Tilvest
- Company typePrivate
- Founded2021
- HeadquartersPuteaux, France
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Tilvest firmographics
Firmographics- Name
- Tilvest
- Legal name
- Tilvest SAS
- Website
- https://tilvest.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Tilvest industry classification
Industry- Product category
- Crypto wealth management software
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management Systems (PMS), Rebalancing & Analytics (Crypto) (FSADAHAE)
- akta.pro secondary industries
- Digital Asset Custody & Key Management (MPC, HSM, Wallet Infra) (FSAGAMAB), Wallet Connectivity & Session Protocols (WalletConnect, deep links, QR, auth sessions) (FSAPACAF)
Keywords
Where Tilvest is headquartered
LocationHeadquarters
- HQ city
- Puteaux
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Tilvest business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Custody Fees: Charged for digital asset custody services. Under discretionary management: up to 1.45% per annum on the value of strategies composing the mandate. Under execution-only: charged on the value of assets held on billing date.
- Management Fees (Discretionary Management): Up to 2% per annum on the value of strategies composing the mandate. Billed monthly.
- Performance Fees: Up to 30% on the excess over a reference value (High Water Mark mechanism). Billed monthly or quarterly. Subject to VAT.
- Transaction Fees: Up to 0.05% for active strategies and 0.125% for other strategies, applied per transaction and deducted from the transaction amount.
- Execution-Only Commissions: Commission-based fees for self-directed management, calculated on segmented portfolio value brackets (from free for portfolios ≤€10,000 down to 0.040% for portfolios >€1,000,001).
- Deposit, Switch, and Exit Fees: Deposit fees up to 5% per transaction; switch fees up to 3% per transaction; exit/withdrawal fees up to 3%.
- Partner and Service Provider Fees: Personalized pricing for partners distributing the Tilvest offering, as well as service providers using Tilvest applications. Detailed in individual partner agreements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Monthly | Discretionary Management - all-in fee bundle |
| Transaction based/ take rate | Per transaction | Execution-Only Portfolio - value-based tiered commissions |
| Subscription | Monthly | Scheduled Investment (DCA) |
| Hybrid | Multi-year contract | Custom / White-Label Mandate |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Tilvest product offering
Product offeringCore offering
Tilvest operates a 100% digital, API-first B2B2C platform that enables French wealth management advisors (CGP, CIF, Family Offices) and digital asset service providers (PSAN) to offer regulated cryptocurrency investment mandates to their end-clients. The platform provides institutional-grade custody, mandate management, execution, KYC validation, and white-label client interfaces, supported by 40+ turnkey mandates, 250+ accessible cryptocurrencies, and native integrations with major French wealth management tools (O2S, Wealthcome, KarbonAlpha).
Product overview
Tilvest operates as a B2B2C crypto wealth management platform, providing a modular infrastructure for financial advisors and crypto service providers. The core offering consists of two white-label platforms: the CGP Platform for financial advisors (CGP, CIF, Family Officers, private bankers) to offer crypto mandates to end clients, and the PSAN/PSCA Platform enabling crypto service providers to create and distribute their own mandates via Tilvest's network. The platform supports 40+ turnkey mandates and 250+ cryptocurrencies. Integration modules include Custody, Market Data, KYC Validation, Strategy Tester, Execution Algorithms, Index Creator, Mandate Management, and API access. End clients can access individual segregated wallets and scheduled investments (DCA) from €100/month. Platforms integrate with major wealth management aggregators including O2S (Harvest), Wealthcome, and KarbonAlpha. A proprietary Crypto Sustainability Assessment module evaluates environmental impact of supported assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Tilvest Platform (CGP) 100% digital white-label platform enabling financial advisors (CGP, CIF, Family Officers, private bankers) to offer cryptocurrency investment mandates to their end-clients. Features subscription management, real-time position tracking, mandate monitoring, KYC validation, custody, execution, and personalized client interfaces with advisor branding.
- Tilvest Platform (PSAN/PSCA) Platform for Digital Asset Service Providers (PSAN/MiCA-regulated) to create, manage, and distribute their own crypto investment mandates through Tilvest's distribution network and infrastructure.
