Helvetia

Helvetia Holding AG, founded in 1858 and headquartered in St. Gallen, Switzerland, operates as a prominent insurance group offering both life and non-life insurance products across Europe. The company provides a comprehensive range of services, including life insurance, pension plans, annuity products, and various non-life insurance options such as property, motor vehicle, liability, health, and accident insurance. With a workforce of approximately 5,200 employees, Helvetia serves over 2.7 million customers across Switzerland, Germany, Austria, Spain, Italy, and France, as well as selected regions worldwide. Helvetia has evolved from several Swiss and foreign insurance companies into a successful entity with a business volume of CHF 7.5 billion. The group's investment and financing activities are supplemented through subsidiaries and fund companies in Luxembourg and Jersey, reflecting its commitment to broadening its reach and operational effectiveness.

Philipp Gmür

Chief Executive Officer

André Keller

Chief Investment Officer

Paul Norton

Chief Financial Officer

Stefano L. Saeger

Investment Manager

Philipp Schüpbach

Investor Relations Manager

Alessandra Szalay

Investor Relations Coordinator

Susanne Tengler

Head of Investor Relations

28 past transactions

Off (prev. CamperBoys)

Seed Round in 2023
Off (formerly CamperBoys) is the best rated camper rental company in Europe with a fleet of ~1100 campers at 10 stations all over Germany. The entire service is driven by its own proprietary rental software and an additional trip planning service.

Moojo

Pre Seed Round in 2022
Moojo helps freelancers and creators streamline their invoicing process and get paid instantly.

Coinscrap

Venture Round in 2021
Coinscrap Finance S.L. is a Spanish company, founded in 2016 and based in Pontevedra, that focuses on enhancing savings for millennials through its mobile application. The app enables users to round up their daily card purchases, automatically allocating the spare change to designated savings accounts. By providing a simple and effective way to save, Coinscrap aims to democratize the savings process, making it more accessible for younger generations.

Adresta

Seed Round in 2021
Adresta is a tech start-up with six employees headquartered in Zurich and founded in December 2019. The idea started with two co-founders in the Kickbox Programm of Helvetia Insurance and the product was developed together with the third co-founder at ETH Zurich. Adresta creates digital certificates for luxury goods, starting with high-end timepieces. The certificates are securely stored on the web-application together with the history of the watch from manufacturer to service & repair and pre-owned sale. Around the constantly updated digital certificate new possibilities of customer experience in the luxury segment arise. Brands create emotions and interaction possibilities for the actors in the watch lifecycle and after sales processes such as valuable insurance are facilitated. Adresta is committed to change the customer experience in the luxury goods industry by creating trust and transparency by combining new technologies.

PriceHubble

Series B in 2021
PriceHubble is a real estate analytics company that aims to enhance transparency in global real estate markets. It offers a platform powered by proprietary machine learning algorithms, which assists clients in making informed decisions by providing insights, valuation models, and forecasts related to urban developments. The company's digital solutions cater to various stakeholders in the real estate sector, including banks, asset managers, developers, property managers, and real estate agents. With a dedicated team of data scientists, engineers, and entrepreneurs, PriceHubble integrates advanced analytics into clients' daily business processes, ultimately helping them improve key performance metrics such as client conversion and rental yield. Headquartered in Zürich and with operations in Paris, Berlin, and Tokyo, the company employs over 60 professionals and has expanded its reach to five countries.

Neon

Venture Round in 2021
Neon is an independent Swiss mobile account provider that operates a neo-bank application designed to give users control over their banking transactions. The company offers a mobile application and a card for making financial transactions, functioning independently from traditional banks. This approach allows Neon to provide banking services without the associated bureaucracy, facilitating secure payments for users. The platform aims to deliver affordable transaction accounts for everyday financial needs.

Neon

Series A in 2021
Neon is an independent Swiss mobile account provider that operates a neo-bank application designed to give users control over their banking transactions. The company offers a mobile application and a card for making financial transactions, functioning independently from traditional banks. This approach allows Neon to provide banking services without the associated bureaucracy, facilitating secure payments for users. The platform aims to deliver affordable transaction accounts for everyday financial needs.

