Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: PaxFamilia was founded in 2017 by Guillaume Desclée (CEO), Guillaume de Monie (CTO) and Gaëtane Meurant (CLO) and was commercially launched in 2018. At the start of 2022, the company’s platform is used by over 60 organisations in Europe, such as private banks, family offices, asset managers, fiduciaries, life insurance brokers, etc. that distribute the solution to over 23,000 families in the world. The company currently has 27 full-time employees. All this makes PaxFamilia one of the fastest growing WealthTech companies of the moment.

How they describe their product/innovation: PaxFamilia is an end-to-end wealth planning platform that helps financial advisors to serve their clients with a structured and holistic approach to their wealth. The platform enables advisors to get a perfect understanding of their clients by centralizing and visualizing asset and family-related data. In addition, advisory tools such as a financial planning and reporting tools help them leverage that data to the fullest in order to provide holistic wealth management services, while an intuitive interface guarantees a unique digital client experience.

Product distribution strategy: Direct to Business (B2B), Through financial institutions

Contacts

Bus. Dev.: Arnaud Parmentier, Head of Sales, aparmentier@paxfamilia.com, +32 473 30 44 00
Press: Stefanie Keymeulen, Marketing & Communication Officer, skeymeulen@paxfamilia.com, +32485233329