FundShop

wealthtech-retailother investments platform

FOUNDING YEAR: 2013
LOCATION:
Last Update: 05/07/2020

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About

FundShop is a web application in Finance. It helpz individual investors in managing their investments. It identifies the customer profile, generates an optimal asset allocation and selects funds to compose their portfolio. The portfolios are tracked in order to maintain the adequacy between customers risk and performance objectives with the market conditions.

Focus

PRODUCTS & SERVICES

Portfolio management services for individual investors

MAIN CLIENTS

Retail investors

EXISTING PARTNERSHIPS

EBG

AXA Seed Factory

Scientipôle Initiative

OPCVM360

Polytechnic

Finance Innovation

People

FOUNDERS

Florian de Miramon

Leonard de Tilly

BOARD MEMBERS AND ADVISORS

Minh Tran

NUMBER OF EMPLOYEES

11-50

INVESTORS:

APICIL

APICIL Group

APICIL Group

AXA Seed Factory

AXA Seed Factory

Wilco

Wilco

Momentum

FUNDED

YES

TOTAL FUNDING

$2.85 M

DATE OF LAST FUNDING

Jun 2017

SEED & PRIOR FUNDING

$377.54 K

FUNDING SERIES

SERIES A  · $2.48 M  · Jun 2017

LISTED

NO

BASICS

FOUNDING YEAR:

2013

LOCATION:

Views:

206 VISITORS | 350 VIEWS
LATEST FUNDING ROUND

$2.85 M

TOTAL EMPLOYEES
11-50

About

FundShop is a web application in Finance. It helpz individual investors in managing their investments. It identifies the customer profile, generates an optimal asset allocation and selects funds to compose their portfolio. The portfolios are tracked in order to maintain the adequacy between customers risk and performance objectives with the market conditions.

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Momentum+
People+
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