Y
Yomoni
The first online private banking-style service in France aiming to make wealth management available to everyone
About Yomoni
Yomoni is a French fintech company that operates as an online wealth management platform. The company provides a simple and accessible way for individuals to manage their savings and investments.
Yomoni offers a range of savings products, including life insurance, retirement savings plans (PER), stock savings plans (PEA), and securities accounts. The platform caters to different risk profiles and investment goals, making it suitable for a wide range of clients, from beginners to more experienced investors.
The business model is based on providing low-cost, transparent, and automated investment solutions. By leveraging technology, Yomoni is able to offer its services at a lower cost than traditional financial advisors. The company's revenue is likely generated through management fees charged as a percentage of assets under management.
A key aspect of Yomoni's strategy is its commitment to responsible and sustainable investing. The company is a Certified B Corporation and a significant portion of its investment vehicles are focused on ESG (Environmental, Social, and Governance) criteria. This focus on a low-carbon economy and responsible finance is a core part of their value proposition.
With over 50,000 customers and more than 1 billion euros in assets under management, Yomoni has established itself as a leading player in the French online asset management market. The company has successfully raised $44.4 million in funding over four rounds, which has supported its growth and platform development.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2014
- Headquarters
- Paris, France
- Employees
- 97
- Open positions
- 4
- Dealroom signal
- 83.9/100
- Industry
- Fintech
- Sub-industry
- Insurance, Banking, Financial Management Solutions
- Sector
- Fintech, Wealth Management, Insurtech Distribution and Brokerage, Pension and Savings, LandH Insurance, B Corp
- Business model
- SaaS
- Client focus
- b2b, b2c
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| LATE VC✓Equity / VC | Oct 2022 | $28M | $110M | Christian Gueugnier · Credit Mutuel Arkea · Didier Le Menestrel | ↗ |
| LATE VC✓Equity / VC | Sep 2020 | $9.6M | $38M | Credit Mutuel Arkea · Weber Investissement | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Yomoni is 370K monthly website visits, up 42.3% over the last three months. Yomoni's team grew 11.5% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
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.
Seed2 investors entered at this stage
Credit Mutuel Arkea
Arkea Capital
Series A1 investor entered at this stage
- IVIéna Venture
Series B and later3 investors entered at this stage
- WIWeber Investissement
Christian Gueugnier
Didier Le Menestrel
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Yomoni 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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