Overview

Yomoni

Information by Research Trustfinance

https://www.yomoni.fr

Founded in 2015, Yomoni is a French FinTech company with the mission to democratize private wealth management ("gestion privée") by making it accessible, simple, and transparent. The company offers fully managed investment portfolios primarily composed of low-cost ETFs (Exchange-Traded Funds). Clients select a risk profile, and Yomoni's algorithms and management team handle the investment decisions and rebalancing. Its services are delivered through various French investment wrappers, including life insurance (assurance-vie), securities accounts (compte-titres), and stock savings plans (PEA), aiming to provide a modern, low-fee alternative to traditional asset management.

Founded in
France

France


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Banking
  • Other Service