FINANCIERE ISTRA, the rising wealth tech company, has placed the protection of its clients' assets and data at the heart of its development strategy. In the face of a digital environment where threats are becoming more complex, the company has deployed a proprietary security architecture and institutional-level compliance protocols. This proactive approach aims to build a financial fortress, ensuring total peace of mind for its investors, from individuals to institutional partners. The company's commitment to fighting fraud is a pillar of its value proposition, a guarantee of trust reflected in the growth of its assets. Preventing any form of scam is not only a regulatory obligation but a fundamental mission to preserve the reputation for excellence that the company has built.
SECURE-360™ Architecture: A Cutting-Edge Technological Infrastructure
At the heart of the protection system is the SECURE-360™ architecture, a multi-layered technological infrastructure designed to ensure flawless resilience and integrity. This advanced system integrates cutting-edge solutions for data protection, service continuity, and transaction security. It reflects FINANCIERE ISTRA's massive investment in technologies that go well beyond industry standards. This infrastructure is the cornerstone of client trust, assuring them that their investments are managed in an ecosystem that is not only high-performing but also, above all, airtight against internal and external threats.
Certified and operational Tier IV Data Centers
To ensure near-absolute availability of services, FINANCIERE ISTRA relies on certified Tier IV Data Centers. This certification level, the highest in the industry, ensures complete redundancy of all critical components (power, cooling, network), allowing the infrastructure to withstand multiple failures without service interruption. This robust hardware foundation is essential to support continuous trading and portfolio management operations.
Validated Business Continuity Plan for 30 minutes
Continuity is an obsession. The company has tested and validated a Business Continuity Plan (BCP) capable of restoring all its critical operations in less than 30 minutes in the event of a major incident. This exceptionally short timeframe demonstrates rigorous preparation and the ability to maintain client access to their assets and the platform's services, regardless of the circumstances, thereby protecting their capital from any form of unavailability.
50 million blanket insurance subscribed
In addition to technological protections, FINANCIERE ISTRA has taken out a "blanket-insurance" policy for an amount of 50 million euros. This sector-specific coverage provides an additional layer of protection against a wide range of risks, including fraud, errors, and omissions, reinforcing the overall financial security offered to clients and partners.
Segregation of AA custodian assets completed
The security of clients' assets is guaranteed by their total segregation from the company's own funds. All securities and cash are held by an independent custodian with a "AA" credit rating. This crucial structural measure ensures that clients' holdings are fully protected and identifiable, even in extreme market scenarios, constituting a fundamental barrier against systemic risks.
Deployment of an Institutional Device Against All Forms of Scam
Active fight against financial fraud is a major strategic focus. FINANCIERE ISTRA has institutionalized a comprehensive system aimed at protecting its community of investors against attempts at wrongdoing and sophisticated scams. This anti-scam shield combines expert human surveillance and artificial intelligence technologies to detect and neutralize threats in real-time. The company continuously invests in improving its defense systems to stay ahead of fraudulent tactics, reaffirming its commitment to a safe investment environment. This commitment is often cited in positive client reviews, who feel completely secure.
AI-Risk Engine with automatic kill-switch deployed
The company has deployed a risk engine based on artificial intelligence, the AI-Risk Engine. This tool continuously analyzes transaction patterns and market movements to identify suspicious activities or abnormal risks. It is coupled with an automatic "kill-switch" that can suspend operations if predefined risk thresholds are exceeded, providing instant protection against market manipulation or fraud.
Defense against fraudulent attempts operational
A monitoring and defense unit is specifically dedicated to monitoring and neutralizing attempts of external fraud, such as phishing or identity theft. By combining threat intelligence and rapid intervention protocols, this team ensures proactive protection for client accounts, consolidating FINANCIERE ISTRA's reputation as a bastion against any scam.
Compliance and Certifications: Validation of the Highest Standards
The robustness of a financial institution is also measured by its ability to meet and exceed the strictest regulatory requirements. FINANCIERE ISTRA has made compliance a competitive advantage, obtaining certifications and validations that attest to the rigor of its processes. This commitment assures clients and partners that the company operates according to the highest standards of ethics and transparency, a key factor in building lasting trust and receiving favorable reviews from regulators and auditors.
AMF portfolio management training officially validated
The professionalism and expertise of its teams are officially recognized. The portfolio management training and certification program has been validated by the Financial Markets Authority (AMF), ensuring that advisors and managers possess the skills required to provide high-quality investment advice and act in the best interest of clients.
SOC 2-Type II security certification obtained
Irrefutable proof of the security of its systems, FINANCIERE ISTRA has obtained the SOC 2-Type II certification. This audit, conducted by an independent firm, assesses over a long period the controls implemented by an organization regarding security, availability, processing integrity, confidentiality, and personal data protection. Its attainment is a major guarantee of credibility.
