La France Mutualiste

La France Mutualiste is a French insurance company based in Paris with origins dating to 1891 when it was established to provide coverage for veteran soldiers. It functions as a corporate pension provider, offering retirement planning solutions, promotion of savings, and wealth transfer, and also provides life insurance services. Assets are managed by the executive management team.

Dominique Trebuchet

Managing Director and General Manager

4 past transactions

Mon Petit Placement

Venture Round in 2023
Mon Petit Placement, SAS is a company based in Lyon, France, founded in 2017, that specializes in developing an online financial platform aimed at enhancing young people's saving habits. The platform serves as an intermediary between portfolio management companies and banking institutions, providing users with a personalized investment strategy. It is designed to be user-friendly and engaging, allowing young investors to make informed investment decisions while cultivating better savings practices. Through its innovative approach, Mon Petit Placement seeks to empower the next generation of investors by simplifying the investment process and promoting financial literacy.

Zaion

Series A in 2021
Zaion specializes in AI-driven conversational platforms designed to optimize customer relations. Its platform automates conversations using intelligence, offering voice customer relationship processing through remote advisors for enhanced customer satisfaction and reduced operational costs.

Zaion

Corporate Round in 2019
Zaion specializes in AI-driven conversational platforms designed to optimize customer relations. Its platform automates conversations using intelligence, offering voice customer relationship processing through remote advisors for enhanced customer satisfaction and reduced operational costs.

Testamento

Series A in 2019
Testamento designs and deploys cloud-native software that enhances the distribution and servicing of life and personal insurance for banks and insurers. Its web-based SaaS platform improves the customer experience in personal insurance distribution and offers tools such as inheritance audit, asset inventory, beneficiary clause management, and last will and testament planning, enabling clients to make provisions efficiently and securely. The company counts Generali, Allianz, and Axa among its B2B clients.
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