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44 Top Wealth Management Startups and Companies in France (2021)

This article showcases our top picks for the best France based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top France Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Finary

Finary

Crunchbase Website Twitter Facebook Linkedin

Finary is a platform that allows everybody to track and manage their wealth online.

Yomoni

Yomoni

Crunchbase Website Twitter Facebook Linkedin

Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone.

Yomoni

Walnut Algorithms

Crunchbase Website Twitter Facebook Linkedin

Walnut Investments is a quantitative investment management company.

Yomoni

Peculium

Crunchbase Website Twitter Facebook Linkedin

Peculium is a transparent crypto savings and investment platform

Yomoni

Inovalis Real Estate Investment Trust

Crunchbase Website Twitter Facebook Linkedin

Inovalis is a leading European privately owned company specialised in real estate and financial investments.

Yomoni

Mieuxplacer.com

Crunchbase Website Twitter Facebook Linkedin

Mieuxplacer.com is a free accompaniment for a savings made to measure.

Yomoni

Olifan Group

Crunchbase Website Twitter Facebook Linkedin

Olifan Group is a wealth management firm which provides services such as creation and merger of companies, asset management and control.

Yomoni

MG

Crunchbase Website Twitter Facebook Linkedin

MG is an accounting firm that expertise in taxation, legal, payroll, auditing, consulting, insurance & wealth management advisory services.

Yomoni

Neuroprofiler

Crunchbase Website Twitter Facebook Linkedin

Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile.

Yomoni

B4Finance

Crunchbase Website Twitter Facebook Linkedin

B4Finance is a software provider for the wealth management industry.

Yomoni

Mandarine Gestion

Crunchbase Website Twitter Facebook Linkedin

Mandarine Gestion is an investment company that specializes in solidarity investment, asset and equity management services.

Yomoni

Carat Capital

Crunchbase Website Twitter Facebook Linkedin

Carat Capital is a wealth management firm that offers family protection along with real estate, tax and financial planning services.

Yomoni

Groupe Quintesens

Crunchbase Website Twitter Facebook Linkedin

Groupe Quintesens is a financial company that specializes in wealth management, real estate tax exemption and other related services.

Yomoni

Vulcain

Crunchbase Website Twitter Facebook Linkedin

Vulcain delivers tailor-made solutions in the debt, strategic, mergers & acquisitions advisory services to help clients achieve their goals.

Yomoni

Astoria Finance – SAS

Crunchbase Website Twitter Facebook Linkedin

Astoria Finance is a wealth management firm, the result of bringing together the best know-how in terms of global heritage organization.

Yomoni

Schelcher Prince Gestion

Crunchbase Website Twitter Facebook Linkedin

Schelcher Prince Gestion investment management company that specializes in managing financial assets.

Yomoni

ManyMore

Crunchbase Website Twitter Facebook Linkedin

Manymore provides CRM, FinTech and SaaS solutions for wealth management consultants and insurance companies.

Yomoni

Running Heroes

Crunchbase Website Twitter Facebook Linkedin

Running Heroes is an online platform that enables users to get rewarded for participating in community sports activities.

Yomoni

Kemper Capital

Crunchbase Website Twitter Facebook Linkedin

Kemper Capital provides wealth management to individuals, families and businesses through investment consulting.

Yomoni

As-Tech Solutions

Crunchbase Website Twitter Facebook Linkedin

AS-TECH Solutions is a wealth management solutions and technical services editor.

Yomoni

Le Conservateur

Crunchbase Website Twitter Facebook Linkedin

Le Conservateur is a provider of wealth management consulting and financial advisory services.

Yomoni

Kaishen

Crunchbase Website Twitter Facebook Linkedin

Wealth management platform

Yomoni

Socic

Crunchbase Website Twitter Facebook Linkedin

Socic is a financial services firm that deals with accounting expertise, online accounting, consulting, and wealth management services.

Yomoni

Societe Generale Private Banking

Crunchbase Website Twitter Facebook Linkedin

Societe Generale Private Banking offers wealth management and financial solutions.

Yomoni

Seven Capital Management

Crunchbase Website Twitter Facebook Linkedin

Seven Capital Management provides fund and performance management services.

Yomoni

Indosuez Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Indosuez Wealth Management provides banking outsourcing, supplying back office, financial and other services.

Yomoni

Swiss Life France

Crunchbase Website Twitter Facebook Linkedin

Swiss Life France offers wealth management and social protection, insurance, banking, and financial services.

Yomoni

Haussmann Patrimoine

Crunchbase Website Twitter Facebook Linkedin

Haussmann Patrimoine provides wealth management, real estate investments, tax optimization and financial services.

Yomoni

Turgot Capital

Crunchbase Website Twitter Facebook Linkedin

Turgot Capital is an investment management company that offers fund management, brokerage and advisory services.

Yomoni

IFB France

Crunchbase Website Twitter Facebook Linkedin

IFB France is a financial institution that offers real estate investment, wealth management, advisory, refinancing, and insurance services.

Yomoni

Natixis Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.

Yomoni

Peak Financial Services Inc

Crunchbase Website Twitter Facebook Linkedin

PEAK Financial Services is an independent financial services, wealth management, and consulting firm providing diverse guidance and insight.

Yomoni

Mon Gerant Prive

Crunchbase Website Twitter Facebook Linkedin

WealthTech | Development and deployment of the next generation wealth management SaaS platform IT Services

Yomoni

Dauchez

Crunchbase Website Twitter Facebook Linkedin

Dauchez provides property management service including rental, wealth, and condominium management.

Yomoni

Asartis

Crunchbase Website Twitter Facebook Linkedin

Asartis specializes in accounting, tax, wealth management, business coordination and financial services.

Yomoni

Groupe Euodia

Crunchbase Website Twitter Facebook Linkedin

Groupe Euodia offers financial, real estate and wealth management advisory services.

Yomoni

Groupe Premium

Crunchbase Website Twitter Facebook Linkedin

Groupe Premium offers life insurance and retirement savings solutions for individuals and self-employed workers.

Yomoni

Flagship Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Flagship is a company which offers Financial Planning, Retirement Planning, Investment Management & Education Planning services.

Yomoni

FVI

Crunchbase Website Twitter Facebook Linkedin

FVI is a IT company that provides software for wealth management professionals.

Yomoni

Acora

Crunchbase Website Twitter Facebook Linkedin

Acora is an accounting firm that provides auditing, tax preparation, financial planning, wealth management and business consulting services.

Yomoni

Scribe IS

Crunchbase Website Twitter Facebook Linkedin

Scribe IS is a distributor of wealth management and inventory management software for communities and administration.

Yomoni

Cogedis

Crunchbase Website Twitter Facebook Linkedin

Cogedis offers accounting, payroll, wealth management, financial planning, legal advice, debt collection, and business consulting services.

Yomoni

CGPA

Crunchbase Website Twitter Facebook Linkedin

CGPA is an insurance firm that offers claims management, training, wealth management, personalized support and online services.

Yomoni

Sogec Groupe

Crunchbase Website Twitter Facebook Linkedin

Sogec Groupe provides accounting, audit, retirement planning, consulting, bookkeeping, payroll and wealth management services.

Written by Mark Kendall

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