About Active Asset Allocation
Active Asset Allocation is a company based in Nice (France) founded in 2010. Active Asset Allocation has raised $4.41 million across 1 funding round from investors including Allianz, MAIF Avenir and South Investment Region. Active Asset Allocation offers products and services including Coanda PMS, Coanda Simulations, and Coanda Portfolio. Active Asset Allocation operates in a competitive market with competitors including Climb, Swaive, Cashbee, Valoria Capital and Bruno, among others.
- Headquarter Nice, France
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website active-asset-allocation.com/fr
- Social LinkedIn X Facebook YouTube
- Legal Name Active Asset Allocation
- Total Equity Funding$4.41M (USD)
in 1 rounds
- Latest Funding Round$4.41M (USD), Series A
Jun 2019
- InvestorsAllianz
& 2 more
Products & Services of Active Asset Allocation
Active Asset Allocation offers a comprehensive portfolio of products and services, including Coanda PMS, Coanda Simulations, and Coanda Portfolio.
Platform for managing and optimizing investment portfolios.
Tools for generating financial simulations and optimizations.
Service for dynamic asset allocation strategies.
Apps and channels of Active Asset Allocation
its YouTube channel Active Asset Allocation has 52 subscribers and 29 videos.
Videos from Active Asset Allocation
The most watched videos on Active Asset Allocation's YouTube channel, Active Asset Allocation (52 subscribers). Click a video to play it here.
More on Active Asset Allocation.
Funding Insights of Active Asset Allocation
Active Asset Allocation has successfully raised a total of $4.41M through 1 strategic funding round. The most recent funding activity was a Series A round of $4.41 million completed in June 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $4.41M
- Total Rounds 1
- Last Round Series A — $4.41M
- First Round $4.41M
(Jun 2019)
- Investors Count 3
All 1 funding rounds of Active Asset Allocation with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2019 | $4.41M | Series A | – | MAIF Avenir, South Investment Region | – |
3 investors in total: 3 institutional.
Investors in Active Asset Allocation
Active Asset Allocation has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Allianz, MAIF Avenir and South Investment Region.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Corporate backed venture capital firm focused on multiple sectors | – | maif-avenir.fr | Niort, France | |
Offers capital funding and loans to support regional business growth and development. | 2010 | regionsudinvestissement.com | Marseille, France | |
Insurance and asset management services are offered worldwide. | 1890 | allianz.com | Munich, Germany |
Investor details for Active Asset Allocation
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Active Asset Allocation
2 dated milestones of Active Asset Allocation across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Active Asset Allocation is founded.
- Funding First funding round of $4.4M.
Competitors of Active Asset Allocation
Active Asset Allocation operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Climb, Swaive, Cashbee, Valoria Capital and Bruno, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| climb.fr | 2016 | Paris, France | $11.43M | – | Goal-based financial planning and advisory services for individuals are offered. | |
| swaive.fr | 2024 | Paris, France | $2.39M | – | Saving platform for wealth management provided without capital loss risk. | |
| cashbee.fr | 2018 | – | $13.86M | – | Alternate savings accounts and financial services are provided to consumers. | |
| valoriacapital.fr | 2013 | Paris, France | – | – | Diversified investment management services are offered by Valoria Capital. | |
| hibruno.com | 2016 | Marseille, France | $1.25M | – | Automated savings are managed via bank account integrations for users. | |
| lili.co | 2018 | New York, United States | $80M | – | Digital banking services are offered to freelancers. | |
| wesave.fr | 2012 | Paris, France | – | – | Online platform for digital savings management for assets | |
| joineliz.com | 2019 | Paris, France | – | – | Provides an app-based platform for saving, spending, and investing funds securely. |
Detailed competitors of Active Asset Allocation
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to Active Asset Allocation
10 companies that operate in the same segment as Active Asset Allocation (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Active Asset Allocation
Active Asset Allocation was founded in 2010 and raised its 1st funding round 9 years after it was founded.
Active Asset Allocation is headquartered in Nice, France. It is registered at Nice, Provence-alpes-cote D'azur, France.
Active Asset Allocation is a funded company, having raised a total of $4.41M across 1 funding round to date. The company's 1st funding round was a Series A of $4.41M, raised on Jun 2019.
The company was founded in 2010 in Nice, France, within the fintech sector. A platform for investment and savings is maintained, where portfolio management, performance monitoring, scenario analysis, investment simulations, and allocation tools are provided. Risk management and profiling services are also included, supporting users in financial decision-making across European operations.
Active Asset Allocation offers Coanda PMS, Coanda Simulations, and Coanda Portfolio.
Active Asset Allocation has 3 investors. Key investors include Allianz, MAIF Avenir, and South Investment Region.
Active Asset Allocation operates through Active Asset Allocation.