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Massimiliano Merlo
Founder & Ceo at First Advisory
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Work Experience
Founder & Ceo
Present
Company Details
11-50 Employees
First Advisory, a leading technology platform focused on the distribution of Private Insurance solutions for the European wealth management market. With over 27 billion Euro in traded assets, First Advisory has in place several distribution agreements with more than 60 among the leading private banking divisions, wealth management firms and family offices, providing access to a proprietary open architecture technology platform covering a wide range of Private Insurance solutions from more than 25 Italian and European insurance companies. Founded in 2010, First Advisory has experienced significant growth in recent years. Thanks to significant investments in advanced technology solutions, process automation and data analytics, the Company has established itself as the leading insurtech player for Private Insurance in the European market.
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Insurance, Insurance brokers, Financial and insurance services, Business Services, Economic studies, Services to businesses
HQ Location
Viale Certosa, 2 Milan, Lombardy 20155, IT
Keywords
Private Life Insurance
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