Mark Kendall
This article showcases our top picks for the best Île-de-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 Île-de-France Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Ramify
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Ramify is a wealth management platform that provides ETF, SCPI, and private equity recommendations, management, and selection.
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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saieve.io 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.
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.
Aton Invest
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Aton Invest is a new generation of asset management company
JUMP Technology
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JUMP Technology is a software provider of investment management solutions.
Neuroprofiler
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Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile.
KIMPA – Impact Investing
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KIMPA aims to deploy the capital of its clients towards investment that offers a positive environmental and social impact on our planet.
DoorFeed
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DoorFeed builds and manages residential investment portfolios for customers.
B4Finance
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B4Finance is a software provider for the wealth management industry.
Melanion Capital
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Melanion Capital specializes in the finance industry with investment and risk management services for business development.
ManyMore
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Manymore provides CRM, FinTech and SaaS solutions for wealth management consultants and insurance companies.
iVESTA Family Office
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iVESTA Family Office is a corporate office.
Avant-Garde Investment
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Avant-Garde Investment is a French wealth management house that specializes in financial markets, private debt, and wealth strategies.
EnvestBoard
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EnvestBoard is a fintech dedicated to investment funds that offering wealth management services.
Invest AM
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Invest AM is a finance management company that offers multi-asset class investment, consultation, assets and fund management services.
Swiss Life France
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Swiss Life France offers wealth management and social protection, insurance, banking, and financial services.
Running Heroes
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Running Heroes is an online platform that enables users to get rewarded for participating in community sports activities.
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.
Figa Group
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Figa Group is a financial firm that provides rental real estate, financial consulting, tax exemption, and investing services.
Althos Heritage
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Althos Heritage provides wealth management and consulting services.
Tylia Invest
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Tylia Invest provides private real estate debts, compliance validations, securities transactions, and wealth management advisory services.
I-Kapital
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I-Kapital provides brokerage, investment, consultation, training, marketing, financial planning, risk, and cash management services.
Seven Capital Management
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Seven Capital Management provides fund and performance management services.
Groupe Euodia
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Groupe Euodia offers financial, real estate and wealth management advisory services.
Rhetores Finance
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Rhetores Finance is a consulting firm specializing in high-end Wealth Management.
Mandarine Gestion
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Mandarine Gestion is an investment company that specializes in solidarity investment, asset and equity management services.
Liins
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Liins is a wealth management advisory firm that provides real estate, investments, credits, insurance, and financial investment solutions.
CECCA
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CECCA is a financial institution that offers accounting, wealth management, audit, payroll, taxation, and business valuation services.
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.
Le Conservateur
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Le Conservateur is a provider of wealth management consulting and financial advisory services.
Dauchez
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Dauchez provides property management service including rental, wealth, and condominium management.
MyFunds Office
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MyFunds Office is a financial company that offers wealth management, finance, insurance, and investment advisory services.
CGPA
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CGPA is an insurance firm that offers claims management, training, wealth management, personalized support and online services.
Montaigne Capital
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Montaigne Capital is a management company that provides their clients with conviction-based management.
Institut du Patrimoine
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Institut du Patrimoine is a real estate investment and wealth management consulting firm.
GRESHAM Private Bank
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GRESHAM Private Bank is a bank, finance, and insurance agency.
Groupe Patrimmofi
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Groupe Patrimmofi combines all of the heritage experience to provide enduring and unique solutions.
Vaneau
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Vaneau offers real estate, wealth management, and brokering loan services.
PLPSoft
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PLPSoft is a software company that specializes in the design and development of digital solutions for wealth advice professionals.
Quantalys
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Quantalys is consultant and solution provider for wealth management.
Bien Prevoir
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Bien Prevoir provides financial investment products, wealth management advice, corporate cash solutions, and insurance services.
Exponens
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Exponens is a financial service provider that offers auditing, advice, insurance, risk, and wealth management services.
Finances-moi.com
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Finances-moi.com is a financial solution provider that offers real estate loans, insurance, and asset management advisory services.
Banque Richelieu
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Banque Richelieu specializes in asset management, investment banking, and wealth management.
Pierrepapier
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Pierrepapier offers information and analysis regarding investment and wealth management for the real estate industry.
Hexalog
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Hexalog provides real estate wealth management software.
Agora Finance
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Agora Finance offers private management consulting and wealth management services.
YCAP Partners
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YCAP Partners is a financial services company that specializes in providing a range of wealth management solutions and investment products.
Imani & You
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Imani & You is a financial solutions company that provides strategies, consultation, investment, wealth, and asset management services.
Sadec Akelys
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Sadec Akelys renders accounting, tax planning, auditing, wealth management, and retirement advice solutions.
