BOULOGNE BILLANCOURT, France, Jan. 14, 2016 (GLOBE NEWSWIRE) -- ADVIZE GROUP, a company recently formed by recognised online wealth management professionals, has acquired the entire share capital of Sentinelle SAS and Advize SAS and has committed to an ambitious project to develop Advize's business.
"Thanks to Advize, saving has become as easy as booking a trip online. We are making wealth management solutions easily accessible to everyone" says Olivier Gentier, Advize Group CEO.
As the company that created co-managed savings solutions, Advize is France's premier robo-advisor. Rolled out in June 2012, this innovative online wealth management solution aimed at consumers already has over 3,000 users, making Advize the leading force in the French FinTech savings arena.
Advize makes wealth management simple, accessible and understandable for private individuals in France though unique proprietary technology that analyses savers and their risk profiles, allocates the right savings solutions, and dynamically monitors the match between the solutions allocated and savers' profiles.
Relying on 3 years' experience, Advize Group is extending its solutions to securities accounts, share savings plans, pension savings plans, investments (notably ETFs), and a network of allocators. The offering is also supplemented with tailored BtoB solutions aimed not only at major savings product distributors, but at all stakeholders looking to enhance their BtoC customer bases. Advize wealth management solutions will be rolled out across Europe.
The new organisation is managed by Olivier Gentier (formerly with Société Générale) and Advize founder Nicolas Marchandise, respectively in charge of group general management, sales and marketing, and product & technology development.
The Supervisory Board comprises Arnaud Poutier (IG, Boursorama Banque, Selftrade), Julien Nebenzahl (Futur Asset Management, DayByDay, Groupe Gérer) and Benoît Jauvert (Financière de l'Oxer, ING, Ferri Gestion).
Together, these wealth management and financial services professionals wield formidable know-how in creating, positioning and distributing groundbreaking savings solutions aimed at consumers.
"Advize, spearheaded by a team of the most experienced managers in the online savings industry, is bolstering its status as a leader and successfully completing a major stage in its development" says Arnaud Poutier, President of the Supervisory Board.
Operating on a rapidly expanding market, Advize is now supported by an enhanced team and will welcome new financial investors through a significant funding operation.
About Advize:
Proprietary products and services: Advize.fr
A forerunner of the French FinTech sector, Advize is France's first robo-advisor. With unique proprietary technology designed to support savers, Advize has relentlessly pursued its development since 2012 and provides a wide spectrum of solutions including the "Ma Sentinelle Vie " online multi-investment life insurance contract backed by Generali, in addition to a leading edge advisory, support and customised monitoring service based on a robust partnership with Morningstar Investment Consulting. www.advize.fr
Advize also offers its white label, full stack technology solution to support distributors looking to digitize their products. www.masentinelle.com
Advize SAS is registered with ORIAS under number 11064583 as an insurance broker and is subject to prudential supervision by ACPR. Advize is also a Financial Investment Adviser (CIF) n°D012967, and a member of CNCIF approved by AMF.
| Advize has been awarded the Finance Innovation worldwide competitiveness cluster label - www.finance-innovation.org |
| Advize is a founder member and sits on the France FinTech board - www.francefintech.org |
Press contacts
| Kristen Charvin PUBLIC RELATIONS OFFICER kcharvin@advize.fr Tel. : +33(0) 1.77.92.15.47 Mobile: +33(0) 6.84.33.65.18 | Olivier Gentier CHIEF EXECUTIVE OFFICER ogentier@advizegroup.fr Tel. : +33(0) 1.77.92.15.47 Mobile: +33(0) 6.09.96.35.13 |
Press release (PDF) http://hugin.info/171860/R/1978835/724739.pdf
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