Nalo is an independent French financial technology company that functions as a digital private bank or "robo-advisor". Founded in 2017, the company provides automated and personalized investment advice and portfolio management, primarily through life insurance (assurance-vie) and retirement savings plan (PER) wrappers. Its mission is to make high-end wealth management accessible to a broader audience by leveraging technology to create tailor-made investment strategies based on clients' specific life goals (e.g., retirement, real estate purchase, wealth growth). Nalo is regulated in France as a Financial Investment Advisor (CIF) and Insurance Broker.

Founded in

France