Quantalys
Quantalys SAS is a French B2B SaaS platform providing fund research, portfolio analysis, and client management tools to wealth advisors (CGPs), asset managers, and professional investors across 73,000+ investment products, operating as a subsidiary of Harvest with presence in France and Italy.
- Company typePrivate
- Founded2007
- HeadquartersParis, France
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Quantalys does
Quantalys SAS is a French B2B SaaS platform that provides fund research, portfolio analysis, and client management tools to professional investors, independent wealth advisors (Conseillers en Gestion de Patrimoine, or CGPs), and asset management companies. The platform covers 73,000+ investment products including OPCVM funds, ETFs, SCPI real-estate vehicles, and insurance contracts, with 80+ filtering criteria spanning performance ratios, risk metrics, fees, and proprietary ESG intensity scores aligned to SFDR classification. Core modules include an advanced fund search engine, side-by-side comparison tools, client portfolio creation and monitoring, KYC-compliant risk questionnaires adopted by major financial institutions, an investment proposal generator using efficient-frontier optimization, customizable alerts across 20+ criteria, and a report designer with white-label output. Specialized thematic spaces cover ESG/SRI, ETFs (in partnership with BNP Paribas Asset Management), megatrend funds, emerging markets, and real estate. Enterprise add-ons include an Excel Add-In for data export and a Webclient for client-facing risk profiling and document signing.
The business model combines tiered annual subscription licenses (MULTI+, Pro, Pro+), Datadock-registered professional training courses priced at 690€ (with license) or 890€ (without license), and the freemium Quantalys Connect platform that links fund selectors with 400+ asset management companies through webconferences, weekly market summaries, and editorial analyses. Distribution is direct via web-based SaaS access, supplemented by content marketing (2,630+ editorial articles, monthly observatories, YouTube tutorials), webinars, and in-person training in Paris. Quantalys also operates a localized Italian platform (quantalys.it), marking its first international market.
The company is structured as a SAS (Société par Actions Simplifiée) with share capital of 1,332,887 euros, registered as RCS Paris 907 647 879, headquartered at Tour Pacific in Puteaux, France. Quantalys operates as a subsidiary of Harvest, a French financial software group, with Harvest's CEO Virginie Fauvel serving as director of publication. No external funding rounds, public listings, or headcount disclosures were identified in the available source material.
Quantalys firmographics
Firmographics- Name
- Quantalys
- Legal name
- QUANTALYS SAS
- Website
- https://quantalys.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Quantalys SAS is a French B2B SaaS platform providing fund research, portfolio analysis, and client management tools to wealth advisors (CGPs), asset managers, and professional investors across 73,000+ investment products, operating as a subsidiary of Harvest with presence in France and Italy.
- Ownership category
- akta.pro rank
Quantalys industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Quant Research & Systematic Strategies (FSACAGAF)
Keywords
Where Quantalys is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Quantalys business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Software Licenses: Subscription-based software licenses (MULTI+, Pro, Pro+) providing access to fund research, portfolio management, and reporting tools for financial advisors and wealth managers
- Professional Training Services: Classroom training courses on portfolio creation and optimization, registered with Datadock, offered at 690€ (with license) and 890€ (without license)
- Quantalys Connect: Free subscription service connecting fund selectors with asset managers via webconferences and analysis content, creating B2B relationship platform
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Formation Création et Optimisation de portefeuilles - with license |
| One time/ perpetual license | Pay-as-you-go | Formation Création et Optimisation de portefeuilles - without license |
| Subscription | Annual | Licence MULTI+ |
| Subscription | Annual | Licence Pro+ |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Quantalys product offering
Product offeringCore offering
Quantalys provides a web-based SaaS platform enabling professional investors, wealth advisors (CGPs), and asset managers to research and compare 73,000+ investment funds (OPCVM, ETFs, SCPIs, insurance contracts), construct and monitor client portfolios using efficient frontier optimization and daily controls, perform regulatory-compliant risk profiling, and generate client-ready proposals and reports. The platform combines fund research, portfolio management, ESG analysis, and client KYC in an integrated workflow, complemented by Quantalys Connect, a B2B engagement layer linking fund selectors directly with asset management companies.
Product overview
Quantalys is a financial technology platform providing professional investors, wealth managers, and independent financial advisors with a comprehensive suite of tools for fund research, portfolio analysis, and client management. The core Quantalys Platform serves as the central hub offering fund search (with 73,000+ products), comparison tools, and portfolio management capabilities. This is augmented by thematic modules including ESG/SRI analysis, ETF research (partnered with BNP Paribas Asset Management), megatrend funds, emerging markets, real estate/SCPI products, and asset allocation tools. The Quantalys Connect B2B platform enables direct communication between fund selectors and asset management companies. Additional modules cover client KYC/risk profiling, investment proposals using efficient frontier optimization, alerts, lists, and customizable reporting. Enterprise add-ons include an Excel Add-In for data export and a Webclient for client-facing interactions. The company also offers professional training courses and video tutorials as part of its service ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- Quantalys Connect: Platform connecting fund selectors with asset managers through direct contact, management analysis, weekly synthesis, and live training sessions via webconferences.
Products and services
- Quantalys Platform (Core SaaS) Web-based SaaS platform for fund research and comparison across 73,000+ investment products (OPCVM, ETFs, SCPIs, insurance contracts), portfolio construction using efficient frontier optimization, daily portfolio monitoring with risk/performance/diversification controls, ESG/SFDR analysis, regulatory-compliant risk profiling, customizable client reporting, model portfolios, and mass rebalancing. Targeted at professional investors, wealth advisors (CGPs), asset managers, and insurance companies in France and Italy.
