The leading publication dedicated to Asia-Pacific's asset owner industry. AsianInvestor is the region’s best source for exclusive insights into asset owner investment activities and operations management. Via our website, live events, and specialist research platforms we provide the investment management universe with access to the most up-to-date market developments. Asset management, Mutual funds, Alternative investments, Securities services, Pension reform, Risk management, Institutional investment trends and regulations, ESG, Sustainability, Portfolio management, Investment, and Money

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

Frigg connects investors to renewable energy projects worldwide, unlocking measurable impact and attractive returns. Frigg is the operating system for renewable energy finance. It serves as a one-stop-shop for project sourcing, structuring, due diligence, monitoring, and investing. Small and mid-sized projects have been overlooked by traditional financiers. We open up this asset class to capital markets and help developers focus on what they do best: develop. We bring transparency and liquidity to the market by issuing tokenized securities on top of these Real-World Assets. impact investing, sustainable investing, fintech, institutional defi, Real World Assets, tokenization, renewable energy, IoT, private debt, …

250 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency

Financial advisory dedicated to transportation and industry. Based in Paris, Magellan Finance is an independent boutique specialised in innovative asset financing. Our financial, legal and tax expertise allows us to adopt a tailor-made approach in the aircraft, shipping, rail, hydrogen sectors. Aircraft, Shipping, Rail, Hydrogen, and Tax-Lease

75 similar entities Type: SMB Activities: fintech Technologies: Hydrogen

Asset management for your savings Fortuny is an independent wealth management firm. Specialists in private management, created by experts from different backgrounds bringing together their skills for quality advice. Our objective: to provide access to wealth management to as many people as possible, through our various information sites such as: fortunyconseil.fr, portal-scpi.fr, investment-lmnp.fr or even demembrement.fr. Wealth Management, SCPI Investment, Financial Advice, and Life Insurance

93 similar entities Type: SMB Activities: fintech proptech

At your side, at the heart of the markets Promepar Asset Management (Promepar AM), a 100% subsidiary of BRED, specializes in asset management. We manage 3.8 billion euros (as of 12/31/2025). We serve private, institutional, corporate and association clients to whom we provide tailored investment solutions through open-ended funds, tailor-made funds or mandates (securities account, PEA, life insurance contracts). Since 1992, we have built ourselves around a team of experienced, committed and complementary managers. Our identity is based on strong commitments to transparency, listening and availability towards our clients, with the objective of sustainably increasing the capital entrusted to us. …

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

Astute and disciplined, we invest in long-term sustainable value. As an alternative asset management firm, we invest in and operate long-life, high-quality assets and businesses on behalf of our clients, which range from large pension funds to single-family offices. We provide global commerce with critical infrastructure and drive tomorrow's economy with sustainable power. Fund Management, Asset Management, and Financial Advisory

256 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Invertir con sensatez EDM is a leading independent wealth and asset management company founded in 1989 and with 3,094m Euros in assets under management as of December 31st 2016. EDM is fully controlled by members of the management team. Over the years we have developed a different management style, based on fundamental analysis and low rotation of portfolios, built on the basis of individual selection of the securities that they comprise. We offer wealth management services and a wide range of funds to a variety of private and institutional clients from our offices in Barcelona, Madrid, Mexico and Luxembourg. Our …

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

Real estate investment manager with the most experience in Colombia. Pei Asset Management is the real estate manager of Pei, within its management, its main objective is to optimize the value of the assets that make up the vehicle's portfolio to obtain an attractive return transferable to the investor. It is made up of a team with a modern, strategic vision and extensive knowledge of the real estate sector and the capital markets that make it a pioneer in providing innovative investment alternatives. It has the highest G-aaa Portfolio Management Effectiveness Rating awarded by BRC Standard & Poor's.

62 similar entities Type: SMB Activities: fintech proptech

Crescat is a multi-disciplinary asset management firm. We aim to grow and protect wealth. www.crescat.net/disclosures Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. We currently offer five hedge funds and two separately managed account strategies, with the goal to deliver significant alpha relative to their benchmarks. Through our proprietary value-driven equity and macro models, and activist strategies, we aim for industry-leading returns with low correlation to common benchmarks, ensuring resilience across complete business cycles. Our unique approach distinguishes us from traditional quant and value managers, positioning us for success in today's …

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

Real estate that makes sense. Kyaneos Asset Management is a portfolio management company approved by the Financial Markets Authority on 02/26/2018 under number GP-18000002. It manages SCPIs invested mainly in residential real estate. Kyaneos’ strategy is based on a triple objective: • Financial return (not guaranteed) • Energy efficiency • Quality of housing For more information: www.kyaneosAM.com or contact@kyaneosam.com SCPI, Portfolio management, Yield, Respect for the tenant, Energy efficiency, Indirect real estate, Asset management, Residential, Public funds, and Real estate

59 similar entities Type: Startup Activities: proptech fintech

GESTION 21 is an independent management company created in 2007, whose business consists of managing long-term equities with a Value approach on behalf of investors via UCITS or institutional mandates. It offers its expertise in two asset classes: - French shares of all capitalization sizes and - listed real estate companies in the Euro Zone. Asset Management, Listed Real Estate, and French Equities

80 similar entities Type: Startup Activities: fintech

Independent fund management company specializing in the management of flexible, defensive and bond funds. Created in 2007, Aliénor Capital is an independent Bordeaux portfolio management company approved by the Financial Markets Authority (AMF) and recognized for its free and active management style known as “market strategy”. Since its creation, it has made its know-how available to professional investors, by offering a range of six open-ended funds and tailor-made management mandates. As part of its private management activity and major mandates, Aliénor Capital provides its financial skills to serve regional assets, corporate treasuries and local institutions. We offer a complete range …

61 similar entities Type: Startup Activities: fintech

Experience and Conviction Tocqueville Finance is a portfolio management company created in May 1991. Its capital is solidly distributed between La Banque Postale (92%), employees (3%) and Tocqueville Asset Management New-York (5%). Innovation is at the heart of Tocqueville Finance's strategy. Finding nuggets and drawing out their full potential allows us to provide our CGPI partners, our private clients and our institutional clients with products and services focused on opportunistic and common sense management. Mutual Fund Management, Private Management, Dedicated Mandates, Small and Mid-Cap Equity Management, Collective Management, and Rate Management

