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Active Asset Allocation logo — Coanda, la place de marché de l'épargne qui réunit les outil...

Active Asset Allocation

Coanda, la place de marché de l'épargne qui réunit les outils digitaux pour assureurs, AM, distributeurs et CGP.

Founded 2010 France France 24 employees Venture round Total: $4.00M Finance, Financial Services +1

General Information

Company Name Active Asset Allocation
Founded Year 2010
Location France France
Employees 24
Industries Finance, Financial Services, Fintech
Funding Stage Venture round
Social

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About Active Asset Allocation

Active Asset Allocation (AAA) is a leading digital financial engineering company founded in 2010 and recognized for its investment algorithms. The company has gained prominence in recent years, especially through Coanda, a digital marketplace for savings. AAA's mission is to empower institutions and individuals to achieve their financial goals, regardless of wealth or education, and they achieve this through digital interfaces designed to accelerate the digital transformation of institutions and enhance investment performance at lower costs while protecting clients from unwanted risks.

AAA's patented methodology of Maximum Drawdown, automated with AI-based algorithms, is a unique expertise driving their success. Their services include stochastic simulations, dynamic allocation, and strategic allocation, while their products, such as Coanda PMS and Coanda Simulations, cater to portfolio management and savings project simulation.

With a clientele including insurance companies, asset management firms, financial product distribution networks, and financial institutions in France and internationally, AAA has garnered investment from notable entities such as Allianz, MAIF Avenir, Région Sud Investissement, and private investors, with the most recent €4.00M Venture Round investment secured on 28 June 2019.

AAA's core values of Engagement, Excellence, and Innovation align with their commitment to delivering innovative financial solutions.

Business keywords: Digital Transformation, Algorithmic Investment, Investment Solutions, Digital Interfaces, Portfolio Management, Simulation, Wealth Management, Global Risk Assessment, Financial Technology

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round €4.00M 3
MAIF Avenir, Région Sud Investissement +1
28 Jun 2019

Active Asset Allocation Alternatives & Competitors

View All Alternatives
Active Asset Allocation vs
PECULIUM
PECULIUM France

Bringing advanced wealth management and investment services to the world of Digital Assets.

Venture round
12 employees
Blockchain, Crypto
Active Asset Allocation vs

Swanest is specialised in digital wealth management and provides services to private investors and i...

Seed
1 employees
Financial Services, Fintech
Active Asset Allocation vs
Neo Mena Technologies
Neo Mena Technologies United Arab Emirates

Neo is a partner to banks and financial institution looking to transform their wealth management ser...

Private Equity
59 employees
Finance, Financial Services

FAQ About Active Asset Allocation

Coanda, la place de marché de l'épargne qui réunit les outils digitaux pour assureurs, AM, distributeurs et CGP.
Active Asset Allocation was founded in 2010.
Active Asset Allocation is headquartered in France.
Active Asset Allocation operates in Finance, Financial Services and Fintech. Its work centres on Digital Transformation, Algorithmic Investment, Investment Solutions and Digital Interfaces.
Active Asset Allocation has approximately 24 employees.
Active Asset Allocation has completed 1 funding round, raising a total of $4.00M. The latest funding stage is Venture round.
Top alternatives and competitors to Active Asset Allocation include PECULIUM, Swanest - Exit to Delen Private Bank, Neo Mena Technologies, Ellevest, WeInvest - Digital Wealth Platform. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Active Asset Allocation and PECULIUM are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Active Asset Allocation, https://bouncewatch.com/company/active-asset-allocation, updated 1 December 2024. When citing, please name BounceWatch and link this page.

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