Aldric Emié
Founder
Climb
The startup offers a taxation management platform that enables users to calculate tax deductions, declare income, and optimize tax savings through a streamlined interface for financial and real estate investments. This platform addresses the complexities of tax management, helping users effectively manage their finances and maximize their tax relief opportunities.
- Enterprise Software
- Financial Technology
- Software Only
Updated 6 months ago
Funding
Raised to date
$13.2MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Rodrigue Menegaux
Founder
Product
Problem
Managing taxes related to investments and real estate can be complex, often leading to missed deduction opportunities and inefficient tax planning. Individuals may lack the expertise or time to navigate intricate tax regulations, resulting in suboptimal financial outcomes.
Solution
Climb provides a comprehensive taxation management platform that simplifies tax optimization for financial and real estate investments. The platform leverages technology and the expertise of financial advisors to help users calculate tax deductions, accurately declare income, and identify opportunities for tax savings. By offering a streamlined interface and personalized recommendations, Climb enables users to optimize their tax positions and maximize investment returns. The platform also offers access to exclusive investment opportunities, including Private Equity and Luxembourg Life Insurance, and provides guidance on wealth structuring, protection, and optimization.
Target Audience
The primary target audience includes individual investors, real estate owners, and high-income professionals seeking to optimize their tax liabilities and maximize returns on their investments.
Features
- Tax deduction calculation and income declaration tools
- Personalized recommendations for tax optimization
- Access to a selection of investment products, including Assurance Vie, Retraite PER, Immobilier, Private Equity, and Crypto
- Proprietary technology to identify tax reduction opportunities
- Option to connect with financial advisors for personalized support
- Free verification of the last 3 tax declarations to identify potential savings
- Tax tools for real estate investments, including Pinel and LMNP