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Country: France
French fintech
Application that helps individuals invest their money
News
Cashbee refinances its mobile savings app to become profitable in 2026 03/09/2024
- A pioneer in mobile savings in France, Cashbee's application, which simplifies the day-to-day management of assets and cash flow from a smartphone, has won the trust of 10,000 individual customers and 2,000 businesses in the space of five years.
- this summer, the Paris-based fintech bailed out its own funds to the tune of 7.5 million euros.
- This is the third operation since its creation in 2018 - 1.1 million in 2019 and 5.5 million in 2022.
- Mutuelle d'Ivry-La Fraternelle (MIF) took a majority stake.
- cashbee employs 23 people.
- Its remuneration model is based on the level of outstandings, which to date stand at 400 million, of which 60% for individuals and 40% for businesses.
- Its retail offering includes a passbook account launched in partnership with CFCAL-Crédit Mutuel Arkéa, paying 4% for the first two months, then 2.5%.
- Thanks to its alliance with Generali, concluded in 2020, the fintech now offers a range of life insurance products with discretionary management and themes (climate, inclusion, technology, etc.)
- Fintechs capture less than 1% of the French savings market
Studies mentioning this company
The wealth management market - France
Other companies mentioned:
- Amundi
- HSBC Private Bank
- Société Générale Private Banking
- Natixis Wealth Management
- Milleis Banque
- Pictet
- Primonial
- Astoria Groupe
- Cyrus Conseil
- Compagnie Financière Richelieu
- Ethenea
- Cholet-Dupont
- Magnacarta
- Althos-Patrimoine
- K&P Finance
- Experts en Patrimoine
- Lonlay & Associés
- Nalo
- Yomoni
- Grisbee
- Finary
- Epsor
- Premium Groupe
- Ageas France
- BPI France
- Scala Patrimoine
- Shares
- Thesaurus
- Crystal Groupe
- LFPI
- Mandarine gestion
- Oaktree Capital Management
- Rothschild Martin Maurel
- Lazard Frères Gestion
- Meeschaert (LFPI Groupe)
- Abeille Assurance (Aéma groupe)
- Turenne Groupe
- Siparex
- Lucya
- Oddo BHF
- Equance
- Patrimmofi
- Cashbee
- CA Indosuez Private Banking & Wealth Management
- Palatine Banque (BPCE Groupe)
- Banque Palatine (groupe BPCE)
- LCL Crédit Lyonnais
- CIC Banque Privée
- Cheval Blanc Patrimoine
- Marie Quantier
- Franken Consulting
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