Wealthcome logo — La technologie au service du patrimoine

Wealthcome

La technologie au service du patrimoine

Founded 2021 France France 23 employees Seed Total: $1.00M Financial Services, Wealth Management

General Information

Company Name Wealthcome
Founded Year 2021
Location France France
Employees 23
Industries Financial Services, Wealth Management
Funding Stage Seed
Social

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About Wealthcome

Wealthcome is a financial technology startup founded in 2021 and based in France that offers a digital 360° solution for wealth management. With the slogan "La technologie au service du patrimoine," the company has developed an innovative technological ecosystem that brings together financial advisors (CGPs) and their clients through modern and ergonomic interfaces. For professionals, Wealthcome offers Wealthcome Pro, a software dedicated to CGPs that provides various features such as aggregated data approved by ACPR, AMF, and CNIL, automated regulatory compliance, secured and intelligent solutions, automated and innovative document management, client follow-up and wealth data, as well as investment and arbitration campaigns for optimized wealth auditing. For individuals, the company provides a dedicated application, Wealthcome, allowing users to track all financial assets in one place, analyze real-time wealth performance, access a complete range of investment products, and optimize their portfolio with a customizable dashboard. The company recently secured a €1.00M Seed Round investment on 24 November 2023 from investors including Alter Equity, TechnoStart, Morgan Emmery, Antoine Darcet, Olivier Agnola, Alexandre Lacharme. Wealthcome presents a promising future in the digital wealth management sector, offering advanced solutions for both professionals and individuals.

Business keywords: Wealth management, Financial technology, Digital solutions, Client relationship management, Data aggregation, Compliance automation, Security solutions, Asset tracking, Portfolio optimization, Investment analysis, Regulatory compliance, Personal finance, Data management, Blockchain technology

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round €1.00M 6
Alter Equity, TechnoStart +4
24 Nov 2023

Wealthcome Alternatives & Competitors

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Wealthcome vs
CapitalView B.V.
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FAQ About Wealthcome

La technologie au service du patrimoine
Wealthcome was founded in 2021.
Wealthcome is headquartered in France.
Wealthcome operates in Financial Services and Wealth Management. Its work centres on Wealth management, Financial technology, Digital solutions and Client relationship management.
Wealthcome has approximately 23 employees.
Wealthcome has completed 1 funding round, raising a total of $1.00M. The latest funding stage is Seed.
Top alternatives and competitors to Wealthcome include CapitalView B.V., Finary, Private Wealth Systems, Wealthreader: The API for Those Who Choose to Know, SEI Family Office Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthcome and CapitalView B.V. 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 Wealthcome, https://bouncewatch.com/company/wealthcome, updated 25 November 2024. When citing, please name BounceWatch and link this page.

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