What is Yomoni?
Founded in 2015 and headquartered in Paris, Yomoni operates as the commercial brand of Altheis, functioning as a portfolio management firm licensed by the Autorité des Marchés Financiers (AMF). The company distinguishes itself through a digital-first approach to wealth management, utilizing low-cost index funds and ETFs to provide fully managed savings solutions. Its service suite covers essential French tax-advantaged vehicles, including life insurance, the equity savings plan (PEA), and the retirement savings plan (PER). By prioritizing transparency and competitive fee structures, Yomoni has effectively disrupted traditional banking models, offering a streamlined, user-centric experience for modern investors.
How much funding has Yomoni raised?
Yomoni has raised a total of $5.4M across 1 funding round:
Unspecified
$5.4M
Unspecified (2017): $5.4M with participation from Arkéa Capital
Key Investors in Yomoni
Arkéa Capital
A prominent banking and insurance group based in France that provides comprehensive financial services, including asset management and real estate consulting, to individuals and institutions.
What's next for Yomoni?
With the recent infusion of capital, Yomoni is well-positioned to accelerate its product development and market penetration. The strategic focus will likely center on enhancing the user experience of its digital platform, potentially integrating more sophisticated algorithmic asset allocation tools to maintain its competitive edge. As the firm navigates the complexities of the European financial regulatory environment, the focus remains on scaling its discretionary management services while maintaining the cost-efficiency that defines its brand. Future growth will likely involve deepening its penetration into the retirement savings market, a sector currently undergoing significant digital transformation across France.
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