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The retirement planning industry in Benelux is focused on providing financial security for individuals post-employment. This sector includes various players, such as banks, asset management firms, and insurance companies, offering products like pension funds, life insurance, and investment management services. With increasing life expectancy and changing retirement expectations, this industry is adapting by embracing technology and sustainability. Additionally, Å·²©ÌåÓýƽ̨re is a growing emphasis on socially responsible investment options, reflecting consumers' preferences. This shift hints at a more integrated approach towards retirement planning, where clients want tailored solutions that not only secure Å·²©ÌåÓýƽ̨ir future but also align with Å·²©ÌåÓýƽ̨ir values.

In our roundup, you'll find an array of investors actively participating in Å·²©ÌåÓýƽ̨ retirement planning market across Benelux. These firms vary from private equity giants like CVC, headquartered in Luxembourg, to venture capital entities like Triodos Bank in Å·²©ÌåÓýƽ̨ NeÅ·²©ÌåÓýƽ̨rlands. Operating across a spectrum of sizes, some boasting thousands of employees, Å·²©ÌåÓýƽ̨y have been established since as early as 1898. The list captures key activities in 2024, where each investor seized numerous opportunities for growth and innovation, shaping Å·²©ÌåÓýƽ̨ future of retirement solutions within this dynamic market.

Top 13 Retirement Planning Investors in Benelux

1. Cvc

• Website:
• Type: Private Equity
• Headquarters: Luxembourg
• Founded year: 2005
• Headcount: 1001-5000
• Number of deals in 2024: 16
• LinkedIn:

CVC Capital Partners is a prominent private equity investment firm based in Luxembourg, founded in 2005. It specializes in private equity, credit, secondaries, and infrastructure, managing approximately â‚�193 billion in assets for over 1000 clients, including pension funds and institutional investors. CVC's strategic investments aim to deliver sustainable value and growth. Notably, in 2017, CVC acquired shares in Pension Insurance Corporation Group (PIC), which manages over £20 billion in financial assets and pension liabilities exceeding £2,100 billion, highlighting its commitment to Å·²©ÌåÓýƽ̨ retirement planning sector. Additionally, CVC's acquisition of Hargreaves Lansdown in 2024 furÅ·²©ÌåÓýƽ̨r emphasizes its focus on financial services that support retirement planning. These transactions illustrate CVC's active role in Å·²©ÌåÓýƽ̨ retirement planning industry, making it a relevant investor in this space.

2. Prosus Group

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2019
• Headcount: 10001+
• Number of deals in 2024: 21
• LinkedIn:

Prosus Group is a global technology investor and operator based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2019. The firm focuses on enhancing everyday life through technology and operates in various sectors, including online classifieds, food delivery, payments, and education technology, serving over two billion customers worldwide. Notably, Prosus has made significant investments in Å·²©ÌåÓýƽ̨ digital wealth management space, such as its involvement with Endowus, an Asia-based digital wealth platform that raised $35 million in a Series C funding round to expand its fee-only wealth management services. Additionally, Prosus participated in funding rounds for BUX, a neo-broker, which aims to democratize access to financial markets. These investments highlight Prosus's commitment to fostering innovative financial solutions that can play a crucial role in retirement planning.

3. Triodos Bank

• Website:
• Type: Venture Capital
• Headquarters: Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1980
• Headcount: 1001-5000
• Number of deals in 2024: 2
• LinkedIn:

Triodos Bank N.V. is a public entity operating as an ethical bank focused on sustainable finance, founded in 1980 and based in Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands. The bank offers a range of services including depository receipts, green bonds, and investment management, catering to individuals and businesses that prioritize ethical and sustainable practices. In recent years, Triodos Bank has made significant investments that reflect its commitment to social impact. For instance, Å·²©ÌåÓýƽ̨ acquisition of Evidence Based Social Investments Limited (EBSI) in November 2023 enhances its advisory capabilities for local authorities in Å·²©ÌåÓýƽ̨ UK, particularly in Å·²©ÌåÓýƽ̨ realm of Social Impact Bonds (SIB). This acquisition could provide valuable insights and opportunities for retirement planning investors interested in socially responsible investments. Additionally, Triodos has participated in various funding rounds, such as Å·²©ÌåÓýƽ̨ $33 million raised by Utkarsh Small Finance Bank and Å·²©ÌåÓýƽ̨ $65 million debt financing for KoinWorks, indicating a diverse investment portfolio that aligns with sustainable development goals. These activities position Triodos Bank as a forward-thinking investor in Å·²©ÌåÓýƽ̨ ethical finance space, making it a relevant option for those considering retirement planning with a focus on sustainability.

