Casea Ag

What Casea Ag does

Casea Ag is a privately held Swiss consulting firm founded in 2011 that serves public and private organizations, cities, and municipalities in the elderly care, health, and social sectors. Its work spans strategic and operational analysis, organizational development, management support, real-estate project development, financing, transactions, and interim or ongoing management.

Casea uses integrated investment and operating simulations that combine planning data, investment figures, and operational accounting for business planning. The supplied data does not indicate software, AI/ML products, proprietary models, or an externally licensed technology platform. The firm also describes a relationship-led approach informed by industry associations and specialized legal, architectural, planning, and real-estate partners.

Casea generates revenue through custom project-based consulting engagements and ongoing advisory or management mandates. Pricing is not publicly disclosed. Its client evidence spans municipalities, foundations, elderly-care operators, and institutional real-estate investors, including Swiss Life Asset Managers, while delivery is conducted directly by Casea's partners and team.

Name

Casea Ag

Legal name

casea ag

Website

https://casea.ch

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Casea Ag is a Swiss consulting firm serving public and private organizations, cities, and municipalities with strategy, operations, real-estate development, financing, transaction, and management support for elderly care and social services.

Ownership category

akta.pro rank

Product category

Healthcare and Elderly Care Management Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)

akta.pro secondary industry

Asset & Lifecycle Management (CapEx Planning, Reliability) (BPABAAAI)

Keywords

• Elderly care consulting
• Healthcare advisory services
• Real estate financing
• Organizational transformation
• Strategic management consulting

Headquarters

HQ city

Luzern

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting and Advisory Services: Casea Ag generates revenue through professional consulting services including strategic advisory, management support, organizational development, and leadership sparring for organizations in the elderly care and social sector. Services are delivered through project-based engagements and ongoing advisory mandates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Casea Ag is a Swiss management consulting firm that provides integrated advisory services for the elderly care and social sector. The company delivers strategic consulting, project development, real estate advisory, financing, transactions, operational management, and leadership support to public and private organizations including municipalities, foundations, stock companies, and pension funds. Services span three core areas: Beratung & Umsetzung (Consulting & Implementation), Immobilien & Finanzierung (Real Estate & Financing), and Strategie & Leadership (Strategy & Leadership).

Product overview

Casea Ag operates as a unified consulting platform offering integrated services for the healthcare and social sector, specializing in elderly care and living. The portfolio consists of ten interconnected consulting service lines organized into three main divisions: Beratung & Umsetzung (Consulting & Implementation) covering analysis, concepts, and planning; Immobilien & Finanzierung (Real Estate & Financing) covering project development, financing, and transactions; and Strategie & Leadership covering operational management, strategy transformation, leadership sparring, and organizational development. These services work together to provide comprehensive support from project conception through operational execution in the senior living sector.

Differentiator

Problem solved

Functional benefit

Products and services

• Beratung & Analysen (Consulting & Analysis)

Named customers15 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered minor and core.