Agama Group
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Agama Group specializes in wealth advice, risk management, and investment service in the area of regulatory compliance and internal control.
Smart-Asset
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Smart-Asset is a wealth management firm that offers customized private asset management services.
As-Tech Solutions
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AS-TECH Solutions is a wealth management solutions and technical services editor.
Haskell Patrimoine Conseil
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Haskell Patrimoine addresses a target in search of individual solutions and advice on wealth organizations and financial investments.
Financière Magenta
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Financière Magenta specializes in designing high-yield investment products that allow businesses and individuals to reduce their taxes.
CORUM Butler
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CORUM Butler is a wealth management company focusing on real estate and bond funds along with providing life insurance services.
Turgot Capital
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Turgot Capital is an investment management company that offers fund management, brokerage and advisory services.
Schelcher Prince Gestion
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Schelcher Prince Gestion investment management company that specializes in managing financial assets.
CIAM
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CIAM is a financial services firm that offers equity-based investment solutions through funds and portfolio management.
mes‑placements.fr
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mes‑placements.fr is a provider of financial advisory and wealth management services.
Tagerim
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Tagerim is a group of companies that provides property development, real estate, hotels, wealth and asset management services.
Forward Group
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Forward Group is a consulting firm that specializes in asset management, wealth management, reporting, and risk monitoring services.
Success Capital
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Success Capital is a wealth management firm that specializes in financial services and real estate investment for clients.
Indosuez Wealth Management
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Indosuez Wealth Management provides banking outsourcing, supplying back office, financial and other 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.
Herez
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Herez provides wealth management consulting, investments, insurance, and real estate services to entrepreneurs and families.
HRO Group
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HRO Group provides acquisition, construction planning, wealth management, property leasing, accounting, and financial services.
Advenis Gestion Privée
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Advenis Gestion Privée provides consultation services for wealth management, wealth audit, financial investment, real estate investment.
Mirari Wealth Management
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Mirari Wealth Management offers real estate investments, asset management, taxation, family protection, and funding advisory services.
CGP Entrepreneurs
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CGP Entrepreneurs provides digital tools, management software, and sales assistance services for wealth management professionals.
VIP Conseils
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VIP Conseils specializes in wealth management, financial investment advisory, tax optimization, insurance, and asset management services.
Smartpoint
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Smartpoint is an IT consultancy that specializes in data governance, artificial intelligence, automation, and wealth management.
Modulassur
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Modulassur is a provider of insurance and wealth management services.
KAYS Wealth Management
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KAYS Wealth Management provides investment services.
KOHELAB
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Kohelab Invest is a professional financial company providing investment and financial opportunities
Haussmann Patrimoine
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Haussmann Patrimoine provides wealth management, real estate investments, tax optimization and financial services.
Selexium
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Selexium is a financial institution that offers wealth management, real estate loans, investment and financial services.
Bench Capital
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Bench Capital offers financial solutions such as wealth management advisory, investment raising, and project financing.
MW Gestion
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MW Gestion specializes in offering management under PEA mandate, life insurance, and securities accounts.
MaSuccession.fr
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MaSuccession.fr is an online information site that offers guidance and services in wealth management, estate and inheritance tax.
Cheval Blanc Patrimoine
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Cheval Blanc Patrimoine expertise in financing, real estate investment, retirement, wealth management, and tax optimization.
La Compagnie des
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La Compagnie des focuses on financial investment advice, wealth management, banking operations and payment services.
Epsilium
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Epsilium is a financial firm that specializes in real estate investment, as well as retirement and taxation services for individuals.
Bordier & Cie France
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Bordier & Cie France is a private bank specializes in private wealth management.
Sanso Investment Solutions
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Sanso Investment Solutions provides responsible and sustainable investment strategies and solutions along with financial planning services.
Clartan Associés
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Clartan Associates is an independent management company that provides services to both private and institutional clients.
Score Patrimoine
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Score Patrimoine provides legal, tax, and financial solutions.
Staker
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Staker is a financial application that offers wealth security, generation, and management services.
Jump Technology
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Jump Technology is a software development company that provides asset management and wealth management services.
Indeks
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Indeks provides financial consulting, asset management, cash flow tracking, reporting, IT advisory, and software solutions for SMEs.
L&A Finance
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L&A Finance is an independent firm that provides wealth management, private management, and rental real estate services.
Actheos
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Actheos offers accounting, audits, business management, taxation, legal advice, CSR, retirement planning and wealth management services.
Scala Patrimoine
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Scala Patrimoine specializes in financial and retirement planning along with taxation, asset, and wealth management advisory services.
Natixis Wealth Management
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Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.
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