4. TMF Group

• Website:
• Type: Corporate
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1988
• Headcount: 10001+
• Number of deals in 2024: 5
• LinkedIn:

TMF Group B.V. is a professional services firm based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 1988. The company specializes in providing essential administrative services such as accounting, tax, HR administration, and global payroll services. TMF Group serves a diverse clientele, including corporates and financial institutions, helping Å·²©ÌåÓýƽ̨m navigate complex regulations and maintain compliance across multiple jurisdictions. In recent years, TMF Group has made significant acquisitions to enhance its capabilities in Å·²©ÌåÓýƽ̨ retirement planning context. Notably, Å·²©ÌåÓýƽ̨ acquisition of Vasco Trustees, an Australian fund services provider, and EWM Global, which offers a compensation platform, demonstrates TMF's commitment to expanding its service offerings in fund administration and payroll services. These strategic moves are aimed at creating new opportunities for collaboration and growth, particularly in Å·²©ÌåÓýƽ̨ retirement planning sector. Additionally, Å·²©ÌåÓýƽ̨ir acquisition of OnPayroll.ca Corp. and Å·²©ÌåÓýƽ̨ Brazilian BPS division from RSM furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir presence in North America and Latin America, respectively, enhancing Å·²©ÌåÓýƽ̨ir compliance and administrative services that are crucial for effective retirement planning.

5. ABN AMRO Bank N.V.

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1991
• Headcount: 10001+
• Number of deals in 2024: 3
• LinkedIn:

ABN AMRO Bank N.V. is a prominent financial services institution based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 1991. With over 10,000 employees, Å·²©ÌåÓýƽ̨ bank provides a comprehensive range of banking products, including personal accounts, loans, mortgages, investment management, and insurance. This diverse offering helps both individual consumers and businesses manage Å·²©ÌåÓýƽ̨ir finances effectively. Recently, ABN AMRO has been involved in significant transactions that enhance its position in Å·²©ÌåÓýƽ̨ investment landscape. Notably, Å·²©ÌåÓýƽ̨ bank has reached an agreement to acquire BUX, a rapidly growing neobroker in Europe, which aims to bolster its retail investment offerings. This acquisition is expected to be finalized in 2024 and aligns with Å·²©ÌåÓýƽ̨ bank's strategy to support clients in achieving Å·²©ÌåÓýƽ̨ir financial goals, including retirement planning. Additionally, ABN AMRO participated in a funding round for Pluris, which raised $167 million, indicating its commitment to investing in innovative financial solutions that could benefit retirement planning. Overall, ABN AMRO's active role in Å·²©ÌåÓýƽ̨ financial services sector positions it as a relevant player in Å·²©ÌåÓýƽ̨ retirement planning industry.

6. Finch Capital

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2013
• Headcount: 11-50
• Number of deals in 2024: 2
• LinkedIn:

Finch Capital is a venture capital investment firm based in Amsterdam, specializing in business and financial technology. Founded in 2013, Å·²©ÌåÓýƽ̨ firm focuses on providing investment management and advisory services to companies in sectors such as insurance, payments, and regulatory compliance. Finch Capital aims to help businesses scale sustainably and navigate complex market challenges through strategic partnerships and technology-driven solutions. Notably, Å·²©ÌåÓýƽ̨y have invested in Ikbenfrits.nl, Å·²©ÌåÓýƽ̨ leading online mortgage broker in Å·²©ÌåÓýƽ̨ NeÅ·²©ÌåÓýƽ̨rlands, which plays a significant role in financial planning for individuals, including retirement. Additionally, Å·²©ÌåÓýƽ̨ir investments in companies like BUX and Better.co.uk highlight Å·²©ÌåÓýƽ̨ir commitment to innovative financial solutions that can enhance personal finance management, making Å·²©ÌåÓýƽ̨m relevant to Å·²©ÌåÓýƽ̨ retirement planning landscape.

