Yomoni
The first online private banking-style service in France aiming to make wealth management available to everyone.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor investor | €0.0 | round | |
| investor investor | €0.0 | round | |
| investor investor | €0.0 | round | |
* | €25.0m | Late VC | |
| Total Funding | 000k | ||
| EUR | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | 1274 % | (30 %) | 9 % | - | 30 % | 42 % | 18 % |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % EBITDA margin | (218 %) | (386 %) | - | - | - | - | - |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % profit margin | (272 %) | (501 %) | - | - | - | - | - |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Company filings or news article, Dealroom estimates
Related Content
Yomoni is a French fintech company that operates as an online wealth management platform. The company provides a simple and accessible way for individuals to manage their savings and investments.
Yomoni offers a range of savings products, including life insurance, retirement savings plans (PER), stock savings plans (PEA), and securities accounts. The platform caters to different risk profiles and investment goals, making it suitable for a wide range of clients, from beginners to more experienced investors.
The business model is based on providing low-cost, transparent, and automated investment solutions. By leveraging technology, Yomoni is able to offer its services at a lower cost than traditional financial advisors. The company's revenue is likely generated through management fees charged as a percentage of assets under management.
A key aspect of Yomoni's strategy is its commitment to responsible and sustainable investing. The company is a Certified B Corporation and a significant portion of its investment vehicles are focused on ESG (Environmental, Social, and Governance) criteria. This focus on a low-carbon economy and responsible finance is a core part of their value proposition.
With over 50,000 customers and more than 1 billion euros in assets under management, Yomoni has established itself as a leading player in the French online asset management market. The company has successfully raised $44.4 million in funding over four rounds, which has supported its growth and platform development.
Keywords: Wealth Management, Fintech, ESG Investing, Asset Management, Online Investing, Retirement Savings, Life Insurance, Financial Services, B Corp, Investment Platform