About Valoria Capital
Valoria Capital is a Technology company based in Paris (France) founded in 2013. Diversified investment management services are offered by Valoria Capital. Valoria Capital has completed 1 acquisition, including ROOSEVELT Gestion Privee. Valoria Capital offers products and services including Financial Placements and Patrimonial Advice. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Savings Platforms. Its competitors include Active Asset Allocation, Climb and Swaive; 3 of its 3 listed competitors have raised funding.
Company details
Valoria Capital was founded in 2013 and is headquartered in Paris, France. Operations are centered on diversified investment management within the financial sector. A variety of asset classes is handled through professional services tailored to clients needs. The firms activities are supported by its online presence at valoriacapital.fr, facilitating access to investment strategies and portfolio oversight in the European market.
- Headquarters Paris, France
- SectorsTechnology
- Phone•••• ••••
- Website valoriacapital.fr
- Legal Name Valoria Capital
- InvestorsIdinvest Partners
& 1 more
- Investments & Acquisitions
Products & Services of Valoria Capital
Valoria Capital offers a comprehensive portfolio of products and services, including Financial Placements and Patrimonial Advice.
Services for optimizing and managing investment portfolios effectively.
Personalized guidance on asset transmission and long-term financial planning.
Funding Insights of Valoria Capital
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Valoria Capital 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 |
|---|---|---|---|---|---|
| Feb 2021 | Debt – Conventional | – | – | ||
| Dec 2020 | Private Equity Round | – | IK Partners | – |
2 investors in total: 2 institutional.
Investors in Valoria Capital
Valoria Capital has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Idinvest Partners and IK Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Equity investments are provided to low and middle market companies. | 1997 | idinvest.com | Paris, France | |
Private equity investments are directed toward small and medium-sized businesses. | 1989 | ikpartners.com | Amsterdam, Netherlands |
Investor details for Valoria Capital
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.
Investments & Acquisitions by Valoria Capital
Valoria Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include ROOSEVELT Gestion Privee.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of private wealth management services in Lyon, offering services such as asset audit, tax optimization, and business transfers. | rooseveltgestionprivee.fr | Lyon, France | 2006 | Oct 2023 | •••• |
Complete acquisition details for Valoria Capital
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Valoria Capital
4 dated milestones of Valoria Capital across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Valoria Capital is founded.
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional,.
- Acquisition Acquires ROOSEVELT Gestion Privee.
Competitors of Valoria Capital
Valoria Capital has 3 listed competitors in our database, 3 of them funded. They include Active Asset Allocation, Climb and Swaive.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| active-asset-allocation.com | 2010 | Nice, France | $4.41M | Investment and savings marketplace platform is operated. | ||
| 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. |
Detailed competitors of Valoria Capital
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Valoria Capital
The website of Valoria Capital (valoriacapital.fr) receives about 1.2K visits a month.
- Monthly visits1.2K
▲ 19.3% vs previous month
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Frequently Asked Questions about Valoria Capital
Valoria Capital was founded in 2013 and raised its 1st funding round 7 years after it was founded.
Valoria Capital is headquartered in Paris, France.
Valoria Capital was founded in 2013 and is headquartered in Paris, France. Operations are centered on diversified investment management within the financial sector. A variety of asset classes is handled through professional services tailored to clients needs. The firms activities are supported by its online presence at valoriacapital.fr, facilitating access to investment strategies and portfolio oversight in the European market.
Valoria Capital's top competitors include Climb, Swaive and Active Asset Allocation.
Valoria Capital offers Financial Placements and Patrimonial Advice.
Valoria Capital has made 1 acquisition, including ROOSEVELT Gestion Privee.
Valoria Capital has 2 investors. Key investors include Idinvest Partners, and IK Partners.
Valoria Capital operates through Valoria Capital.