Climb logo — Permettre à chacun de faire fructifier son argent pour réali...

Climb

Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie.

Founded 2016 France France 68 employees Series A Total: $10.60M Finance, Financial Services +1

General Information

Company Name Climb
Founded Year 2016
Location France France
Employees 68
Industries Finance, Financial Services, Fintech
Funding Stage Series A
Business Model B2C, Platform
Revenue Model Service Fee, Performance Based, Subscription
Social

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About Climb

Climb, founded in 2016 and headquartered in France, is a burgeoning player in the Fintech sector, specifically catering to Financial Services. Its mission, encapsulated in the slogan, "Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie," reflects its ambition to simplify wealth management for the average consumer.

The company addresses common barriers in managing personal finance, such as lack of time and expertise, by providing an integrated service that merges expert advice with advanced technology. Key offerings include smart investment strategies and comprehensive tax optimization, delivered through a platform that ensures transparency and lowers costs compared to traditional banks.

Climb recently secured a €10.00M Series A investment on 09 February 2022, with backing from investors including Open CNP, NewAlpha Asset Management VC, and sports figure Teddy Riner. The company stands out with its unique, open-architecture investment approach and aims to set new standards in responsiveness and transparency in wealth management.

Business keywords: Wealth Management, Investment Advisory, Tax Optimization, FinTech, Personal Finance, Financial Technology, Financial Advisory, Digital Investment Platforms, Financial Planning, Portfolio Management, Tax Advisory, Investment Strategy, Hybrid Advisory, Cost-Effective Solutions, Financial Education

Services & Products

Investment Portfolio Management
Tax Declaration Assistance
Customized Wealth Strategies
Automated Investment Solutions
Exclusive Investment Opportunities

Target Customers

High Net Worth Individuals Private Investors Tech-Savvy Investors Retirement Planners Tax-Conscious Clients

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A €10.00M 7
Open CNP, Alexandre Prot +5
09 Feb 2022
Angel Round €600.00K 3
Eduardo Ronzano, Damien Guermonprez +1
10 Oct 2016

Climb Alternatives & Competitors

View All Alternatives
Climb vs
Ramify
Ramify France

Votre patrimoine, notre expertise

Series A
80 employees
Finance, Financial Services
Climb vs

All of your investing, made simple.

Post IPO
2019 employees
Finance, Financial Services
Climb vs
Ginmon
Ginmon Germany

Wealth management, more efficient than ever before.

Seed
36 employees
Financial Services, Fintech

FAQ About Climb

Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie.
Climb was founded in 2016.
Climb is headquartered in France.
Climb operates in Finance, Financial Services and Fintech. Its work centres on Wealth Management, Investment Advisory, Tax Optimization and FinTech. Its customers include High Net Worth Individuals, Private Investors and Tech-Savvy Investors.
Climb has a B2C and Platform business model. Its revenue comes from Service Fee, Performance Based and Subscription.
Climb has approximately 68 employees.
Climb has completed 2 funding rounds, raising a total of $10.60M. The latest funding stage is Series A.
Climb offers: Investment Portfolio Management, Tax Declaration Assistance, Customized Wealth Strategies, Automated Investment Solutions, Exclusive Investment Opportunities.
Top alternatives and competitors to Climb include Ramify, Wealthsimple, Ginmon, Finner, froots. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Climb and Ramify 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 Climb, https://bouncewatch.com/company/tacotax, updated 29 April 2026. When citing, please name BounceWatch and link this page.

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