Expatpartners Ag

What Expatpartners Ag does

Expatpartners Ag is an independent Swiss insurance consulting and brokerage firm founded in 2008 and headquartered in Zurich. The firm specializes in international insurance solutions and employee benefits for globally mobile workforces, serving expatriates, third-country nationals, assignees, local foreign employees, key local nationals, global nomads, frequent business travelers, and trainees employed by multinational corporate clients as well as SMEs and individual clients. It is registered with FINMA as an independent insurance broker and operates as a Swiss Aktiengesellschaft (public limited company).

The firm's core service offering comprises four product lines — International Health Insurance, Business Travel Insurance, International Risk Insurance (death, disability, accident), and International Pension Plans — supplemented by advisory add-ons including Medical-Security Assistance, Social Security Consulting, and International Pooling. There is no proprietary technology platform; delivery is human-advisor-led, with the firm functioning as a broker that matches client requirements against the product ranges, conditions, and premiums of leading international insurers worldwide.

Commercially, expatpartners employs a B2B sales-led consulting model targeting HR and Global Mobility departments, with two remuneration structures: (i) commission from insurers at no additional cost to the client, or (ii) fee-based consulting on an hourly or fixed-project basis. Group solutions are available from as few as two employees. The firm operates with a 9-person team as of the latest data, supported by a 12+ partner referral ecosystem spanning relocation, payroll, tax, legal, accounting, and country-specific insurance advisory services. Ownership is concentrated with founders and key executives, with no institutional or private equity backing disclosed.

Name

Expatpartners Ag

Legal name

expatpartners ag

Website

https://expatpartners.ch

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent Swiss insurance consulting broker founded 2008 in Zurich, specializing in international health, travel, risk, and pension solutions for the globally mobile employees of corporate, SME, and individual clients across 17+ countries.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Consulting

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

International / Expatriate Group Health Plans (FSAIAFAJ)

akta.pro secondary industries

International/Expatriate Individual Health Insurance (FSAIAEAH), Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH)

Keywords

• International insurance consulting
• Expat employee benefits
• Insurance brokerage services
• Global health insurance
• Expatriate insurance advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Commission from Insurance Companies: Advisory services compensated through commission from insurers, typically at no additional cost to clients
2. Fee-based Consulting: Hourly rate or fixed project fee arrangement for advisory services

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

expatpartners ag is an independent insurance consulting and brokerage firm that advises companies and organizations on international insurance solutions and employee benefits for globally mobile staff. The core offering includes international health insurance, business travel insurance, international risk insurance, and international pension plans, complemented by advisory services such as social security consulting, medical-security assistance, and multinational pooling. The firm acts as an independent broker matching clients with global insurers, with group solutions available from as few as two employees.

Product overview

Expatpartners Ag is an independent insurance consulting firm offering a portfolio of specialized insurance solutions for internationally mobile employees. The core offerings include International Health Insurance, Business Travel Insurance, International Risk Insurance (death, disability, accident), and International Pension Plans. These are complemented by advisory services including Social Security Consulting, Medical-Security Assistance, and International Pooling solutions. The company operates as a broker matching clients with leading global insurers and provides group solutions starting from as few as two employees.

Differentiator

Problem solved

Functional benefit

Products and services

• International Health Insurance International group health insurance solutions for expatriates and globally mobile employees, covering medical treatment costs for both illness and accident with free choice of doctor and hospital worldwide. Provided through group solutions available from as few as two employees, targeted at corporate clients with mobile workforces.
• Business Travel Insurance Group travel insurance policies for employees who frequently travel abroad, including coverage for high-risk countries. Targeted at companies with frequent business travelers needing reliable coverage across jurisdictions.
• International Risk Insurance Coverage for death, disability, and accident risks for internationally mobile employees, addressing the complexities of employees covered under various social insurance systems across jurisdictions. Targeted at corporate clients needing cross-border risk coverage for mobile staff.
• International Pension Plans Savings plans and insurance solutions for internationally mobile employees who are partially or wholly decoupled from their home country's social insurance systems. Targeted at companies needing pension continuity for expatriate and mobile staff.
• Medical-Security Assistance Standalone advisory and assistance service covering emergency evacuations and support for employees traveling to high-risk areas. Targeted at corporate clients with staff operating in higher-risk geographies.
• Social Security Consulting Standalone advisory service on social security coordination in the context of international assignments and cross-border employment. Targeted at HR and Global Mobility teams needing guidance on multi-jurisdictional social security compliance.
• International Pooling Standalone multinational pooling solutions for international employee benefits. Targeted at large corporations seeking to centralize and optimize risk and premium management across multiple country insurance arrangements.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered minor.

