50% of sales fail. We prepare those who succeed. Furtiveo prepares SME managers for the decisions that determine the value of their business. 3 to 5 years before transmission. An investment bank builds value from the past. For the buyer. And in 100% of cases, it is too late to correct anything. Furtiveo adds value by preparing for the future. For the leader. This is not financial dressing. It is a robust structuring of the company with one priority: that it can operate without its founder. Our framework: the Value Pyramid. 5 levels that buyers analyze without indulgence. When the …

65 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Investing and saving made easy. Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/ Investing, Online brokerage, Investment advice, Savings, Financial advice, Retirement advice, Automated …

68 similar entities Type: Startup Activities: fintech

The simple, powerful and collaborative ecosystem. ✨ https://www.prettogalaxie.fr ✨ What if you finally moved to new generation brokerage? 😀 At Pretto Galaxie, we offer you a unique and truly revolutionary experience. How ? 1️⃣ You save a lot of time. Our digital platform, our innovative tools and our optimized back office free up your time to focus on what matters: your business. 2️⃣ You gain expertise. Our powerful algorithm carries out real-time credit simulations, perfectly adapted to your customer's profile. 3️⃣ You boost your transformation rate. Our internal process meets the specific expectations of banks and strengthens your credibility. 4️⃣ …

317 similar entities Type: Startup Activities: fintech Technologies: SaaS

The World's First AI Financial Advisor Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too. Banking/Financial Services, Consumer Finance, and Startup

525 similar entities Type: Startup Activities: fintech Technologies: A.I.

You invest. We manage. You earn. Created in 2014, Ever Invest specializes in turnkey rental investment. The start-up is above all a hunter of confidential goods, unknown to the general public. Once the nugget has been found, the team takes charge of drawing the plans until its complete layout, ending with its rental. Thanks to the enthusiasm of its customers for its strict quality policy, Ever Invest is experiencing very strong growth and is currently expanding in several large cities in France. Turnkey real estate investment and Home Staging

38 similar entities Type: Startup Activities: proptech

Swipe investments Technology is everywhere. It has changed the way we interact with each other and manage our interests, but has it managed to get young people or average citizens to invest? Not quite. There is still a huge underserved population with no financial skills and no access to professional advice. Goonder aims to democratize investments through an app with an easy-to-use interface. The app is fueled by powerful algorithms that generate daily trading opportunities for cryptocurrencies and equity. The result is an innovative UX with strong visual and engagement components, that succeeds in taking out from the user the …

235 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

MoneyGeek provides consumers with advice & tools that help them choose the best financial options. When you’re trying to decide if it’s a good time to refinance your home loan or whether to pay down your student loans or credit cards first, what you really want is to make a sound decision, fast — and feel confident that it was the right choice. Here’s what we offer: Explanations on money topics that go deep enough but don’t feel like reading a dry textbook. Step-by-step instructions and checklists. Calculators that actually tell you what’s going on with the numbers in plain …

209 similar entities Type: Startup Activities: fintech Technologies: IoT

Software to automate real estate fundraising, portfolio reporting, and investor relations. Groundbreaker is an all-in-one suite of tools for small to medium-sized commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, portfolio reporting, compliance, data security, and investor relations and management workflows. The application covers six primary functions in streamlining back-office operations of real estate investment firms. These six features are fundamentally integrated, lending to seamless and powerful experience. Our clean design makes everything easier — your team will ramp up faster, your company will see quicker results, …

122 similar entities Type: Startup Activities: proptech Technologies: SaaS

Your heritage is the fruit of your work. We grow it with high standards. In France, taking care of your assets, investments or taxes can seem complex: lack of time, knowledge or trusted contacts. This is where Climb comes in: making your assets grow. Simply. We combine the expertise of our advisors and technology to provide the best possible user experience. We support our clients on: - Investments: invest intelligently, monitor your investments and your assets. - Taxes: optimize your declaration and reduce your taxes thanks to our experts and our online tools. With Climb, you benefit from: - Unique …

