Mark Kendall
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
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Finary is a platform that allows everybody to track and manage their wealth online.
Yomoni
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Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone.
Walnut Algorithms
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Walnut Investments is a quantitative investment management company.
Peculium
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Peculium is a transparent crypto savings and investment platform
Inovalis Real Estate Investment Trust
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Inovalis is a leading European privately owned company specialised in real estate and financial investments.
Mieuxplacer.com
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Mieuxplacer.com is a free accompaniment for a savings made to measure.
Olifan Group
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Olifan Group is a wealth management firm which provides services such as creation and merger of companies, asset management and control.
MG
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MG is an accounting firm that expertise in taxation, legal, payroll, auditing, consulting, insurance & wealth management advisory services.
Neuroprofiler
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Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile.
B4Finance
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B4Finance is a software provider for the wealth management industry.
Mandarine Gestion
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Mandarine Gestion is an investment company that specializes in solidarity investment, asset and equity management services.
Carat Capital
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Carat Capital is a wealth management firm that offers family protection along with real estate, tax and financial planning services.
Groupe Quintesens
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Groupe Quintesens is a financial company that specializes in wealth management, real estate tax exemption and other related services.
Vulcain
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Vulcain delivers tailor-made solutions in the debt, strategic, mergers & acquisitions advisory services to help clients achieve their goals.
Astoria Finance – SAS
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Astoria Finance is a wealth management firm, the result of bringing together the best know-how in terms of global heritage organization.
Schelcher Prince Gestion
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Schelcher Prince Gestion investment management company that specializes in managing financial assets.
ManyMore
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Manymore provides CRM, FinTech and SaaS solutions for wealth management consultants and insurance companies.
Running Heroes
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Running Heroes is an online platform that enables users to get rewarded for participating in community sports activities.
Kemper Capital
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Kemper Capital provides wealth management to individuals, families and businesses through investment consulting.
As-Tech Solutions
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AS-TECH Solutions is a wealth management solutions and technical services editor.
Le Conservateur
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Le Conservateur is a provider of wealth management consulting and financial advisory services.
Socic
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Socic is a financial services firm that deals with accounting expertise, online accounting, consulting, and wealth management services.
Societe Generale Private Banking
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Societe Generale Private Banking offers wealth management and financial solutions.
Seven Capital Management
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Seven Capital Management provides fund and performance management services.
Indosuez Wealth Management
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Indosuez Wealth Management provides banking outsourcing, supplying back office, financial and other services.
Swiss Life France
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Swiss Life France offers wealth management and social protection, insurance, banking, and financial services.
Haussmann Patrimoine
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Haussmann Patrimoine provides wealth management, real estate investments, tax optimization and financial services.
Turgot Capital
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Turgot Capital is an investment management company that offers fund management, brokerage and advisory services.
IFB France
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IFB France is a financial institution that offers real estate investment, wealth management, advisory, refinancing, and insurance services.
Natixis Wealth Management
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Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.
Peak Financial Services Inc
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PEAK Financial Services is an independent financial services, wealth management, and consulting firm providing diverse guidance and insight.
Mon Gerant Prive
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WealthTech | Development and deployment of the next generation wealth management SaaS platform IT Services
Dauchez
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Dauchez provides property management service including rental, wealth, and condominium management.
Asartis
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Asartis specializes in accounting, tax, wealth management, business coordination and financial services.
Groupe Euodia
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Groupe Euodia offers financial, real estate and wealth management advisory services.
Groupe Premium
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Groupe Premium offers life insurance and retirement savings solutions for individuals and self-employed workers.
Flagship Private Wealth
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Flagship is a company which offers Financial Planning, Retirement Planning, Investment Management & Education Planning services.
FVI
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FVI is a IT company that provides software for wealth management professionals.
Acora
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Acora is an accounting firm that provides auditing, tax preparation, financial planning, wealth management and business consulting services.
Scribe IS
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Scribe IS is a distributor of wealth management and inventory management software for communities and administration.
Cogedis
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Cogedis offers accounting, payroll, wealth management, financial planning, legal advice, debt collection, and business consulting services.
CGPA
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CGPA is an insurance firm that offers claims management, training, wealth management, personalized support and online services.
Sogec Groupe
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Sogec Groupe provides accounting, audit, retirement planning, consulting, bookkeeping, payroll and wealth management services.
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