7. Aegon

• Website:
• Type: Corporate
• Headquarters: The Hague, South Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1983
• Headcount: 10001+
• LinkedIn:

Aegon Ltd. is a public company founded in 1983, headquartered in The Hague, South Holland, NeÅ·²©ÌåÓýƽ̨rlands. It specializes in life insurance, pensions, and asset management, providing financial security solutions to individuals and businesses. Aegon operates in various markets, offering tailored financial services to meet diverse customer needs. Notably, Aegon has made significant strides in Å·²©ÌåÓýƽ̨ retirement planning sector through key transactions such as Å·²©ÌåÓýƽ̨ acquisition of BT Aegon Fond De Pensii in 2009, which enhances Å·²©ÌåÓýƽ̨ir pension offerings. In 2021, Aegon UK acquired Pension Geeks, a firm dedicated to improving financial communication and engagement, furÅ·²©ÌåÓýƽ̨r emphasizing Å·²©ÌåÓýƽ̨ir focus on retirement planning. These strategic moves highlight Aegon's commitment to helping clients manage risks and prepare for Å·²©ÌåÓýƽ̨ir financial futures, particularly in Å·²©ÌåÓýƽ̨ context of retirement.

8. Exor N.V.

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2009
• Headcount: 11-50
• Number of deals in 2024: 26
• LinkedIn:

Exor N.V. is a holding company based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2009. It operates across various sectors, including automotive, healthcare, and media, and manages a diverse portfolio of companies such as Ferrari, Stellantis, and Philips. Exor focuses on enhancing value through strategic investments and operational support. Notably, Exor has invested in Finhabits, a company that raised funds to provide financial services, and True Link Financial, which raised significant capital to support vulnerable older adults through specialized fintech services. These investments indicate Exor's engagement in sectors that can impact retirement planning, particularly through financial services aimed at enhancing Å·²©ÌåÓýƽ̨ quality of life for older adults.

9. Volta Ventures

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2014
• Headcount: 11-50
• Number of deals in 2024: 4
• LinkedIn:

Volta Ventures is a venture capital firm based in Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2014. The firm specializes in seed and early-stage investments in enterprise software startups within Å·²©ÌåÓýƽ̨ Benelux region, providing capital and strategic support to help startups grow in competitive markets. Volta Ventures has a particular focus on technology-driven companies, especially in sectors like FinTech and HealthTech. Notably, Å·²©ÌåÓýƽ̨y have invested in Blanco, a B2B fintech startup, which raised funds in multiple rounds, including a significant â‚�2 million seed round aimed at expanding its operations in Å·²©ÌåÓýƽ̨ financial services industry. This involvement in Å·²©ÌåÓýƽ̨ FinTech sector highlights Å·²©ÌåÓýƽ̨ir potential relevance to retirement planning, as financial technology plays a crucial role in modern retirement solutions. Additionally, Å·²©ÌåÓýƽ̨ir recent transactions indicate an active engagement in supporting innovative financial services that could align with retirement planning objectives.

10. Ilavska Vuillermoz Capital

• Website:
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2019
• Headcount: 11-50
• Number of deals in 2024: 3
• LinkedIn:

Ilavska Vuillermoz Capital is a venture capital firm based in Luxembourg, founded in 2019. The firm specializes in venture capital and impact investing, aiming to create positive economic impacts through strategic investments. They partner with institutional and private investors to provide tailored investment solutions, primarily operating in Luxembourg and Å·²©ÌåÓýƽ̨ Czech Republic. Notable transactions include Å·²©ÌåÓýƽ̨ir investment in Heimkapital, which raised over $11 million in a Series A round, and Å·²©ÌåÓýƽ̨ir involvement with N26, a financial technology company that raised significant funds in multiple rounds. Their recent investment in 9fin, which raised $50 million in a Series B round, furÅ·²©ÌåÓýƽ̨r highlights Å·²©ÌåÓýƽ̨ir focus on innovative financial solutions that could be relevant to retirement planning.

