C
Climb
People invest their money intelligently and optimize their taxes
About Climb
Climb, established in 2016 by childhood friends Aldric Emié and Rodrigue Menegaux, is a financial technology company focused on personal finance management for individuals in France. The firm originated as Tacotax before rebranding to Climb in early 2022. The founders combined their distinct experiences to launch the venture. Emié began his career in market finance at BNP Paribas in London after graduating from ESCP Europe and obtaining a master's in Banking and Finance from Assas. Menegaux also attended ESCP Business School and later earned an MBA from The Wharton School, with experience at Bain & Company and eBay in Silicon Valley.
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The company's primary mission is to simplify investment and tax management, making these services more accessible. Climb offers a digital platform that provides clients with tools and advisory services for financial planning, wealth management, and tax optimization. It operates on a hybrid model, integrating technology with human financial advisors to deliver personalized guidance. The service is free for users, as Climb generates revenue from commissions paid by its partners when a client makes an investment through the platform.
The platform's offerings include a range of investment products such as life insurance, retirement savings plans (PER), ETFs, real estate investment trusts (SCPIs), and rental property investments. Additionally, the company provides support for filing and optimizing annual tax returns. The firm has steadily grown, attracting over 900,000 users and facilitating more than €320 million in investments within its first five years. In February 2022, Climb secured a €10 million Series A funding round led by fintech venture capital funds NewAlpha and Open CNP, the corporate venture arm of CNP Assurances. The round also saw participation from notable business angels, including the founders of Qonto and MeilleursAgents, as well as Olympian Teddy Riner.
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Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Feb 2022 | $11M | $44M | Steve Anavi · NewAlpha Asset Management · Super Capital | ↗ |
| ANGELEquity / VC | Oct 2016 | $660K | $2.6M | Undisclosed | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Climb is 780 monthly website visits, up 225% over the last three months. Climb's team grew 7.6% over the past year.
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A3 investors entered at this stage
NewAlpha Asset Management
Steve Anavi
Super Capital
Other known investors5 additional known investors
Corentin Orsini- DGDamien Guermonprez
Open CNP- PLPierre Leger
Stanislas De Villelongue
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Climb on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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