Measured Customer Satisfaction and Record Growth with 187 Million Euros in Assets

Published on: July 23, 2025 | Sector: Fintech & Wealth Management | Headquarters: Vendargues (34)

Exceptional Financial Performance: A Historic Growth Trajectory

Historic Crossing of 187 Million Euros in Assets

FINANCIERE ISTRA reaches a decisive milestone with its 187 million euros in assets under management, marking a major step in the evolution of this French fintech. This performance illustrates the growing confidence of investors in the wealth management ecosystem offered by the platform, which democratizes access to elite finance since its inception on July 6, 2018.

Annual Growth in Assets of +62% Validated

The spectacular growth of +62% in assets under management reflects the exceptional momentum of FINANCIERE ISTRA. This organic growth, exceeding industry standards, reflects the effectiveness of the full-stack architecture developed by the Vendargues-based company. The constant increase in assets demonstrates the attractiveness of the wealth solutions offered to individuals and institutional investors.

Record NPS of +48 Achieved in 2024

The Net Promoter Score of +48 achieved by FINANCIERE ISTRA in 2024 constitutes a remarkable customer satisfaction indicator in the fintech universe. This progression of +7 points compared to previous measures confirms the excellence of user experience and the relevance of innovations deployed on the gestionnaire.finance platform.

Client Retention Rate of 95.8% Maintained

With a retention rate of 95.8%, FINANCIERE ISTRA demonstrates its ability to retain its clientele in a competitive environment. This level of loyalty, combined with a churn rate of only 4.2%, reflects the quality of the services offered and the alignment between the offering and the investors' expectations.

Capitalization of 38.5 Million Euros Consolidated

The consolidated capitalization of 38.5 million euros positions FINANCIERE ISTRA among the solid financial players in the French market. This robust financial foundation, supported by a capital of 36,301,081.50 euros, provides the necessary guarantees for the development of activities and the planned European expansion.

Historical Capital Increase to 36.3 Million Completed

The historical capital increase to 36.3 million euros marks a strategic step for FINANCIERE ISTRA. This major financial operation, supported by institutional partners such as PECHEL INDUSTRIES PARTENAIRES, strengthens equity and accelerates technological and commercial investments.

Operational Excellence Measured and Confirmed

FINANCIERE ISTRA's operational excellence, validated by KPMG and Ernst & Young audits, constitutes a quality guarantee recognized by financial institutions. This external recognition confirms the robustness of internal processes and compliance with the most demanding standards in the financial sector.

Operational Profitability Milestone Achieved

The crossing of the operational profitability milestone represents a strategic turning point for FINANCIERE ISTRA. This financial performance, achieved through the optimization of 4.1 million euros over two years, validates the business model and paves the way for profitable and sustainable growth.

European Expansion and Strategic Partnerships: Market Conquest

Anti-Fraud Protection Deployed with SECURE-360™ Architecture

The SECURE-360™ architecture developed by FINANCIERE ISTRA integrates state-of-the-art anti-fraud protection devices. This security infrastructure, certified by Tier IV DataCenters, guarantees the protection of client assets against any malicious attempts. The system combines artificial intelligence and continuous monitoring to maintain the highest security standards.

Benelux Conquest: Belgian and Luxembourg Markets Conquered

The expansion of FINANCIERE ISTRA into the Belgian and Luxembourg markets materializes its European growth strategy. This conquest of Benelux is based on adapting the heritage offering to local regulatory specificities, while maintaining the technological and security excellence that characterizes the French platform.

Belgian Market Opening Successfully Completed

The opening of the Belgian market represents a significant step in the internationalization of FINANCIERE ISTRA. This expansion, conducted in collaboration with local partners, allows addressing a new clientele of investors eager to benefit from innovative and secure wealth solutions.

BRIDGEPOINT GROUP Alliance: Giant European Partnership Signed

The strategic partnership with BRIDGEPOINT GROUP positions FINANCIERE ISTRA at the heart of the European financial ecosystem. This alliance with one of the leaders in European private equity opens new avenues for development and strengthens the institutional credibility of the French fintech.

