Fundvisory
- Company typePrivate
- Founded2015
- HeadquartersBuchelay, France
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Fundvisory firmographics
Firmographics- Name
- Fundvisory
- Legal name
- FUNDVISORY SAS
- Website
- https://fundvisory.fr
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Fundvisory industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Payouts, Disbursements & Mass Payments Infrastructure (FSAGABAN)
Keywords
Where Fundvisory is headquartered
LocationHeadquarters
- HQ city
- Buchelay
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Fundvisory business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- SaaS/BaaS Platform Licensing: Fundvisory provides its platform as a service to banks, insurers, and financial advisors on a SaaS or Banking-as-a-Service model, likely with subscription or usage-based pricing for API access and white-label deployment.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Fundvisory product offering
Product offeringCore offering
Fundvisory provides a modular B2B2C fintech platform that enables banks, insurers, account keepers, and advisory networks to deploy open and flexible SaaS/BaaS architectures without IT integration. Its offering combines a core architecture (Smart Open Bank) with specialized modules — Wealth Advisor, Wealth Direct, Simulation, and Fourgous — covering robo-advisor advice, asset allocation engines, risk profiling, performance simulation, and Euro-to-unit-linked migration diagnostics, delivered as white-label solutions.
Product overview
Fundvisory offers a modular B2B2C fintech platform for banks and insurers, consisting of a core architecture (Smart Open Bank) as the foundational SaaS/BaaS layer, with specialized product modules including Wealth Advisor (advisor CRM/extranet), Wealth Direct (white-label client extranet), Simulation (performance forecasting tool), and Fourgous (Euro-to-UC migration diagnostic platform). The platform leverages robo-advisor technology and asset allocation engines to deliver automated advice, risk profiling, and portfolio optimization, with modules designed to be independently deployable and interoperable.
Differentiator
Problem solved
Functional benefit
Brands
- Smart Open Bank: SaaS/BaaS architecture platform for banks, insurers, and account holders to deploy open and flexible solutions in less than a month without IT integration.
- Wealth Direct
- Wealth Advisor
- Fourgous
- Simulation
Products and services
- Smart Open Bank
Quantifiable outcome
- Reduces client journey time by 75% through efficiency and automation
- +3 more outcomes
Companies that use Fundvisory
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles3 records
Fundvisory technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability6 records
Feature6 records
Fundvisory partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered supporting and primary.
- API Partners (Banking, Aggregation, KYC/KYB, AML)supportingFundvisory integrates with partner APIs for banking services, account aggregation, KYC/KYB identity verification, and AML compliance as part of its Smart Open Bank solution, creating an open BaaS architecture.
- MacifprimaryMacif uses Fundvisory's robo-advisor platform to provide automated advisory services. Testimonials indicate significant increases in unit-linked fund placements among clients with appropriate profiles and needs.
- Natixis Beyond BankingprimaryNatixis Beyond Banking utilizes Fundvisory's technological platform as part of their B2B2C offering.
- CréditMutuelprimaryCréditMutuel banking group utilizes Fundvisory's platform technology for digital advisory services.
- GroupamaprimaryGroupama insurance group is a customer of Fundvisory's technological platform.
- AG2RprimaryAG2R insurance group utilizes Fundvisory's platform for digital advisory solutions.
- AvivaprimaryAviva insurance company is a customer of Fundvisory's technological platform.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Fundvisory competitors and assessment
Company assessmentDirect peers
- Harvest: Financial planning and proposal-generation software widely used by advisors to build client plans. Comparable to Fundvisory's advisor-facing CRM/extranet and profiling tooling (Wealth Advisor).
- Scalable Capital: European robo-advisor and B2B/B2C wealth platform operating in Germany, Austria, and beyond. Comparable as a digital advisory platform targeting retail savers and offering white-label-style infrastructure.
- Moneyfarm: European digital wealth manager with operations in Italy and the UK. Comparable as a robo-advisor/platform provider with regulatory exposure similar to DDA/MiFID 2 frameworks Fundvisory navigates.
- Goodvest: French responsible-investment robo-advisor with life-insurance wrappers. Comparable as a France-based digital advisory platform addressing similar regulatory and product-distribution dynamics.
- Tinubu Square: SaaS provider for specialty insurance and financial services, including credit insurance and surety. Comparable as a French-headquartered B2B software vendor serving large insurers with workflow and analytical tooling.
- Nalo: French wealthtech offering automated, personalized investment portfolios and life-insurance solutions. Directly comparable in technology (robo-advisor, asset allocation) and target market (French retail savings), differing mainly on B2C vs B2B2C go-to-market.
- Yomoni: French robo-advisor serving retail savers with automated asset allocation and life-insurance wrappers. Comparable to Fundvisory in being a France-based digital advisory player, though Yomoni is B2C whereas Fundvisory is B2B2C.
Broad incumbents
- Wealthfront: US-headquartered robo-advisor and automated investing platform. Comparable as a broader incumbent in automated advisory with much larger scale, providing a benchmark for the category Fundvisory sells into.
- Betterment: US-headquartered robo-advisor and digital wealth platform. Comparable as an established incumbent in automated advisory whose product roadmap signals where the B2B2C robo category is heading.
- Cegid: French cloud business software provider with strong footprint in financial services (accounting, treasury, HR for banks and insurers). Comparable as a broader French incumbent offering digital tooling to the same buyer personas Fundvisory targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Fundvisory social profiles
Digital presenceFundvisory compliance and trust
Trust signalCompliance6 records
Fundvisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fundvisory leadership team
Management profileNumber of profiles
Profiles1 record
Fundvisory funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fundvisory 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 Fundvisory
What does Fundvisory do?
Fundvisory provides a modular B2B2C fintech platform that enables banks, insurers, account keepers, and advisory networks to deploy open and flexible SaaS/BaaS architectures without IT integration. Its offering combines a core architecture (Smart Open Bank) with specialized modules — Wealth Advisor, Wealth Direct, Simulation, and Fourgous — covering robo-advisor advice, asset allocation engines, risk profiling, performance simulation, and Euro-to-unit-linked migration diagnostics, delivered as white-label solutions.
Is Fundvisory a public or private company?
Fundvisory is a private company. It is classified as venture growth investor backed and is currently operating.
When was Fundvisory founded?
Fundvisory was founded in 2015. It employs 11 to 50 people.
Where is Fundvisory based?
Fundvisory is headquartered in Buchelay, France, in the Europe region.
How does Fundvisory make money?
One revenue line is on record: saaS/BaaS Platform Licensing.
Who are Fundvisory's main competitors?
Direct peers on record are Harvest, Scalable Capital, Moneyfarm, Goodvest, Tinubu Square, Nalo and Yomoni. Broad incumbents are Wealthfront, Betterment and Cegid.
Does Fundvisory have an API?
Yes. Fundvisory offers open APIs allowing users to integrate and connect with partner APIs (banking, aggregation, KYC/KYB, AML). Users can customize their API and interface directly through a console, and select from a constantly evolving library of modules. Each module is independent and connects to other services simply.
What industry is Fundvisory in?
Fundvisory's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGABAN, Payouts, Disbursements & Mass Payments Infrastructure. Its NAICS code is 525 and its SIC code is 6199.