Fundvisory
Founded Year
2015Stage
Series A | AliveTotal Raised
$2.43MLast Raised
$2.11M | 5 yrs agoMissing: Fundvisory's Product Demo & Case Studies
Promote your product offering to tech buyers.
Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.
Missing: Fundvisory's Product & Differentiators
Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).
Expert Collections containing Fundvisory
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Fundvisory is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,218 items
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
5,113 items
Track and capture company information and workflow.
Latest Fundvisory News
Jul 12, 2018
Fundvisory , the Paris-based startup that offers a white-label robo-advisory solution has raised 1.8 million euros from Aviva France and Macif. Founded in 2015, Fundvisory provides automated and modular robo-advisory tools such as portfolio monitoring, risk profiling and compliance to help financial institutions digitize their financial advisory services. Led by Nicolas Gonzalez and Romain Deguest , the startup previously raised 300,000 euros from friends and family, and is currently a team of 10 according to LinkedIn. “Fundvisory is a key player in the smart asset allocation market thanks to its positioning B2B2C, and investing in its development is a continuation of the success of the partnership that we have been managing for more than a year in our subsidiary Épargne Actuelle. In an environment always more complex, this equity investment in Fundvisory demonstrates our commitment to continue solutions in this area, in order to offer all customers savings and retirement, and Aviva’s legacy customers in France, simple, competitive offers tailored to their needs. needs. ” – Director of Strategy and Corporate Development at Aviva France, Gilles Pavie Houdry . “This new investment is part of a long-term strategic partnership and is a step in the deployment of the Group’s innovation approach. It speeds up the provision, for employees, members and prospects, a digital innovation, in the field of finance, which facilitates their daily lives and complement the human relationship, the foundation of the service quality of the Macif Group.” – Strategy and Periodic Control Director of Macif Group & Director of Macif Innovation, Stephane Coste .
Fundvisory Frequently Asked Questions (FAQ)
When was Fundvisory founded?
Fundvisory was founded in 2015.
Where is Fundvisory's headquarters?
Fundvisory's headquarters is located at 48 rue de Chateau Landon, Paris.
What is Fundvisory's latest funding round?
Fundvisory's latest funding round is Series A.
How much did Fundvisory raise?
Fundvisory raised a total of $2.43M.
Who are the investors of Fundvisory?
Investors of Fundvisory include Aviva France and MACIF.
Who are Fundvisory's competitors?
Competitors of Fundvisory include InvestSuite and 5 more.
Compare Fundvisory to Competitors
ETNA is a technology vendor for online brokerages and digital wealth management firms. The white label software-as-a-service solutions are used by retail broker-dealers and robo-advisors. The company's mission is to democratize financial markets via accelerating the route to market for new financial products and services. ETNA Trader is the complete white label web trading platform to operate an online brokerage business. Fractional Shares and Digital Onborading Support. WebTrader is the white label web trading platform for broker-dealers with build-your-own UI features, streaming data and simulator. Mobile Trader is the iOS and Android mobile trading apps with robust options trading functionality and real-time data. Broker Back Office is the web platform-as-a-service to manage online broker operations. Trading API, the API for fintech firms to automate trade life cycle and compliance. Features fractional shares trading, trade allocations.
Emotomy helps independent investment advisors build their own turn-key robo-advisor.
TradingFront seeks to provide simple, elegant portfolio reporting platform at a low cost. Specifically, TradingFront aims to offer a white label wealth management / robo advisor platform for financial advisors to create a highly customized digital offering.
Marstone is an enterprise financial technology company focused on wealth management. Marstone's technology enables financial firms- including banks, brokerages, insurance companies, and asset managers-to white-label (private label) their digital advice (robo advisor) and financial planning platform to add scale and leverage to their existing businesses.
InvestSuite is a wealth management firm that provides a white-label advisory solution for financial institutions. Its Robo-as-a-service solution allows an institution to launch its own Robo advisory product based on an annual fee and within a reasonable time frame. The company was founded in 2018 and is based in Leuven, Belgium.
WealthObjects is a robo advisory and engagement platform. It offers solutions such as hybrid digital advice, digital retirement solution, and more and helps financial institutions launch digital or hybrid digital advisory models. It was founded in 2014 and is based in London, England.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.