This article showcases our top picks for the best Paris 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 Paris 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.
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.
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.
B4Finance
Crunchbase Website Twitter Facebook Linkedin
B4Finance is a software provider for the wealth management industry.
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.
mes‑placements.fr
Crunchbase Website Twitter Facebook Linkedin
mes‑placements.fr is a provider of financial advisory and wealth management services.
Natixis Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Natixis Wealth Management designs and implements tailor-made financial solutions to optimize our assets.
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
Crunchbase Website Twitter Facebook Linkedin
Vulcain delivers tailor-made solutions in the debt, strategic, mergers & acquisitions advisory services to help clients achieve their goals.
Societe Generale Private Banking
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Societe Generale Private Banking offers wealth management and financial solutions.
Dauchez
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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.
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.
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.
Seven Capital Management
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Seven Capital Management provides fund and performance management services.
Althos Heritage
Crunchbase Website Twitter Facebook Linkedin
Althos Heritage provides wealth management and consulting services.
Vaneau
Crunchbase Website Twitter Facebook Linkedin
Vaneau offers real estate, wealth management, and brokering loan services.
