Raise Partner
HQ Address
26 rue Gustave Eiffel, Grenoble, 38000, France
Website Address
Relevant Regions
Business introduction
Founded in 2001, Raise Partner is a French fintech based in Grenoble and Paris. With 20 years of expertise, Raise Partner specializes in financial risk management, robust portfolio optimization and investment decision support solutions based on financial and extra-financial criteria (ESG)
Our mission? Support and guide asset management professionals in their investment decision via a range of educational and intuitive web applications. Our clients? Major French banking groups, institutional investors, and financial asset management companies
Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.
We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients.
Wealth Managers
We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients.
Asset Managers
We support sales teams and distributors with digital tools to design tailored investment proposals and run targeted and client-centric marketing/distribution campaigns. Smart Risk is used to support client-centric investment proposals for both institutional and private clients.
We also help investment banks and insurance companies in their investment value chain, contact us to learn more.
Smart Risk: Outil digital d'aide ร la dรฉcision d'investissement, combinant critรจres financiers et ESG
Client Engagement & Management, Compliance & Regulation, Digital Platforms & Tools
05/04/2023
Business Overview
Recently, Raise Partner has developed a new digital application that consists in introducing environmental, social and governance constraints in the optimization and analysis of financial portfolios. We are talking about ESG criteria that are part of 3-dimensional impact analysis (risk, return and ESG) that considers the positioning of companies and therefore of financial portfolios in relation to the challenge of current transitions. We enable our clients to build customized and sustainable portfolios according to their requirements and preferences in terms of risk, return and ESG.
Customers
Our clients today are asset management and wealth management professionals, whether they are private banks or management companies more specifically.
We have a solid client base in France and abroad (Europe, US, Asia). To date, 4 of the 10 largest French banks use our application.
The end-users of our application are portfolio managers, strategic allocators and wealth management consultants. Their feedback is extremely positive both in terms of winning and engaging their own clients and its ease of use.
Added value for our clients:
- Unmatched customer acquisition and commitment
- Increased agility and peace of mind in the face of your regulatory obligations
- Increased commercial and operational efficiency
- A more supported and better valued advice thanks to an "augmented" advisor
- An easier and more engaging user experience for your teams
Key Data
Year founded
2001employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Raise Partner Solutions
Smart Risk Decisions
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......
business needs
- Data Management & Analysis
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
- Sales & Marketing Support
Client type
client geography presence
view solutionMarket Data Consolidation API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, ourย plug & play APIsย enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployedย on-premise or in the cloud. They......
business needs
view solutionPortfolio Diagnostic API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
business needs
view solutionPortfolio Monitoring API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
business needs
view solutionPortfolio Optimisation
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
business needs
view solutionScenario Simulation
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