- Long-Only Mandates Turnkey cryptoasset investment mandates designed for long-term market exposure with active, personalized management. Features steady growth, balanced portfolio construction, and resistance to short-term fluctuations.
- Long-Neutral Mandates Turnkey cryptoasset investment mandates combining security and performance by limiting risks while capturing market opportunities. Offers balanced management, reduced market exposure, and stable performance in volatile environments.
- Absolute Performance Mandates Capital protection mandates seeking positive returns in all market conditions, including downturns. Features adaptive strategy, capital preservation, and constant performance seeking.
- Crypto Custody Service Secure digital asset custody service for protecting customer cryptoassets, offering hot and cold wallet options with full asset segregation and no holding on exchanges. Available as a standalone service to Tilvest's B2B partners.
- Scheduled Investment (DCA) Scheduled (dollar-cost-averaging) investment feature allowing end-clients to invest in supported crypto mandates from €100/month via SEPA direct debit. Offered on 3 mandates on the platform.
- Crypto Sustainability Assessment Proprietary sustainability assessment service evaluating environmental impact of supported crypto-assets (energy consumption in kWh, CO2 emissions in kgCO2e), combining on-chain transaction analysis with Cambridge University-based mining consumption estimates, and including a confidence index for data reliability across 70+ supported crypto assets.
Quantifiable outcome
- First place in Crypto-assets category, Palmarès des Fournisseurs 2025 — recognized by 4,000+ Independent Wealth Management Advisors across France with 50,000+ analyzed data points
- +2 more outcomes
Companies that use Tilvest
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles3 records
Tilvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature9 records
Tilvest partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- WeelimcoreWeelim is a next-generation wealth management firm (co-founded by Jérémy Orféo, Ugo Philippe, and Pierre Marsanne) that partnered with Tilvest to offer cryptoasset wallets to its clients. Weelim follows 150+ investors and integrates Tilvest's mandates as part of its diversified offering alongside SCPIs and traditional assets. The partnership enables Weelim's digital-first, human-assisted wealth management model to offer compliant crypto exposure.
- Kairos Gestion PrivéecoreKairos Gestion Privée (founded by William Pichon and Aurélien Henry) partnered with Tilvest to offer personalized cryptoasset wallets to its high-net-worth clients. The firm, a member of CNCGP, sought a regulated partner capable of offering ad hoc, personalized investment mandates. Tilvest's flexibility and ability to adapt to unique client requirements were cited as key factors in the partnership.
- O2S (Harvest)coreO2S, the wealth management CRM platform from Harvest used by 2,000+ wealth management firms managing €153B in AUM daily, integrated Tilvest's crypto offerings so that advisors can track client crypto positions directly within their O2S workspace. This native integration enables proactive investment management and compliance tracking for cryptoassets within the same tool used for traditional assets.
- WealthcomecoreWealthcome is a wealth management aggregator tool integrated with Tilvest, enabling Tilvest partners and their clients to track crypto positions alongside traditional assets through the Wealthcome interface.
- KarbonAlphacoreKarbonAlpha is a wealth management aggregator integrated with Tilvest, allowing advisors to monitor client crypto portfolio performance alongside other assets in a unified view.
- Finance HérosminorFinance Héros is a recognized French investment comparison and educational platform that published an independent review of Tilvest, presenting its functionality, positioning in digital assets, and key platform characteristics in an informative and accessible format for investors.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
Tilvest competitors and assessment
Company assessmentDirect peers
- Coinhouse: Coinhouse is a French AMF-registered PSAN offering crypto custody, trading, and investment services to individuals and professionals, including wealth advisors. It overlaps with Tilvest on regulated French crypto-asset intermediation but is more retail-oriented and does not specialize in the CGP/CIF mandate-management workflow.
- Taurus Group: Taurus is a Swiss FINMA-regulated digital-asset infrastructure provider offering custody, tokenization, and trading APIs to banks and asset managers. It is comparable to Tilvest as a B2B crypto-infrastructure platform serving financial intermediaries, though at a more institutional and broader-geography scale.