60 similar entities Type: SMB Activities: fintech

Digital fund operations Embankment is the next generation asset service business, delivering end-to-end fund management, administration and depositary services to alternative investment funds and investment fund managers, powered by technology and domain expertise. Through Embankment, fund and asset management businesses can access a cloud-based platform delivering the full suite of connected, automated and efficient administrative services, disengage the hassle and red tape and devote themselves to value-added services at the benefit of the investors via a digital platform and a digitized user experience. Embankment is licensed as a depositary services provider, free of legacy systems and delivers uncompromising customer focus …

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

European leader in dedicated investment capital for economy and mid-range hospitality in Europe. EXTENDAM is an independent investment company dedicated to private and institutional investors since 2012. It has become Europe’s leading private equity firm specialising in business hotels. EXTENDAM enables investors seeking alternative solutions to provide the necessary capital to today's and tomorrow's players in the business hospitality sector. Established in 2012, with nearly 223 investment operations carried out in the last 10 years, EXTENDAM has a portfolio of over 340 hotels in Europe, representing assets valued at over 395 billion euros as of december 31, 2023. Extendam offers …

Type: Incubators & VCs Startup Activities: fintech

Hospitality Investment & Management Hospitality is an asset class that has attractive prospects, but requires very specific expertise to succeed, and Honotel is able to offer a complete range of expert services to support all the phases in the investment strategies of its partners: institutional investors, fund managers and private investors. Built around hospitality and hotel investment advisory, asset management and operational management services, this range of solutions benefits from the industry expertise of Honotel’s founding managers, with a track record of over 70 successful investment operations since 2000. Hotel Management, Hotel Investment, Asset Value Development, Management contracts for third-party …

41 similar entities Type: SMB Activities: fintech

The Financial Executives Review. Finance&Gestion, the bimedia magazine for financial managers. Finance&Gestion is published by the DFCG (National Association of Financial and Management Control Directors). Finance, Corporate Finance, Management Control, and Corporate Finance

59 similar entities Type: SMB Activities: fintech

Auris Gestion is an entrepreneurial and independent management company created in 2004. It currently manages 5 billion euros. Auris Gestion has historically developed in support of private clients with a global offering providing tailor-made solutions to various needs. It then specialized in supporting CGP and Family Office partners as well as institutional clients with open architecture management and controlled pricing. As such, in June 2020 it integrated the expertise of Salamandre AM in order to strengthen this positioning. Auris Gestion thus makes its know-how and institutional management techniques available to a broader clientele: private clients, wealth management advisors and institutions. …

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

The platform that allows CGPs to sell more SCPI, faster, with less administration and in compliance. We are an analysis and research firm specializing in Sustainable finance. Both fintech and specialist in unlisted real estate markets. We do not sell SCPI shares. We provide opinions and digital tools for our wealth management advisor and fund manager clients. Our analyzes cover both financial information but also and above all extra-financial analyses. To develop this approach on nearly 200 real estate funds, we have developed two exclusive algorithms, Deeptindexes, allowing funds to be profiled according to their financial and extra-financial performance. sustainable …

482 similar entities Type: SMB Activities: fintech proptech Technologies: SaaS

Naventus is a boutique investment bank and transaction manager, based in Stockholm Naventus is a boutique investment bank and transaction manager based in Stockholm and provides financial advice in private acquisitions and M&A. Naventus focuses on three key sectors: Renewables, Technology and Healthcare. The team has a proven track record and strong investment power through an extensive network of institutions, asset managers, Family Offices and HNWIs. Our investment banking team has wide experience and extensive skills increasing the understanding of our clients'​ needs. ECM, M&A, Initial Public offerings (IPO), Capital raisings, Reconstructions, Analysis, Valuations, DCM, and Fairness opinions

261 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Ashmore is one of the world's leading investment managers dedicated to Emerging Markets. Ashmore is one of the world's leading investment managers dedicated to Emerging Markets. Ashmore focuses on a number of investment themes which include External Debt, Local Currency, Corporate Debt, Blended Debt, Equities and Alternatives. We believe that there are many potential asset classes in emerging countries - as capital markets grow rapidly in emerging markets we wish to be a part of that growth, both enabling access to these markets by developed world pools of capital, but also and increasingly by emerging market pools of capital. Ashmore …

59 similar entities Type: SMB Activities: fintech

La gestion augmentée de votre fortune. Avnear est une société française indépendante spécialisée en gestion de fortune et structuration patrimoniale, basée à Paris. Elle accompagne dirigeants, entrepreneurs, familles et personnes morales dans l’organisation, le développement et la transmission de leur patrimoine financier. L’intervention porte notamment sur l’assurance-vie française et luxembourgeoise, les contrats de capitalisation, le plan d’épargne retraite (PER) et les stratégies de structuration post-cession (article 150-0 B ter). L’approche repose sur une architecture ouverte, une supervision consolidée des actifs et une vision patrimoniale long terme. Investir, Service d'investissement, and Finance

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

Our main asset, the confidence of our partners. Founded by Dominique OZANNE (Chairman) and Gaël LE LAY (Deputy CEO), both having more than 25 years of experience in the European hotel sector. One year later, the company was strengthened following Elsa TOBELEM (Deputy CEO) arrival, with 17 years of experience in the sector. ​ The management is strong of their expertise in the hotel real estate investment market having closed more than 100 transactions for a total of € 13 billion hotel assets across Europe. ​ Their complementarity and their capacity understanding the expectations and specificities of each of their …

53 similar entities Type: SMB Activities: fintech

Investisseur Responsable dans les marchés émergents Gemway Assets was established in summer 2012 by both well-known investors Bruno Vanier and Michel Audeban. It is an independent Asset Management Company, accredited by French regulator AMF (the equivalent of the UK FSA) specializing in Emerging Markets. Gemway Assets today manages GemEquity, an AMF regulated fund, investing in all emerging markets equity. Its major focus is to invest in companies benefiting from rising purchasing power by emerging countries population. In its three first years of operation, Gemway Assets has already established itself within the investment community. It has convinced clients in France as …

