensberatung (DVAG): Germany's largest independent financial advisory and insurance brokerage, structured as a network of self-employed agents (Vermögensberater). Offers the same holistic advisory stack — insurance, retirement (bAV), wealth, and real estate financing — to private and SME clients as Seeliger & Co.
• Plansecur Management GmbH & Co. KG: German financial advisory and insurance brokerage specializing in retirement planning (Ruhestandsplanung) and generational consulting for private and SME clients. Directly comparable in scope and customer segments to Seeliger & Co.'s Vorsorge and Generationenberatung offerings.

Emerging players

• Honorarfinanz AG: German fee-only financial advisor network (Honorarberater) offering transparent, commission-free investment and insurance advisory. Represents the structural fee-based alternative to Seeliger & Co.'s commission model and is gaining share among German clients demanding transparent pricing.

Broad incumbents

• Allianz Beratungs- und Vertriebs-AG: German advisory and distribution arm of Allianz, providing insurance, wealth, and pension advisory across a national agent network. Overlaps with Seeliger & Co. in insurance brokerage and retirement planning but operates as a captive insurer's distribution channel rather than a true independent.
• Swiss Life Select: Germany's largest financial advisory network, part of Swiss Life Group, offering insurance, wealth, and retirement planning to private and corporate clients. Competes with Seeliger & Co. in the same holistic advisory market but with national scale and a captive insurer parent.

Others

• BCA AG (Börsenhandel und Kapitalanlagen): German platform provider that powers Seeliger & Co.'s Mein Depot online portfolio service. Operates as an infrastructure/enabler for independent financial advisors — analogous in relationship to technology platforms serving independent brokers in the U.S. (e.g., Schwab Advisor Services).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/seeliger-co-gmbh

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Seeliger & Co.