Raise Partner

HQ Address

26 rue Gustave Eiffel, Grenoble, 38000, France

Website Address

www.raisepartner.com/

Connect with Raise Partner
Business introduction

Founded in 2001, Raise Partner is a French FinTech based in Grenoble and Paris. With 20 years of expertise, Raise Partner specialises in financial risk management, robust portfolio optimisation 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, personalised 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 personalised portfolio construction. We help them scale their ability to provide personalised 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.
 

 

Raise Partner Solutions

Market 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, 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 the cloud. They......

business needs
view solution

Portfolio 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 solution

Portfolio 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 solution

Portfolio 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 solution

Scenario 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......

business needs
view solution

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
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login