76 similar entities Type: Incubators & VCs Startup Activities: fintech Technologies: Decarbonization

Long-standing partners, LB&AF and CALAO FINANCE merged on September 1, 2024, under the umbrella brand Acer Finance, to enrich their diversity and consolidate their historical know-how in financial management, real estate and private equity. ACER FINANCE is an independent and entrepreneurial financial institution. We are an agile, creative and committed collective that listens to private, professional and institutional clients, for whom we build tailor-made investment solutions. Our know-how is based on the complementarity of our expertise in the fields of real estate, private equity and financial management. Our business model combines security, sustainability and risk control to serve our clients …

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

Your trust is well placed A true expert in investment solutions and placements, Wafa Gestion is the benchmark player in third-party asset management in Morocco. Founded in 1995, Wafa Gestion boasts historic leadership both through assets under management, through its solutions offering, through its multi-expertise approach, and through its innovation policy pursued since the creation of UCITS on the Moroccan market. Backed by two international benchmark shareholders, Attijariwafa Bank (66%) and Amundi (1st asset management group in Europe and top 10 worldwide) (34%). Wafa Gestion uses its know-how and experience, positioned in the direction of a personalized relationship, to provide …

59 similar entities Type: SMB Activities: fintech

Optimize, Monetize, Reinvent your Assets MyAssetRocks is an innovative SaaS platform that revolutionizes the management of physical assets within companies (offices, warehouses, vehicles, equipment, tools, etc.). By combining a robust Enterprise Asset Management (EAM) system with an integrated marketplace, we enable organizations to optimize the utilization of their internal resources while generating additional revenue by renting out underutilized assets to external partners. Our solution enhances operational efficiency 🔧, fosters inter-company collaboration 🤝, and supports sustainable practices 🌍 by maximizing the value of existing assets. Join us in transforming your asset management into a strategic lever for growth and sustainability. immobilisations …

51 similar entities Type: Startup Activities: greentech Technologies: Decarbonization

The asset manager that combines the best of complementary worlds to offer the optimal solution for each client. We are an international asset manager with strong local roots in Europe and Latin America. With presence in 9 countries, we have assets of more than €255 billion* working for institutional clients, individual clients, and intermediaries such as Santander banks in all geographies. Our knowledge in Latin America makes us real experts on the region, allowing us to provide you with unique opportunities to invest. Our philosophy is to manage our investments to capture maximum upside but also downside protection. We offer …

66 similar entities Type: SMB Activities: fintech

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

Beel Infrastructure Partners is an asset management firm focused on the infrastructure sector in Latam Beel Infrastructure Partners is a specialized asset management and advisory firm focused on the infrastructure sector in Latin America, headquartered in Mexico City. Based on the in-depth knowledge and years of experience of its partners, Beel offers prime access to attractive risk-adjusted investment assets to long term institutional investors. Beel is a local niche player with the ability to offer proprietary and tailored opportunities in the infrastructure financing space in Latin America, while adhering to the strictest international investment standards. finance, infrastructure, Mexico, Latam, Mezzanine …

50 similar entities Type: Startup Activities: cleantech fintech greentech

Turgot AM has joined MAGELLIM REIM (this page is no longer updated) Turgot Asset Management manages a selective range of products invested in the main equity and bond markets on behalf of private and institutional clients. Our approach to financial management is available in different formats to be constantly as close as possible to the profile of our investor clients and the specific expectations that characterize them: Bond management, equity management and thematic management through a range of pure funds; Multi-management with a tailor-made fund of funds offering for Family Offices, Platforms or CGPI Groups; Private management with management under …

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

The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform Etops is the pan-European technology platform for wealth and asset management. We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics. Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, …

269 similar entities Type: SMB Activities: fintech Technologies: A.I.

Unsere Mitarbeiterinnen und Mitarbeiter machen uns zu einer der führenden Fondsleitungen in der Schweiz. Swisscanto Holding Ltd. is a Zürcher Kantonalbank group company. Swisscanto Fund Management Ltd., Swisscanto Pensions Ltd. and Swisscanto Asset Management International S.A. (Luxembourg) are wholly owned subsidiaries of Swisscanto Holding Ltd. Fondsleitung, Fonds, Funds, Private Label Fonds, Buchführung, Anlagestiftungen, and Fondsadministration für Dritte

59 similar entities Type: SMB Activities: fintech

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. Banking, Software, CRM, Reporting, Asset Management, Portfolio Management System, Onboarding, Advisory, Core Banking, Front Office, Digital Banking, Front to Back, Prospect Management, private banking, electronic document management, wealth management, Investment proposal, CLM, Client lifecycle management , Private banking, Investment management, financial services, core-to-digital, onboarding, KYC, AML, Equalizer, Apsys, Banker's front, ebanking, Relationship manager, Fintech, regtech, and Client acquisition

526 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

enabling value from effective asset management Operating as a non profit organisation, the Asset Management Council is committed to the promotion and education of optimal asset management practices in industrial, commercial, academic and government organisations. Purpose = Enabling value from effective asset management

56 similar entities Type: SMB Activities: fintech

Eiffel Capital Management offers a whole range of solutions to support you and help you achieve your wealth objectives, in addition a tailor-made “Private Banking” offer in Mauritius, Monaco, Switzerland, Luxembourg and Dubai will allow the most demanding profiles to find an ideal partner with us in order to explore all areas of possibility.

