Fidroit
Fidroit, a Harvest Group subsidiary, operates the Fidnet subscription platform that equips French wealth and patrimonial advisors with educational and operational resources to develop client advisory services.
- Company typePrivate
- Founded1994
- HeadquartersAubière, France
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Fidroit firmographics
Firmographics- Name
- Fidroit
- Website
- https://fidroit.fr
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fidroit, a Harvest Group subsidiary, operates the Fidnet subscription platform that equips French wealth and patrimonial advisors with educational and operational resources to develop client advisory services.
- Ownership category
- akta.pro rank
Fidroit industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
- akta.pro secondary industries
- Personal Trust & Fiduciary Administration (FSAEAKAA), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where Fidroit is headquartered
LocationHeadquarters
- HQ city
- Aubière
- HQ country
- France
- HQ region
- Europe
Markets served
Fidroit business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Platform Services: Access to Fidnet platform providing patrimonial advisory tools and resources for wealth management professionals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Fidroit product offering
Product offeringCore offering
Fidroit provides Fidnet, a comprehensive patrimonial advisory platform that enables financial advisors and wealth management professionals to develop advisory services for their clients. The platform delivers educational and operational wealth management resources covering patrimonial decision-making, estate planning, and financial consulting workflows.
Differentiator
Problem solved
Functional benefit
Brands
- Fidnet: A comprehensive wealth advisory platform that enables financial advisors to easily develop advisory services for their client base using complete, educational, and operational wealth management resources.
Products and services
- Fidnet Fidnet is a comprehensive patrimonial resource platform that enables financial advisors to easily develop advisory services for their clients, providing complete, educational, and operational wealth management resources. It serves wealth advisors and patrimonial consulting professionals in France.
Companies that use Fidroit
Customer profileSegments1 record
Ideal customer profiles1 record
Fidroit technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Fidroit partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Harvest GroupcoreFidroit operates as part of Harvest Group, leveraging group synergies for offerings and branding. Harvest Group provides the parent organizational structure for Fidroit's operations and cross-selling opportunities across the group's services.
Fidroit competitors and assessment
Company assessmentBroad incumbents
- Envestnet: Large US-headquartered platform offering advisor technology, analytics, and wealth management workflows. Comparable as a broad incumbent providing subscription-based software that supports financial advisor practices and patrimonial planning workflows.
- Avaloq: Core banking and wealth management software platform (now part of NEC) serving private banks and wealth managers across Europe. Comparable as a broad incumbent in the European wealth management software market with overlapping advisor tooling and content capabilities.
- Temenos: Global banking software provider offering wealth management and private banking modules. Comparable as a broad incumbent in the European wealthtech space, competing for the same institutional buyer budget that funds advisor-facing platforms like Fidroit.
- Harvest Group: Parent conglomerate offering a broader portfolio of software solutions for French financial professionals (wealth, asset management, compliance). Directly comparable as the parent organization that houses Fidroit and provides the distribution and group offerings Fidroit rides on.
- BlackRock Aladdin: Institutional investment and risk management platform used by wealth managers and advisors globally. Comparable as a broad incumbent wealthtech platform providing analytics, portfolio construction, and advisor workflows at scale, contrasting with Fidroit's France-niche scope.
Direct peers
- Wealth Dynamix: Wealth management CRM and advisor productivity platform serving private banks, family offices, and wealth managers. Comparable because it sells B2B SaaS subscription tools that enable advisors to deliver advisory services to HNW/UHNW clients, overlapping with Fidroit's value proposition.
- BigExpert: French SaaS platform providing patrimonial research, simulation, and documentation tools for wealth advisors. Directly comparable because it targets the same French patrimonial advisor persona with subscription-based decision-support content and tools.
Regional players
- Yomoni: French robo-advisor and online wealth management service serving individual investors. Comparable as a French market fintech addressing patrimonial and wealth decisions, though primarily B2C rather than B2B advisor tooling like Fidroit.
- Linxo: French personal finance aggregation platform (part of Crédit Agricole) that consolidates client financial data. Comparable as a French fintech serving the wealth/financial decision-making space, with overlap in tools that help advisors and clients visualize patrimonial positions.
Emerging players
- FundCount: Accounting and operations platform for wealth managers and family offices, with multi-currency and multi-jurisdiction capability. Comparable as a vertically specialized software layer serving advisors managing complex client portfolios similar to Fidroit's patrimonial focus.
Market position
Customer concentration
Fidroit social profiles
Digital presenceFidroit financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fidroit leadership team
Management profileNumber of profiles
Fidroit funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fidroit 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 Fidroit
What does Fidroit do?
Fidroit provides Fidnet, a comprehensive patrimonial advisory platform that enables financial advisors and wealth management professionals to develop advisory services for their clients. The platform delivers educational and operational wealth management resources covering patrimonial decision-making, estate planning, and financial consulting workflows.
Is Fidroit a public or private company?
Fidroit is a private company. It is classified as corporate owned and is currently operating.
When was Fidroit founded?
Fidroit was founded in 1994. It employs 11 to 50 people.
Where is Fidroit based?
Fidroit is headquartered in Aubière, France, in the Europe region.
How does Fidroit make money?
One revenue line is on record: platform Services.
Who are Fidroit's main competitors?
Broad incumbents on record are Envestnet, Avaloq, Temenos, Harvest Group and BlackRock Aladdin. Direct peers are Wealth Dynamix and BigExpert. Regional players are Yomoni and Linxo. FundCount is listed as an emerging player.
Does Fidroit have an API?
No public API is recorded for Fidroit.
What industry is Fidroit in?
Fidroit's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting), with a secondary code of FSAEAKAA, Personal Trust & Fiduciary Administration. Its NAICS code is 54151 and its SIC code is 7373.