FundShop
FundShop is a Paris-based B2B software publisher that delivers white-label technology solutions, built around a proprietary Quant Engine, to financial institutions distributing savings and investment products in France, covering compliance, subscription, and arbitration workflows.
- Company typePrivate
- Founded2013
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What FundShop does
FundShop is a Paris-based B2B software publisher (operating under legal entity SupportFi SAS, RCS Paris 792 750 283) that delivers a white-label technology platform to financial institutions distributing savings and investment products in France. Founded in 2013, the company built its offering over more than a decade around a proprietary Quant Engine that powers portfolio allocation, dynamic Synthetic Risk Indicator (SRI) calculation using EWMA volatility and Cornish Fisher methodology, and the reproduction of provider-specific business rules covering eligibility, adequacy, target market, and ex-ante fee constraints. The product surface consists of three core applications — Conformité (compliance/advisory duty, KYC, LCBFT, remediation), Souscription (subscription workflows for insurance, banking, and nominative products in full or semi-digital modes), and Arbitrage (arbitration campaign instruction at unit and mass scale, including structured products) — plus a Reporting module providing client-facing consultation, performance, and risk services.
The platform is delivered exclusively under white-label terms with a dedicated parameterization per client and API-level integration to the client's CRM and provider information systems (insurers, custodians, banks, asset managers, structured product brokers). FundShop serves what it characterizes as Grand Compte savings-distribution actors; named enterprise clients include Cyrus, Albéa, and Jeddak, with approximately twenty clients served during the historical growth phase. Go-to-market is direct enterprise field sales; the company has no public app-store presence and no disclosed pricing.
FundShop was VC-funded (a ~$379k round from AXA Seed Factory in late 2014 and a Series A in summer 2017 in which APICIL Group participated) prior to its sale to Alpheys (later Intencial Patrimoine) in early 2022 and its subsequent placement as a subsidiary of Apicil Epargne in July 2024. The current organization comprises approximately nine named personnel including CEO and co-founder Léonard de Tilly, CTO Amine Bendib (9+ year tenure), CIO/Director of Quantitative Research Daria Ochenash, and CCO Emmanuel Grenot. Revenue is not publicly disclosed; the company has not raised institutional capital since 2017 and is no longer positioned as an independent scaling venture.
FundShop firmographics
Firmographics- Name
- FundShop
- Legal name
- SupportFi SAS
- Website
- https://fundshop.fr
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FundShop is a Paris-based B2B software publisher that delivers white-label technology solutions, built around a proprietary Quant Engine, to financial institutions distributing savings and investment products in France, covering compliance, subscription, and arbitration workflows.
- Ownership category
- akta.pro rank
FundShop industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Treasury, Cash Management & Liquidity Tools (Sweeps, Cash Concentration) (FSAGAAAG)
- akta.pro secondary industry
- Treasury, Cash Management & Liquidity (SME) (FSAGAJAG)
Keywords
Where FundShop is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
FundShop business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- White-label Software Licensing: B2B software licensing model delivering white-label applicatives to distribution actors of savings products. Each client receives a dedicated parameterized configuration interfaced with their CRM and provider systems.
- Technology Services for Savings Distribution: Provides technology solutions to digitize interactions between clients and advisors, automate instruction and processing of operations with savings product providers (insurers, banks, custodians, asset managers, structured product brokers).
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
FundShop product offering
Product offeringCore offering
FundShop is a B2B software publisher that delivers white-label technology solutions to actors involved in the distribution of savings products. Its platform consists of three core applications—Conformité (Compliance), Souscription (Subscription), and Arbitrage (Arbitration)—powered by a proprietary Quant Engine, which together digitize the advisory, subscription, and arbitration lifecycle for financial institutions including insurers, banks, custodians, asset managers, and structured product brokers. Each client receives a dedicated configuration and branded experience integrated with their CRM and provider IT systems.
Product overview
FundShop is a B2B software publisher that provides a unified white-label technology platform for savings product distribution actors. The platform consists of three core applications—Conformité (Compliance), Souscription (Subscription), and Arbitrage (Arbitration)—which work together to digitize the full advisory, subscription, and arbitration lifecycle between advisors and their clients. These applications share the proprietary Quant Engine and API for integration with third-party CRM and supplier systems. An additional Client Portal provides end-consumers with consultation, performance monitoring, and aggregation capabilities. All solutions are delivered in white-label mode, allowing clients to present the applications under their own brand identity.
Differentiator
Problem solved
Functional benefit
Products and services
- Conformité (Compliance) Application White-label application dedicated to digitalizing the duty of advice (devoir de conseil) between advisors and their clients, covering client knowledge (KYC), remediation campaigns, anti-money laundering (LCBFT) compliance, and advisory obligations for savings product distributors.
- Souscription (Subscription) Application White-label application dedicated to new business subscription workflows, supporting insurance, banking, and nominative products in full or semi-digital modes with middle-office controls, advisor/self-care/hybrid modes, and Grand Compte deployment.
- Arbitrage (Arbitration) Application White-label application dedicated to instruction of arbitration campaigns, with product rule parameterization, compliance control, and support for both unitary and mass operations including structured products.
