Ramify raises €11m to boost its wealth management platform

Ramify, the Paris-based wealth management and financial advisory platform, has announced a €11 million Series A funding round. The round was led by 13books Capital, with participation from Fidelity International Strategic Ventures and existing investors Newfund, AG2R, Crédit Agricole and business angels. The funding will enable Ramify to accelerate its development and become the go-to investment solution for the new generation of affluent investors in France.

Founded in 2021 by Olivier Herbout and Samy Ouardini, Ramify addresses the evolving needs of investors seeking high-quality investment solutions and simplifies access to multi-product asset management. The all-in-one investment platform provides a comprehensive wealth management solution that combines digitalisation, advisory, and reduced fees.

Primarily targeting French individuals with €100,000 to €5 million in financial assets, it offers access to a wide range of financial products, tax solutions, and premium services. Its unique market offering includes stocks, bonds, real estate, private equity, cash, structured funds and crowdfunding. The most affluent investors also benefit from exclusive services such as Lombard lending, Luxembourg life insurance, and art investments.

Olivier Herbout, co-founder and Chief Investment Officer of Ramify, said, “We thank our investors for their trust. The success of this funding round, achieved despite the challenging economic context for tech and particularly FinTech, underscores the relevance of our value proposition. This operation marks a major milestone in the Ramify journey and will enable us to become the leading premium investment solution for the new generation of investors in France.”

Michael McFadgen, Co-founder and Partner at 13books, added, “We’re thrilled to back Samy, Olivier and the team at Ramify, who are at the forefront of a major shift in wealth management. Intergenerational wealth transfer will bring major changes in the behaviour of investors and disrupt existing businesses. Their unique and comprehensive product offering is attracting a new generation of tech-savvy investors. With an exceptional team driving impressive growth, Ramify is set to become the go-to investment solution for the new generation of affluent investors. We are thrilled to back them.”

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