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Company profile: Yomoni

1.1 - Company Overview

Yomoni Logo

Yomoni

Headquarter: France
Founded: 20XX🔒
Employees: 100-500🔒

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

Axe Trading Logo

Axe Trading

HQ: United Kingdom Website
  • Description: Provider of effective technology solutions for the challenges facing fixed income investors and traders, enabling clients to implement fixed income electronic trading strategies successfully and to budget.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Axe Trading company profile →
Cascades Foodservice Logo

Cascades Foodservice

HQ: Canada Website
  • Description: Provider of retirement fund management software and planning tools for brokers and financial advisors, including Milestones Retirement Insights for Canadian tax-efficient strategies and personalized retirement plans, and the Retirement Insights API to create tax-efficient retirement income strategies without manual calculations.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Cascades Foodservice company profile →
Main Street Data Logo

Main Street Data

HQ: United States Website
  • 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.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Main Street Data company profile →
Pluto Logo

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
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Pluto company profile →
Firmnav Logo

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
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Firmnav company profile →
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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 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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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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4.3 - M&A Transactions similar to Yomoni

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Yomoni

What does Yomoni do?

Yomoni is a 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).

Who are Yomoni's competitors?

Yomoni's competitors and similar companies include Axe Trading, Cascades Foodservice, Main Street Data, Pluto, and Firmnav.

Where is Yomoni headquartered?

Yomoni is headquartered in France.

How many employees does Yomoni have?

Yomoni has 1,000 employees 🔒.

When was Yomoni founded?

Yomoni was founded in 2010 🔒.

What sector and industry vertical is Yomoni in?

Yomoni is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Yomoni

Who are the top strategic acquirers in Yomoni's sector and industry

Top strategic M&A buyers and acquirers in Yomoni's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Yomoni?

Top strategic M&A buyers groups and sectors for Yomoni include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Yomoni's sector and industry vertical

Which are the top PE firms investing in Yomoni's sector and industry vertical?

Top PE firms investing in Yomoni's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Yomoni's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Yomoni's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Yomoni's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Yomoni include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Yomoni's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Yomoni?

The key public trading comparables and valuation benchmarks for Yomoni include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Yomoni for public valuation benchmarks?

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What are recent M&A transactions in Yomoni's sector and industry vertical?

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What are recent capital raises and funding rounds in Yomoni's' sector and industry vertical?

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