- Client Portal / Reporting Service White-label service for end clients providing consultation, performance tracking, risk monitoring, and account aggregation capabilities.
- Quant Engine Proprietary quantitative engine underpinning portfolio construction, optimization, dynamic SRI calculation, VaR, Sharpe Ratio, and other financial metrics for savings product distributors.
Quantifiable outcome
- Daily dynamic SRI calculation vs monthly/quarterly static SRI for regulatory reporting
- +2 more outcomes
Companies that use FundShop
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
FundShop technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
FundShop partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- CyruscoreCyrus is a white-label client of FundShop. FundShop delivers its branded savings distribution solutions to Cyrus, with dedicated configuration and interfacing to Cyrus's CRM and provider IT systems.
- AlbéacoreAlbéa is a white-label client of FundShop. FundShop delivers its branded savings distribution solutions to Albéa, covering advisory duty, subscription digitization, and arbitration campaign management.
- JeddakcoreJeddak is a white-label client of FundShop. FundShop delivers its branded savings distribution solutions to Jeddak, with dedicated configuration for client portfolio management and risk monitoring.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
FundShop competitors and assessment
Company assessmentEmerging players
- Backbase: Digital banking and wealth engagement platform offering white-label client portals and advisor tools. Comparable in white-label digital distribution to FundShop, with stronger presence in retail banking than in savings distribution specifically.
- Fenergo: KYC, AML and client lifecycle management platform for financial institutions. Comparable in addressing the regulatory/compliance layer that FundShop's Conformité module also targets.
Broad incumbents
- Temenos: Swiss-listed core banking and wealth platform with broad coverage of advisory, compliance and distribution workflows. Competes with FundShop as a full-stack incumbent that financial institutions may prefer for breadth, though FundShop retains depth advantages in French savings distribution.
- Envestnet: US-listed wealthtech platform providing financial planning, advisor workflows, and data analytics. Comparable in offering white-label, configurable tooling to financial institutions, though broader in scope than FundShop.
- Avaloq: Wealth management platform serving private banks and wealth managers across Europe. Competes with FundShop in the advisory/subscription/distribution stack and pressures niche providers through integrated CRM, compliance and portfolio functionality.
- SEI Investments: Large asset and wealth management services and technology provider serving institutional clients globally. Comparable to FundShop in serving wealth distributors with technology infrastructure, but at much larger scale.
Direct peers
- FundCount: Wealth management operations and accounting platform used by family offices, advisors and fund administrators. Comparable in serving institutional wealth operators with back-office technology that FundShop also addresses.
- Objectway: European wealth and asset management software vendor covering advisory, portfolio management, compliance and digital channels. Closely comparable to FundShop's white-label B2B model for savings and investment product distributors.
- Wealth Dynamix: Client lifecycle management and CRM platform purpose-built for wealth management. Adjacent competitor addressing advisor-client workflow, KYC and compliance — domains where FundShop's Conformité module competes.
- InvestCloud: Digital wealth management platform offering modular, white-label capabilities for financial institutions including advisory, reporting and client portals. Direct competitor to FundShop's white-label model targeting savings distributors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
FundShop social profiles
Digital presenceFundShop financial estimates
Financial estimateRevenue estimate
Valuation estimate
FundShop leadership team
Management profileNumber of profiles
Profiles11 records
FundShop funding detail
Funding detailFunding overview
Funding rounds4 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FundShop 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 FundShop
What does FundShop do?
FundShop is a B2B software publisher that delivers white-label technology solutions to actors involved in the distribution of savings products. Its platform consists of three core applications—Conformité (Compliance), Souscription (Subscription), and Arbitrage (Arbitration)—powered by a proprietary Quant Engine, which together digitize the advisory, subscription, and arbitration lifecycle for financial institutions including insurers, banks, custodians, asset managers, and structured product brokers. Each client receives a dedicated configuration and branded experience integrated with their CRM and provider IT systems.
Is FundShop a public or private company?
FundShop is a private company. It is classified as corporate owned and is currently operating.
When was FundShop founded?
FundShop was founded in 2013. It employs 11 to 50 people.
Where is FundShop based?
FundShop is headquartered in Paris, France, in the Europe region.
How does FundShop make money?
Two revenue lines are on record. White-label Software Licensing is the primary driver. The others are technology Services for Savings Distribution.
Who are FundShop's main competitors?
Emerging players on record are Backbase and Fenergo. Broad incumbents are Temenos, Envestnet, Avaloq and SEI Investments. Direct peers are FundCount, Objectway, Wealth Dynamix and InvestCloud.
Does FundShop have an API?
Yes. FundShop provides a proprietary API as part of its white-label technology solutions for savings product distribution actors. The API enables interfacing with third-party information systems (CRM, supplier systems) to deliver personalized digital solutions. Specific details on API type (REST/GraphQL), authentication, rate limits, or documentation URL are not provided in the available source material.
What industry is FundShop in?
FundShop's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAAAG, Treasury, Cash Management & Liquidity Tools (Sweeps, Cash Concentration), with a secondary code of FSAGAJAG, Treasury, Cash Management & Liquidity (SME). Its NAICS code is 525910 and its SIC code is 6282.