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.

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.

Keywords: personal finance, fintech, wealth management, investment platform, tax optimization, financial advisory, Aldric Emié, Rodrigue Menegaux, Tacotax, digital wealth management, retirement planning, real estate investment, SCPI, PER, life insurance, financial planning, French tech, Series A, NewAlpha, Open CNP, investment services