253 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Improve every financial decision you make. Omney was created to give you awareness and autonomy in management of your investments. We help people make informed financial decisions, with concrete tools, structured training and the support of an active community. Not generic content on finance: a complete path for build the skills and tools to manage your assets autonomously. We operate in three dimensions. 1. Training. A structured path to become an informed investor. From theory to practice: objectives, tools, strategy with the direct support of experts. 2. Technology. Asset trackers, simulators and operational tools to have a clear vision of …

449 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

SmartAngels no longer exists, but Sowefund continues to present you with the best opportunities for French startups! SmartAngels.fr is an Equity Crowdfunding platform that allows individual investors to invest directly in the capital of growth start-ups and SMEs. At SmartAngels.fr, we are convinced that investing in SME capital allows you to optimize the management of your assets in the long term. Far from traditional investments offered to individuals, we wanted to give you access to assets anchored in the real economy and with high potential for added value. Aware that investing in SME capital is an activity that takes time …

62 similar entities Type: Startup Activities: fintech Technologies: SaaS

Act today to make up for your loss of income in retirement! Our objective is to inform the French about the drop in their retirement income but also to find solutions allowing them to maintain their standard of living in retirement. On MaRetraite.fr you can: 1.Discover your retirement income. 2.After analyzing your current situation, we tell you all the financial, tax and asset optimizations to increase your future income. This is the Retirement Heritage recommendation offer. -Our expert system verifies that your career and your rights have been correctly recorded by the pension funds and tells you how to correct …

61 similar entities Type: Startup Activities: fintech it services silvertech

💚 Discover a new world of savings that rhymes with simplicity, accessibility and proximity. 🍀 Created by Thomas Perret, Mon Petit Placement is a fintech that makes investing simpler and more accessible to everyone. From €300, you can grow your money with life insurance or a PER while benefiting from personalized (and human) support and a simplified interface. In a few figures, My Little Placement is: • 35,000 customers • 300M€ managed • 3 trusted insurance partners (Apicil, Generali and La France Mutualiste) Investing involves risks of loss of capital. Investment platform, Savings, Financial education, Fintech, and Investment advice

210 similar entities Type: Startup Activities: fintech Technologies: SaaS

The investment app to get more out of your savings. Uncomplicated. Understandable. Starting at 500 francs. Too many people think that investing money is complicated, involves a lot of effort and is only for those who already have a lot of money. With findependent, we show the opposite: with us, you can open an account online within approx. 15 minutes, easily select one of our optimally tailored investment solutions and get started with as little as 500 francs. And thanks to our practical investment app, you are always informed transparently about your investments, earnings and fees and can control your …

62 similar entities Type: Startup Activities: fintech Technologies: IoT

Invest in the cryptocurrency market in an automatic, simple and secure way thanks to our successful traders. DIABOLO is the first management fund to tokenise the performance of successful traders! Our mission is to offer individuals the performance of the best management funds from the first euro invested without any entry, management or exit fees, etc... Thanks to our technology we make high-performance investments accessible to all. Because we are sure of our technology, we offer a win-win formula. The service fees are fixed and calculated solely on your net profits! Join us on: https://diabolo.io/ Discuss with our active members: …

310 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

The infrastructure powering investment products. We envision a future in which anyone is an investor. Our Brokerage-as-a-Service platform offers Banks, Asset Managers and FinTechs simple digital access to capital markets through a single API. The lemon.markets solution enables efficient securities trading and allows other companies to deliver a best-in-class experience to their customers. We have experienced first hand that brokerage infrastructure is broken. It’s a messy and complex problem that will take time to solve. But that’s exactly what we enjoy. Going to places nobody else dares and shielding our customers from the biggest pain. Our mission is to grow …

277 similar entities Type: Startup Activities: fintech Technologies: SaaS

The product & services dedicated to wealth management consulting La Financière d'Orion was created in June 2009 around a specific founding axis: People and Innovation. Human reflects the simple observation of the wealth management consulting profession in France. The salaried CGP enjoys real professional security but at the cost of a pressurization of objectivity that is difficult to manage and lives with the awareness of a job that is not always well done. The CGPI (Independent Asset Management Consulting) fully enjoys its real freedom but finds itself hampered and isolated in the face of changes in its market. How to …

