What Wealthcome does

Wealthcome is a French vertical SaaS company founded in 2022 (officially launched 2022) and headquartered in Pessac, near Bordeaux, that builds an integrated software ecosystem for wealth management professionals in France. The company's core customers are Conseillers en Gestion de Patrimoine (CGPs), Family Offices, brokers, and the individual investor clients they serve. The platform addresses a fragmented advisor technology stack by consolidating real-time multi-bank asset aggregation, automated regulatory compliance (MIFID, DDA, GDPR), CRM, portfolio reporting, and client engagement into a single workflow. As of 2025, the platform serves approximately 700 equipped entities and 4,500+ professional users, with roughly €55 billion in aggregated client assets flowing through it.

The product suite is anchored by WealthPro—the core advisor-facing application—and extended through WealthConnect (a branded client mobile/web portal), WealthLab (tax, succession, retirement, and real estate simulators launched in 2026), WealthTreet (portfolio construction and management, also 2026), and WealthOne (an enterprise and API-based deployment for larger organizations). The codebase is described as 100% internally developed. Revenue is generated primarily through monthly or annual subscription fees tiered by advisor client count (0–100, 100–500, 500–1,000, 1,000–5,000, 5,000+), supplemented by professional services for training and custom development, and a co-branded €99/month entry offering with Figen AI. Distribution combines direct sales, channel partnerships (notably Edixit/Lefebvre Dalloz), and event-led demand generation at industry gatherings such as Patrimonia.

Wealthcome has raised approximately €8 million in total external capital (a €1 million seed round in November 2023 from regional business angels, followed by a €7 million Series A in March 2025 led by BlackFin Capital Partners). The company employs 65 people across Pessac and Canéjan and reported approximately €1 million in revenue as of 2025. Following the Series A, the company has stated plans to pursue European geographic expansion and has added generative AI capabilities to WealthPro through its Figen AI partnership. The company has been recognized as a Wealthtech 100 company (2025) and has received multiple French wealth management industry awards.

Name

Wealthcome

Legal name

Wealthcome

Website

https://wealthcome.fr

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

51–100 employees

Short description

Wealthcome is a French SaaS company providing an integrated wealth management platform for CGPs, Family Offices, and brokers. Its ecosystem—WealthPro, WealthConnect, WealthLab, WealthTreet, WealthOne—delivers asset aggregation, compliance automation, and client engagement tools to 700 entities across France.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management software
• Financial data aggregation
• Regulatory compliance automation
• Portfolio management SaaS
• Client portal wealth advisory

Headquarters

HQ city

Pessac

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Wealthcome operates as a SaaS provider offering subscription-based access to their wealth management platform. The platform is provided via software-as-a-service model with access to all solutions including WealthPro, WealthConnect, WealthLab, WealthTreet, and WealthOne. Services include hosting, maintenance, security, and technical support.
2. Professional Services: Additional services including training, custom developments, and consulting may be billed separately per quote

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Wealthcome provides a SaaS ecosystem for wealth management professionals (CGPs, brokers, Family Offices) built around WealthPro, which aggregates all of a client's financial assets in real time, automates regulatory compliance (MIFID, DDA), and combines CRM with cabinet management. Surrounding modules — WealthConnect (client portal and mobile app), WealthLab (tax, succession, retirement and real estate simulators), WealthTreet (portfolio management) and WealthOne (enterprise/API offering) — cover the full advisory workflow. The platform is sold on subscription tiers based on client portfolio size, with pricing custom for enterprise accounts.

Product overview

Wealthcome offers a platform-plus-modules architecture consisting of a core product (WealthPro) complemented by specialized modules (WealthConnect for client portals, WealthLab for simulators, WealthTreet for portfolio management) and an enterprise offering (WealthOne with API capabilities). The ecosystem is designed for wealth management professionals including CGPs, brokers, and Family Offices, providing asset aggregation, compliance automation, CRM, and client-facing applications. The platform integrates generative AI through a partnership with Figen AI and aggregates over €55 billion in assets across 4,500+ professional users and 700 equipped entities.

