Climb

Paris, France Founded: 2016 • Age: 10 yrs
Goal-based financial planning and advisory services for individuals are offered.

About Climb

Climb is a company based in Paris (France) founded in 2016 by Rodrigue Menegaux and Aldric Emie. Climb has raised $11.43 million across 1 funding round from investors including CNP Assurances, New Alpha Asset Management and Steve Anavi. Climb offers products and services including Investment Platform, Tax Optimization Service, and Retirement Planning Tool. Climb operates in a competitive market with competitors including Valoria Capital, Cashbee, Swaive, Active Asset Allocation and Bruno, among others.

  • Headquarter Paris, France
  • Founders Rodrigue Menegaux, Aldric Emie
  • Sectors
    Technology
  • Email
    ••••••••
  • Website climb.fr
  • Social LinkedIn X Facebook
Key Metrics
  • Total Equity Funding
    $11.43M (USD)

    in 1 rounds

  • Latest Funding Round
    $11.43M (USD), Series A

    Feb 2022

  • Investors

Products & Services of Climb

Climb offers a comprehensive portfolio of products and services, including Investment Platform, Tax Optimization Service, and Retirement Planning Tool.

Investment Platform
Financial Tools

Online service for managing investments and diversifying assets.

Tax Optimization Service
Tax Advisory

Tool for optimizing and declaring taxes to reduce liabilities.

Retirement Planning Tool
Financial Planning

Platform for assessing and planning retirement through investments.

Funding Insights of Climb

Climb has successfully raised a total of $11.43M through 1 strategic funding round. The most recent funding activity was a Series A round of $11.43 million completed in February 2022. 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 $11.43M
  • Total Rounds 1
  • Last Round Series A — $11.43M
  • First Round $11.43M

    (Feb 2022)

  • Investors Count 10

All 1 funding rounds of Climb with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2022$11.43MSeries A–NewAlpha Asset Management, CNP Assurances
Valuation history

10 investors in total: 2 institutional and 8 angel.

Investors in Climb

Climb has secured backing from 10 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include CNP Assurances, New Alpha Asset Management and Steve Anavi.

All
Venture Fund
Institutional
Angel
InvestorDescriptionFounded YearDomainLocation
New Alpha Asset Management is engaged in portfolio management and investment solutions.
2005newalpha.comParis, France
Life, pension, and protection insurance is offered in France.
1959cnp.frParis, France

Steve Anavi

Co-founder of Qonto, active angel investor in fintech and SaaS startups.
–unknown_e6a17454860b4b8b9-

Céline Lazorthes

-
–unknown_c28a947f487444e8a-

Frank Zorn

Angel investor and entrepreneur, co-founder of Grok XAI, focused on tech innovation
–unknown_6a95fdc921e942419-

Alexandre Prot

Co-founder of Qonto, active angel investor in fintech and SaaS startups.
–unknown_1b27f626599b4feb9-

Frédéric Jousset

French entrepreneur, angel investor, co-founder of Webhelp, active in India
–unknown_16d067a4cbc640ea8-

Thibaud Elzière

-
–unknown_323939ac6a3541e79-

François Davy

-
–unknown_a816a2abea7d48078-

Teddy Riner

-
–unknown_3c4f840124c744018-
Premium access

Investor details for Climb

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.

People of Climb

2 people are tracked at Climb (2 in leadership).

NameRoleGroup
Rodrigue Menegaux
Co-FounderLeadership
Aldric Emie
Co-Founder & CEOLeadership
Premium access

Complete people profiles for Climb

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Climb

2 dated milestones of Climb across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Climb is founded.
  2. Funding First funding round of $11.4M.

Competitors of Climb

Climb 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 Valoria Capital, Cashbee, Swaive, Active Asset Allocation and Bruno, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
valoriacapital.fr2013Paris, France––
Diversified investment management services are offered by Valoria Capital.
cashbee.fr2018–$13.86M–
Alternate savings accounts and financial services are provided to consumers.
swaive.fr2024Paris, France$2.39M–
Saving platform for wealth management provided without capital loss risk.
active-asset-allocation.com2010Nice, France$4.41M–
Investment and savings marketplace platform is operated.
hibruno.com2016Marseille, France$1.25M–
Automated savings are managed via bank account integrations for users.
wesave.fr2012Paris, France––
Online platform for digital savings management for assets
joineliz.com2019Paris, France––
Provides an app-based platform for saving, spending, and investing funds securely.
mrbank.fr2017Paris, France––
Serves as a mobile app for savings management.
Premium access

Detailed competitors of Climb

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.

Web traffic of Climb

The website of Climb (climb.fr) receives about 34.7K visits a month.

  • Monthly visits
    34.7K

    ▲ 25.8% vs previous month

Similar websites

Websites whose visitors overlap most with Climb. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
infocession.fr
infocession.fr
100%
–#2,919,495–
moneyvox.fr
94%
–#21,354View details
ramify.fr
88%
185.6K#206,376View details
archimed.group
88%
–#1,001,963View details
gestion-patrimoine.finance
gestion-patrimoine.finance
88%
–#2,272,247–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
Premium access

All 40 similar websites and full traffic analytics for Climb

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Similar companies to Climb

10 companies that operate in the same segment as Climb (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    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 Climb

Climb was founded in 2016 and raised its 1st funding round 6 years after it was founded.

Climb is headquartered in Paris, France.

Aldric Emie is the current CEO of Climb. They have also founded this company.

Climb is a funded company, having raised a total of $11.43M across 1 funding round to date. The company's 1st funding round was a Series A of $11.43M, raised on Feb 2022.

Climb was founded in 2016 in Paris, France, as a provider of goal-based financial planning and advisory solutions. Operations focus on the financial services sector, where taxes, wealth management, and investment optimization are handled for individual clients. Services enable investments in financial products, real estate, and tax reduction options through a streamlined user interface. The company supports users in aligning resources with personal life objectives.

Climb's top competitors include Swaive, Cashbee and Active Asset Allocation.

Climb offers Investment Platform, Tax Optimization Service, and Retirement Planning Tool.

Climb has 10 investors. Key investors include CNP Assurances, New Alpha Asset Management, Steve Anavi, Céline Lazorthes, and Frank Zorn.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available