• Naef & Partner AGminorStrategic or Co-development Partner · 1 January 2019Naef & Partner AG served as overall project lead for the Pflegezentrum Schachen project in Stadt Rapperswil-Jona, with casea contributing investor search and tender process expertise.
• Fanzun AG ArchitektenminorStrategic or Co-development PartnerFanzun AG Architekten served as client representation (Bauherrenvertretung) for the Pflegezentrum Schachen project, working alongside casea for investor search and tender process.
• Wüest PartnerminorStrategic or Co-development PartnerWüest Partner collaborated on the Swiss Life Asset Managers investment vehicle project for elderly care and health real estate.
• Duplex Architekten AG / GMS Partner (Generalplaner)minorStrategic or Co-development PartnerDuplex Architekten AG and GMS Partner served as general planners for the Stiftung Burkwil multi-generational housing project.
• PlanwerkstadtminorStrategic or Co-development PartnerPlanwerkstadt conducted the architecture competition for the Stiftung Burkwil multi-generational housing project.
• BSS Architekten AGminorStrategic or Co-development PartnerBSS Architekten AG collaborated on the Acherhof village district project for all generations in Schwyz.
• smo! GmbH PR & WerbungminorStrategic or Co-development Partnersmo! GmbH PR & Werbung provided communications support for the Acherhof village district project.
• ImpleniaminorStrategic or Co-development PartnerImplenia served as client representation (Bauherrenvertretung) for the Stiftung Turm-Matt market and offering strategy project.
• AK-Bautreuhand AGminorStrategic or Co-development PartnerAK-Bautreuhand AG served as client representation (Bauherrenvertretung) for the Alterszentrum Würenlos operator mediation project.
• Streichenberg RechtsanwälteminorStrategic or Co-development PartnerStreichenberg Rechtsanwälte (law firm) collaborated on the Alterszentrum Breitlen project for legal form conversion and new building financing.
• Radtke KommunikationminorStrategic or Co-development PartnerRadtke Kommunikation provided communications support for the Alterszentrum Breitlen transformation project.
• Kuno Schumacher Architekten AGminorStrategic or Co-development PartnerKuno Schumacher Architekten AG provided client advisory (Bauherrenberatung) for the Stiftung Burkwil multi-generational housing project.
• advocacy agminorStrategic or Co-development Partneradvocacy ag provided communications support for the Stiftung Burkwil multi-generational housing project.
• SenesuissecoreStrategic or Co-development PartnerCasea Ag maintains active membership in Senesuisse, aligning with key industry standards and engaging in dialogue with practitioners in elderly care work.
• ARTISETcoreStrategic or Co-development PartnerCasea Ag maintains active membership in ARTISET, engaging in industry dialogue and staying current with sector developments.
• Schweizerische Fachstelle für behindertengerechtes BauenminorStrategic or Co-development PartnerThe national competence center for barrier-free building provides documentation and expertise that informs casea's approach to elderly care facility development.
• Netzwerk Gerontologische ArchitekturminorStrategic or Co-development PartnerThe Network for Gerontological Architecture provides expertise on age-appropriate building standards and best practices.
• CURAVIVAcoreStrategic or Co-development PartnerFelix Lienert serves for CURAVIVA at national and cantonal levels (Luzern and Zug), providing expertise on elderly and nursing care center operations.

Scale indicators1 record

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• KPMG Switzerland: Big-4 advisory competing for healthcare and public-sector transformation mandates in Switzerland; offers overlapping strategy, organizational development, and deal advisory services that compete with Casea's full stack.
• McKinsey & Company: Global management consultancy with a dedicated healthcare and public-sector practice that engages on operator strategy, organizational redesign, and large-scale transformation in elderly care.
• Roland Berger: European-origin strategy consultancy with strong healthcare and public-sector practices; competes for elderly-care transformation and infrastructure advisory work in Switzerland and the DACH region.
• Bain & Company: Global strategy consultancy with healthcare and private equity practices; competes for elderly-care and social-sector strategy and due-diligence mandates in Switzerland and Europe.
• PwC Switzerland: Big-4 advisory with healthcare, public sector, and deal advisory practices that overlap Casea's strategy, transformation, financing, and transaction services for elderly-care operators and municipalities across Switzerland.
• Deloitte Switzerland: Big-4 firm with a Swiss healthcare and public-sector consulting practice covering strategy, real estate advisory, and transformation; competes for similar municipal and elderly-care operator mandates.

Regional players

• INFRAS: Zurich-based research and consulting firm active in healthcare, social, and public-sector policy work in Switzerland; competes for analytical and strategic mandates from cantons and federal entities that Casea also serves.
• Polynomics: Swiss economic and public-sector consultancy based in Olten; provides regulatory, financing, and economic analysis to municipalities and health-sector clients overlapping with Casea's strategy and feasibility work.

Others

• Senesuisse: Swiss industry association for elderly-care institutions of which Casea is an active member; not a competitor but an ecosystem counterpart that channels demand and standards across the same operator base Casea serves.

Direct peers

• Wüest Partner: Switzerland's leading independent real estate research and consulting firm with deep elderly-care and healthcare property expertise. Co-collaborates with Casea on Swiss Life Asset Managers' elderly-care investment vehicle and serves the same pension fund and operator clients.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/casea-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Casea Ag