Differentiator

Problem solved

Functional benefit

Brands

• WealthPro: Software dedicated to finance professionals, offering real-time aggregation of all assets, automation of regulatory compliance, and intelligent customer relationship and cabinet management.
• WealthConnect
• WealthLab
• WealthTreet
• WealthOne

Products and services

• WealthPro WealthPro is the core wealth management software for finance professionals (CGPs, brokers, Family Offices), providing real-time aggregation of all client assets, automation of regulatory compliance, intelligent CRM and cabinet management. It is sold on tiered subscriptions based on client count (0-100, 100-500, 500-1000, 1000-5000, 5000+).
• WealthConnect WealthConnect is a client portal module providing a simple, modern and secure web and mobile application for end clients of advisors to track their wealth, visualize recommendations and understand the advisor's value. It strengthens client engagement and is positioned as part of the Wealthcome ecosystem offered to CGPs and Family Offices.
• WealthLab WealthLab is a simulation suite that centralizes tax, succession, retirement and real estate simulators to help advisors refine recommendations and structure client wealth. It is sold with per-seat pricing tiers (1-4, 5-9, 10-19, 20+ seats) and complements WealthPro.
• WealthTreet WealthTreet is a portfolio management system that lets advisors create, optimize and track portfolios directly from WealthPro, with per-seat pricing tiers (1-4, 5-9, 10-19, 20+ seats). It is designed for more performant and precise client accompaniment.
• WealthOne WealthOne is an enterprise-grade, white-label and customizable SaaS solution with powerful APIs, controlled deployment and ergonomics designed for teams and clients. It enables larger organizations to align Wealthcome with their existing processes, connect internal tools and support growth.

Quantifiable outcome

• 55 billion euros of aggregated assets on platform
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature6 records

Partnerships

Three partnerships are on record, tiered flagship and minor.

• Figen AIflagshipTechnology or Integration · 1 March 2025Strategic partnership to integrate generative AI solutions within Wealthcome Pro. Joint go-to-market offering at 99 euros/month. Figen AI is specifically developed for the wealth management profession, providing AI assistants integrated into the platform.
• ActusiteminorStrategic or Co-development Partner · 1 March 2025Joint webinar partnership on digital visibility and client acquisition for wealth management professionals.
• Edixit (Lefebvre Dalloz Group)flagshipStrategic or Co-development Partner · 1 January 2024Partnership with Edixit, subsidiary of Lefebvre Dalloz (major legal and tax publisher), to integrate content and strengthen position in the French wealth management market. Joint presence at events including Patrimonia.

Scale indicators8 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• FundCount: Portfolio management and accounting software for wealth managers, family offices and advisors; competes on portfolio aggregation, reporting and back-office workflows analogous to WealthPro/WealthTreet.
• Addepar: Wealth management technology platform serving advisors and family offices with data aggregation, analytics and reporting; closest US analog to Wealthcome's all-in-one advisor stack.
• Altea: French software vendor specializing in wealth management and advisory practice tools for CGPs and family offices; competes directly with WealthPro on aggregation, CRM and compliance for the same French buyer persona.
• Orion Advisor Tech: Provider of advisor-focused technology including CRM, portfolio management, and reporting tools for wealth management firms; comparable end-to-end advisor platform play.
• Vasco Patrimoine: French vendor of wealth management software for CGPs covering client reporting and portfolio follow-up; addresses the same primary segment (French wealth advisors) with overlapping workflows.
• Harvest Financial Group: Long-standing wealth management practice management and financial planning software provider with a French footprint; offers comparable CRM, portfolio reporting and compliance functionality to advisor firms.
• Praemium: Wealth management platform offering portfolio management, client reporting and custodial-adjacent tooling; overlaps with WealthPro's aggregation and portfolio management modules.

Broad incumbents

• Temenos: Global banking software provider with wealth management capabilities for large institutions; relevant incumbent competition if it pushes down-market into mid-size advisors.
• Envestnet: US-listed wealth management technology and data platform serving advisors across portfolio analytics, CRM and reporting; comparable broader incumbent in the advisor-tech category.
• Avaloq: Large-scale digital banking and wealth platform for private banks and wealth managers; broader and more enterprise-oriented than Wealthcome but competes for the same end customer (private wealth advisor).

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCRf_8W_PlA4_6RMQpDFzz4A
• Facebookfacebook.com/100076531013609
• LinkedInlinkedin.com/company/wealthcome
• Instagraminstagram.com/wealthcome.fr
• Xx.com/wealthcome3

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds3 records

Investors4 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 Wealthcome