160 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

La solution d'épargne engagée pour l'environnement. Faites une simulation gratuite sur goodvest.fr Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence. Faites une simulation sur goodvest.fr

58 similar entities Type: Startup Activities: fintech

Goodbye investment complexity, hello Moniflo. Your simple, transparent investment app to grow your money. Invest in top funds, without the hassle. We’re Moniflo, a boutique fintech startup from Luxembourg. With 30+ years of combined industry expertise from our company leaders, led by Ala Presenti, we're dedicated to a simple, yet brave idea: Investing shouldn’t be complicated. We’re bringing European investors access to EU-regulated, quality funds run by professional managers, trusted to oversee billions for institutions. And because we don’t charge investing fees, you keep more of what you earn (which is exactly how it should be). Our funds are fully …

126 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Invest your savings, receive rent. France SCPI is a SCPI comparison site which responds to a radical change among investors regarding what their own bank can offer. We are responding to a demand from our generation who no longer know how to properly invest their savings. We therefore allow visitors to the site to come and compare, study, and subscribe to SCPI shares. Finally a site that addresses its visitors in simple terms. real estate, SCPI, Financial Investment Advice, savings, pierre-papier, and CIF

60 similar entities Type: Startup Activities: fintech proptech

💡Tailored investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way to invest. At Nalo, it seems crazy to us that traditional financial services are so standard, so expensive and so opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, preparing for retirement, buying a house, or all of these at the same time. We offer objective-based investments, driven by cutting-edge technology to reduce costs. But also 100% human personalized …

260 similar entities Type: Startup Activities: fintech Technologies: IoT

Manage the complexity of investment decision-making Ortec Finance delivers leading software and consultancy services for investment decision-making to financial and real-estate institutions around the world. The software enables you to manage the complexity of your investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. High-quality models We design, build, and deliver high-quality software models for asset-liability management, risk management, climate scenario analysis, portfolio construction, performance measurement & attribution, and financial planning. Our …

418 similar entities Type: SMB Activities: fintech Technologies: SaaS

Pandat, the cash investment expert. For 15 years, Pandat Finance has supported businesses, associations and institutions in the management and optimization of their cash flow. Our mission: to simplify your financial investments by offering you expertise, transparency and performance. 💼 A team dedicated to your challenges With more than 60 employees spread across France, we work as close as possible to our customers to offer them tailor-made solutions. We rely on a solid network of 150 banking and insurer partners, covering the entire French market. 📊 Results that speak for themselves Today, more than 2,000 customers trust us every day …

146 similar entities Type: Startup Activities: fintech

Financial Planning and Wealth Management, A Sanctuary from the Noise (R) At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisors—we are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors: 1. Fiduciary Duty We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may "switch hats" to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty …

265 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity

The award-winning investment platform that helps you take control of your financial future. interactive investor (ii) has been helping people keep the money they make for over 30 years. For a low, flat monthly fee, you get a secure home for your Stocks & Shares ISA, Personal Pension, and Trading Account, along with one of the widest ranges of investments on the market and a wealth of expert insight. That’s why more than half a million investors trust ii with £80 billion, making us the UK’s second-largest investment platform. With offices in Manchester, Leeds, and London, we employ more than …

325 similar entities Type: SMB Activities: fintech Technologies: SaaS

Our world revolves around you Our strength is the style we have been cultivating for centuries: private, discreet and very personal. With the claim to trusting cooperation and individual advice. Proximity to our customers remains the most important thing for us, even in the digital world. Every customer has a permanent advisor – often across generations. This also surprises with solutions that go far beyond normal banking. We offer an extensive network for real estate customers and institutional investors, for capital markets customers, entrepreneurs and private customers. Get to know us! We look forward to seeing you. PS: Would you …