61 similar entities Type: SMB Activities: fintech

Lower fees, higher returns Indexa Capital (https://indexacapital.com) is the first profitable independent automated investment manager in Europe, available in Spain since 2015, in Belgium since 2020, and in France since 2023, with more than 3.8 billion euros of assets under management (AUM's), from more than 120,000 clients and growing above 99 M€ per month (updated in May 2023). Indexa Capital Group SA includes Indexa Capital AV, an asset manager authorized in Spain, and Indexa Courtier d'Assurance, an insurance broker authorized in France. Gestión de carteras, Fondos indexados, Gestión automatizada, Gestión de patrimonio, Planes de pensiones de empleo, Planes de pensiones …

58 similar entities Type: Startup Activities: fintech

Cross-Border Capital Infrastructure | Structure. Operate. Access. Private, Corporate, Institutional & Intermediaries Interpolitan Money Cross-Border Capital Infrastructure | Structure. Operate. Access. Interpolitan Money is the Cross-Border Capital Platform for the world's most sophisticated clients. We are not a bank. We are not a fintech. We are a Cross-Border Capital Institution — purpose-built to power the movement of capital across borders for private clients, family offices, corporates, funds, and institutions that need more than traditional financial systems can deliver. Our three capability pillars: Structure — Designing the right capital architecture for your needs. Operate — Running capital safely, efficiently, and in …

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

Trinity Street Asset Management is an investment management firm based in London. The firm was founded in 2002. As of June 30th 2026, our assets under management were roughly US$11 billion. We manage concentrated long-only equity portfolios through our Global and International strategies. Our investment process focuses on companies experiencing periods of positive structural change. We identify them through bottom-up, stock-specific research which emphasises company meetings and detailed financial modelling. Trinity Street is authorised and regulated by the UK Financial Conduct Authority and is a Registered Investment Adviser with the US Securities and Exchange Commission.

89 similar entities Type: SMB Activities: fintech

Mergence is an independent asset management firm with a strong 20-year track record. We were founded in 2004 and have a diverse offering across both public and private market investments, spanning specialist equity and fixed income, multi-asset, infrastructure, debt, and private equity funds. We are focused on sub-Saharan markets and led by a pragmatic, sustainable, shared value creation mindset. Responsible investing and ESG principles are part of our ethos and embedded across our investment processes. Mergence is black-owned and managed and embraces the multi-cultural and multi-racial diversity of Southern Africa. We employ 52 people across our operations in Cape Town, …

169 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Unleashing potential. Unlocking the future. Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business. With a team of over 475+ talented employees across 20 international offices, the business has completed over 3,200 transactions, worth more than €186.7bn. All our projects are delivered by specialist industry teams, covering 10 sectors: automotive, business services, consumer, energy and utilities, financial services, food and beverage, healthcare, industrials and chemicals, real estate, and tech services. Working alongside directors, shareholders and investors we advise on all aspects of corporate finance from mergers and acquisitions (M&A) and company sales to …

294 similar entities Type: Incubators & VCs Startup Activities: fintech

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

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

Possibility is in the ascent Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Investment Banking, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, …

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

Delivering a world of good deals As the main provider of market infrastructure in the region, Wiener Börse AG is the gate to global markets. Uniting the stock exchanges in Vienna and Prague, the group offers state-of-the-art systems, information and IT services. Listed companies receive maximum liquidity and investors benefit from fast and cost-effective trading by the market leader. Wiener Börse AG also collects and distributes stock market data and calculates the most important indices of the region. Because of this unique know-how the national stock exchanges in Budapest, Zagreb and Ljubljana trust its IT services. Additionally, the group holds …

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

A leading force in UK Investment Banking, delivering excellence for our clients with integrity, passion and unity. Panmure Liberum is a leading independent investment bank with global reach, accessing investors across the UK, Continental Europe, North America, and Asia. Our market-leading teams provide a full-service platform, covering all capital raising and advisory needs, alongside expert distribution, research, and execution capabilities. We deliver excellence by combining scale with entrepreneurial spirit and deep sector expertise, building genuine, lasting relationships that drive long-term success for our clients. Investment Banking, Corporate Advisory, Corporate Broking, M&A, Debt Capital Markets, Private Capital Markets, Equity Research, Equity …

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

Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance

75 similar entities Type: Startup Activities: fintech

Maison d'épargne et de valeur DNCA Investments* est reconnue pour sa gestion de convictions. Elle rassemble des spécialistes expérimentés qui mettent en œuvre une approche patrimoniale de la gestion au service d’investisseurs privés et institutionnels. L’équipe de gestion (67 gérants) emmenée par François Collet est reconnue pour la qualité de son "stock-picking"​ et organisée autour de cinq pôles d’excellence : les actions européennes ("long only"​ et "absolute return"​), la gestion diversifiée, les obligations convertibles, les obligations de la zone euro et les investissements socialement responsable (Sustain). La qualité de sa gestion est régulièrement récompensée par la presse spécialisée. La gamme …

87 similar entities Type: SMB Activities: fintech

A Verspieren Group company - Factoring with confidence - L'affacturage en toute confiance Tresoptim is celebrating 15-year existence in 2025 and has been a Verspieren group company since 2022. Verspieren is the leading family-owned insurance broker in the French market, established for over 135 years, employing 2310 colleagues and generating a turnover of 460 million euros in 2023. Tresoptim is a factoring consulting and brokerage company. We provide tailored solutions to our customers and can manage all kind of factoring programmes : with or without recourse (off-balance sheet); domestic, export and international ; undisclosed; syndicated; hybrid... Our portfolio is made …

67 similar entities Type: Startup Activities: fintech

Performance committed to serving people and their environment. Arkéa Asset Management, the asset management company of the Crédit Mutuel Arkéa group, stands out as a major and committed player in asset management, seeking financial and extra-financial performance. Thanks to its support from a solid banking group and its size (200 employees and 55 billion euros of assets under management), it combines agility and commitment to offer a diversified offering (listed management, private debt and investment solutions) adapted to the needs of its individual and institutional clients. Asset Management and Mandate Management

90 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

INVEST. CREATE. BUILD Montségur Finance is an independent Portfolio Management Company, approved by the Financial Markets Authority and authorized to operate in all transferable securities. Drawing on the experience of its managers and concerned with the preservation of the assets entrusted to it, Montségur Finance offers individual clients personalized management favoring absolute performance, with a true wealth approach. Products adapted to direct and collective management, monitoring and quality services allow Montségur Finance to go well beyond a simple management mandate.

