Odonatech
- Company typePrivate
- Founded2019
- HeadquartersVaulnaveys-le-bas, France
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Odonatech firmographics
Firmographics- Name
- Odonatech
- Legal name
- Odonatech
- Website
- https://odonatech.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Odonatech industry classification
Industry- Product category
- Wealth Management and Financial Advisory AI Software
- NAICS
- Portfolio Management and Investment Advice (52394), Software Publishers (5132), Custom Computer Programming Services (541511)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Odonatech is headquartered
LocationHeadquarters
- HQ city
- Vaulnaveys-le-bas
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Odonatech business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Odonaplace Subscription: Annual subscription model for access to behavioral finance profiling platform. Includes unlimited platform access, white-label integration, updates, and support.
- LiLa White-Label Licensing: Commercial deployment of AI assistant under partner branding. Revenue generated through licensing arrangements with financial institutions and wealth management platforms.
- Enterprise Customization Services: Custom integration and deployment services including 48-hour deployment, training, and dedicated technical support for enterprise clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Odonaplace Annual Subscription |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Odonatech product offering
Product offeringCore offering
Odonatech develops and sells AI-powered financial advisory solutions for savings distributors. Its flagship product LiLa is a conversational AI agent that automates first-level financial advice, qualifies complex requests 24/7, and orients users to the right advisor or subscription pathway. Complementing it is Odonaplace, a behavioral finance platform using the proprietary Bewavior methodology to profile client financial personalities across 35 behavioral scores, helping wealth management advisors personalize advisory relationships and improve conversion.
Product overview
Odonatech offers a platform-based portfolio of AI-powered financial advisory solutions. The core product is LiLa, a conversational AI agent that automates first-level financial advisory for savings distributors, available as white-label deployment. Complementing LiLa is Odonaplace, a behavioral finance platform for wealth management advisors that provides financial personality profiling through the proprietary Bewavior methodology (calculating 35 behavioral scores). A related initiative is Ariane, an educational AI chatbot developed with La Finance pour Tous. Legacy product ODO 360 was the foundational prototype. All solutions are built on behavioral science and AI, available in white-label mode, and designed for banks, insurers, neo-banks, robo-advisors, and wealth management advisors.
Differentiator
Problem solved
Functional benefit
Brands
- LiLa: AI conversational financial assistant specialized in savings distribution that automates first-level advice to qualify, engage and convert users, providing behavioral analysis and real-time scoring.
- Odonaplace
- Bewavior
- Ariane
Products and services
- LiLa AI conversational financial assistant specialized in savings distribution that automates first-level advisory to qualify, engage and convert users 24/7. Routes users to the right advisor or subscription pathway and includes an analytics console and multi-agent AI with behavioral analysis.
- Odonaplace Behavioral finance SaaS platform for wealth management advisors providing financial personality profiling via the proprietary Bewavior method, with 35 behavioral scores analyzing six facets of client financial personality to personalize advisory relationships and improve conversion.
- Ariane Public-facing AI chatbot providing 24/7 personalized financial education on taxation, education, real estate and general financial topics. Built in partnership with La Finance Pour Tous and sourcing information from AMF-validated institutional databases to ensure accuracy.
Quantifiable outcome
- X6.5 increase in subscriptions for users engaging with LiLa on insurance and PER subscription journeys
- +6 more outcomes
Companies that use Odonatech
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles4 records
Odonatech technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability10 records
Feature6 records
Odonatech partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship, foundational and core.
- La Finance Pour TousflagshipStrategic partnership to launch Ariane, an AI financial advisor serving the general public. Association approved by French Ministry of Education, with AMF support. Ariane provides education on taxation, studies, real estate, and general financial topics.
- SATT LinksiumfoundationalTechnology transfer partnership from Université Savoie Mont Blanc with support from SATT Linksium incubator. This partnership enabled the founding of Odonatech and the development of initial behavioral finance technology.
- LinksiumcoreTransforms research results into technologies and exploitable know-how for market actors. Long-term trusted partner supporting Odonatech's innovation journey.