FAAREN GmbH

Seed Round in 2021
FAAREN is running a light asset mobility fintech car subscription marketplace. They offer monthly car subscriptions. The press calls them the Spotify for cars. At the same time they enable car dealers to participate in this new market so that they become mobility providers rather than just car sellers.

Baufi24

Series A in 2021
Baufi24 is one of the largest german advisory and brokerage companies for private mortgages (Baufinanzierung), mortgages comparison and mortgage advisory.

Taxly

Seed Round in 2021
Tax Returns made so simple, it can be done and submitted in 10 minutes! Powered by A.I

INZMO

Seed Round in 2021
INZMO Insurance OÜ develops an application that enables users to buy insurance products at low prices. It offers INZMO, an application that enables users to buy travel, bicycle, car, motorcycle, pet, and smart device insurance in Estonia. The company also provides support, damage assessment, and roadside assistance services. Its application is available on iOS and Android devices. INZMO Insurance OÜ was founded in 2016 and is based in Tallinn, Estonia.

Cobertoo

Venture Round in 2020
Cobertoo is a People to People insurance model where we insure our smartphones amongst us. We look an insurance partner to back our P2P model by doing so our partner will STEP FIRST into the MILLENNIAL SEGMENT with a product proposal that insure the item most valued for this segment (his smartphone) and in a way that they value: 100% DIGITAL, TRANSPARENT, PEOPLE TO PEOPLE AND SOCIAL.

Chargery GmbH

Series A in 2020
Chargery GmbH is a Berlin-based company that specializes in electric vehicle charging services. Established in 2017, it has developed a mobile charging station that allows customers to request charging assistance as needed. In addition to charging, the company offers a range of supplementary services including filling of consumables, interior and exterior cleaning, tire checks, battery swaps, and vehicle relocation. Chargery GmbH aims to enhance the convenience of electric vehicle ownership by providing on-demand services tailored to customer requirements.

Neon

Venture Round in 2020
Neon is an independent Swiss mobile account provider that operates a neo-bank application designed to give users control over their banking transactions. The company offers a mobile application and a card for making financial transactions, functioning independently from traditional banks. This approach allows Neon to provide banking services without the associated bureaucracy, facilitating secure payments for users. The platform aims to deliver affordable transaction accounts for everyday financial needs.

Cobertoo

Venture Round in 2020
Cobertoo is a People to People insurance model where we insure our smartphones amongst us. We look an insurance partner to back our P2P model by doing so our partner will STEP FIRST into the MILLENNIAL SEGMENT with a product proposal that insure the item most valued for this segment (his smartphone) and in a way that they value: 100% DIGITAL, TRANSPARENT, PEOPLE TO PEOPLE AND SOCIAL.

Skribble

Series B in 2020
Skribble is a platform for electronic signatures that presupposes the identification of the signatures. The platform provides the legally suitable electronic signature for every type of contract even if the law requires the same legal weight as a handwritten signature. It allows signing documents electronically with just a few clicks legally binding in accordance with Swiss & EU law. Skribble was founded in 2018 and is headquartered in Zurich, Switzerland.

Caser

Acquisition in 2020
Full Investment Portfolio: Cash and other equivalent liquid media - 8.95% Financial assets held for trading - 0.25% Other financial assets at fair value with changes in P and G - 0.61% Financial assets available for sale - 56.73% Loans and receivables - 18.80% Hedging derivatives - 0.03% Reinsurance participation in technical provisions - 2.22% Property, plant and equipment - 4.59% Intangible Assets - 3.72% Equity shares - 0.004% Tax assets - 1.70% Other assets - 2.40% Founded in 1942, Caser Seguros is a Spain-based insurance company which provides personal insurance services which cover home, property, healthcare, life insurance and pensions.