539 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

We're on a mission to become the default place to invest. When you invest, your capital is at risk. Freetrade is on a mission to become the default place to invest. We started with a simple belief: investing should be accessible to everyone. In 2018, we launched one of the UK’s first commission-free investment platforms, helping to reshape the industry. Today, Freetrade is an award-winning investment platform, trusted by over 1.6 million users. We’ve consistently been recognised for the value we deliver, winning multiple awards in 2026 alongside a Which? Great Value award. Customers can choose from over 7,000 investments, …

199 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Empower your wealth. NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually structured capital market investments, for everyone. Our approach is based on the vision of breaking down existing barriers in the market for private investors and offering everyone the opportunity to build wealth professionally. With the motto "Empower your wealth", we aim to enable our clients to start or improve their "Wealth Creation Journey" with us. Our team consists of experienced finance, banking, and technology experts who work together on the continuous development of …

75 similar entities Type: Startup Activities: fintech Technologies: SaaS

High Growth Investment & Corporate Finance. Done differently. www.rlvcp.com | @rlvcp | info@rlvcp.com HIGH GROWTH INVESTMENT - EARLY STAGE TECHNOLOGY INVESTMENT We are primarily interested in proven founders, scaleable opportunities and experienced technologists. The 3 elements combined generally make a very compelling case for investment. We are always impressed when businesses come to us having already secured interesting, and relevant, angel investors. The calibre of the angel investors behind a business concept and early stage business is a true reflection of the founding teams ability to sell themselves and their market opportunity. - GROWTH AND ACCELERATION INVESTMENT We are interested …

136 similar entities Type: Startup Activities: fintech

100% dark green investing with good returns for over 10 years. Calculate your return in money & green at www.stanwende.nl Stan&Wende - Returns for Generations - Demonstrably good returns for over 10 years - Contributing to a green, fair, humane world - Guaranteed 100% sustainable - The only one with a dark green ZZP pension It is often thought that dark green investing means lower returns. Nothing could be further from the truth. Look at our approach and what it has actually achieved over the past 10 years. Demonstrably good results go well with responsible investments in truly green companies …

73 similar entities Type: Startup Activities: cleantech fintech greentech Technologies: Decarbonization

Voted the best investment company in Brazil. Come and check it out. Open your account. Founded in 2011 by renowned financial market professionals, Órama Investimentos emerged with the innovative proposal of offering investors access to fixed income securities and selected investment funds from the most renowned managers in Brazil. Through Órama, it is possible to invest with just R$1,000 in Investment Funds, which normally require large initial contributions. This mechanism becomes viable through Quota Investment Funds, FICs, which invest in independent managers' funds - or “target funds”. Between 95% and 100% of FIC assets are invested in “target funds”. In …

343 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Create easily - with easyfolio! We make your investment easy! You don't feel like it or simply don't have the time to wade through the modern financial jungle? Then our easyfolio strategies are just right for you. Perhaps you have often thought about putting your investments on a new, sensible and well-thought-out basis? Perhaps you have already found out about new investment instruments such as ETFs - but the decisive spark has not yet appeared. In fact, the right and good investment often fails not because of a lack of knowledge, but because of a lack of will to implement …

61 similar entities Type: Startup Activities: fintech

We shape the investments of tomorrow 🐥 Would you like to fulfill your wishes? A dream vacation, a house, a new car? Or simply saving for retirement? But you don't know how? Are you tired of low interest rates and incomprehensible financial products? Us too! Everyone at VisualVest has the same goal: to make investing as understandable, as cheap, as profitable and at the same time as safe as possible. And we want a flexible investment that we can manage comfortably from home. That's why we developed VisualVest - for you, but also for us. Our team is diverse: financial …

191 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Wealth management, more efficient than ever before. Ginmon offers a modern investment based on a scientifically sound ETF portfolio. Our platform with our self-developed portfolio technology apeiron® supports investors in the self-determined planning of their personal finances and thus enables a cheaper and more attractive alternative to classic banking products for everyone. > Comprehensive wealth management. Fully licensed and regulated. We operate as a licensed wealth manager in accordance with Art. 32 of the German banking act and are subject to strict supervision and auditing. This ensures bank-level security. > Maximum security and state-of-the-art technology. Our apeiron® technology, registered with …

