The retirement planning industry in DACH focuses on helping individuals secure financial stability for their later years. It includes insurance firms, investment managers, fintech companies, and wealth management advisors. These businesses offer tailored products like pension plans, annuities, and retirement accounts. A rising trend is the integration of technology, promoting user-friendly platforms for financial planning. Additionally, with an aging population, there's a growing emphasis on retirement products that not only provide income but also ensure long-term sustainability. As a result, the industry is evolving towards more innovative financial solutions to meet contemporary retirement needs.

In 2024, notable retirement planning investors in DACH include a mix of corporate and venture capital firms. Predominantly based in centers like Munich, Zurich, and Vienna, these investors range in size from small teams to large enterprises with thousands of employees. Established between 1890 and 2016, many have actively engaged in 2024 deal counts with a focus on fintech and insurance tech investments. For instance, Allianz X and Speedinvest have aggressively contributed to securing innovative solutions in the retirement space, showcasing their commitment to enhancing financial security for future retirees.

Top 15 Retirement Planning Investors in DACH

1. Speedinvest

• Website: speedinvest.com
• Type: Venture Capital
• Headquarters: Vienna, Vienna, Austria
• Founded year: 2011
• Headcount: 51-200
• Number of deals in 2024: 45
• LinkedIn: speedinvest

Speedinvest is a venture capital firm based in Vienna, Austria, founded in 2011. The firm specializes in funding early-stage tech startups across Europe, providing both capital and hands-on support to help these companies scale. Their investment focus spans various technology sectors, including Deep Tech, Fintech, and SaaS. Notably, Speedinvest has participated in significant transactions such as Finary, which raised €8M in Series A funding to create a modern private banking platform aimed at enhancing wealth creation and investment management. Additionally, they invested in Grandhood, a startup that raised $3.2 million to support its growth. These investments indicate Speedinvest's interest in financial technology, which can play a role in retirement planning, although their broader focus remains on tech startups rather than specifically on retirement solutions.

2. Allianz X

• Website: allianzx.com
• Type: Corporate
• Headquarters: Munich, Bavaria, Germany
• Founded year: 2016
• Headcount: 11-50
• Number of deals in 2024: 6
• LinkedIn: allianzx

Allianz X is a corporate venture capital firm based in Munich, Bavaria, Germany, founded in 2016. The firm specializes in investing in digital growth companies within the insurtech and fintech sectors, providing both strategic support and capital to help these companies scale their operations. Notably, Allianz X has made significant investments in companies that are relevant to retirement planning, such as Wealthsimple, which has raised substantial funding across multiple rounds, including a notable $610 million in a private equity round in May 2021. Wealthsimple offers various investment products, including retirement accounts, making it a key player in the retirement planning industry. Additionally, their investment in Moneyfarm, which raised $7 million in a Series A round in 2016, further emphasizes their commitment to digital wealth management solutions that cater to retirement savings. Overall, Allianz X's focus on innovative financial services positions them as a relevant investor in the retirement planning sector.

3. Sictic

• Website: sictic.ch
• Type: Venture Capital
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2014
• Headcount: 201-500
• Number of deals in 2024: 77
• LinkedIn: sictic

Sictic is a not-for-profit venture capital organization based in Zurich, Switzerland, founded in 2014. It connects smart money investors with innovative Swiss early-stage technology startups, providing investment opportunities, networking events, and educational resources to facilitate the growth of startups and the investment community. Notably, Sictic has invested in fintech companies like Selma Finance, which focuses on automated investment solutions that can aid individuals in their retirement planning. Selma Finance raised significant funding in its Series A rounds, indicating strong investor confidence in its potential to impact financial planning. Additionally, Sictic's investment in Findependent, a startup that aims to enhance financial independence through technology, further emphasizes its commitment to supporting ventures that can contribute to personal finance management and retirement planning. These transactions highlight Sictic's relevance in the financial technology space, particularly in areas that intersect with retirement planning.

4. Partners Group

• Website: partnersgroup.com
• Type: Private Equity
• Headquarters: Baar, Zug, Switzerland
• Founded year: 1996
• Headcount: 1001-5000
• Number of deals in 2024: 19
• LinkedIn: partners-group

Partners Group Holding AG is an investment management firm based in Baar, Zug, Switzerland, specializing in private equity, private infrastructure, private real estate, and private debt. Founded in 1996, the firm manages over USD 149 billion in assets and is recognized for its innovative approach and commitment to sustainability. Notably, Partners Group has made significant strides in the retirement planning sector, exemplified by their acquisition of Key Retirement Group for £208 million in 2017. This acquisition highlights their focus on providing tailored solutions for retirement planning, catering to the needs of both institutional and individual investors. Additionally, their diverse investment strategies allow them to navigate complex market conditions, making them a valuable player in the retirement planning landscape.

