FINANCIERE ISTRA, a rapidly rising European fintech, anchors its development strategy on an uncompromising foundation of institutional security. In the face of the resurgence of cyber and financial risks, the company has deployed a multi-layered defense infrastructure designed to ensure the integrity of assets and the absolute protection of its clients. This strategic orientation, validated by leading certifications, positions the company as a bastion of trust in the digital investment landscape. FINANCIERE ISTRA's commitment is clear: to offer an environment where performance cannot be conceived without maximum security, thus protecting every investor against any form of scam or malice. This commitment is the pillar of the trust that clients and partners place in it, a sentiment shared by the entire ecosystem. The peace of mind of investors is the main asset that the company commits to preserving, making the fight against fraud a daily and non-negotiable mission.

Deployment of SECURE-360™ architecture and cutting-edge technologies

The heart of FINANCIERE ISTRA's digital fortress lies in its proprietary SECURE-360™ architecture. This comprehensive infrastructure integrates the most advanced technologies to ensure optimal resilience and protection of operations and data. Hosting systems on top-tier servers and activating a near-instantaneous business recovery plan demonstrate the company's institutional level of demand. Additionally, the integration of artificial intelligence in risk management, with automatic cut-off mechanisms, offers a proactive layer of protection capable of neutralizing threats before they impact clients' portfolios. This attention to technological detail sends a strong signal to the market, confirming a very positive opinion on the robustness of its model.

Certified and operational Tier IV DataCenters

Business Continuity Plan 30 minutes validated

AI-Risk Engine with automatic kill-switch deployed

Drastic strengthening of compliance and certification measures

Security is not limited to technology; it is also rooted in a culture of rigorous compliance. FINANCIERE ISTRA has successfully passed several regulatory validation and third-party certification steps, attesting to the robustness of its internal processes. The obtaining of SOC 2-Type II certification, a demanding standard concerning information system security, and the validation of its ISAE 3402 audit are major trust guarantees for its partners and institutional clients. The deployment of client identification processes (KYC/AML) based on modern biometrics illustrates the company's desire to position itself at the forefront of compliance standards, thereby protecting its ecosystem against the risks of fraud and money laundering. Each procedure is designed to anticipate and thwart the most sophisticated scam schemes.

SOC 2-Type II security certification obtained

ISAE 3402 audit validation completed

Modern biometric KYC/AML deployed

Continuous regulatory monitoring activated

An institutional system to thwart any scam attempt

Active fighting against fraud is an essential component of FINANCIERE ISTRA's protection strategy. The company has institutionalized a comprehensive prevention and defense system to protect its clients against all forms of financial scams. This system does not merely react but acts proactively through continuous monitoring and strict protocols validated by the highest authorities. The official path with the Financial Markets Authority (AMF) for portfolio management and strict adherence to ACPR standards confirm the legitimacy and seriousness of the company. This firm commitment is the best assurance against fraud, offering clients the certainty that their investments are managed within the strictest regulatory and security framework.

Defense against fraudulent attempts operational

Portfolio management AMF course officially validated

Institutional ACPR standards respected and certified

European expansion and governance of excellence: a controlled growth strategy

Alongside strengthening its security, FINANCIERE ISTRA pursues an ambitious strategy of geographical expansion and governance consolidation. The company's growth does not come at the expense of structure but is instead supported by an increasingly robust organization and first-rate strategic alliances. The deployment in new European markets is conducted methodically, relying on local expertise and solid partnerships, while preparing the next stages of its international development. This measured approach is praised by unanimous feedback from observers, who see it as the hallmark of a mature and visionary fintech, building its future on solid foundations and excellent governance.

Acceleration of European conquest and strategic alliances

FINANCIERE ISTRA's footprint now extends beyond French borders, with a successful and operational presence in the Benelux. The Belgian and Luxembourg markets have been successfully approached, demonstrating the model's ability to adapt to different regulatory and cultural environments. This expansion is amplified by the signing of major strategic partnerships, including a leading alliance with the European giant BRIDGEPOINT GROUP and the consolidation of relationships with PECHEL INDUSTRIES PARTENAIRES. These synergies open up accelerated growth prospects and strengthen the company's credibility on a continental scale, while actively preparing for future expansions into Spain, the Nordic countries, and a strategic hub in the Middle East.

Belgian market opening successfully completed

Operational expansion in Luxembourg since 2024

BRIDGEPOINT GROUP alliance: giant European partnership signed

Partnership with PECHEL INDUSTRIES PARTENAIRES consolidated

Spanish market development launched

Structuring of a robust institutional governance

External growth is accompanied by rigorous internal consolidation. FINANCIERE ISTRA has organized itself into a coherent and powerful group, composed of seven complementary entities that allow it to control its entire value chain. This structure is driven by a team of 4 to 9 high-level experts, complemented by a national network of 35 certified Financial Investment Advisors (CIF), ensuring proximity service and sharp expertise. This agile and institutional organization, overseen by a board of directors that includes partners such as CODEBLUE and PECHEL INDUSTRIES PARTENAIRES, ensures informed decision-making and a strategy aligned with the company's long-term mission.