- Groupe Rayne / gestiondepatrimoine.comflagshipIntegration of LiLa AI into gestiondepatrimoine.com platform to transform 120,000 monthly visitors into qualified heritage advisory journeys. LiLa routes users to appropriate advisory cabinets within the group.
- Place des InvestisseurscoreIntegration of Odonatech solutions on financial education platform, serving investors with AI-powered advisory capabilities.
Scale indicators11 records
Recent moves7 records
Expansion highlights3 records
Odonatech competitors and assessment
Company assessmentDirect peers
- Personetics: Personetics provides AI-driven personalized financial guidance and customer engagement for banks and financial institutions, very similar to LiLa's positioning as a conversational AI for savings distributors and banks.
- Riskalyze: Riskalyze offers risk tolerance profiling and behavioral analytics for financial advisors, closely aligned with Odonatech's Bewavior methodology and behavioral scoring for CGP-type advisors.
- Hearsay Systems: Hearsay Systems delivers digital engagement and advisor productivity tools for financial services, overlapping with Odonatech's advisor enablement and customer relationship digitization proposition.
- TIFIN: TIFIN builds AI platforms for wealth management and financial advisory, including personalization, lead generation and advisor enablement tools that compete with Odonaplace and LiLa.
- Qplix: Qplix is a wealth management software platform for private banks, family offices and asset managers, comparable to the Odonaplace platform for client profiling and relationship management.
- Marstone: Marstone offers a digital wealth management platform for financial institutions with white-label deployment, closely mirroring Odonatech's OEM white-label model for banks and advisors.
- Trizic: Trizic provides AI-driven digital wealth management and advisor technology, comparable in targeting independent wealth managers and asset managers with white-label digital capabilities.
- Advize: Advize is a French insurance and financial advisory software platform serving wealth and insurance distributors, comparable to Odonatech's customer base in the French CGP and insurer ecosystem.
Broad incumbents
- Salesforce Financial Services Cloud: Salesforce FSC is a broad CRM and engagement platform for financial services, an incumbent that overlaps with Odonatech's CRM enrichment, lead routing and advisor productivity use cases.
- Addepar: Addepar provides wealth management technology for large advisors, RIAs and family offices, an established incumbent that competes indirectly for the same financial institution and advisor wallet.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Odonatech social profiles
Digital presenceOdonatech compliance and trust
Trust signalCompliance1 record
Odonatech financial estimates
Financial estimateRevenue estimate
Valuation estimate
Odonatech leadership team
Management profileNumber of profiles
Profiles10 records
Odonatech funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Odonatech 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 Odonatech
What does Odonatech do?
Odonatech develops and sells AI-powered financial advisory solutions for savings distributors. Its flagship product LiLa is a conversational AI agent that automates first-level financial advice, qualifies complex requests 24/7, and orients users to the right advisor or subscription pathway. Complementing it is Odonaplace, a behavioral finance platform using the proprietary Bewavior methodology to profile client financial personalities across 35 behavioral scores, helping wealth management advisors personalize advisory relationships and improve conversion.
Is Odonatech a public or private company?
Odonatech is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Odonatech founded?
Odonatech was founded in 2019. It employs 1 to 10 people.
Where is Odonatech based?
Odonatech is headquartered in Vaulnaveys-le-bas, France, in the Europe region.
How does Odonatech make money?
Three revenue lines are on record. Odonaplace Subscription is the primary driver. The others are liLa White-Label Licensing and enterprise Customization Services.
Who are Odonatech's main competitors?
Direct peers on record are Personetics, Riskalyze, Hearsay Systems, TIFIN, Qplix, Marstone, Trizic and Advize. Broad incumbents are Salesforce Financial Services Cloud and Addepar.
Does Odonatech have an API?
No public API is recorded for Odonatech.
What industry is Odonatech in?
Odonatech's product category is Wealth Management and Financial Advisory AI Software. Its primary akta.pro industry code is HDAAAGAH, Financial Services Personalization (Banking, Investing, Insurance), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 52394 and its SIC code is 6282.