Jared

What Jared does

Jared is a French fintech company that operates a self-serve online platform connecting individuals seeking professional financial advice with independent, certified wealth management advisors. The company is headquartered in Metz, France, was founded in 2023, and operates with a small team of 1-10 employees. Users complete a 3-step questionnaire describing their financial situation and objectives (investing, tax optimization, retirement planning, wealth transfer), and Jared's proprietary matching algorithm identifies suitable advisors from a curated network of 30+ certified professionals across 12 areas of financial expertise. The platform handles profile qualification, matching, and online appointment booking entirely through the web, with typical time-to-first-appointment of under 48 hours.

Jared's core product is the 'Trouver mon conseiller' matching service, which combines a profile assessment questionnaire, an intelligent recommendation algorithm, and an advisor verification system that validates CIF/CJA/IOBSP professional credentials, runs regulatory checks through the AMF and ACPR, and aggregates verified client reviews. The platform is supported by the 'Réseau Jared' advisor network (where professionals join to receive pre-qualified leads) and the 'Journal Jared' financial education blog, complemented by a YouTube channel with 10,000+ subscribers and a weekly email newsletter used as top-of-funnel acquisition channels.

The business model is a freemium/affiliate-referral structure: the service is 100% free for individual end users, with revenue generated from advisor partners only when a match results in a first appointment. No subscription, hidden fees, or user-side payments exist. Jared has established ecosystem partnerships with five recognized French institutions: Bpifrance, Caisse d'Épargne, Finance Innovation, La French Tech, and Techquartier. The company closed a €1.09M funding round in August 2024 with participation from Bpifrance and Caisse d'Épargne.

Name

Jared

Legal name

Jared

Website

https://jared.finance

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Jared is a French fintech platform that uses a proprietary matching algorithm to connect individuals seeking financial advice with independent, certified wealth management advisors. It serves French consumers across investing, tax optimization, retirement planning, and wealth management use cases, monetizing through advisor referral commissions.

Ownership category

akta.pro rank

Product category

Financial Advisory Marketplace

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial advisor matching
• Wealth management platform
• Advisory referral service
• Personal finance matching
• Wealth advisor directory

Headquarters

HQ city

Metz

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Digital Commerce or Content

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Lead Generation / Referral Commission: Jared is free for individual users (end customers). The company is compensated by partner advisors only when a connection results in a first appointment. No hidden fees, no subscriptions for users.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Jared operates an online matching platform that connects French individuals with independent certified wealth management advisors. Users complete a brief three-step questionnaire about their financial goals (investing, tax optimization, retirement planning) and the proprietary algorithm recommends suitable advisors from a network of 30+ verified professionals across 12 financial expertise domains. The service is 100% free for end users, with revenue generated through referral commissions from advisor partners when connections result in first appointments.

Product overview

Jared is a French financial advisory matching platform that connects individuals with independent certified wealth management advisors. The core offering is the 'Trouver mon conseiller' matching service, which uses a proprietary algorithm to analyze users' financial profiles and goals through a questionnaire, then recommends suitable advisors from their verified network of 30+ certified professionals. The platform operates on a 100% free model for end users, monetizing through advisor partnerships. Key product components include the profile assessment questionnaire, the intelligent matching algorithm, the advisor network platform for professionals, and the educational blog (Journal Jared).

Differentiator

Problem solved

Functional benefit

Products and services

• Trouver mon conseiller (Advisor Matching Service) Self-serve web service that connects French individuals with independent certified wealth management advisors. Users complete a three-step questionnaire about their financial goals (investing, tax optimization, retirement planning), receive a personalized shortlist of matched advisors, and book a free 30-minute first consultation online via video or in person. Free for end users, with revenue generated through referral commissions from advisor partners when connections result in appointments.
• Réseau Jared (Advisor Network) Curated, gated network of 30+ certified and verified independent wealth management advisors (CIF, CJA, IOBSP) that qualified professionals can join. Jared qualifies incoming leads, performs algorithmic matching, and delivers confirmed appointments to participating advisors, providing profile visibility and pre-qualified client acquisition without cold outreach. Targeted at independent advisors, wealth management cabinets, and small-to-mid financial advisory firms across France.

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Meilleurtaux: Established French platform for comparing financial products (insurance, mortgage, savings) and connecting consumers with advisors. Directly comparable to Jared because both operate French, consumer-facing advisor-matching funnels in wealth management, with similar target audiences.
• Yomoni: French robo-advisor / digital wealth manager for retail investors. Comparable because both serve French retail investors seeking accessible wealth management solutions, though Yomoni manages portfolios directly while Jared matches users to human advisors.
• Nalo: French digital wealth management platform offering personalized investment solutions to retail clients. Comparable to Jared as another tech-enabled French wealth advisory offering serving the same retail-investor segment, albeit with a portfolio-management rather than advisor-matching model.

Emerging players

• Linxo: French personal finance management (PFM) app aggregating bank accounts and helping consumers manage budgets. Comparable to Jared in the broader French consumer-finance-technology category, but focused on day-to-day budgeting rather than advisor matching.

Broad incumbents

• MoneyVox: Established French financial product comparison site (banking, savings, insurance, credit). Comparable to Jared as a consumer-facing French financial comparison destination with strong SEO presence, but covers a broader product set rather than specializing in advisor matching.
• Panorabanques: Major French banking comparison platform helping consumers choose banking products and services. Adjacent peer to Jared because both target French consumers researching financial services online, though Panorabanques focuses on bank selection rather than wealth advisor matching.
• Le Lynx: Leading French insurance and financial product comparison platform. Comparable as a French consumer-facing financial comparison brand operating adjacent to advisor selection, though it specializes in insurance rather than wealth advisory matching.

Regional players

• Facet Wealth: US-based tech-enabled RIA platform matching consumers with certified financial planners. Comparable to Jared in business model (matching users with verified advisors through a digital platform), but operating in the United States rather than France.
• Zoe Financial: US-based platform that curates and matches consumers with vetted, fee-only financial advisors. Comparable to Jared in core mechanics (curated advisor network, profile-based matching, verified reviews), but operating in the United States.
• Wealthsimple: Canadian digital wealth management platform offering robo-advisory, investing, and access to human advisors. Comparable to Jared as a tech-enabled retail wealth platform with a hybrid advisor + digital offering, though operating primarily in Canada rather than France.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Jared.finance

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jared