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LaBienveillanceFinancière

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uuid0004dmb

Namestring
LaBienveillanceFinancière
Websiteurl
labienveillancefinanciere.fr
Company typeenum
Private
Founded yearint
2017
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersParis, France
HQ citystring
Paris
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
wealth planning software, estate planning platform, financial advisory tools, wealth management solutions, financial adviser platform
Industry2 codes
1Digital Wealth Platforms for Advisors (TAMP/Advisor Tech)
CodeFSAGAEAHPrimaryYes
2Financial Planning & Goals-Based Advice (Mass Affluent)
CodeFSAAAAAFPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management Software
Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

LaBienveillanceFinancière provides a wealth planning, estate planning and wealth management platform to financial and wealth advisers. The platform enables advisers to plan, model and manage client wealth and estate scenarios within a centralized software environment. The company sells the platform directly to advisory practices rather than to end-clients.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1LaBienveillanceFinancière Wealth and Estate Planning Platform
CategoryWealth Management Software
Description

A wealth planning, estate planning and wealth management platform designed for financial and wealth advisers to plan, model, and manage client wealth and estate scenarios from a centralized software environment.

No data
Peers10 records
1Yomoni
TypeRegional player
Description

French robo-advisor and wealth management platform serving retail clients in France — comparable French-market wealthtech player, though primarily B2C rather than B2B to advisers.

2Addepar
TypeDirect peer
Description

US-based wealth management technology platform serving financial advisers and family offices with portfolio analytics, reporting, and planning tools — directly comparable B2B advisor-tech offering to LaBienveillanceFinancière's adviser platform.

3Envestnet
TypeBroad incumbent
Description

Large US-listed provider of wealth management software and advisor tech including financial planning, portfolio management, and analytics — a broader incumbent whose advisor-platform stack overlaps directly with LaBienveillanceFinancière's value proposition.

4Orion Advisor Tech
TypeBroad incumbent
Description

Established US wealthtech vendor offering portfolio accounting, financial planning, and advisor CRM — a broader incumbent serving the same adviser customer base as LaBienveillanceFinancière.

5Riskalyze
TypeDirect peer
Description

Advisor-facing risk tolerance and investment proposal platform used by wealth advisers — directly comparable in providing a planning-oriented toolset to financial advisers, similar go-to-market motion.

6AdvicePay
TypeEmerging player
Description

B2B fintech platform purpose-built for financial advisers to manage and bill for fee-based advice — comparable as a focused, adviser-targeted SaaS tool in the wealth advisory workflow.

7Harvest
TypeDirect peer
Description

Software vendor providing financial planning and client portal tools for financial advisers — comparable B2B wealthtech product offering and customer base.

8Nalo
TypeRegional player
Description

French wealthtech offering automated wealth management and life-insurance–linked investment solutions — relevant French-market peer operating in the wealth/estate planning space, primarily B2C.

9Moneyfarm
TypeRegional player
Description

European digital wealth manager active in France, Italy and the UK, combining robo-advice with human adviser support — comparable in offering wealth planning and management tooling in the French market.

10InvestCloud
TypeBroad incumbent
Description

Global wealthtech platform providing portfolio management, advice and reporting infrastructure for financial institutions and advisers — broader incumbent whose offering overlaps the wealth and estate planning platform category.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds2 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

LaBienveillanceFinancière

Wealth Management Softwarelabienveillancefinanciere.fr

LaBienveillanceFinancière firmographics

Firmographics
Name
LaBienveillanceFinancière
Website
https://labienveillancefinanciere.fr
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

LaBienveillanceFinancière industry classification

Industry
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)
akta.pro secondary industry
Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

  • Wealth planning software
  • Estate planning platform
  • Financial advisory tools
  • Wealth management solutions
  • Financial adviser platform

Where LaBienveillanceFinancière is headquartered

Location

Headquarters

HQ city
Paris
HQ country
France
HQ region
Europe

Markets served

LaBienveillanceFinancière business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations

LaBienveillanceFinancière product offering

Product offering

Core offering

LaBienveillanceFinancière provides a wealth planning, estate planning and wealth management platform to financial and wealth advisers. The platform enables advisers to plan, model and manage client wealth and estate scenarios within a centralized software environment. The company sells the platform directly to advisory practices rather than to end-clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • LaBienveillanceFinancière Wealth and Estate Planning Platform A wealth planning, estate planning and wealth management platform designed for financial and wealth advisers to plan, model, and manage client wealth and estate scenarios from a centralized software environment.