216 similar entities Type: Startup Activities: fintech Technologies: SaaS

Invest today for tomorrow’s key moments Future Account is a new way to prepare for great moments in life, through investment. A structured investment account, designed to be used in real life wealth, and not as a generic savings product. 🎯 The principle is simple: An account. Several objectives. A clear trajectory over time. 👉 Each account can be structured around concrete life moments: studies, first housing, professional launch, retirement. 👉 Each objective has its own investment envelope, with a consistent allocation over time. 👉 Contributions can come from several people (parents, relatives), with a clear logic for the destination …

62 similar entities Type: Startup Activities: fintech

heritage marketplace 📱✨ the reflex application to get started in investing Life insurance | Stock market | PER | Tax exemption | Asset assessment | PEA | Retirement | Transmission Don't know where to start? ➡️ match with the world of finance in the application Yomoni | Ramify | Goodvest | Green-Got | My Little Investment | Baltis | The First Brick | Prosper Conseil | Optivest | Hectarea | Gedeon | France Valley | Altaprofits | Temys | Vatel Direct | Nyko | Novalia Heritage | DNA Family Office | Bolero Music | Thank you Prosper | And many …

233 similar entities Type: Startup Activities: fintech Technologies: A.I.

Invested entrepreneurs. Invest with our customers, in our company, over time and for society. Dear investor friends, Since the beginning of our adventure in 2003, the world as we knew it has been extraordinarily transformed. Amid successive financial and economic crises, new economic powers have emerged. We have witnessed the arrival of new technologies (mobile, internet) which have radically changed the way we act and think. The risks but also the opportunities have multiplied. Both the world and businesses are more difficult to decipher. More than ever, our investment profession requires enthusiasm and rigor if we want to achieve our …

75 similar entities Type: SMB Activities: fintech

The jackpot that does good. Le Pot Commun is the site for spending with friends. Thanks to this service, you create your pot in just a few clicks (a housewarming party, a going-away party, a birthday gift, an evening with friends, etc.), then collect the money before spending it: all in a 100% secure way. The start-up offering this service was founded in France in November 2011 by 3 co-founders and, in September 2017, exceeded 5 million users. In October 2015, the banking group BPCE (2nd banking group in France and 4th in Europe) announced the acquisition, via its subsidiary …

41 similar entities Type: Startup Activities: fintech

Produce, manage, sell. For the rest, trust us Bizouard – More than a firm, a trusted partner for 75 years. Chartered accountants, auditors and management consultants, we support VSEs, SMEs and liberal professions in Île-de-France and Le Havre. Our expertise: Accounting expertise & audit: Transparency and strategic management. Legal advice & tax: Secure and optimize. Human Resources & social management: Structuring and supporting. Real estate advice: Value and anticipate. Our mission: Simplify your management to allow you to move forward with peace of mind. 📩 Need tailor-made support? Let's talk about it! Accounting Expertise, Auditing, Legal Advisor, Human Resources Advisor, …

503 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Fund your goods in monthly instalments. Give your purchasing power a boost - start with 5 clicks, not 5 meetings. We’re an fintech company that funds B2B investment purchases. Our goal is to help small and medium-sized businesses gain more financial flexibility and thus have the opportunity to grow. We pay suppliers in advance, then the customer pays the invoice with us flexibly within 180 days. The process is simple, fast, paperless and our fees are affordable. Therefore, our product is the ideal alternative to a loan at a bank. As a fintech startup based in Berlin, we combine quality …

712 similar entities Type: Startup Activities: fintech Technologies: A.I.

