These are the Top Personal Finance Companies in Sweden (2021)

AMF

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AMF is one of the top pension companies in Sweden serving over 4 million customers.

Zmarta Group

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Zmarta Group offers a range of services for personal finance, with a focus on personal loan brokerage. We offer our partners, primarily banks and insurance companies, a cost-efficient and credible marketing channel.

Targeting Northern Europe, we operate multiple brands in multiple markets to enable us to cater for different consumer niches. We deliver outstanding value for our customers and partners by offering a first class consumer-friendly experience both online and offline.

We do this through our great employees, our never-ending quest for operational excellence, and our industry-leading digital innovation mindset and financial technology platform.. .

Cboe Vest Technologies

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Cboe Vest Technologies markets a cloud-hosted platform that presents sophisticated investment strategies in a manner that is simple and visual. The platform uses exchange-traded options to deliver investment strategies that provide income, protection, or growth.

RIAs, banks, and brokers offer our strategies as an edge to their clients, helping them reach their investment goals while taking less risk. Cboe Vest Technologies is an independent company in which Cboe Global Markets, Inc., one of the world’s largest exchange holding companies owner of the Cboe Options Exchange, maintains an indirect minority holding..

Driftio

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Driftio builds the world’s first complete automatically updated personal financial wealth database by offering our users to use GDPR/CCPA to share their selected validated financial data to get personalized offers/advices, get access to regulated services, make product/service orders, as well as getting better pricing on financial products and services. Driftio is helping consumers to get value back from their financial data, and to take better financial decisions based on updated data.

We offer a mobile App and web service for users to truly love a daily 5-30 second check of their total wealth development in a personal balance sheet, including separate family and group balance sheets. Most values are automatically daily updated, such as housing price changes, pension fund changes, stock price changes, debt amortizations etc.

Driftio let consumers use their own personal or family’s economical data to get financial services better adapted to their personal, and family’s, financial characterizations and to earn financial benefits such as better terms and prices, either actively (challenge my current terms based on my data that I choose to send you) or passively (in app notification offers from best of breed vendors based on your financial data profile characteristics). Driftio’s free key offer to Consumer users: * Possibility to take better daily financial decisions – complete personal balance sheet data, automatic update of indexed data, notifications of changes * Opportunity to share validated and auto-updated data – share your sensitive financial data in a secure way * Choose financial vendors who share you ethic visions – share your data only with the banks and corporates who you like to engage with and have as (potential) supplier * Get value back from own, or family’s, financial data – products, services and advices suitable for your current financial situation and potential lower cost offerings for pensions, wealth savings and mortgages * Lower daily health economic stress level – get total control of your wealth development and better life with less daily financial stress and concern for debt margins Clear and proven global demand An Accenture report from 2019 confirm that 80% would share their financial data if they would get personalized solutions made for them or to earn better financial terms from doing so.

Current broad target groups (25-65 years olds) will also include younger target groups (16-24 year olds) as Driftio soon also will let users to keep control of all their belongings’ in the sharing economy in the App. Driftio’s key offer to Banks/Corporates: * Enhanced customer insight and automatically updated KYC – get new KYC information automatically, keep it auto-updated, and get validated and unvalidated data the banks currently don’t have access to.

Leads to e.g. enhanced ability for banks to accept more credits, take less risk on new credits and setting competitive debt interest rates.

Also increases possibility to convince customers to allocate more funds to savings and pension offerings. * Revenue growth by 1) easy upsales on existing customers and 2) more new customers – ability to upsale to existing customers base and to specify, and thereby the get desired characteristics of, new consumer customer leads.

Strategi Invest i Sverige AB

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Strategi Invest started up in 2015 with the old name Senior Rådgivarna. After working in the banking & finance world for more than 30 years and with experience from Sweden’s largest banks and insurance companies, a unique opportunity came, to start our own company in financial advice.

With our long experience of customer relations and various positions in the financial market, we felt that it was high time to try our concept and our way of working. We know the importance of honesty, security and experience.

As a customer, you want access to a personal service where you as a customer are at the center and you know that we work for you.. .

Sparbanken Syd

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Sparbanken Syd is a Swedish independent savings bank that offers its clients on both the private and corporate side a broad spectrum of financial services, well-trained and dedicated advisers. Sparbanken Syd is a fully independent savings bank without shareholders and bonus programs.

It was founded in 1827 and is based in Ystad, Skåne.. .