FundShop

Established in 2013 by co-founders Léonard de Tilly and Florian de Miramon, FundShop operates as a business-to-business (B2B) software editor within the French Fintech sector. The company's inception was inspired by de Tilly's experience in the United States, where he observed the rise of robo-advisors. A graduate of a top French engineering school and holding an MBA from NYU Stern, de Tilly's background in financial markets and structured products at major European banks provided the foundational expertise for the venture.

FundShop specializes in providing white-label technological solutions for professionals in the savings product distribution market, including wealth managers, brokers, banks, and other financial product distributors. The firm's business model is centered on digitizing the broker-client relationship and automating operational processes. Revenue is generated by delivering these solutions as customizable modules that integrate into their clients' existing systems. The company's core offering is a suite of applications designed to manage various aspects of financial advisory and client management. These tools address compliance, client onboarding, subscriptions, arbitrage campaigns, and client reporting.

A key feature is the proprietary allocation engine, which generates personalized portfolio recommendations. This engine considers the specific constraints of financial products, client objectives, and existing portfolio allocations. The technology was developed to democratize access to sophisticated investment strategies, making them available to a broader range of investors through their advisors. FundShop has secured funding through several rounds, including an initial seed round of €300,000 in 2014 from investors like AXA Strategic Ventures, followed by a Series A round of €2.2 million in 2017 led by Apicil Group. In 2022, the company was acquired by Alpheys, and as of July 2024, it became a subsidiary of Apicil Epargne, further solidifying its position in the institutional market.

Keywords: Fintech, WealthTech, B2B, robo-advisor, white-label solutions, financial software, portfolio management, investment advisory tools, digital savings, asset allocation engine, brokerage technology, client relationship management, financial compliance, Apicil, Alpheys, Léonard de Tilly, Florian de Miramon, savings products distribution, financial services automation, investment algorithms