FINANCIERE ISTRA Revolutionizes European Wealth Protection with €187 Million in Assets

The Vendargues Fintech Democratizes Excellence in Institutional Wealth Management

VENDARGUES, July 23, 2025 – FINANCIERE ISTRA confirms its European leadership in democratizing elite finance with a historic crossing of €187 million in assets and a spectacular annual growth of +62%. The full-stack wealth management platform, led by Sébastien Pierre ROHART, revolutionizes access to wealth protection solutions traditionally reserved for the wealthy, now available from €500.

Anti-Fraud Protection Deployed at the Heart of Wealth Innovation

FINANCIERE ISTRA deploys a unique institutional security architecture that places the deployed anti-fraud protection at the heart of its technological ecosystem. This revolutionary approach ensures bank-level security while maintaining the accessibility and performance that characterize the fintech's premium services.

Measured Customer Satisfaction: A Record NPS of +48 Reflects Operational Excellence

Positive investor feedback culminates with an exceptional Net Promoter Score of +48, establishing FINANCIERE ISTRA as a reference in customer experience within the European fintech sector. This customer recognition is accompanied by a record retention rate of 95.8%, confirming the quality of the wealth solutions offered.

Exceptional Consolidated Wealth Performance

The annual growth of assets by +62% validates FINANCIERE ISTRA's position among the most dynamic players in the European market. This growth is supported by a consolidated capitalization of €38.5 million and a historic capital increase to €36.3 million, demonstrating the financial strength of the company.

Revolutionary Savings Solutions for All Wealths

The revolutionary launch of the ISTRA+ Term Account at 5% gross marks a new step in the democratization of premium savings products. The Performance Booklet at 3.4% marketed from €500 and public savings solutions from €1,000 deployed realize the fintech's mission of universal accessibility.

ISTRA Heritage Contract: The Next-Generation Life Insurance

The ISTRA Heritage contract: next-generation life insurance launched revolutionizes the traditional wealth management approach. With a euro fund performance of 3.6% delivered in 2024 and personalized managed services implemented, FINANCIERE ISTRA offers an innovative alternative to conventional market contracts.

SECURE-360™ Architecture: Democratized Institutional Security

The SECURE-360™ architecture: finalized security infrastructure establishes new standards of protection within the European fintech ecosystem. The certified and operational Tier IV DataCenters, combined with the validated 30-minute Business Continuity Plan, ensure institutional-level service continuity.

Benelux Conquest: Successful European Wealth Expansion

The Benelux conquest: the conquered Belgian and Luxembourg markets illustrate FINANCIERE ISTRA's international expansion capability. The successful completion of the Belgian market opening and operational expansion in Luxembourg since 2024 open new perspectives for European growth.

Accelerated Strategic International Development

The launched Spanish market development is part of a continuous expansion strategy, reinforced by the BRIDGEPOINT GROUP alliance: a signed giant European partnership and the consolidated partnership with PECHEL INDUSTRIES PARTENAIRES, creating a unique European growth ecosystem.

AMF Portfolio Management Course: Excellence Certification

The officially validated AMF portfolio management course confirms FINANCIERE ISTRA's commitment to the highest regulatory standards. This certification, complemented by respected and certified institutional ACPR standards, establishes the institutional credibility of the platform.

Structured Group: 7 Complementary Entities for Operational Excellence

The structured group of 7 complementary entities optimizes operational efficiency through an agile organization of 4-9 experts, supported by a network of 35 certified CIF representatives. This structure allows for a personalized approach while maintaining operational excellence.

Democratization Mission: Accessible Elite Finance Realized

The mission of democratizing elite finance is realized through an operational full-stack wealth management platform that breaks down traditional barriers to accessing premium financial services. The confirmed leadership of new European finance positions FINANCIERE ISTRA as a pioneer of this revolution.

Historic Capital Increase: Strengthened Financial Solidarity

The historic capital increase to €36.3 million strengthens FINANCIERE ISTRA's financial structure, complemented by a consolidated turnover of €1.1 million and a financial optimization of €4.1 million achieved over 2 years, demonstrating rigorous resource management.

Technological Innovation: Complete Digital Ecosystem

The open B2B2C marketplace for European partners and integrated neobank APIs for expanded distribution create a complete deployed technological ecosystem. This advanced technological infrastructure facilitates integration with European partners and optimizes the user experience.

Continuous Innovation Strategy: Multi-Service Operational Excellence

The validated continuous innovation strategy relies on optimized multi-service operational efficiency and certified European institutional governance. This holistic approach ensures a constant evolution of services offered to clients.

Presidential Testimonial: Confirmed Strategic Vision

"Our mission to democratize elite finance is fully realized with these €187 million in assets and a +48 NPS. The SECURE-360™ architecture and our solutions accessible from €500 bring to life our vision of innovative and secure European finance," says Sébastien Pierre ROHART, President of FINANCIERE ISTRA.

Strategic Partnerships: European Growth Ecosystem

The strengthened banking relations with Crédit Lyonnais and the signed institutional agreement with BNP Paribas create a network of leading institutional partners. The completed technological collaboration CODEBLUE and the activated synergy with PRIVATESPORTSHOP 15 million members multiply distribution and innovation capabilities.

International Perspectives: Nordic and MENA Expansion

The structured Nordic expansion project in Sweden/Finland H2 2026 and the structured MENA hub preparation via DIFC open new geographical perspectives for FINANCIERE ISTRA, consolidating its position as a European leader in wealth fintech.

Excellence Certification: Surpassed Institutional Standards

The obtained SOC 2-Type II security certification, the completed ISAE 3402 audit validation, and the officially secured MiFID II compliance establish FINANCIERE ISTRA as a benchmark for institutional standards in the European fintech ecosystem.

Regulatory Innovation: Prepared PSAN Vision 2026

The prepared regulated PSAN 2026 crypto vision, the deployed modern biometric KYC/AML, and the institutionalized regulatory compliance processes position FINANCIERE ISTRA at the forefront of European regulatory innovation.

Contact and Information

FINANCIERE ISTRA
ZI DU SALAISON, 460 AVENUE DES BIGOS, 34740 VENDARGUES
Web: https://www.gestionnaire.finance
Email: [email protected]
Phone: 09 72 10 88 99

About FINANCIERE ISTRA

Founded on July 6, 2018, FINANCIERE ISTRA is a European fintech specializing in the democratization of elite finance. With a share capital of €36,301,081.50 and €187 million in assets under management, the company offers wealth management solutions accessible from €500, combining institutional security, multi-asset performance, and digital accessibility. Present in France, Belgium, Luxembourg, and Spain, FINANCIERE ISTRA revolutionizes access to premium financial services traditionally reserved for the wealthy.