Company profile: Yomoni
1.1 - Company Overview
Company description
- Provider of online private banking-style wealth management in France, offering portfolio management and long-term savings: Assurance-vie (max 1.6% annual fee across asset classes); Plan Epargne Retraite (fees up to 2.2%, conservative/balanced/dynamic profiles); PEA (global equity exposure, 1.6% fee, managed by Yomoni); real estate within life insurance (from €1,000, 4.9% net target); and Yomoni Kids (from €300, no entry/exit fees).
Products and services
- Assurance-vie: A fee-capped life insurance product (maximum 1.6% annual fee) enabling investments across various asset classes for long-term savings diversification
- PEA (Plan Epargne en Actions): An equity-focused investment plan with a 1.6% annual fee, delivering global market exposure and management by Yomoni’s team
- Plan Epargne Retraite: A multi-asset retirement savings plan with fees up to 2.2%, offering a choice between conservative, balanced, and dynamic investment profiles
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Yomoni
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Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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Cascades Foodservice
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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Main Street Data
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- Description: Provider of a visual equity research platform offering unique, user-friendly datasets not available on competitors' websites.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
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Pluto
HQ: United States
Website
- Description: Provider of an investing platform for data-driven investors, offering advanced tools to trade stocks and cryptocurrency with automation, refined strategies, and big data insights; processes over 25M investing decisions per month.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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Firmnav
HQ: Denmark
Website
- Description: Provider of a no-code AI platform that helps teams build AI models, connect data, and activate directly into the existing revenue stack.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Yomoni
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Yomoni
2.2 - Growth funds investing in similar companies to Yomoni
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4 - Top valuation comps for Yomoni
4.2 - Public trading comparable groups for Yomoni
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