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Helvetia Baloise

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Multi-line insurance, pension, and financial solutions provider.

Basel, SwitzerlandFounded 1858Fintech
Valuation $19B Market cap · 2026
Revenue $21B Latest reported FY

About Helvetia Baloise

Helvetia Baloise Holding Ltd is a major European insurance and financial services group formed by the merger of Helvetia and Baloise, which legally completed on December 5, 2025. The combination created Switzerland's largest multi-line insurer and the second-largest insurance group overall, with a domestic market share of approximately 20%. Headquartered in Basel, Switzerland, the group serves around 13 million customers and employs over 22,000 people across eight European markets and globally through specialty lines.

The history of the two constituent companies dates back over 160 years. Baloise was founded in 1863 as an insurer against fire damage in Basel and expanded into life and transport insurance shortly after. Helvetia's origins trace to 1858. The merger of equals was announced in April 2025, with the strategic goal of creating a leading European insurer with increased scale and profitability. The new entity is led by CEO Fabian Rupprecht (formerly CEO of Helvetia) and Chairman Thomas von Planta (formerly Chairman of Baloise).

Helvetia Baloise operates a comprehensive business model providing a broad range of products and services. Its core offerings include non-life and life insurance, pension solutions, and asset management for private individuals, small and medium-sized enterprises (SMEs), and large corporate clients. The group also offers integrated banking services through Baloise Bank, creating a unique 'insurbanking' model in Switzerland. Its operations extend to specialized areas such as real estate asset management, global engineering, property solutions, and reinsurance. The company aims to unify its products and services gradually, with a new brand identity scheduled for presentation in April 2026.

Source: Dealroom company data

At a glance

Status
Listed
Founded
1858
Headquarters
Basel, Switzerland
Listing
IPO 1996
Open positions
105
Dealroom signal
25.0/100
Industry
Fintech
Sub-industry
Insurance
Sector
Fintech
Client focus
b2b

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
POST IPO DEBT✓Debt Sep 2026 $252M — Undisclosed ↗
POST IPO DEBT✓Debt Apr 2026 $504M — Undisclosed ↗
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Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowthProfitMargin
2026 $21B +119.6% $506M 2.4%
2025 $9.8B -4.9% $506M 5.2%
2024 $10B +7.1% $442M 4.3%
2023 $9.6B +45.3%
2022 $6.6B —
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Growth signals

Helvetia Baloise website traffic

Latest recorded traffic for Helvetia Baloise is 25K monthly website visits.

Latest monthly visits25K
Summary metrics are public; monthly history is available with a demoCompare with peers →

Open positions

Openings linked to this company in Dealroom
8 distinct openings shownExplore hiring signals →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Team profiled 8 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇨🇭 Switzerland · Basel HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Helvetia Baloise on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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