Mon Petit Placement is a French fintech that aims to make investing accessible to retail savers by combining a digital platform with human wealth-advisory support. The service targets neophyte investors and intermediate socio-professional categories, offering the ability to invest small monthly amounts from a sofa or on weekends. The company reports about 25,000 investors and €150 million in assets under management, supported by a team of roughly forty people, primarily wealth advisors and a technical team. Roughly 90% of its clients invest each month between €150 and €200; three-quarters of investors are men. The business launched operations in 2020 after several years of regulatory work by founder Thomas Perret and has completed four prior fundraises between 2018 and 2023 totaling €14.5 million. Future plans include expanding the product range to include private equity and investing in R&D to integrate more AI (behavioral detection) to improve adviser guidance and accelerate growth. Mon Petit Placement is a fintech platform that aims to simplify the investment experience for both novices and experienced investors with a user-friendly interface, education, personalised advice and regular portfolio monitoring. The platform offers portfolios accessible from €300 and, as of 2023, four investment portfolios plus seven thematic and responsible investments, including new options such as an anti-inflation portfolio, a children’s solution, a “Serenity” portfolio and a Retirement Offer via life insurance. The company reports 25,000 clients, €115M in assets under management and a team of 35 employees. Mon Petit Placement plans strategic initiatives in 2024 including branding, new product offerings and recruitment, and intends to reach financial balance by 2025. The firm is pursuing a partnership/merger with La France Mutualiste to expand distribution and will begin distributing La France Mutualiste’s life insurance and PER products starting in 2024.

Total raised

$11M

Funding rounds

2

Latest round

Equity

Latest activity

Apr 2024