"Is your wealth strategy AI-ready ?" – L'IA au service de la nouvelle finance

En écho à la session d'AXA Wealth Europe et Sapians.

Lors du dernier Family Offices & Asset Management Summit à Luxembourg, Gaëlle Haag (AXA Wealth Europe) et Souleymane-Jean Galadima (Sapians) ont posé une question cruciale : "Is your wealth strategy AI-ready ?" Pour les family offices, l'heure n'est plus à se demander s'ils doivent adopter l'IA, mais comment l'intégrer de manière pragmatique pour gagner en efficacité et personnalisation.

Cette interrogation fait directement écho à la stratégie de Mandalore Partners, dont le portfolio regorge de pépites qui transforment l'administration de la finance et des données. Des startups comme Mipise ou INVYO illustrent parfaitement cette tendance de fond. Mipise, avec ses solutions "end-to-end" de digitalisation des flux complexes (onboarding, investissement en Private Equity), permet aux établissements financiers d'automatiser des processus critiques grâce à des plateformes SaaS, libérant ainsi leurs équipes pour des tâches à plus haute valeur ajoutée.

Dans le même esprit, l’expertise d’INVYO en tant que marketplace et intégrateur de solutions de data management est au cœur de la stratégie "AI-ready". Une gestion et une analyse avancées des données sont le prérequis indispensable à toute implémentation d'IA performante. Comme l'ont souligné les intervenants, l'IA n'est pas une fin en soi mais un outil pour exécuter la stratégie patrimoniale. Les solutions de ces startups offrent aux family offices les fondations technologiques pour y parvenir, en automatisant la collecte d'information, en sécurisant les flux et en permettant une vision consolidée et intelligible des actifs. Se préparer à l'IA, c'est d'abord se doter des bons outils de gestion et d'analyse – un conseil que les investisseurs avertis du sommet ont pu méditer.

We Will Be Present at Patrimonia 2025 in Lyon alongside Pledger

Source : https://www.patrimonia.fr/

We are pleased to announce that we will be present at Patrimonia 2025, the largest and most influential convention for wealth management professionals in France. The 32nd edition will take place on September 24–25, 2025, at the Lyon Convention Centre (Cité Internationale).

Why We’re Attending

• Unmatched Reach in Wealth Management
  Patrimonia serves as a premier platform for professionals, including wealth advisors (CGP), family offices, private bankers, lawyers, notaries, and asset managers.

• High-Quality Audience & Engagement
  In 2024, the convention gathered over 9,000 professionals, more than 380 exhibitors, and 110 speaking sessions Patrimonia. The 2025 edition is expected to go even further, with more than 400 exhibitors and overflowing demand.

• Rich Program & Learning Opportunities
  Patrimonia 2025 will feature over 100 expert talks, including plenary sessions, workshops, roundtables, and innovation zones focused on digital transformation, ESG, fintechs, and more.

• Strategic Networking
  The event offers an exceptional environment for forging new business partnerships, sharing insights with top-tier players, and showcasing our solutions to a highly targeted and influential professional audience.

Join Us There

We look forward to meeting fellow professionals and sharing insights in the evolving landscape of wealth management. If you're planning to attend or would like to schedule a meeting, feel free to connect with us.

See you in Lyon this September!

At Paris' AI RAISE Summit, Europe’s Place in Global Tech Took Center Stage

A dominant theme echoed throughout the AI RAISE Summit in Paris:
Europe’s evolving role in artificial intelligence and the broader technology ecosystem.

Some of the most anticipated sessions came from global tech investment firm GP Bullhound, and the panel "Investment in AI: Who Gets Funded and Why". 

Together, they tackled pressing questions shaping Europe’s position in the global tech race: Where does the continent stand? What trends are accelerating its innovation? And which European startups are on track to become the next unicorns?

Let’s take a closer look at the findings: 

1. European Tech Shows Signs of Resilience

Even amid global uncertainty and a post-bull-market cooldown, Europe’s tech sector remains robust.

• €15 billion per quarter: That’s the average level of funding Europe’s tech ecosystem has attracted consistently over the last two years.

• This marks a +50% increase compared to pre-2020 levels, a sign that investor confidence remains strong and that innovation continues to attract capital

• Crucially, this funding isn’t just sustaining existing operations. Companies are actively raising capital to fuel new growth, particularly in AI and cybersecurity.

Across both the GP Bullhound session and the broader summit, there was a shared sentiment: Europe’s AI and tech ecosystem still has significant room to grow — and the foundations are already being laid.

2. A Maturing Ecosystem with Unicorn Momentum

Perhaps the most striking data point: Europe is still minting unicorns at pace.

• 17 new unicorns have emerged in the past year alone, across 10 different countries.

• The hot sectors? Primarily AI and cybersecurity, two of the most strategically relevant verticals in today’s innovation economy.

• Total collective value: €1.4 trillion, representing a 3x increase in the past five years.

• And since 2015, the number of unicorns has grown 11-fold.

These numbers signal a clear shift: Europe’s startup ecosystem isn’t just growing, it’s maturing, with global-scale ambitions and long-term staying power.