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PreviOn
Milan, Italy
B
11-50 Employees
2022
Key takeaway
PreviOn enhances your retirement planning services, offering comprehensive solutions for both mandatory and supplementary pensions. Their one-on-one service, supported by experts, provides tailored analysis and strategies to address complex pension issues, ultimately helping clients maximize their retirement benefits.
Reference
Core business
Servizi Previdenziali per Aziende, Istituzioni Finanziarie e Professionisti
PreviOn offre la più evoluta suite di servizi previdenziali e Consulenze personalizzate per Aziende, Istituzioni Finanziari e, Professionisti
Plan Adv
Rome, Italy
B
1-10 Employees
2010
Key takeaway
The company offers services related to retirement planning through their Plan ADV product, providing professional advice and support.
Reference
Service
Services – Plan-Adv
RBM Salute S.p.A.
Venice, Italy
B
51-100 Employees
-
Key takeaway
Fideuram Vita offers a sustainable insurance investment product that supports individuals throughout different life stages, including complementary retirement planning.
Reference
Core business
Home - Fideuram Vita
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ValorPlan srl
Italy
B
1-10 Employees
-
Key takeaway
Valorplan is dedicated to identifying solutions for wealth management and protection, with a strong focus on long-term planning. They assist clients in enhancing what they have built, supporting future projects, and navigating market changes, all while ensuring transparency and confidentiality in their approach to estate planning and succession.
Reference
Core business
Home - Valorplan
Non possiamo prevedere il futuro, ma possiamo pianificarlo insieme Ci prendiamo cura delle persone e dei loro obiettivi. Scopri tutti i servizi Accedi all’Area Personale 10 Anni Proven Track Record 98 % Customer Satisfaction 1,500 Progetti We Have Completed 3 Minuti Average Answer Time Chi siamo Semplificare la gestione, risolvere i problemi, dare continuità Siamo...
Previdenza Cooperativa
Rome, Italy
B
1-10 Employees
-
Key takeaway
Previdenza Cooperativa offers a digital assistant, IRIS, to provide support and answer questions related to retirement planning. They highlight the importance of employer contributions, tax benefits, and investment options, which can enhance retirement savings.
Reference
Core business
Home Page - Previdenza Cooperativa
Benvenuto nel sito web di Previdenza Cooperativa, il fondo pensione negoziale dei lavoratori, soci e dipendenti, delle imprese cooperative.
Tax Fin Studio Lupo
Campione d'Italia, Italy
B
1-10 Employees
-
Key takeaway
TaxFin emphasizes that tax planning tailored to the client's characteristics and operations is a fundamental aspect of doing business.
Reference
Core business
Tax Planning - Tax Fin
Servizi Assicurativi Voltan
Italy
B
1-10 Employees
-
Key takeaway
The company emphasizes the importance of retirement planning, particularly in light of Italy's high life expectancy. They offer detailed information about their pension plans and focus on building strong relationships with clients to provide the best service possible.
Reference
Service
Previdenza complementare – Servizi Assicurativi Voltan
R&S Advisory S.r.l.
Milan, Italy
B
11-50 Employees
2012
Key takeaway
The company is an independent financial advisory firm based in Italy, offering global expertise to serve various clients, which may include valuable insights for retirement planning.
Reference
Core business
Res Advisory | Independent financial advisory firm based in Italy
InveXpert
Peschiera del Garda, Italy
B
1-10 Employees
-
Key takeaway
InveXpert Srl, led by Mauro Vanzini, emphasizes the importance of financial education and wealth planning to ensure a secure future. Their mission includes creating financial well-being for families, aligning with the goals of effective retirement planning.
Reference
Core business
Invexpert
unlockedu
Milan, Italy
B
1-10 Employees
2021
Key takeaway
The company, an ed-tech startup, focuses on enhancing financial awareness and education, which is crucial for effective retirement planning. Their web app, unlockedU, offers specialized training in financial planning, making it a valuable resource for those looking to improve their wealth management skills.
Reference
Core business
Self wealth planning training - unlockedU
unlockedU is a web app specialized in finanzial planning training. Subscribe now, you can get our pilot for 14€/3 month and 7 days free at launch.
Technologies which have been searched by others and may be interesting for you:
When exploring the Retirement Planning industry in Italy, several key considerations come into play. First, understanding the regulatory framework is crucial, as Italy has specific laws regarding pensions and retirement savings that can impact financial planning strategies. The Italian pension system consists of public, supplementary, and private pension schemes, which must be navigated carefully. Challenges include an aging population and increasing life expectancy, leading to greater demand for sustainable retirement solutions. Opportunities exist in the growing market for personalized retirement planning services, particularly as individuals seek more tailored financial advice. Environmental concerns are also becoming significant, with a rising interest in sustainable investment options that align with ethical values. The competitive landscape is characterized by both established financial institutions and new fintech startups, making it vital to assess the credibility and performance of potential partners. Additionally, global market relevance cannot be overlooked, as Italy's retirement planning strategies may be influenced by international trends and economic conditions. Overall, a thorough analysis of these factors, combined with an awareness of individual client needs, will be essential for success in the Italian retirement planning sector.
Some interesting numbers and facts about your company results for Retirement Planning
| Country with most fitting companies | Italy |
| Amount of fitting manufacturers | 6 |
| Amount of suitable service providers | 9 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 2010 |
| Youngest suiting company | 2022 |
Some interesting questions that has been asked about the results you have just received for Retirement Planning
What are related technologies to Retirement Planning?
Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Retirement Planning?
Start-Ups who are working in Retirement Planning are PreviOn, unlockedu
Which industries are mostly working on Retirement Planning?
The most represented industries which are working in Retirement Planning are Finance and Insurance, Consulting, Other, IT, Software and Services, Education
How does ensun find these Retirement Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.