Epsor designs and distributes employee savings and retirement plans through an easy-to-deploy digital platform with transparent pricing. It offers a cheaper alternative to competitors, featuring an open architecture that allows employees to select funds from various asset managers based on their financial goals and risk appetite.
Wealthcome
Venture Round in 2025
Wealthcome is a technology company specializing in wealth management solutions. It has developed a comprehensive platform that enables users to monitor, analyze, and optimize their assets, including bank accounts, investments, and real estate. The platform offers tools for expense tracking, fee optimization, and investment performance analysis, empowering clients to take control of their financial portfolios.
ETFbook is a financial technology company specializing in an information and analytics platform focused on exchange-traded funds (ETFs). It provides comprehensive data, analytics, and insights to help users, including fund selectors, wealth managers, and asset managers, make informed decisions about ETF selection, trading, and expenses. The platform offers tools for fund screening, performance tracking, and customized reporting, enabling users to efficiently analyze ETFs and monitor market trends.
Olifan Group
Private Equity Round in 2021
Olifan Group is a professional services firm specializing in wealth management consulting. They offer comprehensive solutions including patrimonial engineering, financial investment advice, retirement planning, real estate consultancy, international support, and asset management services.
Epsor designs and distributes employee savings and retirement plans through an easy-to-deploy digital platform with transparent pricing. It offers a cheaper alternative to competitors, featuring an open architecture that allows employees to select funds from various asset managers based on their financial goals and risk appetite.
Epsor designs and distributes employee savings and retirement plans through an easy-to-deploy digital platform with transparent pricing. It offers a cheaper alternative to competitors, featuring an open architecture that allows employees to select funds from various asset managers based on their financial goals and risk appetite.
Nortia
Private Equity Round in 2018
Nortia is a French company specializing in designing and distributing complex financial solutions for mass affluent individuals. It operates as a platform dedicated to over 500 independent financial advisors (IFAs), providing them with life insurance products, wealth management services, and securities accounts. Nortia's business model focuses on delivering personalized relationships and expertise through its network of IFAs, ensuring clients receive informed advice tailored to their needs.
New Access
Private Equity Round in 2015
New Access is a prominent provider of software solutions tailored for the private banking and wealth management sectors, with offices in Geneva and Singapore. The company specializes in developing agile and scalable core-to-digital software that meets the unique needs of its clients. Its product suite includes Branch® for banking relationship management, Equalizer® for asset and advisory management, and the Logical Access® Suite for electronic document management. Additionally, New Access offers tools for client report production through Xeres and legal document creation with Docs. These solutions facilitate digital transformation for clients, enhancing customer satisfaction through improved digital front-end capabilities.
Primonial
Private Equity Round in 2015
Primonial is a Paris-based company that specializes in wealth management, asset management, and real estate services. It offers a comprehensive range of open-architecture investment management solutions designed to address the financial, tax, and legal needs of its clients. The company focuses on creating tailored heritage management solutions that help individuals manage their wealth effectively while considering their specific financial goals. By providing expertise in various asset classes, including life insurance and real estate, Primonial aims to assist clients in reducing their tax burdens and planning for significant life milestones such as education funding and retirement.
Cyrus Conseil
Private Equity Round in 2012
Cyrus Conseil is an independent wealth manager based in Paris, founded in 1989, providing advisory services, asset management and real estate investment solutions to private clients, with assets under advisory exceeding €2 billion and serving around 2,300 clients with a team of about 135 professionals.