Chargery GmbH

Venture Round in 2020
Chargery GmbH is a Berlin-based company that specializes in electric vehicle charging services. Established in 2017, it has developed a mobile charging station that allows customers to request charging assistance as needed. In addition to charging, the company offers a range of supplementary services including filling of consumables, interior and exterior cleaning, tire checks, battery swaps, and vehicle relocation. Chargery GmbH aims to enhance the convenience of electric vehicle ownership by providing on-demand services tailored to customer requirements.

Mobile Garantie

Venture Round in 2019
Mobile Garantie Deutschland GmbH specializes in motor vehicle warranty and repair services, catering to a wide range of vehicles, including used cars, taxis, RVs, ambulances, and motorcycles. Headquartered in Wedemark, Germany, the company operates additional offices in Austria, Turkey, Spain, Slovakia, and Italy. It is recognized as an independent entity that offers modular and customized warranty and service solutions, with a growing emphasis on the B2B market. Mobile Garantie's straightforward and adaptable product design has contributed significantly to its positive growth trajectory since its inception, allowing it to effectively meet the diverse needs of its customers across various sectors.

Chargery GmbH

Seed Round in 2019
Chargery GmbH is a Berlin-based company that specializes in electric vehicle charging services. Established in 2017, it has developed a mobile charging station that allows customers to request charging assistance as needed. In addition to charging, the company offers a range of supplementary services including filling of consumables, interior and exterior cleaning, tire checks, battery swaps, and vehicle relocation. Chargery GmbH aims to enhance the convenience of electric vehicle ownership by providing on-demand services tailored to customer requirements.

INZMO

Seed Round in 2018
INZMO Insurance OÜ develops an application that enables users to buy insurance products at low prices. It offers INZMO, an application that enables users to buy travel, bicycle, car, motorcycle, pet, and smart device insurance in Estonia. The company also provides support, damage assessment, and roadside assistance services. Its application is available on iOS and Android devices. INZMO Insurance OÜ was founded in 2016 and is based in Tallinn, Estonia.

Homebell

Venture Round in 2018
Homebell is a business enterprise that offers reliable craftsmen services at a fixed quote and fair prices for home & living space projects.The company is focused on its customers' home and create ideal living spaces. A professional approach and a high-quality result are the most important values for them and its craftsmen. The company organize and realize their customers' plans so that they can lean back and enjoy the results. Quality, transparency and fair pricing are part of their complete service. They are the reliable partner for home improvement.

PriceHubble

Series A in 2017
PriceHubble is a real estate analytics company that aims to enhance transparency in global real estate markets. It offers a platform powered by proprietary machine learning algorithms, which assists clients in making informed decisions by providing insights, valuation models, and forecasts related to urban developments. The company's digital solutions cater to various stakeholders in the real estate sector, including banks, asset managers, developers, property managers, and real estate agents. With a dedicated team of data scientists, engineers, and entrepreneurs, PriceHubble integrates advanced analytics into clients' daily business processes, ultimately helping them improve key performance metrics such as client conversion and rental yield. Headquartered in Zürich and with operations in Paris, Berlin, and Tokyo, the company employs over 60 professionals and has expanded its reach to five countries.

Nationale Suisse

Acquisition in 2014
Nationale Suisse is an innovative, international and independent Swiss insurance group providing first-rate risk and pension solutions in non-life and life business as well as a growing number of tailored specialty lines products. Consolidated gross premiums came to CHF 1.5 billion in 2011. The Group comprises the parent company and about 20 subsidiaries and branch offices in focused product lines in Switzerland, Italy, Spain, Germany, Belgium, Liechtenstein, Malaysia, Latin America and Turkey. The headquarters of Swiss National Insurance Company Ltd are in Basel. Nationale Suisse is listed on the SIX Swiss Exchange (NATN).

Phenix Versicherungsgesellschaft

Acquisition in 2010
Phenix Versicherungsgesellschaft offers property and casualty insurance.
Alba Allgemeine Versicherungs-Gesellschaft operates as a insurance company.

Chiara Vita - Compagnia di Assicurazioni sulla Vita

Acquisition in 2008
Chiara Vita - Compagnia di Assicurazioni sulla Vita provides life insurance services.