The retirement planning industry in Benelux is focused on providing financial security for individuals post-employment. This sector includes various players, such as banks, asset management firms, and insurance companies, offering products like pension funds, life insurance, and investment management services. With increasing life expectancy and changing retirement expectations, this industry is adapting by embracing technology and sustainability. Additionally, there is a growing emphasis on socially responsible investment options, reflecting consumers' preferences. This shift hints at a more integrated approach towards retirement planning, where clients want tailored solutions that not only secure their future but also align with their values.


In our roundup, you'll find an array of investors actively participating in the retirement planning market across Benelux. These firms vary from private equity giants like CVC, headquartered in Luxembourg, to venture capital entities like Triodos Bank in the Netherlands. Operating across a spectrum of sizes, some boasting thousands of employees, they have been established since as early as 1898. The list captures key activities in 2024, where each investor seized numerous opportunities for growth and innovation, shaping the future of retirement solutions within this dynamic market.


Top 13 Retirement Planning Investors in Benelux


1. Cvc

  • Website: cvc.com
  • Type: Private Equity
  • Headquarters: Luxembourg
  • Founded year: 2005
  • Headcount: 1001-5000
  • Number of deals in 2024: 16
  • LinkedIn: cvc-capital-partners

CVC Capital Partners is a prominent private equity investment firm based in Luxembourg, founded in 2005. It specializes in private equity, credit, secondaries, and infrastructure, managing approximately €193 billion in assets for over 1000 clients, including pension funds and institutional investors. CVC's strategic investments aim to deliver sustainable value and growth. Notably, in 2017, CVC acquired shares in Pension Insurance Corporation Group (PIC), which manages over £20 billion in financial assets and pension liabilities exceeding £2,100 billion, highlighting its commitment to the retirement planning sector. Additionally, CVC's acquisition of Hargreaves Lansdown in 2024 further emphasizes its focus on financial services that support retirement planning. These transactions illustrate CVC's active role in the retirement planning industry, making it a relevant investor in this space.


2. Prosus Group

  • Website: prosus.com
  • Type: Venture Capital
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 2019
  • Headcount: 10001+
  • Number of deals in 2024: 21
  • LinkedIn: prosus-group

Prosus Group is a global technology investor and operator based in Amsterdam, Netherlands, founded in 2019. The firm focuses on enhancing everyday life through technology and operates in various sectors, including online classifieds, food delivery, payments, and education technology, serving over two billion customers worldwide. Notably, Prosus has made significant investments in the digital wealth management space, such as its involvement with Endowus, an Asia-based digital wealth platform that raised $35 million in a Series C funding round to expand its fee-only wealth management services. Additionally, Prosus participated in funding rounds for BUX, a neo-broker, which aims to democratize access to financial markets. These investments highlight Prosus's commitment to fostering innovative financial solutions that can play a crucial role in retirement planning.


3. Triodos Bank

  • Website: triodos.com
  • Type: Venture Capital
  • Headquarters: Driebergen-Rijsenburg, Utrecht, Netherlands
  • Founded year: 1980
  • Headcount: 1001-5000
  • Number of deals in 2024: 2
  • LinkedIn: triodos-bank

Triodos Bank N.V. is a public entity operating as an ethical bank focused on sustainable finance, founded in 1980 and based in Driebergen-Rijsenburg, Utrecht, Netherlands. The bank offers a range of services including depository receipts, green bonds, and investment management, catering to individuals and businesses that prioritize ethical and sustainable practices. In recent years, Triodos Bank has made significant investments that reflect its commitment to social impact. For instance, the acquisition of Evidence Based Social Investments Limited (EBSI) in November 2023 enhances its advisory capabilities for local authorities in the UK, particularly in the realm of Social Impact Bonds (SIB). This acquisition could provide valuable insights and opportunities for retirement planning investors interested in socially responsible investments. Additionally, Triodos has participated in various funding rounds, such as the $33 million raised by Utkarsh Small Finance Bank and the $65 million debt financing for KoinWorks, indicating a diverse investment portfolio that aligns with sustainable development goals. These activities position Triodos Bank as a forward-thinking investor in the ethical finance space, making it a relevant option for those considering retirement planning with a focus on sustainability.


4. TMF Group

  • Website: tmf-group.com
  • Type: Corporate
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 1988
  • Headcount: 10001+
  • Number of deals in 2024: 5
  • LinkedIn: tmf-group

TMF Group B.V. is a professional services firm based in Amsterdam, Netherlands, founded in 1988. The company specializes in providing essential administrative services such as accounting, tax, HR administration, and global payroll services. TMF Group serves a diverse clientele, including corporates and financial institutions, helping them navigate complex regulations and maintain compliance across multiple jurisdictions. In recent years, TMF Group has made significant acquisitions to enhance its capabilities in the retirement planning context. Notably, the acquisition of Vasco Trustees, an Australian fund services provider, and EWM Global, which offers a compensation platform, demonstrates TMF's commitment to expanding its service offerings in fund administration and payroll services. These strategic moves are aimed at creating new opportunities for collaboration and growth, particularly in the retirement planning sector. Additionally, their acquisition of OnPayroll.ca Corp. and the Brazilian BPS division from RSM further solidifies their presence in North America and Latin America, respectively, enhancing their compliance and administrative services that are crucial for effective retirement planning.