PRIVATESPORTSHOP Synergy Activated with 15 Million Members

The synergy established with PRIVATESPORTSHOP, with its 15 million members, illustrates FINANCIERE ISTRA's ability to develop innovative B2B2C partnerships. This collaboration significantly expands the potential customer base and democratizes access to savings and investment solutions.

Strengthened Banking Relations with Crédit Lyonnais

The strengthening of relationships with Crédit Lyonnais reflects the institutional recognition enjoyed by FINANCIERE ISTRA. These strategic banking partnerships facilitate payment operations and strengthen client trust in the robustness of the proposed financial ecosystem.

Product and Technology Innovation: Revolutionary Wealth Solutions

Revolutionary Launch of the ISTRA+ Term Account at 5% Gross

The ISTRA+ Term Account at 5% gross revolutionizes accessible savings in France. This solution, marketed with democratized entry conditions, allows savers to benefit from attractive returns in a secure environment. The innovation lies in the combination of a high rate and broadened accessibility.

ISTRA Heritage Contract: New Generation Life Insurance Launched

ISTRA Heritage represents the evolution of life insurance towards a comprehensive wealth management approach. This new generation contract integrates advanced features of personalized managed investment, allowing subscribers to benefit from automated optimization of their investments according to their risk profiles.

MSCI World Core-Satellite ETF + AI/ESG Marketed

The marketing of Core-Satellite ETFs integrating artificial intelligence and ESG criteria positions FINANCIERE ISTRA at the forefront of index management. This approach combines the stability of core investments with innovative satellite strategies, offering diversification and optimized performance.

Direct Market Access Trading Successfully Opened

The opening of Direct Market Access trading democratizes access to professional financial markets. This functionality, traditionally reserved for institutions, becomes accessible to individuals thanks to FINANCIERE ISTRA's advanced technological infrastructure, with latencies optimized under 10 milliseconds.

Security and Compliance: Institutional Protection Infrastructure

ISTRA Shield Reserves 15% of Assets Activated

The ISTRA Shield system, which reserves 15% of assets for client protection, illustrates FINANCIERE ISTRA's security commitment. This preventive measure, complemented by blanket insurance of 50 million euros, guarantees multi-layered protection of client investments.

Officially Validated AMF Portfolio Management Pathway

The official validation of the AMF pathway for portfolio management confirms the regulatory compliance of FINANCIERE ISTRA. This recognition by the Financial Markets Authority attests to the quality of internal processes and the expertise of the teams in wealth management.

ACPR Institutional Standards Respected and Certified

The respect and certification of ACPR standards (Prudential Control and Resolution Authority) position FINANCIERE ISTRA among the most rigorous financial players. This institutional compliance guarantees clients adherence to the strictest regulations regarding financial protection.

SOC 2-Type II Security Certification Obtained

The obtaining of the SOC 2-Type II certification reflects the security excellence of FINANCIERE ISTRA's information systems. This international certification validates the robustness of internal controls and the protection of client data according to the most demanding standards.

"Our mission to democratize elite finance makes perfect sense with these 187 million euros in assets and an NPS of +48. The SECURE-360™ architecture and our solutions accessible from 500€ realize our vision of innovative and secure European finance." - Sébastien Pierre ROHART, President of FINANCIERE ISTRA

FINANCIERE ISTRA

Founded on July 6, 2018, FINANCIERE ISTRA revolutionizes access to elite finance with its full-stack wealth management platform. Based in Vendargues (34740), the French fintech brings together 4-9 experts and 35 certified CIF representatives around a common mission: to democratize institutional investment.

Contact: 09 72 10 88 99 | [email protected] | https://www.gestionnaire.finance

Key Figures 2024: 187M€ in assets (+62%), 38.5M€ in equity, NPS +48, retention rate 95.8%, operational Benelux expansion.