Strong Financial Group

Partners Financial Group is the result of continuous work that began in 2007. It all started with a clear vision and a desire to prove that high-quality, transparent, and independent financial advice is a top-tier service that offers tremendous added value to every client. Since our founding, we have been purposefully and systematically reshaping the Czech financial services market according to our own high standards. From our original advisory firm, we have built a strong, diversified holding company that today brings together under one roof more than 2,000 professional advisors, innovative technological infrastructure, and our own financial institutions, led by a bank, an insurance company, and a pension fund.

Our primary mission remains to help hundreds of thousands of clients achieve financial independence and a more prosperous life.

Starting as a consulting firm, we have gradually built a strong and diversified financial group that offers clients an integrated ecosystem of services in the areas of finance, investments, insurance, banking, and media. The first major expansion of our activities came in 2010 with the establishment of a media house, now operating under the brand NextPage Media, which includes successful publications such as Peníze.cz, Finmag.cz, Heroine.cz, and the Slovak Peniaze.sk. A year later, we founded Partners Investment Company, which provided clients with access to a wide range of mutual funds and the option to invest regularly, even with small amounts.

Another key milestone came in 2019, when we expanded the group with two major pillars: the life insurance company Simplea and the real estate fund Trigea. With Simplea, we introduced a new standard in life insurance to the market, based on transparency, guaranteed payouts, and policies without hidden exclusions. Through Trigea, we entered the premium commercial real estate sector in Central Europe; its portfolio includes, for example, the Arkády Pankrác shopping center in Prague and modern logistics parks in Poland.

In 2021, we continued to expand the group by founding the pension company Rentea, which partners with global investment leader BlackRock to manage its funds. That same year, we also began fulfilling our ambition to grow beyond the borders of the Czech Republic—we entered Slovakia, where we are building a modern advisory network under the Simplea brand.

A logical culmination of our long-term vision to provide clients with comprehensive financial services was the launch of our own bank. After three years of intensive preparation, we obtained a banking license from the Czech National Bank in the summer of 2023, and since the spring of 2024, the purely Czech Partners Banka has been fully operational on the Czech market. It is the first in the country to combine traditional banking with comprehensive financial advisory services.

The Partners app has become the heart of digital financial management for our clients, integrating banking services, family portfolio management, and advanced advisory tools. In 2023, we also expanded our product portfolio to include the Merity qualified investor fund, focused on investments in promising industrial and manufacturing facilities.

We founded Partners Securities in 2023, and since 2024 it has operated as a licensed securities dealer under the supervision of the Czech National Bank. This has further strengthened our investment services and expanded our ability to offer clients professional investment management and brokerage within our own financial ecosystem.

In 2024, Simplea Insurance established the real estate fund Ambeat Care, which focuses on supporting the construction of senior living facilities and related care services. Since 2025, our investment offerings have been complemented by the Aspire11 platform, which aims to provide clients with access to private equity.

Partners HoldCo, a.s. was founded in 2021 with the goal of overseeing and strategically managing the financial institutions within the Partners Group. Although Partners Bank does not fall directly under the HoldCo structure for regulatory reasons, it is a solid and integral part of the entire Partners Financial Group ecosystem.

Our expansion beyond the borders of the Czech Republic began in 2021 with our entry into the Slovak market, where, through SIMPLEA FINANCIAL SERVICES, s.r.o., we are developing a modern advisory network and bringing our expertise to clients in Slovakia. Another significant step followed in January 2024, when Simplea pojišťovna, a.s. launched operations in Poland in cooperation with local partner UNEXT Sp. z o.o.

The year 2024 also marked the beginning of our expansion into Romania. In March, we acquired a 4.99% stake in Transilvania Broker de Asigurare S.A., which was increased to 32.89% in July of the same year. In 2025, we continued to strengthen our position in Romania by further increasing our stake to nearly 40% and subsequently acquiring a 100% stake in KIWI Finance, one of the most significant players in the local loan brokerage market.

In addition to our international expansion, we are also developing strategic partnerships in the Czech market. Since April 2024, we have been collaborating with the mortgage specialist GEPARD FINANCE a.s. with the ambition of jointly building a leader in the field of mortgage brokerage.