La France Mutualiste

La France Mutualiste is a French insurance company based in Paris, originally founded in 1925 to provide coverage for veteran soldiers. The company specializes in retirement planning, offering solutions that promote savings and facilitate wealth transfer. In addition to its retirement services, La France Mutualiste also provides life insurance offerings. The management of its assets is overseen by an executive team dedicated to ensuring effective administration and service delivery.

Dominique Trebuchet

Managing Director and General Manager

4 past transactions

Mon Petit Placement

Venture Round in 2023
Mon Petit Placement, founded in 2017 and based in Lyon, France, is a company that develops an online financial platform focused on enhancing the saving habits of young people. The platform serves as an intermediary between portfolio management firms and banking institutions, offering users a personalized investment strategy through an intuitive and engaging interface. This allows young investors to make informed investment decisions and effectively improve their savings practices.

Zaion

Series A in 2021
Zaion is a European company specializing in customer relationship solutions enhanced by artificial intelligence. The company has developed an AI-powered conversational platform that automates customer interactions through intelligent chatbot software. This platform facilitates voice customer relationship processing by utilizing remote advisors to handle inquiries, thereby enabling businesses to create personalized connections with their clients. By optimizing customer relations, Zaion's technology aims to improve customer satisfaction while reducing operational costs for businesses.

Zaion

Corporate Round in 2019
Zaion is a European company specializing in customer relationship solutions enhanced by artificial intelligence. The company has developed an AI-powered conversational platform that automates customer interactions through intelligent chatbot software. This platform facilitates voice customer relationship processing by utilizing remote advisors to handle inquiries, thereby enabling businesses to create personalized connections with their clients. By optimizing customer relations, Zaion's technology aims to improve customer satisfaction while reducing operational costs for businesses.

Testamento

Series A in 2019
Testamento is a provider of cloud-native software solutions designed to enhance the commercial services of banks and insurance companies, particularly in the life insurance sector. The company operates a web-based SaaS platform that aims to improve the customer experience for stakeholders in personal insurance distribution. Its offerings include a range of services such as inheritance audits, asset inventories, beneficiary clause management, and last will and testament creation. By delivering these solutions, Testamento enables users to efficiently and securely manage their assets and make necessary provisions. Key clients include prominent firms in the insurance industry, such as Generali, Allianz, and Axa.
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