Empowering investors to build better futures. Vontobel is an investment firm with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We seek to deliver leading-edge solutions for both institutional and private clients. Our commitment to active management empowers us to invest on the basis of our convictions. We deliver value through our diverse and highly specialized teams. The goal of achieving excellent and repeatable performance has been fundamental to our approach since 1988. A strong and stable shareholder structure guarantees our entrepreneurial independence and protects …

208 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

We take care of your savings without compromise, thanks to our independence and a history of success. AcomeA SGR is a company active in investment management, born from the initiative of a group of managers and entrepreneurs with long experience in the sector: Alberto Foà, Giordano Martinelli, Roberto Brasca and Giovanni Brambilla. We are independent from banking groups, and for this reason we can guarantee the total absence of conflicts of interest. We must respond only to our customers, and this is the first element that allows us to do our job well. We know that saving is precious, the …

188 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Mejora tu rentabilidad con carteras de Fondos Indexados, ETF, Pensiones, Bonos, Ahorro y Objetivo adaptadas a ti siempre InbestMe is a highly personalized and independent automated portfolio manager also known as robo advisor. Our mission is to help people invest better by applying cutting edge technology to the investment process. You can register in few minutes through our website. During the process we will recommend the best plan for you. You can customize your account and choose between different portfolio plans, risk profiles and multiple financial objectives. We have designed highly diversified ETF portfolios, to maximize your real profitability, the …

107 similar entities Type: Startup Activities: fintech

Asset management of the future. Easy, profitable, available. froots is an Austrian asset management company based in Vienna. froots was born out of the ambition to make wealth creation radically easier, smarter and more effective. Because success is not luck, but the result of know-how, structure and a long-term plan. But the reality is challenging: markets are noisy, financial products are often unattractive, and decisions are complex. froots takes your money into your hands, understands your goals and invests your capital actively, proactively and transparently. To do this, we combine tailor-made strategies with personal service and technology - and leave …

82 similar entities Type: Startup Activities: fintech

Simply build performant investment plans with ETFs. For private investors, company directors and employees. Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with …

249 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics

Buy, sell, & exchange crypto with 11 fiats (EUR & CHF). +50 exchanges connected. Posts not directed towards UK. Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting. Traditional wealth management is gated for the elite, and crypto volatility can be exhausting. At SwissBorg, our conviction is simple: financial freedom should be easy, and available to everyone. Headquartered in Switzerland, we are Europe's leading community-centric crypto wealth app. Over 900,000 users trust us to buy, sell, earn, and spend across 400+ tokens and 11 fiat currencies. We are your trusted guide, providing the tools to …

286 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency A.I. A.I. - Machine Learning

Complete expertise, a single point of contact. 💼 Operational Finance is a network of advisors specializing in savings, credit and insurance, serving individuals and real estate professionals. 🔹 Our mission: to make wealth advice accessible, pragmatic and operational. We work on solutions such as: Life insurance, SCPI, term accounts, Industrial Girardin, participatory funds, Real estate loan, loan consolidation, borrower insurance, Insurance contracts for family and assets. 📢 We also support real estate agents, thanks to an intuitive platform and a business provider model (MLM type) which allows them to offer investment, insurance or financing solutions to their clients... and to …

224 similar entities Type: SMB Activities: proptech insurtech Technologies: Cybersecurity

Diverse & Disruptive. Your local & global investment house. Any material displayed does not constitute financial advice. Buy shares on SA’s cheapest platform! Minimums and platform fees, we don’t got ‘em. Intimidating jargon, not welcome. Tricky tech, fat chance. Own shares in the brands you love from as little as R5! Any material shared or displayed does not constitute financial advice. T's and Cs Apply. EasyEcuities is an authorized FSP( SP22588) and a registered credit provider (NCRCP12294) in terms of National Credit Act, 2005 and a licensed ODP (ODP44). Stock Broker and Fintech

209 similar entities Type: Startup Activities: fintech Technologies: SaaS

1Vermogensbeheer pays attention to you and your assets. Curious about what we can do for you? Call 035 - 74 00 250. At 1Vermogensbeheer everything revolves around peace of mind, overview and growth of your assets. We assist wealthy individuals and entrepreneurs in protecting and growing their assets. From our office in Bussum we offer independent asset management and investment advice, fully tailored to your personal situation and future plans. We believe that good asset management goes beyond just investing in shares and bonds. Alternative investments can also be part of your portfolio. It starts with insight, structure and clear …