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

Strong convictions, innovative solutions We are a leading European multi-specialist in conviction-based asset management, solutions and sustainable finance. LBP AM is a leading asset manager in France and in Europe in the management of listed assets (investment in listed companies for over 30 years) and European private markets (financing of the real economy since 2012). Our vision: as an asset manager, we believe that finance has a role to play in building a sustainable future. Our promise: strong convictions, innovative solutions Actions thématiques, Multi-actifs et Performance absolue, Solutions quantitatives, Actifs non cotés, Actifs réels et privés, Private equity, and Dette …

104 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

AMO and financial engineering of co-ownership renovation Specialist in consultation around renovation and energy transition in housing Specialist in financing the energy transition AMO for renovation, Financial engineering, AMO, Consultation, Energy transition, Co-ownership, Project management assistance, and Financing the energy transition

44 similar entities Type: SMB Activities: fintech cleantech

Independent French leader in execution services for financial transactions, Aether Tailored Financial Services was founded in 2015 by Edouard Narboux and Henri-Pierre Jeancard. Based in Paris, London, Madrid and Milan, Aether Tailored Financial Services consists of a +50 person multicultural team, who are experts in four business lines. 1. Agency services : Aether operates in the private debt and capital markets, covering all agency roles: loan agent, bond agent, administrative agent, calculation agent, security agent, etc. 2. Valuation and calculation : Aether provides valuations of all types of financial instruments and securities, from the most vanilla to the most highly …

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

The global alternative asset manager Tikehau Capital is a global alternative asset management group managing €53.5 billion of assets (as of 30 June 2026). The Group has developed a wide range of expertise across four asset classes: Credit, Real Assets, Private Equity, and Capital Markets Strategies. Capitalising on its strong equity base (€3.2 billion as of 30 June 2026), Tikehau Capital invests its own capital alongside its investor-clients. The Group is guided by a strong entrepreneurial spirit and DNA, shared by its 709 employees (as of 30 June 2026) across 17 offices in Europe, Asia, and North America. Corporate Debt, …

71 similar entities Type: Incubators & VCs SMB Activities: fintech proptech

Active asset and wealth management that connects durable returns with solutions to critical global challenges Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth …

123 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

BLI - Banque de Luxembourg Investments is an asset management company offering fund and portfolio management services to institutional and private clients. BLI houses Banque de Luxembourg’s expertise in fund management, analysis and securities selection, and implements the Bank's investment strategy. 'BLI'​ also stands for ‘Business-Like Investing'​, which describes our approach to the securities selection process – we treat our investments as though we were actually taking a long-term stake in the business. This approach helps us to identify quality companies with a tangible competitive advantage that produces a high level of profitability and the prospect of strong free cash …

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

For a richer life, however you define it. Depuis 1868, la banque privatee Puilaetco accompagne ses clients à chaque étape-clé de leur vie. Now we propose a permanent range of solutions and services for the management of the family heritage and profession, after which we realize our commitment: constructing an ensemble for a whole new life. Notre éventail des solutions couvre les domaines suivants : la gestion discrétionnaire, les conseils en investissements, des patrimoniaux, une offer de produits durables et responsables, des solutions d'investissement dans l'immobilier coté, un département de Wealth Planning & Structuring, the patrimonial credits, the advice and …

63 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Your savings are worth it too! The premium savings, investment and wealth management platform. 30 years of institutional management at your service Expertise of the Founder: Former European director BNY Mellon, Ex Rothschild, Ex HSBC-Teacher Macro Economics and Portfolio Management - Master 222 - Paris Dauphine University. “Finalist International Investment Woman 2022” by Investment Week Committed to the economic freedom of women. Regulated AMF - Registered with ORIAS as a Financial Investment Advisor and Insurance Brokerage. Member of the CNCGP.

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

We break free from the conventions of traditional investment culture to create new value. Maverix Securities AG, formerly known as CAT Financial Products, one of the leading Swiss Securities Houses in the Structured Products market. Since 2008, we have been offering our services to professional asset managers, banks, institutional and retail investors using one of the most innovative technologies. We break free from the conventions of traditional investment culture to create new value for those that share our vision, ambition and passion. Our unique investment approach combines next-gen technology, deep human experience and relentless creativity. Since 2008, we have been …

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

EAB Group Plc is now part of Evli Plc Evli Plc ("Evli") and EAB Group Plc ("EAB") have merged to form Evli Plc, providing an even more comprehensive range of wealth management products and services. Evli and EAB are united by their deep commitment to and focus on responsible investing and the provision of sustainable investment solutions. As a result of the merger, Evli will be able to offer an even more extensive range of alternative investment products, digital service solutions, and remuneration and personnel fund services in addition to its comprehensive range of more traditional asset management services. Expert, …

49 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

We combine the needs of your pension plan with quantitative asset management. PARSUMO is pioneering the way in quantitative asset management and pension provision. We structure and implement tailored pension solutions for Swiss-based companies and private clients and manage investments according to individual needs in order to generate sustainable returns while keeping the associated risks in check. With a team of talented financial services specialists, we provide independent advice to corporate clients, families and individual clients. Our areas of expertise include pension planning, investment and wealth management as well as quantitative asset management. Over the years, our proprietary, unique indicators …

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

Your independent expert in structured investment products Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq AG is …

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

Together we invest in a better future for people Azora is a leading independent global real estate and infrastructure investment manager, with €14.6 billion AUM and over 600 professionals. Since 2003, Azora has identified megatrends and pioneered investments across residential, hospitality, senior living, data centers, and renewable energy, managing the full investment cycle with a low-risk, sustainable approach and robust operational capabilities. Azora operates across Europe and the U.S., offering customized investment solutions through funds, joint ventures, and listed vehicles. Its vertically integrated platform ensures seamless management of acquisition, development, and asset repositioning, delivering tailored strategies to meet investor needs …

67 similar entities Type: SMB Activities: fintech proptech Technologies: Decarbonization