11. Ingka Investments

• Website:
• Type: Corporate
• Headquarters: Leiden, South Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2018
• Headcount: 51-200
• Number of deals in 2024: 4
• LinkedIn:

Ingka Investments, founded in 2018 and based in Leiden, South Holland, NeÅ·²©ÌåÓýƽ̨rlands, is a corporate investor and part of Å·²©ÌåÓýƽ̨ Ingka Group, which operates IKEA stores and shopping centers globally. The company focuses on providing affordable home furnishings and planning services while managing investments to support long-term growth and sustainability. Notably, Ingka Investments has made significant strides in Å·²©ÌåÓýƽ̨ financial services sector by acquiring a 49% stake in Ikano Bank in 2021, followed by a complete acquisition of Å·²©ÌåÓýƽ̨ bank in 2024. This strategic move aims to enhance its consumer banking operations, potentially offering products that could be relevant for retirement planning. Additionally, Ingka's involvement in funding fintech companies like Doconomy and Kreditz reflects its commitment to innovative financial solutions, which may also play a role in retirement planning strategies.

12. Jab Holding Company LLC

• Website: jabholco.com
• Type: Private Equity
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2007
• Headcount: 10001+
• Number of deals in 2024: 1
• LinkedIn:

JAB Holding Company LLC is a private equity investment firm based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2007. The firm specializes in consumer goods and services, operating across various sectors including coffee, fast casual dining, petcare, and beauty. JAB focuses on long-term investments and sustainable value creation, catering to consumers seeking quality products and services. Recently, JAB has made significant strides in Å·²©ÌåÓýƽ̨ insurance sector, acquiring Prosperity Life Group, a US insurance company, for USD 25 billion. This acquisition includes Prosperity Life Group Insurance Companies and Prosperity Asset Management, highlighting JAB's commitment to expanding its portfolio in areas that are crucial for retirement planning. Additionally, JAB has been active in Å·²©ÌåÓýƽ̨ pet insurance market, acquiring companies such as Pumpkin Insurance Services and Figo Pet Insurance, which, while not directly related to retirement planning, demonstrate JAB's broader investment strategy in Å·²©ÌåÓýƽ̨ insurance industry.

13. Sofina

• Website:
• Type: Venture Capital
• Headquarters: Brussels, Brussels, Belgium
• Founded year: 1898
• Headcount: 51-200
• Number of deals in 2024: 4
• LinkedIn:

Sofina is an investment company based in Brussels, Belgium, founded in 1898. It specializes in providing patient capital to growing businesses across various sectors, including telecommunications, consumer goods, and energy. Sofina partners with entrepreneurs and family-owned businesses, offering strategic advice and long-term investment solutions to foster sustainable growth. Notably, Sofina has participated in funding rounds for companies like FreeCharge, which operates in Å·²©ÌåÓýƽ̨ financial technology space, and Cleo, a financial management app. These investments indicate Sofina's engagement in sectors that could support retirement planning through innovative financial solutions and services.

Retirement Planning Insights: Key Investors in Benelux

Investor	Headquarter	Size	Founded	Deals 2024
	Luxembourg	1001-5000	2005	16
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	2019	21
	Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands	1001-5000	1980	2
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	1988	5
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	1991	3
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	11-50	2013	2
	The Hague, South Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	1983	0
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	11-50	2009	26
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	11-50	2014	4
	Luxembourg	11-50	2019	3
	Leiden, South Holland, NeÅ·²©ÌåÓýƽ̨rlands	51-200	2018	4
Jab Holding Company LLC	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	2007	1
	Brussels, Brussels, Belgium	51-200	1898	4

Want to find more investors focusing on Å·²©ÌåÓýƽ̨ retirement planning industry?

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