177 similar entities Type: SMB Activities: fintech

Investing made easy. No more day-trading. Start building your long-term wealth today! Capital at risk. Wealthyhood is the wealth-building app helping younger investors learn, save, invest and build wealth privately. 💸 We focus on empowering and guiding users to start building their wealth, regardless of their knowledge, experience or available capital, through a user-friendly and modern environment. 💪🏼 Here's what we do: 🎓 Financial education: Wealthyhood has developed a dynamic knowledge ecosystem with more than 50 interactive lessons, daily market analyses, bit-sized summaries and insights tailored to each user’s needs, leveraging the power of AI. 💰Saving: Wealthyhood’s Savings Vaults are …

56 similar entities Type: Startup Activities: fintech Technologies: IoT

We help you invest in profitable properties, without headaches and accompanied by a team of experts. Tired of seeing your savings stagnate? Make them work for you in the real estate market and generate passive income for you every month. At Inversiva, we make real estate investing easy, profitable and 100% passive. You invest. We take care of everything else: property search, sale, renovation, tenant selection and rental management. ✔️ Real assets. ✔️ Monthly income. ✔️ No headaches. No volatility. No stress with tenants. Just peace of mind and predictable returns. Invest today to be freer tomorrow. Because financial freedom …

99 similar entities Type: Startup Activities: proptech Technologies: SaaS

Different by nature : because we have neither investment banking nor execution, our research is totally unconflicted. Founded in 2007, AlphaValue is now the world’s leading provider of Independent European Equity, ESG and Credit Research, helping money managers to generate ideas and assess the risks and opportunities within their mid to large-cap portfolios. Based in Paris, France, local teams of 35 leading analysts across Europe use a proprietary valuation model to offer a disciplined, consistent research framework. Clients benefit from direct access to our teams with personalized service and transparent pricing. The breadth of coverage – 513 European companies - …

397 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

R&D Tax Credits for startups and growing companies. Non-dilutive cash back to your P&L MAINSTREET partners with founders and growing companies to identify and claim their R&D Tax Credit, plus uncover the state and local business incentives our clients qualify for. Only about 3 in 10 eligible companies actually claim these lucrative credits. That's billions left on the table every year. Who is this for? Is your team building, designing, or testing something new? Or improving an existing product, process, or software? Reach out to MAINSTREET today for a complimentary discovery call. Why it matters: Improve your P&L. Strengthen your …

211 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

With 35 years of expertise, Ata Invest is by your side at every step of your investment journey! As Ata Invest, a pioneer in Turkish capital markets since 1990, we stand by you at every step of your investment journey, backed by the deep-rooted heritage of Ata Group and the unwavering trust of being an Ata Holding company. As the institution that introduced revolutionary milestones such as the sector's first Virtual Branch, first Call Center, and first CRM usage, we continue our vision of technological leadership. Today, we are transforming our ISO 9000 and TÜSİAD-KalDer award-winning service approach into a …

138 similar entities Type: SMB Activities: fintech

Receeve has been acquired by InDebted. Please visit our website to learn more. receeve is the all-in-one collections & recovery platform empowering finance, agents, and customers across all stages of debt. Some of the financial institutions and organisations that trust us include ABN Amro, Solaris, Collector Bank, Grover, Billie, Ferratum, ID Finance, Banxware, ksp Rechtsanwälte, and Fly Now Pay Later. From pre-delinquency to portfolio assignment or sale, get full control across every stage of the credit management value chain: * Build debt collection strategies tailored for credit segments and channels * Test continually to optimise outcomes and increase recovery rates …

846 similar entities Type: Startup Activities: fintech Technologies: A.I. SaaS

Your investment platform as a service with Unifimoney's embedded digital wealth management solution. Offer a safe and easy way to invest—right from your trusted ecosystem. Bank customers and Credit Union members looking to do more with their savings can grow their financial footprint—without leaving the institution they know and trust. Integrated with Alkami, Jack Henry Banno, and Q2. Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence …

