EnvestBoard is a fintech specialized in financial savings advice. It was founded by Yufeng and Simon on the simple observation that it is difficult to do and understand financial savings advice.
Sharing this same observation and values, with more than 30 years of cumulative experience in portfolio management and savings, they are determined to destroy this great difficulty for all to understand mutual funds, the most invested savings product in France and in the world.
They quickly gathered around them a team of financial, engineering and technology talents.
The philosophy of their solution is based on simplicity, to use and understand, efficiency to decide and convince.
Behind this platform designed for all, is a cutting edge technology that combines financial mathematics, data and artificial intelligence technology and sophisticated architecture.
Client Centric
EnvestBoard’s innovation culture is based on understanding the real needs of our customers.
Our thinking and design process involves our customers from the start in a co-creative (thinking) & co-creative (doing) approach.
All of our innovations are designed to meet the real needs of our customers. EnvestBoard is a technology designed to optimize the experience and simplify the life of our customers.
The Faces Behind our Success
Discover our team
We build it together