The Hokus Platform

Life insurance contract management for wealth managers and private banks

Core Administration Growth Acquired

Overview

The Hokus Platform is a SaaS life insurance management platform for private banks, wealth managers, and family offices operating in open-architecture environments. Founded in 2020 and headquartered in Luxembourg, the company addresses the administrative complexity that arises when wealth management firms must manage client portfolios spanning multiple life insurance providers simultaneously.

The platform centralizes and standardizes life insurance contract data across providers, automating underwriting workflows, transaction tracking, and commission management through a single digital interface. It uses open-architecture integration -- connecting to multiple insurance carriers rather than tying clients to a proprietary ecosystem -- and delivers standardized data exchange protocols that reduce manual reconciliation between parties.

In January 2024, the company was acquired by FNZ Group, a global wealth management platform provider. Prior to the acquisition, The Hokus Platform raised EUR 2M in a venture round led by FNZ in September 2022, following an earlier Series A of approximately USD 2.94M in April 2021. The platform serves wealth management firms across France, Luxembourg, and Belgium, with confirmed customers including KMC Finance, LB&AF (Laillet Bordier Acer Finance), and AFI-ESCA.

Products & Services

Life Insurance Management Platform

A centralized SaaS platform for managing life insurance contracts from multiple providers. Designed for wealth management firms that operate in open-architecture environments, the platform consolidates contract data, automates workflows, and standardizes data exchange with insurance carriers.

Key Features

Centralized contract management across multiple insurance providers
Standardized data exchange with carriers and custodians
Investment portfolio reporting within life insurance contract structures
Commission journal tracking and management
Automated underwriting and contract processing workflows
Client and advisor dashboards with real-time transaction tracking

Target Users: Private banks, wealth managers, family offices, and independent financial advisors managing multi-provider life insurance portfolios

At a Glance

Founded: 2020
Headquarters: Luxembourg, Luxembourg
Employees: 11-50
Funding: Acquired

Category & Focus

Category: Core Administration
Subcategories: Contract Management Policy Administration Workflow Automation
Insurance Verticals: Life & Annuity
Target Customers: Brokers, Agents/Agencies