BFS SozialFinanz AG

BFS SozialFinanz AG is a German holding company that bundles financial services and business advisory for institutional clients in the social and healthcare sector. Operating under the umbrella brand SozialFinanz-Gruppe, it was established as an overarching holding in 2024 to steer a group of specialised subsidiaries. Its main shareholders come from the Freie Wohlfahrtspflege, the umbrella organisations of Germany's free welfare sector, giving the group a strong anchoring in non-profit welfare structures. The group's portfolio covers complementary services. SozialBank AG is a universal bank serving institutional clients in the social and healthcare economy. SozialFactoring GmbH provides factoring and pre-financing solutions for outpatient and inpatient care, intensive care, hospitals and rehabilitation clinics. SozialGestaltung GmbH is a consulting company for future-proof solutions. BFS Abrechnungs GmbH, a joint venture between SozialFinanz AG and MEDIFOX DAN, handles billing services for outpatient care services. The group traces its roots to 1923, when associations of the Freie Wohlfahrtspflege founded the "Hilfskasse gemeinnütziger Wohlfahrtseinrichtungen Deutschlands GmbH". This long history as a partner to the social and healthcare sector underpins the group's positioning today. The holding is led by an executive board comprising Prof. Dr. Harald Schmitz, Oliver Luckner and Thomas Kahleis, and it maintains a supervisory board. As a privately held holding, it is not listed on a stock exchange.

The roots of the SozialFinanz group reach back more than 100 years. In 1923, associations of the Freie Wohlfahrtspflege founded the "Hilfskasse gemeinnütziger Wohlfahrtseinrichtungen Deutschlands GmbH", an institution created to serve charitable welfare organisations in Germany. Over the decades, this entity evolved into a financial partner for the social and healthcare sector, eventually operating as SozialBank AG, a universal bank focused on institutional clients in that field. In 2024, the group structure was reorganised under a new overarching holding, BFS SozialFinanz AG. The holding was established to steer the group companies in line with the interests of its main shareholders from the welfare sector. Under the SozialFinanz-Gruppe umbrella, it bundles SozialBank AG, the consulting specialist SozialGestaltung GmbH, and SozialFactoring GmbH, which focuses on pre-financing solutions. The group also includes BFS Abrechnungs GmbH, a joint venture between SozialFinanz AG and MEDIFOX DAN that specialises in billing services for outpatient care services. The holding is led by an executive board of Prof. Dr. Harald Schmitz, Oliver Luckner and Thomas Kahleis, and it has a supervisory board. Its strategic goals and current developments are communicated through investor relations materials. The group remains privately held and is anchored in the Freie Wohlfahrtspflege, the free welfare associations that constitute its main shareholders.

• 2024

  BFS SozialFinanz AG established as an overarching holding to bundle SozialBank AG, SozialGestaltung GmbH, SozialFactoring GmbH and BFS Abrechnungs GmbH.

• 1923

  Associations of the Freie Wohlfahrtspflege founded the "Hilfskasse gemeinnütziger Wohlfahrtseinrichtungen Deutschlands GmbH".

A holding company anchored in the Freie Wohlfahrtspflege, offering comprehensive financial services and advisory for the social and healthcare sector.

• SozialBank AG

  Universal bank for institutional clients from the social and healthcare sector.

• SozialFactoring GmbH

  Factoring for outpatient and inpatient care, intensive care, hospitals and rehabilitation clinics.

• SozialGestaltung GmbH

  Consulting company for future-proof solutions.

• BFS Abrechnungs GmbH

  Billing services for outpatient care services; joint venture of SozialFinanz AG and MEDIFOX DAN.

1. 1SozialFinanz: sozialfinanz.desozialfinanz.de
2. 2Über uns: sozialfinanz.desozialfinanz.de
3. 3BFS SozialFinanz AG - Wikidatawikidata.org