- Quantalys Connect Free B2B subscription platform connecting fund selectors with 400+ asset management companies (Amundi, BNP Paribas, Carmignac, Pictet, NN Investment Partners, CPR AM, and others) through weekly synthesis of analyses, management company analyses, and live webconferences/training sessions. Designed to facilitate direct relationships between fund selectors and asset managers and create a distribution and engagement channel.
- Professional Training Courses (Formations Quantalys) Classroom training in Paris on portfolio creation and optimization, registered with Datadock (decl. 11 75 45122 75). Priced at 690€ with a Quantalys license and 890€ without a license. Functions as an entry point for new advisors into the Quantalys platform.
Quantifiable outcome
- Daily monitoring of 73,000+ investment products across multiple asset classes
- +2 more outcomes
Companies that use Quantalys
Customer profileSegments4 records
Ideal customer profiles4 records
Quantalys technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
Quantalys partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- NN Investment PartnersminorQuantalys Connect webconference featuring NN Investment Partners on sustainable and impact investing in multi-asset allocations. Part of ongoing series connecting asset managers with fund selectors.
- CPR AMminorQuantalys Connect webconference on thematic investing and ESG dimensions with CPR AM. Joint educational content on thematic fund analysis methodology.
- BNP Paribas Asset ManagementcoreContent partnership for monthly ETF reports in Europe. BNP Paribas Asset Management sponsors Quantalys's quarterly ETF observatory reports covering European ETF market trends and performance data.
- 400+ Asset Management Companies (listed partners)coreQuantalys Connect provides access to analyses and weekly summaries from hundreds of asset management companies including Amundi, BNP Paribas, Carmignac, Pictet, and others. These partners use Quantalys as a distribution and engagement channel for their fund research.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Quantalys competitors and assessment
Company assessmentDirect peers
- Trackinsight: European ETF analytics and fund research platform serving professional investors and advisors. Comparable to Quantalys's ETF Space and overall fund screening/research offering, with similar focus on European markets.
- Nitrogen (formerly Riskalyze): Wealthtech platform providing risk tolerance profiling, portfolio analytics, and client engagement tools for financial advisors. Directly comparable to Quantalys's Risk Questionnaire and portfolio monitoring modules.
- Advisor360°: Integrated wealth management platform for advisory firms combining portfolio reporting, client management, and analytics. Comparable to Quantalys on the integrated advisor workstation and client KYC/profiling workflow.
Broad incumbents
- FactSet: Integrated financial data and analytics platform serving asset managers, advisors, and institutional investors. Comparable to Quantalys on portfolio analytics and fund data, with broader multi-asset class coverage and enterprise-scale offerings.
- MSCI: Global provider of investment decision support tools including ESG ratings, portfolio analytics, and risk metrics. Comparable to Quantalys on ESG scoring and portfolio analytics, with materially larger institutional footprint.
- Bloomberg: Global financial data, analytics, and portfolio tools platform used extensively by wealth advisors and asset managers. Overlaps with Quantalys on fund research, portfolio monitoring, and analytics, with vastly broader coverage and scale.
- Morningstar: Global leader in independent investment research, fund data, and portfolio analytics serving advisors and asset managers. Directly comparable to Quantalys on fund research, comparison, and ESG analytics, but operates at much broader geographic and institutional scale.
- Envestnet: Large-scale wealth management platform providing portfolio analytics, advisor workstations, and data solutions to financial advisors. Comparable to Quantalys on integrated advisor tooling and portfolio monitoring.
- LSEG (Lipper): Lipper fund research and analytics business within LSEG serving asset managers and advisors. Directly comparable to Quantalys's fund classification, performance analytics, and comparative research offerings.
Regional players
- Allfunds: European B2B fund distribution platform connecting asset managers with distributors, providing fund data and execution infrastructure. Comparable to Quantalys in the European fund ecosystem and through engagement with asset managers, though with a broader distribution and execution focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Quantalys social profiles
Digital presenceQuantalys financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quantalys leadership team
Management profileNumber of profiles
Profiles1 record
Quantalys funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quantalys 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 Quantalys
What does Quantalys do?
Quantalys provides a web-based SaaS platform enabling professional investors, wealth advisors (CGPs), and asset managers to research and compare 73,000+ investment funds (OPCVM, ETFs, SCPIs, insurance contracts), construct and monitor client portfolios using efficient frontier optimization and daily controls, perform regulatory-compliant risk profiling, and generate client-ready proposals and reports. The platform combines fund research, portfolio management, ESG analysis, and client KYC in an integrated workflow, complemented by Quantalys Connect, a B2B engagement layer linking fund selectors directly with asset management companies.
Is Quantalys a public or private company?
Quantalys is a private company. It is classified as corporate owned and is currently operating.
When was Quantalys founded?
Quantalys was founded in 2007. It employs 51 to 100 people.
Where is Quantalys based?
Quantalys is headquartered in Paris, France, in the Europe region.
How does Quantalys make money?
Three revenue lines are on record. Software Licenses are the primary driver. The others are professional Training Services and quantalys Connect.
Who are Quantalys's main competitors?
Direct peers on record are Trackinsight, Nitrogen (formerly Riskalyze) and Advisor360°. Broad incumbents are FactSet, MSCI, Bloomberg, Morningstar, Envestnet and LSEG (Lipper). Allfunds is listed as a regional player.
Does Quantalys have an API?
No public API is recorded for Quantalys.
What industry is Quantalys in?
Quantalys's product category is Wealth Management Software. Its primary akta.pro industry code is FSACAGAF, Quant Research & Systematic Strategies. Its NAICS code is 523940 and its SIC code is 6282.