5. ABN AMRO Bank N.V.

  • Website: abnamro.nl
  • Type: Venture Capital
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 1991
  • Headcount: 10001+
  • Number of deals in 2024: 3
  • LinkedIn: abn-amro

ABN AMRO Bank N.V. is a prominent financial services institution based in Amsterdam, Netherlands, founded in 1991. With over 10,000 employees, the bank provides a comprehensive range of banking products, including personal accounts, loans, mortgages, investment management, and insurance. This diverse offering helps both individual consumers and businesses manage their finances effectively. Recently, ABN AMRO has been involved in significant transactions that enhance its position in the investment landscape. Notably, the bank has reached an agreement to acquire BUX, a rapidly growing neobroker in Europe, which aims to bolster its retail investment offerings. This acquisition is expected to be finalized in 2024 and aligns with the bank's strategy to support clients in achieving their financial goals, including retirement planning. Additionally, ABN AMRO participated in a funding round for Pluris, which raised $167 million, indicating its commitment to investing in innovative financial solutions that could benefit retirement planning. Overall, ABN AMRO's active role in the financial services sector positions it as a relevant player in the retirement planning industry.


6. Finch Capital

  • Website: finchcapital.com
  • Type: Venture Capital
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 2013
  • Headcount: 11-50
  • Number of deals in 2024: 2
  • LinkedIn: finch-capital

Finch Capital is a venture capital investment firm based in Amsterdam, specializing in business and financial technology. Founded in 2013, the firm focuses on providing investment management and advisory services to companies in sectors such as insurance, payments, and regulatory compliance. Finch Capital aims to help businesses scale sustainably and navigate complex market challenges through strategic partnerships and technology-driven solutions. Notably, they have invested in Ikbenfrits.nl, the leading online mortgage broker in the Netherlands, which plays a significant role in financial planning for individuals, including retirement. Additionally, their investments in companies like BUX and Better.co.uk highlight their commitment to innovative financial solutions that can enhance personal finance management, making them relevant to the retirement planning landscape.


7. Aegon

  • Website: aegon.com
  • Type: Corporate
  • Headquarters: The Hague, South Holland, Netherlands
  • Founded year: 1983
  • Headcount: 10001+
  • LinkedIn: aegon

Aegon Ltd. is a public company founded in 1983, headquartered in The Hague, South Holland, Netherlands. It specializes in life insurance, pensions, and asset management, providing financial security solutions to individuals and businesses. Aegon operates in various markets, offering tailored financial services to meet diverse customer needs. Notably, Aegon has made significant strides in the retirement planning sector through key transactions such as the acquisition of BT Aegon Fond De Pensii in 2009, which enhances their pension offerings. In 2021, Aegon UK acquired Pension Geeks, a firm dedicated to improving financial communication and engagement, further emphasizing their focus on retirement planning. These strategic moves highlight Aegon's commitment to helping clients manage risks and prepare for their financial futures, particularly in the context of retirement.


8. Exor N.V.

  • Website: exor.com
  • Type: Venture Capital
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 2009
  • Headcount: 11-50
  • Number of deals in 2024: 26
  • LinkedIn: exor_2

Exor N.V. is a holding company based in Amsterdam, Netherlands, founded in 2009. It operates across various sectors, including automotive, healthcare, and media, and manages a diverse portfolio of companies such as Ferrari, Stellantis, and Philips. Exor focuses on enhancing value through strategic investments and operational support. Notably, Exor has invested in Finhabits, a company that raised funds to provide financial services, and True Link Financial, which raised significant capital to support vulnerable older adults through specialized fintech services. These investments indicate Exor's engagement in sectors that can impact retirement planning, particularly through financial services aimed at enhancing the quality of life for older adults.


9. Volta Ventures

  • Website: volta.ventures
  • Type: Venture Capital
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 2014
  • Headcount: 11-50
  • Number of deals in 2024: 4
  • LinkedIn: volta-ventures

Volta Ventures is a venture capital firm based in Amsterdam, North Holland, Netherlands, founded in 2014. The firm specializes in seed and early-stage investments in enterprise software startups within the Benelux region, providing capital and strategic support to help startups grow in competitive markets. Volta Ventures has a particular focus on technology-driven companies, especially in sectors like FinTech and HealthTech. Notably, they have invested in Blanco, a B2B fintech startup, which raised funds in multiple rounds, including a significant €2 million seed round aimed at expanding its operations in the financial services industry. This involvement in the FinTech sector highlights their potential relevance to retirement planning, as financial technology plays a crucial role in modern retirement solutions. Additionally, their recent transactions indicate an active engagement in supporting innovative financial services that could align with retirement planning objectives.


