Partech
Partech is a global technology investment firm headquartered in Paris with offices in Berlin, Dakar, Dubai, Nairobi and San Francisco. It provides capital, operational experience and strategic support to technology companies from seed to growth stages. Founded in San Francisco about 40 years ago, Partech manages approximately €2.5 billion in assets under management and backs a portfolio of about 220 companies across 40 countries and four continents. The firm pursues investments across software, information technology services, cybersecurity, fintech, health tech, artificial intelligence and other tech-enabled sectors.
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Past deals in Wealth Management
Epsor
Series C in 2025
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.
RockFi
Series A in 2025
RockFi is a private wealth management firm that aims to merge traditional financial services with innovations from the financial technology sector. The company specializes in providing a range of services, including life insurance, securities accounts, private equity, and pension savings. By offering a customized suite of technological tools and investment options, RockFi seeks to enhance the investment experience for its clientele, catering to the unique financial needs of each investor.
QPLIX Wealth Management Software
Venture Round in 2024
QPLIX provides a digital wealth management platform for family offices, RIAs, foundations, investment funds, institutional investors, and private banks.
Finku
Seed Round in 2022
Founded in 2021, Finku is a Jakarta-based fintech company dedicated to empowering Indonesians with better financial management tools. Its platform aims to eliminate financial illiteracy by providing users with automated financial logging, personalized insights, and budgeting assistance, enabling them to make informed financial decisions.
Epsor
Series B in 2021
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.
Lendtable
Seed Round in 2020
Lendtable is a San Francisco-based financial services company that provides cash advances and wealth-building loans aimed at helping income-constrained individuals participate in employer-sponsored retirement benefits. The offerings are designed to enable customers to access funds necessary to receive an employer match in their 401(k) plan, with repayment through a service fee. Founded in 2020, Lendtable focuses on fintech solutions that supplement monthly income and support retirement savings.
Epsor
Series A in 2019
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.
Epsor
Seed Round in 2018
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.
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