FundShop

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.

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

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

• Wealth management software
• White-label fintech
• Portfolio allocation engine
• Savings distribution platform
• Regulatory compliance software

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. 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.
2. 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

Core 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

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• CyruscoreOEM/ Whitelabel/ Licensing PartnerCyrus 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.
• AlbéacoreOEM/ Whitelabel/ Licensing PartnerAlbéa 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.
• JeddakcoreOEM/ Whitelabel/ Licensing PartnerJeddak 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

Emerging 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

• LinkedInlinkedin.com/company/5243655
• Xx.com/fundshop

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds4 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 FundShop