With over €38 billion assets managed by the platform, Firstance is the undisputed leader in private insurance distribution in Europe and beyond. Firstance sets the standard in its market, being a true reference point in the intricate financial landscape, addressing the evolving needs in the wealth management and private insurance industry
Redefine the private insurance landscape by integrating technology, enabling distributors to leverage on cutting-edge IT services and policy owners to achieve financial aspirations with clarity and ease
The leading Wealth Tech Platform providing market information and innovative insurance solutions, that strengthen customer relationships
We are customer-centric and independent, offering unbiased advice with an entrepreneurial mindset. Committed to reliability, integrity, and compliance
Founded in 2010 as First Advisory, an advisory boutique, it has experienced significant growth in recent years, establishing itself as a point of reference in the Private Insurance sector in Europe, thanks to significant investments in innovative technological solutions, automation of investment processes and use of data and analytics
Today Firstance is present in the key financial hubs and is servicing clients throughout Europe and beyond
In May 2024 Firstance completed the acquisition of Gatsby & White, another market leader that has experienced steady growth thanks to the exceptional value of its solutions and the recognized expertise of its professionals
Firstance operates as a Wealth Tech Platform and as a independent insurance intermediary for Banks, Institutional Intermediaries, Family Offices, Trusts, Asset Managers and their Clients. Through its proprietary platform it provides a wide range of Private Insurance solutions, offered by more than 30 leading international insurance companies
Foundation of First Advisory, now Firstance
Introduction of the innovative co-intermediation model
Acquisition of the Italian broker
Life & Wealth
Release of FA Suite, Firstance’s proprietary platform, to simplify the policy underwriting process and the use of an advanced commercial dashboard
Nextalia SGR enters the share capital of Firstance
Acquisition of the Italian broker Farad Insurance Broker
FIRSTANCE AND GATSBY & WHITE JOIN FORCES
Firstance completes the acquisition of Gatsby & White to create the leading European Wealth Tech Platform for private insurance