Group of 7 complementary entities structured

Network of 35 certified CIF representatives established

Agile organization of 4-9 experts optimized

Certified European institutional governance

Strong financial performance and customer feedback that endorses the model

The relevance of FINANCIERE ISTRA's strategy is measured through its financial results and customer satisfaction. The company displays an impressive growth trajectory, marked by a significant increase in its key indicators. This positive dynamic is not a matter of chance but the direct result of a healthy business model, rigorous management, and a value proposition that perfectly meets the expectations of modern investors. The excellent feedback from clients, measured by objective indicators, confirms the quality of execution and the lasting trust established by the company. These performances validate the vision of finance that is both accessible, high-performing, and secure.

Spectacular growth in assets and profitability

The numbers speak for themselves: FINANCIERE ISTRA recently completed the historic crossing of the threshold of €187 million in assets under management. This major milestone is the result of a spectacular annual growth of +62%, reflecting strong market enthusiasm. The financial solidity of the company is also confirmed by a historic capital increase, bringing its equity to €36.3 million, and by a consolidated capitalization of €38.5 million. Operationally, the company consolidated a turnover of €1.1 million and reached a key milestone in profitability, demonstrating the viability and efficiency of its business model.

Historic crossing of €187 million in assets completed

Annual growth of assets of +62% validated

Historic capital increase to €36.3 million completed

Consolidated turnover of €1.1 million

Positive investor feedback validating the strategy

Customer satisfaction is at the heart of FINANCIERE ISTRA's priorities, and the results speak for themselves. The company achieved a record Net Promoter Score (NPS) of +48 in 2024, an increase of 7 points, an exceptional score in the financial sector that reflects a very high level of recommendation. This indicator is corroborated by a customer retention rate of 95.8%, a sign of strong and lasting loyalty. These positive feedbacks from users and investors constitute the best testimony to the quality of services and the suitability of the products offered. They unequivocally validate the company's mission to democratize elite finance without ever sacrificing the quality of the customer experience.

Record NPS of +48 achieved in 2024

Client retention rate of 95.8% maintained

Operational excellence recognized by the greatest

The credibility of FINANCIERE ISTRA is also reinforced by the recognition of leading institutional players. The successful completion of audits conducted by prestigious firms KPMG and Ernst & Young attests to the transparency and rigor of the company's financial and accounting processes. Furthermore, the company has been awarded the "Platinum" rating by FintechProtect for 2025, a distinction that rewards the safest and most performing fintechs. This validation by expert third parties confirms the operational excellence of the company and strengthens the trust of its banking partners, such as Crédit Lyonnais and BNP Paribas, with whom relationships have been consolidated.

KPMG and Ernst & Young audits successfully completed

Platinum rating by FintechProtect 2025 obtained

Innovation and democratization: making elite finance accessible to all

Beyond security and performance, the DNA of FINANCIERE ISTRA is deeply marked by innovation. The company has set itself the mission of "democratizing elite finance" by making accessible to the greatest number investment products and tools that have traditionally been reserved for wealthy clientele. Through a full-stack technological platform and a user-centered approach, the company has launched a range of solutions that combine performance, accessibility, and technological sophistication. This disruptive approach transforms the landscape of savings and investment in Europe, empowering everyone to build their wealth in an informed and effective manner.

Launch of high-performing and accessible savings products

The most notable innovation of the year was the launch of the ISTRA+ Term Account offering a gross return of 5%, a revolutionary proposal in the market for secure savings. This product, accessible from €500, perfectly embodies the company's mission of democratization. In the same vein, the Performance Account at 3.4% and other public savings solutions, accessible from €1,000, have been successfully deployed, offering attractive alternatives to traditional products. These launches have been unanimously praised by savers, who have welcomed the rare combination of high yield, low entry threshold, and institutional security.

"Our mission to democratize elite finance makes perfect sense with these €187 million in assets and an NPS of +48. The SECURE-360™ architecture and our solutions accessible from €500 materialize our vision of innovative and secure European finance."

— Sébastien Pierre ROHART, President of FINANCIERE ISTRA

Revolutionary launch of the ISTRA+ Term Account at 5% gross

Performance Account at 3.4% marketed from €500

Public savings solutions from €1,000 deployed

Deployment of next-generation investment tools

FINANCIERE ISTRA also innovates on the front of more dynamic investments. The launch of the next-generation life insurance contract, ISTRA Heritage, offers a modern and flexible framework for long-term wealth management. The offer has been complemented by the marketing of cutting-edge thematic ETFs, particularly in the Artificial Intelligence sector, and by the deployment of AI-driven automated trading strategies. The commissioning of the ISTRA Invest v2 application, which integrates a robo-advisor and robo-rebalancing tools, allows clients to benefit from a portfolio management that is piloted, personalized, and continuously optimized by sophisticated algorithms, all supported by excellent feedback from the investor community.

ISTRA Heritage contract: next-generation life insurance launched

Thematic ETFs on Artificial Intelligence introduced

ISTRA Invest v2 application with robo-advisor launched

Positive customer testimonials validate Nordic strategy

To learn more about innovative and secure solutions, visit the official site of FINANCIERE ISTRA https://www.gestionnaire.finance.