5. Picus Capital

• Website: picuscap.com
• Type: Venture Capital
• Headquarters: Munich, Bavaria, Germany
• Founded year: 2015
• Headcount: 11-50
• Number of deals in 2024: 28
• LinkedIn: picus-capital

Picus Capital is a venture capital firm based in Munich, Bavaria, Germany, founded in 2015. The firm specializes in early-stage technology investments and partners with innovative startups across various sectors, including fintech and healthcare. They provide not only capital but also strategic guidance and HR support to empower entrepreneurs in building sustainable category leaders globally. Notably, Picus Capital has invested in Getsurance, a German startup that raised €2 million for the launch of digital disability insurance, which is directly relevant to retirement planning. Additionally, their investments in other technology-driven companies indicate a commitment to supporting solutions that could enhance financial security and planning for retirement.

6. Deutsche Börse

• Website: deutsche-boerse.com
• Type: Corporate
• Headquarters: Eschborn, Hesse, Germany
• Founded year: 1990
• Headcount: 10001+
• Number of deals in 2024: 3
• LinkedIn: deutsche-borse

Deutsche Börse AG, founded in 1990 and based in Eschborn, Hesse, Germany, is a leading financial services company that offers a comprehensive range of solutions including trading, clearing, and investment management services. With a workforce of over 10,000 employees, Deutsche Börse serves asset managers and institutional investors, facilitating efficient market operations and investment strategies through advanced technology and analytics. In recent years, Deutsche Börse has made strategic acquisitions to bolster its position in the investment management space, including the acquisition of SimCorp for approximately $4.3 billion in April 2023, which enhances their capabilities in investment management solutions. Additionally, their acquisition of FundsDLT in August 2023 further strengthens their offerings in fund distribution, a critical component for retirement planning. Their investment in digital assets through the acquisition of a majority stake in Crypto Finance AG also reflects their commitment to evolving investment strategies that could appeal to retirement investors looking for diversified portfolios.

7. Six

• Website: six-group.com
• Type: Corporate
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2008
• Headcount: 1001-5000
• Number of deals in 2024: 8
• LinkedIn: sixgroup

SIX is a financial services company based in Zurich, Switzerland, founded in 2008. It operates key financial market infrastructure and provides a range of services including securities transactions, payment processing, and financial information services primarily to financial institutions and businesses. In 2024, SIX has been involved in several significant transactions, including the acquisition of Swiss Fund Data, which enhances their data management capabilities crucial for retirement planning. They also participated in funding rounds for fintech startups like vestr, which provides innovative investment solutions that could serve retirement planning needs. Their active role in these transactions positions them as a relevant player in the retirement planning industry.

8. Allianz

• Website: allianz.com
• Type: Corporate
• Headquarters: Munich, Bavaria, Germany
• Founded year: 1890
• Headcount: 10001+
• Number of deals in 2024: 5
• LinkedIn: allianz

Allianz, founded in 1890 and headquartered in Munich, Bavaria, Germany, is a leading global insurance company that offers a diverse range of insurance products and investment management services. With a workforce of over 10,000 employees, Allianz focuses on risk management and asset protection, helping individuals and businesses navigate financial uncertainties. The company has made strategic investments in the digital wealth management sector, notably leading a £40 million funding round for Moneyfarm, an online wealth manager, which emphasizes their commitment to innovative financial solutions. Additionally, Allianz X, the digital investment unit of Allianz Group, acquired Finanzen.de AG, a prominent B2B online marketplace for insurance and financial services, further enhancing their capabilities in the financial services industry. These transactions highlight Allianz's proactive approach to integrating technology and digital solutions into their investment strategies, making them a relevant player in the retirement planning space.

9. BlueOrchard Finance Ltd

• Website: blueorchard.com
• Type: Private Equity
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2001
• Headcount: 51-200
• Number of deals in 2024: 15
• LinkedIn: blueorchard-finance-ltd

BlueOrchard Finance Ltd is an investment management firm based in Zurich, Switzerland, founded in 2001. The firm specializes in impact investing, offering a range of investment products designed to generate social and environmental impact alongside financial returns. Their clientele includes institutional investors and private clients who seek to align their investments with their values. BlueOrchard operates globally, with a focus on emerging and frontier markets. In 2024, they have been involved in several significant transactions, including a $10 million debt financing for Dvara KGFS, which supports financial inclusion, and a $314.7 million debt financing for Access Bank, a major player in the financial sector. These transactions reflect their strategy of investing in institutions that can drive positive change while also providing potential returns for investors, making them a relevant choice for retirement planning.

10. b2venture

• Website: b2venture.vc
• Type: Venture Capital
• Headquarters: St. Gallen, St. Gallen, Switzerland
• Founded year: 2000
• Headcount: 11-50
• Number of deals in 2024: 15
• LinkedIn: btovpartners

b2venture is a venture capital firm based in St. Gallen, Switzerland, founded in 2000. The firm specializes in early-stage investments in innovative startups across various sectors, particularly in fintech. They provide financial backing and support to entrepreneurs, helping them navigate challenges and scale their businesses. Notably, b2venture has participated in significant transactions such as Forget Finance, a Berlin-based fintech aiming to develop a comprehensive personal finance platform, and Ledgy, an equity management platform that has raised substantial funding in multiple rounds. Their collaboration with a community of angel investors enhances their investment strategy, making them a key player in the European venture capital landscape, particularly in sectors that can impact personal finance and retirement planning.

