Helvetia
“Can a traditional Swiss multi-line insurer build a scalable embedded insurance distribution platform while modernising its asset management and investment infrastructure?”
HQSt. Gallen, Switzerland
IndustryFintech / Insurtech
The story
Helvetia is a multi-century Swiss insurer that has progressively expanded beyond traditional insurance distribution into embedded insurance and asset management technology modernisation. Under the Helvetia Baloise Group umbrella, the company now operates across Switzerland, Germany, Spain, and internationally via Helvetia Global Solutions, which explicitly offers embedded insurance products to third-party platforms and partners. The NeoXam selection signals investment in modernising the asset management tech stack to support continued growth.
Product timeline
2021
Helvetia merged with Baloise Group to form the Helvetia Baloise Group, operating across multiple European markets.· pivot
2023
Helvetia Global Solutions launched embedded insurance offerings for partners including affinity and B2B embedded insurance products.· banking
2024
Helvetia selected NeoXam to support its technology expansion project for asset management infrastructure.· acquisition
Regulated entities
3
regulatory licences held by Helvetia
Licence types, jurisdictions and registered entities are in the Embedded Finance Index report.
The stack
1 layer disclosed in Helvetia’s embedded-finance stack
Insurance
Accounting gap: none