Mirabaud Asset Management is the high-conviction asset management arm of Mirabaud Group. We invest with focus, conviction and accountability. As niche champions, we refine our field of vision to concentrate on defined areas of opportunity where our expertise and insight are strongest. Our investment professionals are trusted to stand apart with confidence, supported by a culture of direct relationships, transparency and long-term thinking, grounded in the stability of the Mirabaud Group. equities, fixed income, asset allocation, alternative investments, and private equity

163 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

119 similar entities Type: SMB Activities: fintech

Ofi Invest Asset Management is a company of Ofi Invest group, which in turn, is a member of Aéma Groupe (Macif, Abeille Assurances and AÉSIO mutuelle). Total consolidated assets managed under the new Ofi Invest Asset Management brand came to 163.5 billion euros as of the end of June 2023* - assets managed on behalf of institutional, professional, and individual clients, both French and international. As a responsible and committed investor, Ofi Invest Asset Management offers a wide range of responsible investment strategies across all asset classes in order to enable its clients through their investments, to finance the development …

62 similar entities Type: SMB Activities: fintech proptech Technologies: Decarbonization

OpenInvest is a fast-growing fintech with a mission to align capital with values. Formerly a Public Benefit Corporation backed by firms like Andreessen Horowitz and YCombinator, OpenInvest is now an independent subsidiary of J.P. Morgan Chase. Important Information and disclosures can be found here: https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information https://www.jpmorgan.com/content/dam/jpm/global/disclosures/disclosure-notice/social_media_policy.pdf investment strategy, wealth management, finance technology, software engineering, socially responsible investing, and ESG

137 similar entities Type: Startup Activities: fintech it services Technologies: Decarbonization

Defending your private interests Witam MFO positions itself as a player with high added value for assets that do not find the necessary support in private management banks. Benoist Lombard (tax lawyer, 18 years of teaching at ESCP Europe, heritage columnist) is responsible for heritage engineering. Financial engineering relies in particular on the resources of Wiseam, (portfolio management company approved by the AMF) under the responsibility of François Jubin (actuary and teacher at Paris IX Dauphine). Witam MFO, coordinator of complementary professions, brings to fruition any complex heritage project that requires transversal skills. The Witam MFO asset engineering unit brings …

70 similar entities Type: SMB Activities: fintech

AMF approved property management company Since 1981, Sogenial Immobilier has offered investors and savers its investment advisory and real estate fund management services. With more than 40 years of experience in real estate investment and asset management, Sogenial Immobilier has been a portfolio management company approved by the AMF since 2012, specializing in the management of SCPIs and OPCIs. Sogenial Immobilier manages a wide range of investment vehicles, including Club Deals, OPPCIs, SLPs, an FCPR, a SICAV-SIF and a Luxembourg RAIF as well as two GFIs: CœurForest and CœurForest 2. The company also offers several SCPIs: Cœur de Ville, Cœur …

59 similar entities Type: SMB Activities: fintech proptech

Industry-leading real estate fund and alternative investment management software Taliance is a pioneer in user-driven software. We provide cloud-based collaborative business modelling, forecasting and performance reporting solutions to alternative investment firms allowing them to better adapt, anticipate the future and make more informed decisions on the fly. For more information, please go to: www.taliance.com >> Contact us London office: +44 (0) 203 900 8970 Paris office: +33(0)1 76 00 70 00 New York office: +1 917 509 3300 Email: contact@taliance.com Alternative investments business solution, Enterprise Risk Management, Portfolio Management, User-friendly Reporting, Asset management, Fund modelling, Real-time forecasting, Platform for front …

371 similar entities Type: SMB Activities: it services fintech Technologies: SaaS

CPRAM is an innovative and fast growing asset management company, that makes the human factor a central part of its development . Being an independent, wholly-owned subsidiary of Amundi, CPRAM has the nimbleness of a boutique, while benefitting from being part of Europe’s largest asset manager. This unique set-up is the foundation for CPRAM’s commitment: designing innovative investment solutions, advising clients and partners with transparency and high responsiveness and delivering superior long-term risk-adjusted returns. CPRAM works exclusively in third-party investment management with all customer segments: institutional clients, corporates, private banking, fund management, and wealth management clients. Its investment expertise spans …

103 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

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

Excellence in asset management, tailor-made and innovative. With more than a billion euros in assets under management, Tailor Asset Management offers conviction-based management to institutional and private investors. Always very attentive to its clients and aware of the importance of meeting their expectations, Tailor Asset Management has shaped its range of funds and services by seeking regularity and preservation of performance. Our managers put their advanced expertise at the service of the collective, convinced that the sharing of knowledge and continuity are a guarantee of sustainability. Independent in spirit and committed to a responsible approach, we strive to be bold …

56 similar entities Type: SMB Activities: fintech

PFH is an independent investment holding, that has operated in Italy for more than 30 years. It has a portfolio of specialized vehicles and provides businesses not only with capital, but also sector expertise. The Group also provides advisory services for extraordinary financial transactions through its subsidiary, Palladio Corporate Finance. Its structure is adaptable, flexible, and elastic, allowing it to approach a wide variety of transactions with the perspective of an advisor or of a direct investor. PFH has a stable capital structure, which blends financial and industrial competencies. The PFH team is solid, cohesive and autonomous, where the managers …

58 similar entities Type: SMB Activities: fintech

A wealth approach to portfolio management Created in 1990, Patrival is a portfolio management company approved by the Financial Markets Authority. The company manages 1 billion euros in assets through several private mandates and ten mutual funds. Our team of 14 people (including 6 managers) with both solid training and extensive professional experience in financial markets, serves our 600 private and corporate clients who wish to entrust us with the management of their long-term financial savings. Our jobs are: - Collective management - Private management - Insurance brokerage - Financial investment advice For 30 years, Patrival has selected the best …

