HARVEST Group, leader in software and digital solutions for wealth management, and QUANTALYS, a leading company in data, portfolio construction, financial analysis and rating, are joining forces.
#fintech #gestiondepatrimoine #frenchtech #wealthtech #CGP #harvest #fidroit #quantalys
A new growth project in the world of FinTech: building a European champion to support all wealth and investment management professionals.
HARVEST Group, a technology expert in wealth and financial management, and QUANTALYS, one of Europe’s leading providers of financial data, analysis and ratings, are joining forces. The Group is thus continuing to implement its strategic plan to create a solid group dedicated to wealth and finance professionals in France and Europe.
HARVEST Group and QUANTALYS have combined the best of their two areas of expertise, namely wealth analysis and financial analysis.
« After Fidroit in December 2020, this new acquisition is perfectly in line with our Group’s « Conquest 2025″ strategy: to unite the leaders in wealth and financial software solutions in Europe and worldwide. Our goal is to bring technological excellence to the wealth and financial sectors throughout their value chain. The addition of the digital solutions and human expertise of HARVEST Group and QUANTALYS will be a formidable accelerator of our clients’ growth in France and Europe. » says Virginie Fauvel, CEO of Harvest and CEO of the new group.
The group thus becomes the key player in the French market for savings, fund distribution and financial products, with the most comprehensive product offering covering the entire value chain for wealth and finance professionals. The new entity will operate in France, Italy, Luxembourg, Belgium and Switzerland.
For Vincent Weil and Jean-Paul Raymond, founding partners of QUANTALYS: « This alliance will enable us to combine forces to go faster and further. Our two offers have always been complementary. The combination will enable us to improve in performance and innovation to offer our clients increasingly efficient and integrated tools, while maintaining an open architecture for financial analysis products available to the financial ecosystem. »
About HARVEST Group
A Fintech leader in France for software dedicated to the wealth and finance industry, the company conceives and designs software and digital solutions for all the players in the wealth advisory chain. The company assists wealth management professionals in their advisory work. It deciphers, organises and make accessible the information required to make informed financial decisions. A benchmark company in the support of wealth and finance professionals who want to develop high value-added advice, it offers a range of software and services that are highly acclaimed by the profession through financial planning, product simulators and wealth and tax planning.
Its credo is to enable its 4,000 client companies to free up time for consulting thanks to digital technology, to integrate compliance and the evolving tax and legal environment, and to gain commercial efficiency by developing a local customer relationship and self-care. Those are the challenges our team of industry specialists and technology experts aim to tackle with its 330 employees, including more than 100 developers and over 60 fiscal and legal experts who are proud of their company, which has been deemed a Great Place To Work. The company recruited 45 employees in France in 2020 to support its growth.
The Group has been able to maintain its agility and capacity for innovation while taking its size and structure to a new level. Its values: commitment, reliability and passion.
Created more than 10 years ago by a duo of passionate engineers, QUANTALYS is today the independent specialist in financial data, digital financial solutions, financial and extra-financial analysis and rating of financial products (funds, ETFs, OPCIs, SCPIs, FCPRs, EMTNs, life insurance policies, managed investments, etc.).
Based on its unique and proprietary database of more than 150,000 financial products, QUANTALYS delivers standard and dedicated digital solutions for professionals such as independent financial advisors, key account distributors, management companies, institutional investors and platforms.
From the initial contact to the investment proposal, including the risk questionnaire and the determination of the optimal allocation, its tools assist wealth professionals at each stage of the process of accompanying their clients.
Its proprietary algorithms and technologies enable the automated construction of efficient, tailor-made portfolios that take into account the investor’s preferences and convictions by capitalising on the systematic financial and extra-financial analysis of all products on the market.
QUANTALYS is currently present in France, Italy, Luxembourg, Belgium and Switzerland.
Find out more: Quantalys
Key figures for the new entity (2020):
- Employees: Approximately 400
- Revenue: €45.8M
- Number of clients: +4,000
Nathalie Martin Sanchez, 06 40 66 07 93 firstname.lastname@example.org