Name

NEXO Capital

Legal name

NEXO Capital

Website

https://nexocapital.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

NEXO Capital is a French ACPR-regulated investment services firm that designs and distributes structured investment products and third-party funds to independent wealth management advisors (CGP) and professional and institutional investors across France.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Structured Products Design and Distribution: Design and distribution of structured investment products to professional investors and wealth management advisors. Company acts as intermediary between financial product producers and professional investors.
2. Fund Distribution: Distribution of funds (listed and unlisted) to institutional investors. Acts as exclusive distributor for international management companies not represented in France.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels2 records

Core offering

NEXO Capital is a French ACPR-regulated investment services provider (PSI) that designs and distributes structured investment products (covering equities, rates, credit, currencies and funds) to professional investors and wealth management advisors. The firm also distributes listed and unlisted funds (UCITS and FIAs) from international asset managers, acting as exclusive French-market distributor for managers not represented locally. Its My Nexo digital platform, launched in 2022, automates structured product reporting, valuation tracking, current-offer access and lifecycle event calendars for clients.

Product overview

NEXO Capital operates as a regulated investment services provider (PSI) offering three interconnected solutions: (1) Structured Products - design and distribution of customized structured investment products with analysis, advice, and lifecycle support; (2) Fund Distribution - exclusive access for French institutional investors to international fund managers' differentiated strategies; and (3) My Nexo - a proprietary digital platform launched in 2022 that enables automated reporting, valuation tracking, and calendar management for structured products. The digital tool serves as the operational interface connecting the structured products and fund distribution offerings.

Differentiator

Problem solved

Functional benefit

Brands

• My Nexo: Proprietary digital tool for structured product monitoring, launched in 2022. Features automatic reporting generation, structured product valuation tracking, access to current offers, and product lifecycle event calendar.

Products and services

• Structured Products (Produits structurés) Design and distribution of customized structured investment products for wealth management advisors (CGP) and professional/institutional investors, covering equities, rates, credit, currencies and funds across various maturities, issuers and coupon/repayment mechanisms. Includes analysis, advisory, mandatory competitive issuer bidding (tender) and lifecycle support.
• Fund Distribution (Distribution de fonds) Distribution service providing French institutional investors access to investment strategies from international asset managers not represented in France, including UCITS funds (liquid long-only or alternative strategies) and non-listed FIAs (including private debt strategies). NEXO Capital acts as exclusive French distributor for these international management companies.
• My Nexo Proprietary digital platform launched in 2022 for tracking structured products. Features automatic reporting sheet generation, structured product valuation tracking, access to current offers, and a calendar for product lifecycle event tracking. Available to NEXO Capital's wealth management advisor and institutional clients.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• DLPK GroupcoreStrategic or Co-development Partner · 1 January 2018DLPK Group acquired a stake in NEXO Capital in 2018, with full integration completed in 2023. DLPK is a specialist in savings and asset management, founded in 1994, offering an alternative to traditional financial players. In July 2024, DLPK merged with APRIL Group to strengthen their market position in savings.

Scale indicators3 records

Recent moves9 records

Expansion highlights4 records

Direct peers

• Alpheys: Independent French firm specializing in structured product design, engineering, and distribution to wealth management professionals. Comparable business model: intermediary between issuers and French professional investors, with similar competitive bidding and advisory positioning.
• Investeam: French financial engineering firm designing and distributing structured products to CGP advisors and institutional investors. Direct overlap with NEXO Capital in structured product conception, tender process, and exclusive international fund distribution to French advisors.
• Inter Invest (Crystal Finance): French wealth management solutions provider distributing structured products, UCITS, and private debt to CGP networks. Now part of Crystal Finance Group but still competes at the distribution interface for the same CGP advisors NEXO Capital serves.
• Primonial (Crystal Finance Group): French wealth management solutions distributor serving CGP advisors with structured products, UCITS, and private debt offerings. Highly comparable: similar French CGP channel, exclusive international fund partnerships, and competing directly for the same advisor client base as NEXO Capital.

Broad incumbents

• Vontobel: Swiss private bank with a large structured products issuance franchise and active distribution to French and European CGP/intermediary channels. Comparable in product category (structured products) and target market (wealth advisors), though Vontobel acts primarily as issuer rather than independent intermediary.
• Leonteq Securities: Swiss structured products issuer with significant European, including French, distribution. Comparable product category and advisor-client target but operates with a much larger product platform and issuer-side economics rather than independent intermediation.
• Oddo BHF: French-German private bank and asset manager with significant structured product issuance and distribution to French CGP and institutional clients. Overlaps with NEXO Capital's product set but operates as a vertically integrated issuer-distributor rather than pure intermediary.
• Lyxor Asset Management (BNP Paribas): BNP Paribas subsidiary covering structured products, ETFs, and alternative investment solutions with French CGP and institutional distribution. Comparable product universe but with the scale, balance sheet, and proprietary issuance capabilities of a top-tier European bank.
• Société Générale (Private Banking): Major French universal bank offering structured products, fund distribution, and advisory services to French wealth management clients. Overlaps NEXO Capital's value proposition (structured products, advisor-led distribution) but with full-bank scale, proprietary issuance, and broader product suite.

Emerging players

• Hodei Corporate: Independent French firm offering structured products engineering and distribution to professional investors and wealth advisors. Comparable niche positioning and intermediary business model, with similar focus on exclusive international fund mandates in the French market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about NEXO Capital