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53 Best France Based Wealth Management Startups and Companies 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.

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.

Finary

Finary

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Walnut Algorithms

Crunchbase Website Twitter Facebook Linkedin

Walnut Investments is a quantitative investment management company.

Finary

Mieuxplacer.com

Crunchbase Website Twitter Facebook Linkedin

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

Finary

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.

Finary

Neuroprofiler

Crunchbase Website Twitter Facebook Linkedin

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

Finary

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.

Finary

MG

Crunchbase Website Twitter Facebook Linkedin

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

Finary

B4Finance

Crunchbase Website Twitter Facebook Linkedin

B4Finance is a software provider for the wealth management industry.

Finary

Peculium

Crunchbase Website Twitter Facebook Linkedin

Peculium is a transparent crypto savings and investment platform

Finary

Groupe Premium

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Mon Gerant Prive

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Kaishen

Crunchbase Website Twitter Facebook Linkedin

Wealth management platform

Finary

Kemper Capital

Crunchbase Website Twitter Facebook Linkedin

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

Finary

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.

Finary

Le Conservateur

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Socic

Crunchbase Website Twitter Facebook Linkedin

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

Finary

As-Tech Solutions

Crunchbase Website Twitter Facebook Linkedin

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

Finary

ManyMore

Crunchbase Website Twitter Facebook Linkedin

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

Finary

mes‑placements.fr

Crunchbase Website Twitter Facebook Linkedin

mes‑placements.fr is a provider of financial advisory and wealth management services.

Finary

Groupe Consultim

Crunchbase Website Twitter Facebook Linkedin

Groupe Consultim is an independent distribution platform of managed properties for retail investors in France.

Finary

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.

Finary

Natixis Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Finary

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.

Finary

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.

Finary

Cogedis

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Flagship Private Wealth

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Investors Asset Management

Crunchbase Website Twitter Facebook Linkedin

Investors Asset Management™ is a Investment Advisory firm, provides consultancy service on wealth management and company retirement plan

Finary

FVI

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Societe Generale Private Banking

Crunchbase Website Twitter Facebook Linkedin

Societe Generale Private Banking offers wealth management and financial solutions.

Finary

Scribe IS

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Dauchez

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Haussmann Patrimoine

Crunchbase Website Twitter Facebook Linkedin

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

Finary

OTEA Capital

Crunchbase Website Twitter Facebook Linkedin

OTEA Capital provides investment and financing services to its clients.

Finary

Swiss Life France

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Smith, Brown & Groover

Crunchbase Website Twitter Facebook Linkedin

Smith, Brown & Groover is a company which offers mutual funds, common stocks, deferred annuities & municipal bonds services.

Finary

Expert-Invest

Crunchbase Website Twitter Facebook Linkedin

Expert-Invest is a global wealth management consulting firm.

Finary

Pierrepapier

Crunchbase Website Twitter Facebook Linkedin

Pierrepapier offers information and analysis regarding investment and wealth management for the real estate industry.

Finary

Selexium

Crunchbase Website Twitter Facebook Linkedin

Selexium is a financial institution that offers wealth management, real estate loans, investment and financial services.

Finary

Sanso Investment Solutions

Crunchbase Website Twitter Facebook Linkedin

Sanso Investment Solutions provides responsible and sustainable investment strategies and solutions along with financial planning services.

Finary

Schelcher Prince Gestion

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Hexalog

Crunchbase Website Twitter Facebook Linkedin

Hexalog provides real estate wealth management software.

Finary

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.

Finary

Groupe Euodia

Crunchbase Website Twitter Facebook Linkedin

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

Finary

Capfinances

Crunchbase Website Twitter Facebook Linkedin

Capfinances offers wealth management, real estate, and transfer of assets services.

Finary

Seven Capital Management

Crunchbase Website Twitter Facebook Linkedin

Seven Capital Management provides fund and performance management services.

Finary

Adexia

Crunchbase Website Twitter Facebook Linkedin

Adexia offers wealth management, tax exemption, and social protection services.

Finary

UAF life Patrimoine

Crunchbase Website Twitter Facebook Linkedin

UAF LIFE Patrimoine is an open architecture distribution platform that offers management of innovative savings and retirement solutions.

Finary

Farrall Wealth

Crunchbase Website Twitter Facebook Linkedin

Farrall Wealth offers proficiency in overall wealth management.

Finary

Althos Heritage

Crunchbase Website Twitter Facebook Linkedin

Althos Heritage provides wealth management and consulting services.

Finary

Pacogest

Crunchbase Website Twitter Facebook Linkedin

Pacogest is a wealth management consulting firm that offers professional advice, heritage solutions and personalized consulting services.

Finary

Audipro Group

Crunchbase Website Twitter Facebook Linkedin

Audipro Group is a company that provides Personal insurance and wealth management services.

Finary

Vaneau

Crunchbase Website Twitter Facebook Linkedin

Vaneau offers real estate, wealth management, and brokering loan services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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