• BecomelocalminorStrategic or Co-development PartnerPartner for relocation services to Switzerland, including Swiss Immigration Adviser online tool for visa and immigration support
• ExactiominorStrategic or Co-development PartnerPartner for Swiss and international payroll, tax, social security and global mobility services
• Expat PayrollminorStrategic or Co-development PartnerPartner for individual and tailor-made solutions in payroll management and immigration services
• Global People TransitionsminorStrategic or Co-development PartnerExecutive coaching services for expats and expat spouses during international assignments
• International HR Services AGminorStrategic or Co-development PartnerSupport for all matters relating to international work assignments and HR consulting
• Keller Swiss GroupminorStrategic or Co-development PartnerPartner for relocation and transport services worldwide
• OneExpatServicesminorStrategic or Co-development PartnerGlobal mobility, expatriation, and compensation & benefits consulting services
• Assurances & Conseils MonceyminorStrategic or Co-development PartnerPartner in France for international insurance solutions
• AxeysPartnersminorStrategic or Co-development PartnerPartner for medical insurance solutions for expats and diplomats
• ASR Accounting Services Rohner GmbHminorStrategic or Co-development PartnerPartner for accounting and trust services
• Horndasch & PartnerminorStrategic or Co-development PartnerInsurance advisory services for doctors and dentists
• Trachsel Bürgi & PartnerminorStrategic or Co-development PartnerLegal services partner (lawyers)

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• International Citizens Insurance: Specialist online broker for international health, life and travel insurance aimed at expatriates and globally mobile individuals. Same niche, similar product mix (IPMI-led) and independent brokerage economics as expatpartners.
• Pacific Prime International: Independent international insurance broker specializing in IPMI and employee benefits for individuals, families and corporate clients across the globe. Closely comparable business model, product focus and customer base to expatpartners.
• GeoBlue: Specialist international health insurance provider for expatriates, frequent travelers and globally mobile employees. Comparable target customer (corporate expat populations) and product set, often distributed via independent brokers.

Broad incumbents

• Willis Towers Watson (WTW): Global advisory, broking and solutions firm with significant international employee benefits and global mobility capabilities. A direct competitor for enterprise expat benefits RFPs.
• Bupa Global: International health insurance division of Bupa serving individual expatriates and corporate clients worldwide. Overlaps with expatpartners on IPMI product placement and corporate group health mandates.
• Aon: Global insurance and reinsurance brokerage with a dedicated international employee benefits practice. Competes for the largest multinational expat benefit mandates; several expatpartners team members (e.g. Andreas Balemi) previously worked at Aon.
• Cigna Global Health Insurance: One of the largest IPMI carriers globally and a historic product partner of expatpartners' team. Competes with expatpartners both as a direct carrier distribution channel and on multinational group benefit mandates.
• Mercer: Global health, benefits and wealth consulting firm with a strong international employee benefits practice. Competes for multinational group benefit design and broking assignments that expatpartners also targets.
• Allianz Care: Global IPMI and health benefits provider serving expatriates and multinational employers. Overlaps with expatpartners on international group health and risk insurance products for global mobility clients.

Emerging players

• Now-Health International: IPMI-focused insurer and broker hybrid targeting individual and SME expat segments with digital-first distribution. Competes with expatpartners for SME and individual international health insurance placements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/expatpartners-zurich

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Expatpartners Ag