Companies that use LaBienveillanceFinancière

Customer profile

Ideal customer profiles1 record

LaBienveillanceFinancière technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

LaBienveillanceFinancière competitors and assessment

Company assessment

Regional players

  • Yomoni: French robo-advisor and wealth management platform serving retail clients in France — comparable French-market wealthtech player, though primarily B2C rather than B2B to advisers.
  • Nalo: French wealthtech offering automated wealth management and life-insurance–linked investment solutions — relevant French-market peer operating in the wealth/estate planning space, primarily B2C.
  • Moneyfarm: European digital wealth manager active in France, Italy and the UK, combining robo-advice with human adviser support — comparable in offering wealth planning and management tooling in the French market.

Direct peers

  • Addepar: US-based wealth management technology platform serving financial advisers and family offices with portfolio analytics, reporting, and planning tools — directly comparable B2B advisor-tech offering to LaBienveillanceFinancière's adviser platform.
  • Riskalyze: Advisor-facing risk tolerance and investment proposal platform used by wealth advisers — directly comparable in providing a planning-oriented toolset to financial advisers, similar go-to-market motion.
  • Harvest: Software vendor providing financial planning and client portal tools for financial advisers — comparable B2B wealthtech product offering and customer base.

Broad incumbents

  • Envestnet: Large US-listed provider of wealth management software and advisor tech including financial planning, portfolio management, and analytics — a broader incumbent whose advisor-platform stack overlaps directly with LaBienveillanceFinancière's value proposition.
  • Orion Advisor Tech: Established US wealthtech vendor offering portfolio accounting, financial planning, and advisor CRM — a broader incumbent serving the same adviser customer base as LaBienveillanceFinancière.
  • InvestCloud: Global wealthtech platform providing portfolio management, advice and reporting infrastructure for financial institutions and advisers — broader incumbent whose offering overlaps the wealth and estate planning platform category.

Emerging players

  • AdvicePay: B2B fintech platform purpose-built for financial advisers to manage and bill for fee-based advice — comparable as a focused, adviser-targeted SaaS tool in the wealth advisory workflow.

Market position

Customer concentration

LaBienveillanceFinancière social profiles

Digital presence

LaBienveillanceFinancière financial estimates

Financial estimate

Revenue estimate

Valuation estimate

LaBienveillanceFinancière leadership team

Management profile

Number of profiles

Profiles2 records

LaBienveillanceFinancière funding detail

Funding detail

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

LaBienveillanceFinancière M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LaBienveillanceFinancière

What does LaBienveillanceFinancière do?

LaBienveillanceFinancière provides a wealth planning, estate planning and wealth management platform to financial and wealth advisers. The platform enables advisers to plan, model and manage client wealth and estate scenarios within a centralized software environment. The company sells the platform directly to advisory practices rather than to end-clients.

When was LaBienveillanceFinancière founded?

LaBienveillanceFinancière was founded in 2017. It employs 11 to 50 people.

Where is LaBienveillanceFinancière based?

LaBienveillanceFinancière is headquartered in Paris, France, in the Europe region.

Who are LaBienveillanceFinancière's main competitors?

Regional players on record are Yomoni, Nalo and Moneyfarm. Direct peers are Addepar, Riskalyze and Harvest. Broad incumbents are Envestnet, Orion Advisor Tech and InvestCloud. AdvicePay is listed as an emerging player.

Does LaBienveillanceFinancière have an API?

No public API is recorded for LaBienveillanceFinancière.

What industry is LaBienveillanceFinancière in?

LaBienveillanceFinancière's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.

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