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
Crunchbase Website Twitter Facebook Linkedin
Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone.
Finary
Crunchbase Website Twitter Facebook Linkedin
Finary is a platform that allows everybody to track and manage their wealth online.
Walnut Algorithms
Crunchbase Website Twitter Facebook Linkedin
Walnut Investments is a quantitative investment management company.
Mieuxplacer.com
Crunchbase Website Twitter Facebook Linkedin
Mieuxplacer.com is a free accompaniment for a savings made to measure.
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.
Neuroprofiler
Crunchbase Website Twitter Facebook Linkedin
Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile.
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.
MG
Crunchbase Website Twitter Facebook Linkedin
MG is an accounting firm that expertise in taxation, legal, payroll, auditing, consulting, insurance & wealth management advisory services.
B4Finance
Crunchbase Website Twitter Facebook Linkedin
B4Finance is a software provider for the wealth management industry.
Peculium
Crunchbase Website Twitter Facebook Linkedin
Peculium is a transparent crypto savings and investment platform
Groupe Premium
Crunchbase Website Twitter Facebook Linkedin
Groupe Premium offers life insurance and retirement savings solutions for individuals and self-employed workers.
Mon Gerant Prive
Crunchbase Website Twitter Facebook Linkedin
WealthTech | Development and deployment of the next generation wealth management SaaS platform IT Services
Kemper Capital
Crunchbase Website Twitter Facebook Linkedin
Kemper Capital provides wealth management to individuals, families and businesses through investment consulting.
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.
Le Conservateur
Crunchbase Website Twitter Facebook Linkedin
Le Conservateur is a provider of wealth management consulting and financial advisory services.
Socic
Crunchbase Website Twitter Facebook Linkedin
Socic is a financial services firm that deals with accounting expertise, online accounting, consulting, and wealth management services.
As-Tech Solutions
Crunchbase Website Twitter Facebook Linkedin
AS-TECH Solutions is a wealth management solutions and technical services editor.
ManyMore
Crunchbase Website Twitter Facebook Linkedin
Manymore provides CRM, FinTech and SaaS solutions for wealth management consultants and insurance companies.
mes‑placements.fr
Crunchbase Website Twitter Facebook Linkedin
mes‑placements.fr is a provider of financial advisory and wealth management services.
Groupe Consultim
Crunchbase Website Twitter Facebook Linkedin
Groupe Consultim is an independent distribution platform of managed properties for retail investors in France.
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.
Natixis Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.
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.
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.
Cogedis
Crunchbase Website Twitter Facebook Linkedin
Cogedis offers accounting, payroll, wealth management, financial planning, legal advice, debt collection, and business consulting services.
Flagship Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Flagship is a company which offers Financial Planning, Retirement Planning, Investment Management & Education Planning services.
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
FVI
Crunchbase Website Twitter Facebook Linkedin
FVI is a IT company that provides software for wealth management professionals.
Societe Generale Private Banking
Crunchbase Website Twitter Facebook Linkedin
Societe Generale Private Banking offers wealth management and financial solutions.
Scribe IS
Crunchbase Website Twitter Facebook Linkedin
Scribe IS is a distributor of wealth management and inventory management software for communities and administration.
Dauchez
Crunchbase Website Twitter Facebook Linkedin
Dauchez provides property management service including rental, wealth, and condominium management.
Haussmann Patrimoine
Crunchbase Website Twitter Facebook Linkedin
Haussmann Patrimoine provides wealth management, real estate investments, tax optimization and financial services.
OTEA Capital
Crunchbase Website Twitter Facebook Linkedin
OTEA Capital provides investment and financing services to its clients.
Swiss Life France
Crunchbase Website Twitter Facebook Linkedin
Swiss Life France offers wealth management and social protection, insurance, banking, and financial services.
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.
Expert-Invest
Crunchbase Website Twitter Facebook Linkedin
Expert-Invest is a global wealth management consulting firm.
Pierrepapier
Crunchbase Website Twitter Facebook Linkedin
Pierrepapier offers information and analysis regarding investment and wealth management for the real estate industry.
Selexium
Crunchbase Website Twitter Facebook Linkedin
Selexium is a financial institution that offers wealth management, real estate loans, investment and financial services.
Sanso Investment Solutions
Crunchbase Website Twitter Facebook Linkedin
Sanso Investment Solutions provides responsible and sustainable investment strategies and solutions along with financial planning services.
Schelcher Prince Gestion
Crunchbase Website Twitter Facebook Linkedin
Schelcher Prince Gestion investment management company that specializes in managing financial assets.
Hexalog
Crunchbase Website Twitter Facebook Linkedin
Hexalog provides real estate wealth management software.
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.
Groupe Euodia
Crunchbase Website Twitter Facebook Linkedin
Groupe Euodia offers financial, real estate and wealth management advisory services.
Capfinances
Crunchbase Website Twitter Facebook Linkedin
Capfinances offers wealth management, real estate, and transfer of assets services.
Seven Capital Management
Crunchbase Website Twitter Facebook Linkedin
Seven Capital Management provides fund and performance management services.
Adexia
Crunchbase Website Twitter Facebook Linkedin
Adexia offers wealth management, tax exemption, and social protection services.
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.
Farrall Wealth
Crunchbase Website Twitter Facebook Linkedin
Farrall Wealth offers proficiency in overall wealth management.
Althos Heritage
Crunchbase Website Twitter Facebook Linkedin
Althos Heritage provides wealth management and consulting services.
Pacogest
Crunchbase Website Twitter Facebook Linkedin
Pacogest is a wealth management consulting firm that offers professional advice, heritage solutions and personalized consulting services.
Audipro Group
Crunchbase Website Twitter Facebook Linkedin
Audipro Group is a company that provides Personal insurance and wealth management services.
Vaneau
Crunchbase Website Twitter Facebook Linkedin
Vaneau offers real estate, wealth management, and brokering loan services.