Söderberg & Partners | Competitive Intelligence Profile
Söderberg & Partners, founded in 2004, is one of Sweden's leading advisors and distributors of insurance and financial products....

Söderberg & Partners, founded in 2004, is one of Sweden's leading advisors and distributors of insurance and financial products. With over 1500 employees and 60 offices across the country, the company aims to be the premier provider of financial advice and products in Sweden. Their services include pension plans, fund investments, savings, advisory services for institutions, municipalities, and counties, as well as wealth management for private individuals, companies, foundations, and institutions. Söderberg & Partners is known for its entrepreneurial drive, boldness, responsibility, helpfulness, and driven culture, offering tailored and expert advice to meet the diverse needs of their clients.
🛍️ Söderberg & Partners Product and Pricing Intelligence →
📅 Söderberg & Partners Event Participations →
⚖️ Söderberg & Partners Regulatory Intelligence →
👔 Söderberg & Partners Management and Leadership Team →
⚔️ Söderberg & Partners Alternatives and Competitors →
💼 Söderberg & Partners Hiring and Layoffs →
🤝 Söderberg & Partners Partnerships, Clients and Vendors →
📈 Söderberg & Partners Financial Performance, Fundraising, M&A →

🛍️ Söderberg & Partners Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Söderberg & Partners Wealth Management updates its web service to use standardized European ESG Template data, replacing previous sustainability ratings to make it easier for customers to compare funds.
- Söderberg & Partners updated Fund Finder to allow filtering funds based on individual sustainability preferences, replacing the previous mention of sustainability ratings.
- Söderberg & Partners now offers all AuAg funds, providing investors access to precious metals and electrification raw materials.
📅 Söderberg & Partners Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Söderberg & Partners is sponsoring an international padel tournament at Sirocco Padel Club on July 16-19, featuring sponsored player Daniel Appelgren and representatives from its Wealth Management division.
- Söderberg & Partners is hosting a summer mingle event on May 22, 2026, featuring speakers Johan Helin (pension tips) and Anton Thynell (defense sector perspectives).
- Fredrik Taube, Head of procurement at Söderberg & Partners, participated in a panel on geopolitics and supply chains at the POMS International Conference 2026 at Stockholm School of Economics.
⚖️ Söderberg & Partners Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
- Söderberg & Partners was reported to the Swedish Authority for Privacy Protection for suspected GDPR violations after being linked to a hidden sales site, Kapitalresan.se, which it financed through Facebook ads.
👔 Söderberg & Partners Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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CEO
[email protected]
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CTO Non-Life
[email protected]
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CEO Office, Group
[email protected]
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COO & co-founder
[email protected]
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CFO Sweden
[email protected]
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CTO
[email protected]
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CTO Non-life
[email protected]
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Chief Financial Officer
[email protected]
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CEO Söderberg & Partners Plus
[email protected]
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ceo
[email protected]
⚔️ Söderberg & Partners Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Broadspire |
- Al Rajhi Banking & Investment |
- Consultinvest |
- Essor |
- Nowo |
- Christensen Kjaerulff |
- Pwc Sverige |
- Catella |
- Entropics Asset Management AB |
- Agasti Holding ASA

💼 Söderberg & Partners Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Frode Stakston left Söderberg & Partners as CTO Non-Life in the Greater Oslo Region to become Chief Operating Officer at Lockton.
- Former Oslo mayor Fabian Stang was fired from his role as advisor at Söderberg & Partners after openly discussing his mental health challenges in an interview.
- Edwin Jörnung, previously from EQT, became the new CEO of Söderberg & Partners Insurance Consulting AB in June 2026, succeeding Anders Evenås who moved to board chairman.
🤝 Söderberg & Partners Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Söderberg & Partners entered a strategic partnership with the Grieg Group, strengthening its Wealth Management position in Norway and the Nordics, as announced by Anders Magnusson.
- Söderberg & Partners gained Wellesley Investment Management as an appointed representative after the firm left St James's Place.
- Söderberg & Partners joined the British-Swedish Chamber of Commerce as its newest member.
📈 Söderberg & Partners Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Söderberg & Partners is acquiring UK advice firms Wellesley Investment Management and reportedly Sovereign Wealth, adding over £3bn in assets and 50+ advisers.
- Söderberg & Partners is nearing the completion of a £200 million acquisition of UK advisory firm Benchmark Capital from Schroders.
- Söderberg & Partners provided strategic investment to Vintage Wealth, which aims to grow to £4 billion in assets under management after surpassing £2 billion.
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