- Zodia Custody: Zodia Custody is an institutional crypto-custody provider backed by Standard Chartered, offering segregated custody to banks, asset managers, and corporates. It competes with Tilvest's custody module at the institutional tier and targets similar regulated intermediaries.
Emerging players
- Stackinsat: Stackinsat is a French crypto investment platform offering scheduled (DCA) and managed crypto exposure to individuals and advisors. It is comparable to Tilvest on the French crypto wealth-management theme but addresses end-clients more directly and lacks Tilvest's CGP-aggregator integrations and discretionary mandate depth.
- Bitstack: Bitstack is a French PSAN-registered crypto savings and investment app. It shares the French regulated crypto-on-ramp context with Tilvest but addresses individual end-clients through a mobile-first DCA product rather than wealth-advisor infrastructure.
Broad incumbents
- Sygnum Bank: Sygnum is a Swiss-regulated digital-asset banking platform providing custody, trading, lending, and tokenization services to institutional and professional clients. It overlaps with Tilvest on regulated crypto custody and wealth-management infrastructure but operates at a much larger institutional scale across multiple jurisdictions.
- Fireblocks: Fireblocks is a global digital-asset custody and transfer infrastructure provider used by banks, exchanges, and fintechs. It is comparable to Tilvest on the underlying custody/key-management technology stack but sells to large institutional clients rather than French wealth advisors specifically.
- CoinShares: CoinShares is a European-listed crypto-asset investment firm offering ETPs, index strategies, and asset-management services. It is comparable to Tilvest on the crypto index/mandate-management dimension but distributes through public-market products rather than advisor-led discretionary mandates.
- Anchorage Digital: Anchorage Digital is a US-chartered digital-asset bank providing custody, trading, and staking services to institutional clients. It is comparable to Tilvest on the regulated institutional crypto-custody dimension but operates globally and is not focused on the French wealth-advisor channel.
Regional players
- Deblock (formerly Paymium): Deblock is a French PSAN-registered crypto platform combining a custody account and a payment card. It overlaps with Tilvest as a French regulated crypto player but is primarily retail-facing and does not focus on CGP/CIF mandate distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Tilvest social profiles
Digital presenceTilvest compliance and trust
Trust signalCompliance1 record
Tilvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tilvest leadership team
Management profileNumber of profiles
Profiles1 record
Tilvest funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tilvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tilvest
What does Tilvest do?
Tilvest operates a 100% digital, API-first B2B2C platform that enables French wealth management advisors (CGP, CIF, Family Offices) and digital asset service providers (PSAN) to offer regulated cryptocurrency investment mandates to their end-clients. The platform provides institutional-grade custody, mandate management, execution, KYC validation, and white-label client interfaces, supported by 40+ turnkey mandates, 250+ accessible cryptocurrencies, and native integrations with major French wealth management tools (O2S, Wealthcome, KarbonAlpha).
Is Tilvest a public or private company?
Tilvest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tilvest founded?
Tilvest was founded in 2021. It employs 11 to 50 people.
Where is Tilvest based?
Tilvest is headquartered in Puteaux, France, in the Europe region.
How does Tilvest make money?
Seven revenue lines are on record. Custody Fees are the primary driver. The others are management Fees (Discretionary Management), performance Fees, transaction Fees, execution-Only Commissions, deposit, Switch, and Exit Fees and partner and Service Provider Fees.
Who are Tilvest's main competitors?
Direct peers on record are Coinhouse, Taurus Group and Zodia Custody. Emerging players are Stackinsat and Bitstack. Broad incumbents are Sygnum Bank, Fireblocks, CoinShares and Anchorage Digital. Deblock (formerly Paymium) is listed as a regional player.
Does Tilvest have an API?
Yes. Entire platform accessible via API, from subscription to client management and position monitoring. Partners can integrate Tilvest's technology into their own products to offer cryptocurrency investment services.
What industry is Tilvest in?
Tilvest's product category is Crypto wealth management software. Its primary akta.pro industry code is FSADAHAE, Portfolio Management Systems (PMS), Rebalancing & Analytics (Crypto), with a secondary code of FSAGAMAB, Digital Asset Custody & Key Management (MPC, HSM, Wallet Infra). Its NAICS code is 523940 and its SIC code is 6199.