10. Ilavska Vuillermoz Capital


Ilavska Vuillermoz Capital is a venture capital firm based in Luxembourg, founded in 2019. The firm specializes in venture capital and impact investing, aiming to create positive economic impacts through strategic investments. They partner with institutional and private investors to provide tailored investment solutions, primarily operating in Luxembourg and the Czech Republic. Notable transactions include their investment in Heimkapital, which raised over $11 million in a Series A round, and their involvement with N26, a financial technology company that raised significant funds in multiple rounds. Their recent investment in 9fin, which raised $50 million in a Series B round, further highlights their focus on innovative financial solutions that could be relevant to retirement planning.


11. Ingka Investments

  • Website: ingka.com
  • Type: Corporate
  • Headquarters: Leiden, South Holland, Netherlands
  • Founded year: 2018
  • Headcount: 51-200
  • Number of deals in 2024: 4
  • LinkedIn: ingka-investments

Ingka Investments, founded in 2018 and based in Leiden, South Holland, Netherlands, is a corporate investor and part of the Ingka Group, which operates IKEA stores and shopping centers globally. The company focuses on providing affordable home furnishings and planning services while managing investments to support long-term growth and sustainability. Notably, Ingka Investments has made significant strides in the financial services sector by acquiring a 49% stake in Ikano Bank in 2021, followed by a complete acquisition of the bank in 2024. This strategic move aims to enhance its consumer banking operations, potentially offering products that could be relevant for retirement planning. Additionally, Ingka's involvement in funding fintech companies like Doconomy and Kreditz reflects its commitment to innovative financial solutions, which may also play a role in retirement planning strategies.


12. Jab Holding Company LLC

  • Website: jabholco.com
  • Type: Private Equity
  • Headquarters: Amsterdam, North Holland, Netherlands
  • Founded year: 2007
  • Headcount: 10001+
  • Number of deals in 2024: 1
  • LinkedIn: jab-holding-company-llc

JAB Holding Company LLC is a private equity investment firm based in Amsterdam, Netherlands, founded in 2007. The firm specializes in consumer goods and services, operating across various sectors including coffee, fast casual dining, petcare, and beauty. JAB focuses on long-term investments and sustainable value creation, catering to consumers seeking quality products and services. Recently, JAB has made significant strides in the insurance sector, acquiring Prosperity Life Group, a US insurance company, for USD 25 billion. This acquisition includes Prosperity Life Group Insurance Companies and Prosperity Asset Management, highlighting JAB's commitment to expanding its portfolio in areas that are crucial for retirement planning. Additionally, JAB has been active in the pet insurance market, acquiring companies such as Pumpkin Insurance Services and Figo Pet Insurance, which, while not directly related to retirement planning, demonstrate JAB's broader investment strategy in the insurance industry.


13. Sofina

  • Website: sofinagroup.com
  • Type: Venture Capital
  • Headquarters: Brussels, Brussels, Belgium
  • Founded year: 1898
  • Headcount: 51-200
  • Number of deals in 2024: 4
  • LinkedIn: sofina

Sofina is an investment company based in Brussels, Belgium, founded in 1898. It specializes in providing patient capital to growing businesses across various sectors, including telecommunications, consumer goods, and energy. Sofina partners with entrepreneurs and family-owned businesses, offering strategic advice and long-term investment solutions to foster sustainable growth. Notably, Sofina has participated in funding rounds for companies like FreeCharge, which operates in the financial technology space, and Cleo, a financial management app. These investments indicate Sofina's engagement in sectors that could support retirement planning through innovative financial solutions and services.



Retirement Planning Insights: Key Investors in Benelux


InvestorHeadquarterSizeFoundedDeals 2024
CvcLuxembourg1001-5000200516
Prosus GroupAmsterdam, North Holland, Netherlands10001+201921
Triodos BankDriebergen-Rijsenburg, Utrecht, Netherlands1001-500019802
TMF GroupAmsterdam, North Holland, Netherlands10001+19885
ABN AMRO Bank N.V.Amsterdam, North Holland, Netherlands10001+19913
Finch CapitalAmsterdam, North Holland, Netherlands11-5020132
AegonThe Hague, South Holland, Netherlands10001+19830
Exor N.V.Amsterdam, North Holland, Netherlands11-50200926
Volta VenturesAmsterdam, North Holland, Netherlands11-5020144
Ilavska Vuillermoz CapitalLuxembourg11-5020193
Ingka InvestmentsLeiden, South Holland, Netherlands51-20020184
Jab Holding Company LLCAmsterdam, North Holland, Netherlands10001+20071
SofinaBrussels, Brussels, Belgium51-20018984


Want to find more investors focusing on the retirement planning industry?

If you want to find more investors that are active in the retirement planningindustry, you can do that with Inven. We built this list and analysis throughInven's Investor Search, and there are a lot more private equity, venturecapital, and corporate investors like these globally.

With Inven, you'll also get to know:

  • Deal History: Number of deals and their sizes.
  • Portfolio: Companies they've invested in.
  • Contact data: Key dealmakers, including their emails and phonenumbers.
  • ...and much more!