375 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

https://formacioneninversion.com/ We are Félix Fuertes, Jacobo Maximiliano and Mike Sánchez. Together we have created Investment Training with a clear purpose: to teach you how to invest and generate income with real results. We want to give you the best tools, resources and investment strategies, so that you can be financially independent, earn extra income and even build a professional career in the markets and make a living from your investments. At Investment Training we do not see investment and trading only as a way to make money, but as a way to generate value and wealth in our environment and …

105 similar entities Type: SMB Activities: fintech edtech Technologies: Blockchain/Cryptocurrency

An easy-to-use investing platform made for everyone. Invest whenever and however you want. Invest your way ✌🏻 Ninety Nine's goal is to improve people's relationship with their money. With that in mind, it offers an easy-to-use and accessible long-term investing platform, designed for the 99%. A place where everyone can invest in their own way. Ninety Nine is a securities company regulated by the CNMV with the official registration number 292. Are you ready for hassle-free investing? 💰✅📈

79 similar entities Type: Startup Activities: fintech Technologies: SaaS

At the intersection of wealth and worth is Net Worthwhile. What's yours? At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILETM. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. …

172 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio …

214 similar entities Type: SMB Activities: fintech

Personal finance for entrepreneurs. Like a boutique family services firm, but without the $50M net worth qualifier. We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee. Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These …

140 similar entities Type: Startup Activities: fintech Technologies: Decarbonization

Responsible investment for a sustainable future 🌍 Welcome to Birdee, where the fusion of simplicity and accountability meets the realm of investment! 👋 Whether you are an individual or a financial institution, our digital investment platform ensures accessibility, starting from 50 euros. Enter a domain free from complex financial terms and embark on a journey of informed investing with Birdee. Our core mission is to democratize investing, making it accessible to all. Envision a landscape where every financial entity offers a transparent and ethical investment avenue. 🌍 How could this reshape user experience and cultivate lasting customer loyalty? Through "Birdee …

Type: Startup Activities: fintech Technologies: Decarbonization

Fisdom is a one-stop destination for all your financial needs. Stock Investing | Mutual Funds | Insurance | Tax Filing Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure and personal. We want to make your money work for …

138 similar entities Type: Startup Activities: fintech silvertech Technologies: IoT

The leading digital wealth manager in Switzerland ◇ ETF portfolios for children ◇ 0% management fee on pillar 3a assets True Wealth is Switzerland's leading digital wealth management platform, with over CHF 2.5 billion in assets under management and more than 40'000 clients. We offer Swiss private investors seeking a cutting-edge, convenient wealth management solution transparent, cost-effective investment strategies. Pillar 3a is included at no management fee. We also offer ETF portfolios for children. Read more on our blog: https://www.truewealth.ch/blog All investments carry risk, including the possibility of losing capital. Past performance does not guarantee future results. Historical and expected …

121 similar entities Type: Startup Activities: fintech Technologies: SaaS

Wealth Simplified. Get your personal WealthTech Radar Copy: fincite.de/wtr2026 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, ​and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to …

695 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Online investment advice service, part of the Verso Group. Munnypot is part of the Verso Group and is an award winning, automated online investment advice solution that brings a fresh approach to the challenge of delivering affordable and easy to understand financial advice. Prior to Munnypot, it’s believed that a large proportion of people couldn’t get access to financial advice because the fees and investment minimums were far too steep, or they didn’t have the time or confidence to invest. Munnypot was created to service the mass market who cannot easily access traditional financial advice. It can also provide an …

53 similar entities Type: Startup Activities: fintech

Our invoicing software enables tens of thousands of entrepreneurs all over Europe to get paid faster for their work. We know that running a business can be tough. Even though Zervant by Shine won’t make all your problems disappear, we do offer a simple, intuitive tool that can help lighten the load. Shine' vision is to restore the joy of running a business, by ending wasted time on financial admin. By integrating our solutions into a single platform for invoicing, accounting, payroll, banking, and financing, we enable small business owners to focus on running their business. Founded in 2012 and …

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Provider of investment management services. Follow for investment insights & market updates for advisers & paraplanners. At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit …

100 similar entities Type: SMB Activities: fintech legaltech