11. Symbiotics

• Website: symbioticsgroup.com
• Type: Venture Capital
• Headquarters: Geneva, Geneva, Switzerland
• Founded year: 2004
• Headcount: 51-200
• Number of deals in 2024: 1
• LinkedIn: symbiotics

Symbiotics is an investment management firm based in Geneva, Switzerland, founded in 2004. The firm specializes in impact investing and asset management, providing tailored financial solutions to institutional investors, including pension funds and development finance institutions. Their focus is on emerging and frontier economies, facilitating sustainable economic development through investments, asset management, and capacity building. In recent transactions, Symbiotics has invested in various financial institutions, such as a $7.5 million debt financing for AMK Microfinance Institution and a $10 million debt financing for Khan Bank. Additionally, they participated in a significant funding round for Spark Energy Services, contributing $5 million in senior debt. These transactions highlight their active role in supporting financial institutions that can provide services to underserved populations, which aligns with the long-term investment strategies often sought in retirement planning.

12. DWS Group

• Website: dws.com
• Type: Private Equity
• Headquarters: Frankfurt, Hesse, Germany
• Founded year: 1956
• Headcount: 1001-5000
• Number of deals in 2024: 6
• LinkedIn: dws-group-com

DWS Group is an asset management company based in Frankfurt, Hesse, Germany, founded in 1956. It offers a diverse range of investment solutions, including Xtrackers ETFs, catering to both individual and institutional clients. DWS Group focuses on portfolio management and investment advice, helping clients navigate the complexities of financial markets to achieve their investment objectives. In recent years, DWS has made significant strides in the retirement planning sector, particularly through its investment in Smart Pension Limited, a UK-based fintech that specializes in retirement technology solutions. This acquisition reflects DWS's strategy to tap into the growing defined contribution pensions market in the UK. Additionally, DWS participated in a Series E funding round for Smart, a fintech company, further emphasizing its commitment to innovative financial solutions that can enhance retirement planning.

13. PostFinance

• Website: postfinance.ch
• Type: Venture Capital
• Headquarters: Bern, Bern, Switzerland
• Founded year: 1906
• Headcount: 1001-5000
• Number of deals in 2024: 3
• LinkedIn: postfinance

PostFinance AG is a financial services company based in Bern, Switzerland, founded in 1906. It provides a wide range of banking and investment solutions to both individual and business customers, serving approximately 2.5 million clients. With a strong emphasis on payment transactions, savings, and investment management, PostFinance offers tailored financial products to meet diverse customer needs. Notably, PostFinance has been involved in several transactions that highlight its interest in innovative financial solutions. For instance, it participated in the seed funding round for Getsurance, a startup that launched digital disability insurance, which is a critical component of retirement planning. Additionally, PostFinance has invested in BetterTradeOff, a company that raised funds to enhance financial planning tools, further demonstrating its commitment to supporting solutions that aid in retirement planning. These investments reflect PostFinance's strategic focus on enhancing financial security for individuals, making it a relevant player in the retirement planning sector.

14. Raisin

• Website: raisin.com
• Type: Corporate
• Headquarters: Berlin, Berlin, Germany
• Founded year: 2012
• Headcount: 501-1000
• LinkedIn: join-raisin

Raisin is a financial services company based in Berlin, Germany, founded in 2012. It operates a platform that allows consumers to access high-yield savings products from a network of insured banks and credit unions, enabling customers to open accounts and manage their savings efficiently while benefiting from competitive interest rates without incurring fees. Raisin has made significant strides in the retirement planning sector, notably through its acquisition of Fairr, a German pension startup, in August 2019. This acquisition aimed to enhance Raisin's offerings in the European pension and retirement savings market, which is valued at €12 trillion. Additionally, Raisin has acquired other financial entities, such as Choice Financial Solutions and Deposit Solutions, further solidifying its position in the financial services landscape. These strategic acquisitions reflect Raisin's commitment to expanding its services, including those related to retirement planning, making it a noteworthy player in this industry.

15. ARMADA Investment AG

• Website: armada.com
• Type: Venture Capital
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2000
• Headcount: 1-10
• Number of deals in 2024: 1
• LinkedIn: armada-investment-group-ag

ARMADA Investment AG is a Zurich-based investment firm specializing in venture capital and private equity, founded in 2000. The firm focuses on providing founder capital to innovative entrepreneurs, particularly in the technology and real estate sectors. ARMADA has been active in supporting startups in overcoming financial challenges and achieving their business goals through strategic investment and guidance. Notably, ARMADA has invested in Nutmeg, a UK-based online wealth manager, participating in multiple funding rounds including Series A, B, C, and D, which highlights their commitment to the financial services sector. This involvement with Nutmeg, which aims to simplify wealth management and retirement planning for individuals, underscores ARMADA's relevance in the retirement planning industry. Additionally, they have invested in Xempus AG, a company that operates in the digital insurance and pension management space, further solidifying their position in the retirement planning context. ARMADA operates primarily in Switzerland, Germany, the UK, and the United States, making them a significant player in the European and American investment landscapes.

Retirement Planning Insights: Key Investors in DACH

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