Mon Petit Placement

Mon Livret C

This company provides digital asset portfolio management services and investment solutions for wealth management professionals, financial advisors, and individual investors.

Goodvest

This fintech provides responsible investment products including life insurance and retirement savings plans for retail investors seeking climate-aligned and socially impact-focused portfolios.

Willow Wealth

This company provides a digital platform that enables individual and retail investors to access private market assets such as real estate and private equity.

Moneyfarm

This digital wealth management company provides automated investment portfolios and financial advisory services to individual retail investors.

Wealthify

This digital platform provides managed investment portfolios and savings accounts for retail customers.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

Quarzo Life

This company provides a digital life insurance infrastructure platform for wealth management firms and digital distributors to manage savings products and investment portfolios.

Groupe Premium

The company provides wealth management, life insurance, and retirement savings solutions to individuals, professionals, and institutional investors.