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Trade-Union

Full company profile

uuid003pf3r

Namestring
Trade-Union
Legal namestring
Trade-Union
Websiteurl
trade-union.eu
Company typeenum
Private
Founded yearint
2018
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersBordeaux, France
HQ citystring
Bordeaux
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial investment selection, treasury management advisory, investment portfolio advisory, employee savings solutions, retirement savings advisory
NAICS code2 codes
  • Miscellaneous Intermediation523910
  • Securities and Commodity Contracts Intermediation and Brokerage5231
SIC code1 code
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Financial Investment Advisory
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Investment Advisory Services
TypeProfessional Services
Description

Trade-Union generates revenue by providing financial investment selection services to institutional investors, corporates, associations, foundations, and family offices. The company offers product engineering, selection of financial placements, treasury management advisory, investment portfolio management, employee savings schemes, and retirement savings solutions under MIFID II regulations. Value is delivered through privileged conditions, time savings, simplified product explanations, and ongoing monitoring services.

trade-union.eu
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Trade-Union provides financial investment selection and product engineering services for institutional investors, corporates, associations, foundations, and family offices. The company operates as a 'solution generator' covering treasury management, investment portfolio selection, employee savings plans (épargne salariale), and retirement savings solutions, all under MIFID II regulations. The team comprises actuaries, financial market engineers, and asset management specialists offering privileged conditions, time savings, simplified product explanations, and continuous monitoring.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Trade-Union is a financial services company that offers a unified set of financial investment selection and advisory services. Created in 2018 by Groupe Interselection as a dedicated product engineering structure under MIFID II regulations, the company serves institutional investors, corporates, associations, foundations, and family offices. The core offering centers on being a "generator of solutions" for investors concerning financial placements including treasury management, investment portfolios, employee savings plans, and retirement savings, all while respecting investor requirements and prudential rules. The company's value proposition emphasizes privileged conditions, time savings, simple product explanations, and ongoing follow-up. Trade-Union is part of Groupe Interselection, which was founded in 1996 by Daniel Gerino, and operates alongside related entities such as Interselection AA (a financial investment advisory company within the group).

Product and service1 record
1Financial Investment Selection Services
CategoryFinancial Investment Advisory
Description

Selection services for financial investments covering treasury management, investment portfolio management, employee savings plans, and retirement savings solutions. Provided under MIFID II regulations to institutional investors, corporates, associations, foundations, and family offices, with value delivered through privileged conditions, time savings, simplified product explanations, and continuous monitoring.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Groupe Interselection
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2018-01-01
Description

Trade-Union was created by Groupe Interselection in 2018 as a dedicated product engineering structure following MIFID II regulations. Trade-Union operates as part of the Interselection group ecosystem, benefiting from the group's advisory expertise and reputation in financial investment selection. The group was founded by Daniel Gerino in 1996.

trade-union.eu
Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

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
No
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 rounds

Each record includes

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

Investors

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 →

Trade-Union

Financial Investment Advisorytrade-union.eu

Trade-Union firmographics

Firmographics
Name
Trade-Union
Legal name
Trade-Union
Website
https://trade-union.eu
Company type
Private
Founded year
2018
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Where Trade-Union is headquartered

Location

Headquarters

HQ city
Bordeaux
HQ country
France
HQ region
Europe

Offices1 record

Markets served

Trade-Union business model

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

Revenue model

  1. Financial Investment Advisory Services: Trade-Union generates revenue by providing financial investment selection services to institutional investors, corporates, associations, foundations, and family offices. The company offers product engineering, selection of financial placements, treasury management advisory, investment portfolio management, employee savings schemes, and retirement savings solutions under MIFID II regulations. Value is delivered through privileged conditions, time savings, simplified product explanations, and ongoing monitoring services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Trade-Union product offering

Product offering

Core offering

Trade-Union provides financial investment selection and product engineering services for institutional investors, corporates, associations, foundations, and family offices. The company operates as a 'solution generator' covering treasury management, investment portfolio selection, employee savings plans (épargne salariale), and retirement savings solutions, all under MIFID II regulations. The team comprises actuaries, financial market engineers, and asset management specialists offering privileged conditions, time savings, simplified product explanations, and continuous monitoring.

Product overview

Trade-Union is a financial services company that offers a unified set of financial investment selection and advisory services. Created in 2018 by Groupe Interselection as a dedicated product engineering structure under MIFID II regulations, the company serves institutional investors, corporates, associations, foundations, and family offices. The core offering centers on being a "generator of solutions" for investors concerning financial placements including treasury management, investment portfolios, employee savings plans, and retirement savings, all while respecting investor requirements and prudential rules. The company's value proposition emphasizes privileged conditions, time savings, simple product explanations, and ongoing follow-up. Trade-Union is part of Groupe Interselection, which was founded in 1996 by Daniel Gerino, and operates alongside related entities such as Interselection AA (a financial investment advisory company within the group).

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Investment Selection Services Selection services for financial investments covering treasury management, investment portfolio management, employee savings plans, and retirement savings solutions. Provided under MIFID II regulations to institutional investors, corporates, associations, foundations, and family offices, with value delivered through privileged conditions, time savings, simplified product explanations, and continuous monitoring.

Companies that use Trade-Union

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Trade-Union technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Trade-Union partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Groupe InterselectioncoreStrategic or Co-development Partner · 1 January 2018Trade-Union was created by Groupe Interselection in 2018 as a dedicated product engineering structure following MIFID II regulations. Trade-Union operates as part of the Interselection group ecosystem, benefiting from the group's advisory expertise and reputation in financial investment selection. The group was founded by Daniel Gerino in 1996.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Trade-Union competitors and assessment

Company assessment

Market position

Weaknesses5 records

Competitive moat3 records

Customer concentration

Trade-Union social profiles

Digital presence

Trade-Union financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Trade-Union leadership team

Management profile

Number of profiles

Profiles2 records

Trade-Union funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Trade-Union 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 Trade-Union

What does Trade-Union do?

Trade-Union provides financial investment selection and product engineering services for institutional investors, corporates, associations, foundations, and family offices. The company operates as a 'solution generator' covering treasury management, investment portfolio selection, employee savings plans (épargne salariale), and retirement savings solutions, all under MIFID II regulations. The team comprises actuaries, financial market engineers, and asset management specialists offering privileged conditions, time savings, simplified product explanations, and continuous monitoring.

Is Trade-Union a public or private company?

Trade-Union is a private company. It is classified as family owned and is currently operating.

When was Trade-Union founded?

Trade-Union was founded in 2018. It employs 1 to 10 people.

Where is Trade-Union based?

Trade-Union is headquartered in Bordeaux, France, in the Europe region.

How does Trade-Union make money?

One revenue line is on record: financial Investment Advisory Services.

Does Trade-Union have an API?

No public API is recorded for Trade-Union.

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