63 similar entities Type: SMB Activities: fintech

Asset management firm in Bordeaux-Mérignac since 2010. Together, let’s develop your assets! COConseils is a wealth management firm based in Bordeaux - Mérignac. COConseils supports you in your various projects and offers you the following services: ➡️ Real estate investments ➡️ Financial investments ➡️ Real estate loans ➡️ Loan insurance ➡️ Tax exemption ➡️ Divorce support ➡️Transmission of assets Real estate, Loan brokerage, Loan insurance, Investment, Tax exemption, Life insurance, Cash investment, Financial investments, Investment, Wealth management, Portfolio management, Divorce support, Corporate treasury, Pension contract, and SCPI

51 similar entities Type: SMB Activities: fintech

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

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

A financially self-determined life. Swiss Life Asset Managers France is the asset management entity of Swiss Life Asset Managers in France. The company has 280 employees and EUR 64 billion in assets under management as of 31/12/2025. Swiss Life Asset Managers France draws on experienced teams, savoir-faire, long-term commitment to sustainable investment and proven expertise to offer a comprehensive range of investment and savings solutions in securities, real estate and infrastructure for the Swiss Life Group and third-party clients. Self-determined Life Swiss Life enables people to lead a self-determined life and look to the future with confidence. Swiss Life Asset …

63 similar entities Type: SMB Activities: fintech proptech Technologies: Decarbonization

Online wealth management broker and advisor since 1999. Altaprofits is an online brokerage and wealth management consulting company. With 26 years of experience, we now have 3 billion euros in assets under management. Life insurance, retirement, real estate, Private Equity, tax exemption, structured products... Altaprofits selects the best opportunities for you and provides you with a team of certified wealth management advisors to support you at all stages of your life. We also open the doors to a privileged network bringing together the biggest players in finance, so that you can continually benefit from their expertise and know-how. Life insurance, …

69 similar entities Type: SMB Activities: fintech insurtech

The Lazard Group: created in 1848, the Lazard Group is active in financial advisory and asset management. With more than 3,000 employees in 27 countries, it manages $217 billion in assets worldwide (30/06/2022). Lazard Frères Gestion is the asset management company of the Lazard Group LLC in France, specializing in investments in listed securities. To advise its clients, it benefits from all the expertise of a major asset management company backed by a powerful international group: presence in all major asset classes, presence in all major geographical areas, and a global research team of over 100 analysts dedicated to asset …

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

A 100% independent structure, we offer investment solutions dedicated to Wealth Management Advisors, Management Companies, and Private Banks. We operate, on the one hand, as an Independent Analysis Office in Asset Allocation (UCITS + Securities), Behavioral Analysis and Graphical Analysis. We support our clients in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrages. On the other hand, we act as a UCITS Rating Agency on more than 600 funds listed in the largest life insurance contracts, relying on a proprietary Cros Investing model integrating Behavioral Analysis and “Money …

134 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Assets for Life Ostrum Asset Management, a European asset manager dedicated to institutional clients, is defined by its unwavering commitment to finance making a positive societal impact. The firm strives to deliver durable value for its clients’ investments, enabling them in their social focus centered on life-stage goals such as retirement, health, and protection against life’s risks (life & disability and P&C insurance). Ostrum Asset Management is among the European leaders in institutional asset management1, providing support to its clients across the entire investment value chain, with a full range of solutions, a set of insurance-based (equities, bonds, multi-assets), active …

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

By your side to make you one step closer to achieving your financial goals. Moneyfarm is an award-winning pan-European digital wealth manager with 170,000 active investors and more than £7 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. We do this by offering investment solutions that are designed to meet a wide range of needs and goals, backed by our smart technology and the expertise of our dedicated consultants. We are regulated …

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

At New York Life Investment Management, we deliver disciplined active management driven by deep expertise. Our global platform with $800B in AUM connects specialized insights across public and private markets and every major asset class to help clients navigate the next era of investing. Disclosure: https://www.nylim.com/info/social-media-policy Mutual Funds, Thought Leadership, Client Relationships, Investment Management, Fixed Income, Longevity, Equities, Index Solutions, ETFs, Infrastructure, Private Equity, Private Credit, Alternative Solutions, Inflation Protection, Income Generation, Volatility Management, Practice Management, Value Add Programs, and Municipal Bonds

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

Talence Patrival is an independent management house, born from the merger of two entrepreneurial management companies, Talence Gestion, founded in Paris in 2010 and Patrival, founded in Lille in 1990. Together, they share the same vocation: to build tailor-made investment strategies, listening to the projects of each client, far from the standardized logic of industrial finance. With nearly 2.3 billion euros in assets under management, 20 managers spread between Lille, Paris and Lyon, Talence Patrival offers independent, tailor-made and innovative management. Its range includes 17 open and dedicated funds, and a wide range of management mandates. Wealth and tax advice …

78 similar entities Type: SMB Activities: fintech

A portfolio management company based on convictions DÔM FINANCE is an entrepreneurial Portfolio Management Company, Specialist in Asset Management, Approved by the AMF for the management of UCITS, Mandated Management for individuals and institutions, Consulting activities and Insurance Brokerage. Institutional Investors, CT Bond Management, Equity Management, Managed Management, Mandate Management, Mixed Management, Financial Management, Solvency 2 Management, and Sell Off Management

87 similar entities Type: SMB Activities: fintech

Let’s give meaning back to performance At BFT Investment Managers, we give meaning to return thanks to the commitment of all our employees to serving our clients. For more than 30 years, the performance of our investment solutions, combined with rigorous risk management, has constituted the first of our missions. BFT Investment Managers offers a range of specialized products on the main asset classes, centered around the search for return. In all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine the responsiveness of …

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

Apera is a a pan-European mid-market private debt investor focusing on UK, DACH, the Nordic region, France and Benelux. Apera is a a pan-European mid-market private debt investor. Our Private Debt strategy focuses on senior secured financings in the UK, German-speaking Europe (DACH), the Nordic region, France and Benelux. Target investments range from €15 million to €100 million with an emphasis upon providing capital solutions to strong businesses which demonstrate downside resilience, competitive market positioning and attractive growth prospects. Apera has offices in Munich, London, Paris and Luxembourg. Investment Management, Direct Lending, and Private Debt