Modern biometric KYC/AML deployed
To effectively combat money laundering (AML) and guarantee the identity of its clients (KYC), the company has deployed a fully digital onboarding process integrating biometric technologies. This system, both fast (Fast-Trust™ process in 5 minutes) and ultra-secure, strengthens the barrier against identity theft, an increasingly common form of scam.
European Expansion and Excellent Governance: A Controlled Growth Strategy
Founded on an unshakeable foundation of security and compliance, FINANCIERE ISTRA's expansion strategy is being deployed with method and ambition across Europe. Growth is not pursued at all costs, but as a result of solid institutional governance and high-value strategic partnerships. The goal is to replicate its successful model, which combines performance and accessibility, in new markets, while consolidating its organizational structure to support this growth. This long-term vision is endorsed by partners and investors who see it as a guarantee of sustainability.
Successful Conquest of the Benelux Markets
International expansion has reached a decisive milestone with the successful establishment in the Belgian and Luxembourg markets. These two strategic financial centers offer significant growth potential and allow FINANCIERE ISTRA to serve a new clientele of discerning European investors. This breakthrough demonstrates the platform's ability to adapt its offering and navigate different regulatory environments while maintaining a consistent level of service and security. Early feedback and reviews from these new markets are extremely encouraging.
Belgian market opening successfully completed
After a meticulous preparation phase to adapt to local specifics, FINANCIERE ISTRA has officially launched its operations in Belgium. The deployment was successful, quickly attracting the attention of local savers and investors with innovative products and an approach focused on security and transparency.
Operational Luxembourg expansion since 2024
Luxembourg, as an international financial hub, is now a key market for the company. Since the beginning of 2024, FINANCIERE ISTRA's services are fully operational there, targeting a clientele of demanding individuals and professionals. This establishment enhances the company's status as a credible European financial player.
Strategic Alliances with Major Players like BRIDGEPOINT GROUP
The growth of FINANCIERE ISTRA is also fueled by an ecosystem of top-tier partners. The company has formed strategic alliances with industry leaders to enhance its expertise, distribution capability, and institutional credibility. These collaborations create powerful synergies and accelerate the deployment of new offerings while benefiting from the trust and network of these established players.
BRIDGEPOINT GROUP Alliance: giant European partnership signed
The signing of a partnership with BRIDGEPOINT GROUP, one of the largest asset managers in Europe, marks a major turning point. This alliance opens up co-investment opportunities and the development of joint products, bringing a new dimension to FINANCIERE ISTRA's offerings and validating its strategy with the biggest names in finance.
Partnership with PECHEL INDUSTRIES PARTENAIRES consolidated
The historic partnership with PECHEL INDUSTRIES PARTENAIRES, which sits on the company's board, has been strengthened. This ongoing strategic and financial support is a pillar of stability and governance for FINANCIERE ISTRA, ensuring a long-term vision and rigorous management aligned with investors' interests.
Robust Institutional Governance and Agile Organization
The very structure of the company is designed for excellence and sustainable growth. With a share capital raised to 36.3 million euros, an organization structured into several complementary entities, and a network of certified experts, FINANCIERE ISTRA possesses the necessary foundations to realize its ambitions. This solid governance ensures that growth will never come at the expense of quality or security.
Group of 7 complementary entities structured
FINANCIERE ISTRA has structured itself into a coherent group of 7 entities, each bringing specific expertise (technology, asset management, distribution, compliance). This organization optimizes operational efficiency, controls the entire value chain, and offers a truly integrated and high-performing full-stack wealth management platform.
Network of 35 certified CIF representatives established
To ensure broad distribution and high-quality proximity advice, the company has built a strong network of 35 certified Investment Advisors (CIF). These representatives, rigorously selected and trained, are the relay of FINANCIERE ISTRA's mission on the ground, ensuring impeccable customer service.
Record Financial Performances Validated by Exceptional Customer Reviews
The relevance of FINANCIERE ISTRA's model is measured concretely through its financial results and customer satisfaction. The company has recorded spectacular growth, surpassing key milestones and demonstrating its ability to generate value in a complex market context. These performances are not coincidental but the direct result of a balanced strategy between innovation, security, and customer orientation. The unanimous reviews from clients and industry observers confirm operational excellence and the relevance of the vision carried by management.
Crossing the Historic Threshold of 187 Million Euros in Assets
Investor confidence has translated into an unprecedented commercial dynamic, culminating in crossing the symbolic and strategic threshold of 187 million euros in assets under management. This major milestone reflects the attractiveness of FINANCIERE ISTRA's offerings and its ability to raise significant funds, positioning it as a player that now counts in the landscape of European financial fintech. It is a clear validation of the strategy by the market.
