In a highly changing wealth management market, The French Fintech Wealthcoma stands out as an innovative software solution capable of meeting the new needs of professionals. Originally from the Southwest, The company announces a fundraising of 7 million euros led by Blackfin Capital Partners, European reference investor in financial services.
The wealth management sector is experiencing an accelerated transformation, carried by the growing diversification of financial products, stricter regulatory requirements and essential digitalization. The acquisition of Manymore by its competitor Harvest, two software publishers for heritage management, accentuates market concentration, affecting the competition and diversity that owners need. In this context, Wealthcoma aspires to become the reference solution by offering a new generation platform, with a totally sovereign approach to data and cybersecurity. Heritage professionals must be able to rely on a tool incorporating all essential features (data aggregation, regulatory compliance, Customer relations management) in order to free up time and focus on personalized support from their customers.
Optimizing the daily life of wealth professionals
Wealthcoma is positioned as a software publisher offering a complete SaaS suite. The platform agrees in real time all the heritage data, allowing a 360 -degree view of the wallets, Including for assets not directly under management. Its modular architecture is suitable for independents as well as creation and wealth management groups (CGPs) or private banks, bank networks and insurance thanks to technology sufficiently flexible to adapt to the constraints of each.
Security, key
Beyond the aggregation, Wealthcoma automates regulatory and administrative management, By offering pre -filled and continuous update documents, as well as a sharp monitoring of deadlines. The platform offers a new generation customer area, Central hub of a digital ecosystem that reinvents customer-advisor relations. Security is a major element of Wealthcoma's vision. All the data is encrypted and the servers are hosted in France. Wealthcoma complies with the requirements of the AMF and guarantees CGPS that they remain owners of their data, which can be returned to them for free.
Quick success
Less than a year after the commercial launch of its solution, Wealthcome has already convinced more than 300 entities, representing more than 2,500 wealth management professionals and 20 billion euros in aggregate assets. Some major offices are already trusting the platform, confirming its ability to manage large volumes of data and to integrate into complex ecosystems. The lifting of series A of 7 million euros allows Wealthcoma to give itself the means of its ambitions. The company plans to double its workforce by next year and accelerate the evolution of its platform, in particular via features enriched by artificial intelligence.
A solid and reinforced shareholding
Wealthcome already benefited from the support of several recognized shareholders, First of all of which Jean-Charles Krompholtz, ex-Co-founder of Boursorama co-founder, Antoine Darcet, Co -founder and former CEO of Nexeo, Paul arrives, Airlec Air Espace founder, and Fabien Folio, Maxicoffee co -founder, among others. With this new tour de table, Wealthcoma strengthens its shareholder base by welcoming Blackfin Capital Partners, An investment fund entirely devoted to financial services, with in -depth expertise in the sector and solid experience in wealth management. The fund manages more than 4 billion euros via its additional venture capital and Buyout strategies in financial services.