56 similar entities Type: SMB Activities: fintech

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

118 similar entities Type: SMB Activities: fintech

Unique as you are. The most flexible dashboard & reporting solution for Global Investors. We provide fully customised Performance Dashboards and Reporting solutions for multi-asset classes investors. We serve a wide range of global clients, including Sovereign Wealth Funds and Institutions, Family and Multi-Family Offices, Private Banks and Independent Asset Managers. Cogendi is a privately owned, entrepreneurial SME, which has been operating for more than 20 years. We are a very agile team and are known for our responsive service and fast turn around times. Fintech, Multi-Asset Portfolios Analytics, Portfolios Dashboards and Reports, Bespoke Client Services, Modelling, Forecasting, Family Office, …

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

Bank standard technology for crypto and traditional investment managers HedgeGuard provides bank standard technology for crypto and traditional investment managers. We provide a turnkey digital asset management platform including: - a highly experienced team - a cloud-based trading and portfolio management system - a fund administration smart contract - a tokensiation protocol - a digital asset service provider licence from the french regulator - an outsourced middle office service Our instant infrastructure allows fund managers to achieve operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. …

164 similar entities Type: SMB Activities: fintech Technologies: Blockchain/Cryptocurrency SaaS

Legal advisor in finance BENTAM is a law firm dedicated to financing, including banking, private placement, public bond issuances and private equity. We have particular expertise in the renewable energy, infrastructure, green mobility, public and real estate sectors. We aim to deliver a high quality client experience by combining our dynamic capabilities, which are high client focus, legal excellence and co-elevation. Financing, Banking, Project finance, Corporate Finance, Acquisition Finance, Real estate finance, Bond capital markets, Private placement, Renewable Energy, Public sector, Real estate, Infrastructure, Green transportation, Asset finance, Receivable Finance, and Private equity

115 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Balfin is one of the most active private investment groups in the Western Balkans region, based in Albania. BALFIN Group is more than an investor, we are a partner in progress, dedicated to building a prosperous and sustainable future for all. Founded in 1993 in Vienna by Samir Mane, the Group today operates across Austria, Albania, Kosovo, Bosnia and Herzegovina, Croatia, North Macedonia, Switzerland, Montenegro, the Netherlands, Canada, and the United States of America. Its diversified investment portfolio spans multiple industries, including banking, real estate development, wholesale and retail, asset management, tourism, logistics, education, energy, and entertainment. With a workforce …

101 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Notre métier depuis 1991 : Investisseurs en entreprises Created in 1991, La Financière de l’Echiquier (LFDE) is one of France’s leading boutique asset management companies, with over €12billion in assets under management and a team of more than 130 employees. LFDE relies on its conviction-based management know-how to offer its institutional, distributor and private clients the responsible products and solutions they need to enhance their investments. LFDE is a subsidiary of the Primonial group, independent leader in France in the design, management and advice of investment solutions, and is also present in Switzerland, Italy, Germany, Austria, Spain and the Benelux …

62 similar entities Type: SMB Activities: fintech

Farmland as an Asset Class, Managed for Performance and Sustainability. FarmTogether is a farmland investment manager focused on unlocking long-term value in U.S. agriculture. We provide accredited and institutional investors with access to real assets through a differentiated, tech-enabled platform. FarmTogether specializes in high-value permanent crop acquisitions in prime growing regions across the country—an underserved market with significant growth potential. Our flagship Crowdfunded Offerings open farmland investing to individual accredited investors with fully automated, seamless access, while additional solutions include Bespoke Sole Ownership, Tenancy in Common (TIC) structures, Separately Managed Accounts, and the Sustainable Farmland Fund. All operating assets are …

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

The future of investing. Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network. FinTech, Finanzen, Vermögensverwaltung, 3. Säule, Private Equity, Freizügigkeit, Digital Banking, Family Office, Wealth management, Pillar 3a, and Private banking

91 similar entities Type: Startup Activities: fintech

Introducing the world's first platform to efficiently seize, manage and dispose of both traditional and digital assets. Asset Reality provides services and tools to help clients seize, manage and realize the value of both digital and physical assets. We are a trusted leader in seized asset management globally and the only company in the world offering an end-to-end seized asset management service. Not just software, our advantage lies in our deep understanding of the asset recovery process: we’ve investigated, seized, managed, and recovered billions in assets all over the world. Our clients include both government and law enforcement agencies in …

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

Award-winning company now part of Argentis Wealth Management Limited. This page will be closing in the coming months Helm Godfrey is known as an award-winning company providing advice on wealth management and employee benefits to individuals and companies. Wealth Management, Financial Planning, Investments, Employee Benefits Consulting & Plan Design, Retirement Planning, Employee Communications, Ethical & Impact Investing, Protection & Life Insurance, Tax & Estate Planning, Auto-enrolment Consultancy, and Employee Advice

55 similar entities Type: SMB Activities: fintech

Founded in 1991, Meridian Capital Group is a leading national advisor in commercial real estate finance, investment sales, and retail leasing. In 2024, Meridian closed loans with 226 different lenders, including 58 new relationships, highlighting the firm’s strong capital relationships and ability to navigate complex transactions. Meridian works with a diverse range of real estate investors, owners, and developers, supporting projects across the full asset lifecycle; from acquisition and refinancing to repositioning and ground-up development. The firm’s specialized expertise spans all major property types, including multifamily, office, retail, hotel, mixed-use, industrial, healthcare, and senior housing. Multifamily Real Estate Finance and …

71 similar entities Type: SMB Activities: proptech fintech healthtech Technologies: SaaS

Shaping the future of alternative asset management MFA, based in Washington, DC, New York, London, and Brussels, represents the global alternative asset management industry. MFA’s mission is to advance the ability of alternative asset managers to raise capital, invest, and generate returns for their beneficiaries. MFA advocates on behalf of its membership and convenes stakeholders to address global regulatory, operational, and business issues. MFA has more than 180 member firms, including traditional hedge funds, crossover funds, and private credit funds, that collectively manage nearly $3.2 trillion across a diverse group of investment strategies. Member firms help pension plans, university endowments, …

62 similar entities Type: SMB Activities: fintech govtech Technologies: SaaS