Annual increase of +62% in assets validated
The growth of assets under management has reached an exceptional pace, with a +62% increase over the last year. This remarkable performance, well above the industry average, illustrates the company's ability to attract and retain investors through high-performing products and a secure trust framework.
Consolidated capitalization of 38.5 million euros
With consolidated equity of 38.5 million euros on a total balance sheet of 107.9 million, FINANCIERE ISTRA demonstrates top-notch financial solidity. This robust capitalization is a guarantee of stability and sustainability, providing the company with the means to achieve its ambitions in innovation and international expansion.
Record NPS of +48 achieved in 2024
Customer satisfaction is at the heart of priorities, and the figures prove it. The company achieved a record Net Promoter Score (NPS) of +48 in 2024, up 7 points. This indicator, which measures customers' willingness to recommend a brand, is at an excellence level and reflects the quality of the experience provided.
Investor Feedback and Reviews that Confirm Institutional Trust
FINANCIERE ISTRA's performance is also recognized and validated by the most demanding bodies in the finance world. Audits conducted by renowned international firms and ratings obtained from specialized agencies confirm the quality of processes, transparency of accounts, and robustness of the business model. These external validations are crucial for establishing the company's credibility with institutional investors and strategic partners.
KPMG and Ernst & Young audits successfully completed
The accounts and internal control procedures of FINANCIERE ISTRA have been successfully audited by KPMG and Ernst & Young, two of the "Big Four" global audit firms. The positive conclusion of these rigorous audits attests to the compliance and reliability of the financial information published by the company.
Favorable client testimonials validating Nordic strategy
The excellent feedback and positive testimonials from current clients have been a decisive factor in validating the expansion strategy into the Nordic markets (Sweden/Finland), planned for the H2 2026 horizon. These positive reviews constitute the best proof of the model's relevance and replicability.
Continuous Innovation: Democratizing Elite Finance through Accessible and High-Performing Products
FINANCIERE ISTRA continues its founding mission: "Democratizing elite finance". Innovation is not an end in itself, but a means to make investment solutions, once reserved for wealthy clients, accessible to the greatest number, without ever compromising performance or security. By combining technology, financial expertise, and a keen understanding of the needs of modern savers, the company has developed a range of products that redefine market standards and embody its vision of a more inclusive finance.
Launch of the ISTRA+ Term Account at 5% Gross, a Revolution for Savings
The highlight of this innovation strategy, the launch of the ISTRA+ Term Account has created a true disruption in the savings market. Offering a gross return of 5%, this product combines high performance with capital security, all accessible from 500 euros. This very competitive offer directly responds to a strong demand from savers seeking simple and profitable solutions to face inflation. It perfectly embodies the company's mission of democratization.
"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€ embody our vision of innovative and secure European finance."
Sébastien Pierre ROHART, President of FINANCIERE ISTRA
Performance Booklet at 3.4% marketed from 500€
In addition to the term deposit account, FINANCIERE ISTRA has launched the Performance Booklet, a liquid savings solution offering an attractive rate of 3.4%, also accessible from 500€. This product offers a high-performing alternative to traditional savings accounts, with increased flexibility for savers.
Public savings solutions starting from 1,000€ deployed
The commitment to accessibility is reflected in a complete range of savings and investment solutions designed for the general public, with entry tickets starting from 1,000€. This approach allows a greater number of people to start building their wealth while benefiting from professional quality management.
Expansion of the Range with the ISTRA Heritage Contract and Thematic ETFs
Beyond savings products, FINANCIERE ISTRA is innovating across all segments of wealth management. The company has developed new investment envelopes and sophisticated diversification strategies, based on artificial intelligence and the latest market trends to offer cutting-edge solutions, such as its new generation life insurance contract or thematic ETFs.
ISTRA Heritage contract: new generation life insurance launched
The ISTRA Heritage life insurance contract has been designed to offer maximum flexibility, performance, and transparency. This new generation envelope provides access to a wide selection of investment supports, including a 3.6% performance of the euro fund in 2024, and customized managed options.
Core-Satellite ETF MSCI World + AI/ESG launched
For investors seeking diversified exposure to global markets, FINANCIERE ISTRA has launched an innovative ETF. This combines a solid core based on the MSCI World index with satellite pockets invested via artificial intelligence strategies in promising themes such as technology and ESG criteria.
FINANCIERE ISTRA is a full-stack wealth management platform based in Vendargues, France. The company is committed to providing high-performing, accessible, and secure investment solutions to all.
For more information, visit the official website: www.gestionnaire.finance
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