What TELIS Group does

TELIS Holding GmbH (operating as TELIS Unternehmensgruppe) is a privately held German financial advisory and independent insurance brokerage group headquartered in Regensburg and founded in 1992. The group operates as a multi-brand platform under four distribution channels: TELIS FINANZ Vermittlung AG (corporate consulting for private households using the proprietary TELIS-System® methodology), Deutsches Maklerforum AG / DMF (broker network and consulting system for self-employed brokers), DEMA Deutsche Versicherungsmakler AG (insurance brokerage and value-added partnership for brokers and distributors), and DVMA Deutsche Vermögensmakler AG (wealth management products and advisory support for brokers and multi-agents). The group serves private households seeking holistic financial, retirement, and wealth-management advice, alongside self-employed insurance brokers and multi-agents who use TELIS as a professional home and product-access platform.

Underlying operations are supported by three non-revenue-generating subsidiaries: GWVS Gesellschaft für Wirtschafts- und Verwaltungsservice mbH, which houses 60+ developers building proprietary billing, administration, and IT solutions for the group's financial services companies; TELIS Verwaltung GmbH, the back-office hub whose staff grew from 99 employees in 2005 to over 380 by 2026; and TEAM Travel, Event & More GmbH, which handles event management and travel for advisors and brokers. The legal entity is TELIS Holding GmbH, registered with Amtsgericht München under HRB 309962.

The business model is commission- and fee-based revenue generated from financial product distribution and advisory services across the four channels. The group is self-described as Germany's largest product-provider-independent financial services group, with over 1,500 full-time professional advisors and more than €150 million in total consolidated revenue reported as a 2020 milestone. Leadership comprises CEO Sebastian Weigelt and COO Jens Kassow as Geschäftsführer of the holding company. The group operates exclusively within Germany, with no disclosed external shareholders, private equity sponsors, or public-market investors.

Name

TELIS Group

Legal name

TELIS Holding GmbH

Website

https://telis-unternehmensgruppe.de

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

251–500 employees

Short description

TELIS Group is a privately held German financial advisory and independent insurance brokerage holding operating four distribution brands (TELIS FINANZ, DMF, DEMA, DVMA) that serve private households, self-employed brokers, and multi-agents across Germany, supported by in-house IT and back-office subsidiaries.

Ownership category

akta.pro rank

Headquarters

HQ city

Regensburg

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, Infrastructure

Revenue model

1. Financial Advisory and Brokerage Services: TELIS Group generates revenue through multiple subsidiaries providing financial advisory, insurance brokerage, and wealth management services. Revenue is derived from commissions and fees for financial product distribution and advisory services to private households, brokers, and businesses.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

TELIS Group is a German financial advisory and insurance brokerage firm that provides independent financial advice, insurance products, and retirement/wealth planning services to private households, and supplies broker infrastructure and product access to independent multi-agents. Its offering combines personal financial advice with insurance placement across life, health, property-casualty, and retirement lines through separate branded distribution entities.

Product overview

TELIS Unternehmensgruppe is a financial services group operating as a multi-brand platform with seven subsidiaries serving different distribution channels and client segments. The group offers holistic financial consulting, insurance brokerage, and wealth management services through its core brands: TELIS FINANZ Vermittlung AG (corporate consulting for private households), DEUTSCHES MAKLERFORUM AG (broker advisory platform), DEMA Deutsche Versicherungsmakler AG (insurance brokerage for brokers), and DVMA Deutsche Vermögensmakler AG (wealth management products). Supporting operations include GWVS (IT solutions), TELIS Verwaltung GmbH (backoffice), and TEAM Travel, Event & More GmbH (event management). The group serves over 1,500 full-time consultants managing over €150 million in total revenue.

Differentiator

Problem solved

Functional benefit

Products and services

• TELIS Financial Advisory for Private Households Independent financial advisory and insurance brokerage services delivered to German private households, covering retirement planning, life/health/property-casualty insurance placement, and wealth advisory through the TELIS consumer brand.
• DMF / DEMA / DVMA Broker Infrastructure Services Broker affiliation, product access, contracting, and back-office support delivered to independent multi-agents and brokers in Germany through the DMF, DEMA, and DVMA brands.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators6 records

Recent moves13 records

Expansion highlights4 records

Broad incumbents

• Allianz SE: Allianz is Europe's largest insurer and asset manager with substantial proprietary financial advisory and tied-agent distribution in Germany. A broad incumbent competing in the same German retail financial-services market but with captive product bias rather than TELIS's provider-independent positioning.
• Zurich Insurance Group: Zurich operates a large German financial advisory and insurance distribution business serving retail and SME customers. A broad incumbent comparable in target market (German private households) and product overlap, but operates as a carrier-affiliated network rather than TELIS's independent model.

Direct peers

• BCA AG: BCA is Germany's leading independent broker pool, providing insurance and financial product access, IT, and backoffice services to thousands of independent brokers. Directly comparable to TELIS's DMF and DEMA broker-network channels, with similar product-provider-independent positioning and broker-services revenue model.
• Deutsche Vermögensberatung (DVAG): DVAG is Germany's largest independent financial advisory and insurance brokerage group, using a similarly large field-advisor network serving private households. Highly comparable to TELIS in scale, target segment, and product-provider-independent positioning, though DVAG leans more heavily into savings/investment products.
• A.S.I. Wirtschaftsberatung: A.S.I. is a German financial advisory firm specializing in serving academics and physicians with holistic financial planning, retirement, and insurance brokerage services. Directly comparable to TELIS FINANZ in target customers, holistic advisory methodology, and independent distribution model.
• MLP SE: MLP is a publicly listed German financial advisory and insurance brokerage firm headquartered in Wiesloch, serving private households and SMEs through a multi-brand advisor model. Directly comparable to TELIS in target customers (private households), independent advisory positioning, and commission-based revenue model.
• Jung, DMS & Cie. JDC Group (Jung, DMS & Cie.) is a German broker pool and financial advisory platform serving independent financial advisors with product access and digital infrastructure. Comparable to TELIS's DMF and DEMA subsidiaries in serving independent brokers and providing infrastructure/IT support.
• Horbach Wirtschaftsberatung: Horbach is a mid-sized German independent financial advisory firm serving private households with holistic finance, retirement, and wealth planning. Comparable to TELIS FINANZ in target segment, advisory methodology, and independent product-provider positioning.
• OVB Holding AG: OVB is a publicly traded European financial advisory group with operations across Germany and CEE, providing cross-border financial advisory to private households through independent advisors. Comparable to TELIS in business model, advisor-driven distribution, and product-provider-independent positioning.
• Swiss Life Select: Swiss Life Select is the German financial advisory subsidiary of Swiss Life Group, operating a tied-agent and independent broker network for wealth, insurance, and pension products. Comparable to TELIS in scale, advisor-driven distribution to private households, and German-market focus.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries7 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 TELIS Group