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Nalo Patrimoine
Nalo Patrimoine

Nalo Patrimoine

ProductOperating Status: Currently Offered

Nalo Patrimoine is a Generali-assured French life insurance contract with ETF portfolios managed to personal projects.

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Overview

Nalo Patrimoine is the life insurance product of French robo-advisor Nalo, underwritten by Generali Vie, with all-in annual fees between 0.85% and 1.65% and accounts openable from 1000 euros.

Portfolios are managed in ETFs with allocations individualized by the saver's projects, targeting French savers who want managed online long-term savings.

Nalo Patrimoine - Classification

Industry
  • Investments
Customer
  • Consumer

Nalo Patrimoine - Direct Competitors

  • Cashbee

    Cashbee logo

    Cashbee+

    cashbee.fr

  • Finary

    Finary logo

    Finary Life, Finary One

    finary.com

  • Linxea

    Linxea logo

    Linxea Spirit 2

    linxea.com

AttributeNalo PatrimoineCashbee+Finary Life, Finary OneLinxea Spirit 2
ProviderNalonalo.frCashbeecashbee.frFinaryfinary.com37.5M raised · Series BLinxealinxea.com
Founded2017201820202001
Sells To——Consumers—
Pricing Model——Recurring, Software—
Ownership——Venture Capital—
Nalo Patrimoine

Provider Nalonalo.fr

Founded 2017

Sells To —

Pricing Model —

Ownership —

Cashbee+

Provider Cashbeecashbee.fr

Founded 2018

Sells To —

Pricing Model —

Ownership —

Finary Life, Finary One

Provider Finaryfinary.com37.5M raised · Series B

Founded 2020

Sells To Consumers

Pricing Model Recurring, Software

Ownership Venture Capital

Linxea Spirit 2

Provider Linxealinxea.com

Founded 2001

Sells To —

Pricing Model —

Ownership —

Nalo Patrimoine - Similar Products & Services

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    Ramify Assurance Vie

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    ZUWAX Wealth Management

    zuwax.net