Evevest
Evevest is a premium wealth management platform that gives individual investors access to institutional-grade investment solutions, including curated global fund managers, Luxembourg life insurance vehicles, and private equity alternatives. The platform uses a proprietary hyper-personalization engine to build tailored allocations for specific life goals such as retirement, wealth transmission, and capital growth. Clients benefit from a digital-first model with competitive fees and a responsible investment framework requiring at least 50% sustainable-criteria investments.
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Traditional investment platforms often present complex interfaces, overwhelming information, and processes that feel disconnected from the needs of modern individual investors. This complexity can discourage potential investors, create barriers to entry for newcomers, and make active portfolio management cumbersome and time-consuming for experienced users.
Solution
Evevest provides a premium wealth management platform that gives individual investors access to the same caliber of investment solutions historically reserved for large institutional clients. The platform curates a selection of top global fund managers, Luxembourg life insurance vehicles, and private equity alternatives rather than offering proprietary in-house funds, ensuring independence and objectivity. A proprietary hyper-personalization engine builds tailored allocations for each client's specific life goals—whether retirement, wealth transmission, or capital growth—with clear success probability modeling. Clients benefit from institutional-grade investment methodology developed over 30 years of advising major European pension funds, combined with a digital-first approach that keeps fees competitive while maintaining premium service quality.
Target Audience
Individual retail investors in France seeking premium, institutionally-rigorous wealth management solutions who want access to top-tier fund managers and alternative assets typically reserved for large institutional clients.
Features
- Access to rigorously selected global asset managers and premium alternative assets, including private equity and Luxembourg life insurance
- Proprietary smart allocation technology that hyper-personalizes investment plans for individual life goals such as retirement, transmission, and capital growth
- Institutional-grade methodology with over €20 billion advised historically, including rigorous investment selection processes
- Responsible investment framework requiring minimum 50% sustainable-criteria investments, with a 100% labeled impact offering available
- Funds held securely with carefully vetted institutional partners including Apicil, BNP Cardif group entities, AG2R La Mondiale, and Luxembourg-based AFI ESCA
- Web-based financial simulators allowing users to model contributions, duration, and risk profiles to project investment outcomes