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.
Timelineapp Tech Limited is a fintech company based in Basildon, United Kingdom, that specializes in developing retirement income software tailored for financial planners. Established in 2018, Timeline provides innovative tools that enable financial professionals to illustrate, create, and manage withdrawal strategies for their clients. The software leverages extensive academic research, historical returns, and mortality data to analyze the potential performance of various retirement strategies under different market conditions. Additionally, Timeline assists clients in visualizing probable outcomes during retirement and evaluating withdrawal strategies from income drawdown portfolios, thereby enhancing the financial planning process.
Tesseract
Series A in 2021
Tesseract is a digital asset management company that provides a comprehensive range of yield solutions for digital asset owners and institutions. Founded in December 2017 by Yichen Wu in Helsinki, the company enables clients to earn passive income through innovative investment products while ensuring protection through its in-house risk engine and third-party custody. Tesseract's offerings include advanced yield and loan products designed to help institutions attract and retain clients, boost revenue, and focus on their core operations. By leveraging blockchain technology, Tesseract aims to facilitate effective portfolio management and investment strategies, supporting clients in navigating the complexities of capital markets and maintaining financial stability amid market volatility.
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.
Aestiam
Acquisition in 2020
AESTIAM S.A., formerly known as Foncia Pierre Gestion S.A., is a real estate fund management company based in Paris, France. Incorporated in 2015, AESTIAM specializes in providing investment solutions focused on collective real estate. The company acquires, leases, and operates real estate properties, managing portfolios of rented corporate assets to benefit owners and investors with capital market options. AESTIAM emphasizes values of trust and respect in its daily operations with customers, associates, and partners.
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.