Can you briefly introduce your Raise Partner company and your area of expertise?
Raise Partner is a fintech created in 2001 in Grenoble. We specialize in risk analysis and optimization of financial portfolios, providing modular applications to support investment decisions.
With more than 20 years of experience in the financial markets, Raise Partner has invested in cloud technologies and has successfully developed a cloud offering of APIs and web applications since 2016. Raise Partner has experienced an average annual growth of 46% since this repositioning in 2016. Today, the company has 35 employees in Paris and Grenoble.
Who are Raise Partner’s clients?
Our SMART RISK cloud solution equips investment professionals: be they insurers, managers, investment banks or private banks. We equip the different actors in the investment chain, from management to advice.
We have a solid customer base, in France and abroad (Europe, the United States, Asia). To date, 4 of the 10 largest French banks use our SMART RISK solution.
We help our clients inform their decision making by measuring risks in a readable and actionable way; direct your investments according to financial (risk, return) and extra-financial (ESG) criteria thanks to robust optimization tools proven in the market for more than 20 years. Thanks to a proactive, personalized and transparent approach, we facilitate a relationship of trust with your own clients.
For your clients, what are the benefits and added values of using this range of applications in their investment decision-making?
Our solutions have many advantages, such as: unprecedented customer acquisition and engagement; greater agility and serenity in the face of its regulatory obligations; greater commercial and operational efficiency; more personalized advice thanks to an “augmented” adviser; or a simpler and more attractive user experience for their teams.
What are the problems and challenges your company faces?
The introduction of ESG criteria in the investment process is a great challenge for financial institutions. These have a key role in the transition to a new model of society through the financing of impact projects.
Encouraged by regulations and investor expectations, all the actors in the value chain are currently involved (banks, management companies, institutional investors, etc.). This represents a very large market, with over $1 trillion in assets under management in 2020, and growing strongly (8% per year).
The challenge for Raise Partner today is its international development. We have also experienced promising early successes, such as the signing in 2022 of a contract with one of the largest asset managers in the United States. Raise Partner was thus able to strengthen its sales team at the end of 2022, in order to equip itself with the means for its international ambition.
What is the recent Raise Partner news?
We recently began a strategic collaboration with Natixis Investment Managers, thus joining the Asset Studio program that brings together select fintechs to build tomorrow’s financial services.
In 2022, we also launched our latest solution SMART RISK DECISIONS, which includes extra-financial criteria including “ESG” in the optimization algorithms.
This content was produced with SCRIBEO. The BFMBUSINESS editorial team was not involved in the production of this content.
Source: BFM TV
