Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology and innovative solutions.

With over 38 billion assets managed by the platform, Firstance is the undisputed leader in private insurance distribution in Europe. Firstance sets the standard in its market, being a true reference point in the intricate financial landscape, addressing the evolving needs of clients and partners in the wealth management and private insurance industry. 

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. 

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 an IT platform collaborating with Banks, Institutional Intermediaries, Family Offices, Trusts, Asset Managers and directly with policyowners, to which it provides access to its proprietary tech platform the so called FA Suite, with a wide range of Private Insurance solutions, offered by more than 30 leading international insurance companies. 

Today Firstance is present in the key financial hubs and is servicing clients throughout Europe.

Firstance

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

This department manages the organization's financial planning, reporting, and analysis to ensure fiscal responsibility and compliance.

Finance Department

This department manages the operational processes and ensures the smooth execution of transactions between front and back office functions.

Middle Office

This department focuses on establishing and nurturing strategic partnerships to drive business growth.

Partnership Development

This department manages and streamlines activities related to middle office functions, ensuring efficient processing and support for trading and financial operations.

Middle Office Operations

This department is responsible for designing, coding, and maintaining software applications using various programming languages.

Firstance

Org chart

Teams

Client Relations

Finance Department

Middle Office

Partnership Development

Middle Office Operations

Software Development

Offices