Swiss Life Group
Swiss Life Group is a prominent European life insurance and long-term savings company with over 160 years of experience in providing financial protection solutions. The firm primarily operates in Switzerland, while also maintaining a presence in France, Germany, and several affluent European markets. Swiss Life generates revenue through three main sources: savings income, which pertains to spread-based earnings; risk results, which relate to insurance margins; and fee results, stemming from asset management and financial advisory services. Over recent years, the importance of fee income has increased, driven by growing demand for financial advice, unit-linked products, and third-party asset management. The company's mission centers on enabling individuals to live longer and more self-determined lives.
ZWEI Wealth
Acquisition in 2025
ZWEI Wealth Experts is a wealth management firm located in Zurich, Switzerland, established in 2014. The firm aims to create a wealth management ecosystem that prioritizes transparency and control for investors. By functioning as an independent advisor, ZWEI Wealth provides clients with personalized investment strategies, ensuring that their assets are managed by a dedicated executive management team. This approach allows the firm to cater to the specific needs of its clients, fostering trust and clarity in the wealth management process.
Bexio
Venture Round in 2017
Bexio AG is a Swiss company that specializes in providing cloud-based business and accounting software tailored for small and medium-sized enterprises. Founded in 2013 and based in Rapperswil, the company was previously known as easySYS AG before rebranding in 2015. Bexio AG focuses on simplifying accounting processes and enhancing business management through its user-friendly platform, which employs a standardized interface to facilitate interactions between businesses and their trustees, banks, and service providers. As of mid-2018, Bexio operates as a subsidiary of Schweizerische Mobiliar Versicherungsgesellschaft AG, reflecting its commitment to supporting the growth and efficiency of small businesses in Switzerland.
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