Tilvest Company Profile

Background

Overview

Tilvest is a French fintech company specializing in digital asset management solutions tailored for wealth management advisors. Established in 2021, Tilvest aims to simplify the integration of cryptocurrencies into traditional wealth management practices, enabling advisors to offer a diverse range of digital assets to their clients. The company is registered as a Prestataire de Services sur Actifs Numériques (PSAN) with the Autorité des Marchés Financiers (AMF), ensuring compliance with French financial regulations.

Mission and Vision

Tilvest's mission is to democratize access to digital assets for wealth professionals, providing them with secure and efficient tools to manage and offer cryptocurrencies to their clients. The company's vision is to become the leading distribution platform for digital asset investment products, bridging the gap between traditional finance and the evolving digital asset landscape.

Industry Significance

In a rapidly evolving financial ecosystem, Tilvest plays a pivotal role by enabling wealth management advisors to incorporate digital assets into their portfolios. This integration addresses the growing demand for cryptocurrency investment options among clients, positioning Tilvest as a key player in the intersection of fintech and traditional wealth management.

Key Strategic Focus

Core Objectives

Integration of Digital Assets: Facilitate the seamless inclusion of over 250 cryptocurrencies into wealth management portfolios.

Customization: Offer customizable investment mandates to align with individual client needs and risk profiles.

Regulatory Compliance: Ensure adherence to financial regulations, maintaining a secure and trustworthy platform for advisors and clients.

Areas of Specialization

Digital Asset Management: Providing tools and platforms for the management of digital assets within traditional wealth management frameworks.

Advisor Support: Offering resources and support to wealth management advisors to enhance their service offerings in the digital asset space.

Key Technologies Utilized

Blockchain Integration: Utilizing blockchain technology to ensure transparency and security in digital asset transactions.

API Accessibility: Providing API integrations for seamless connectivity with existing financial tools and platforms.

Custody Solutions: Implementing secure custody solutions, including hot and cold wallets, to safeguard client assets.

Primary Markets Targeted

Wealth Management Advisors: Independent advisors, family offices, and private banks seeking to diversify their investment offerings.

Financial Institutions: Banks and financial service providers aiming to incorporate digital assets into their product suites.

Financials and Funding

Funding History

Tilvest has successfully raised a total of €500,000 in funding over one round. The angel round, completed on October 19, 2022, was led by four investors, including Claire Balva and Brian O'Hagan.

Utilization of Capital

The funds raised have been allocated towards:

Platform Development: Enhancing the digital asset management platform to support a broader range of cryptocurrencies and investment mandates.

Regulatory Compliance: Ensuring adherence to financial regulations, including the PSAN registration with the AMF.

Market Expansion: Expanding the company's reach to onboard more wealth management advisors and financial institutions.

Pipeline Development

Key Pipeline Candidates

Tilvest offers two primary investment mandates:

1. Opportunités Dynamiques (Dynamic Opportunities): A reactive mandate aiming to capture high returns through active management, with bi-monthly rebalancing and a target volatility of 40%.
2. Croissance Digitale (Digital Growth): A passive mandate focused on stable long-term growth, featuring monthly rebalancing and a target volatility of 30%, emphasizing strong diversification.

Target Conditions

Both mandates are designed to cater to investors seeking exposure to digital assets, with tailored risk profiles to suit different investment objectives.

Anticipated Milestones

Client Onboarding: Continued expansion of the advisor network, with over 400 wealth management advisors currently utilizing Tilvest's platform.

Product Enhancement: Ongoing development of additional investment mandates and features to meet evolving market demands.

Technological Platform and Innovation

Proprietary Technologies

Digital Asset Management Platform: A secure and user-friendly platform enabling wealth management advisors to manage and offer digital assets to clients.

API Integrations: Seamless connectivity with existing financial tools and platforms through robust API integrations.

Significant Scientific Methods

Automated Rebalancing Algorithms: Utilizing algorithms to maintain optimal asset allocation in client portfolios.

Risk Assessment Models: Employing models to evaluate and manage the risk profiles of various digital assets.

Leadership Team

Key Executives

Vincent Martins: Co-Founder and CEO. With a background in fintech and blockchain, Vincent has been instrumental in establishing Tilvest's strategic direction and partnerships.

Julien Romon: President. Julien brings extensive experience in wealth management and has played a key role in product development and advisor relations.

Francois Hardy: Director General since April 18, 2024. Francois has a background in programming, consulting, and other IT activities, contributing to Tilvest's technological advancements.

Competitor Profile

Market Insights and Dynamics

The digital asset management market is experiencing rapid growth, driven by increasing interest in cryptocurrencies and the need for wealth management advisors to diversify their portfolios. This expansion presents both opportunities and challenges, as firms like Tilvest navigate regulatory landscapes and technological advancements.

Competitor Analysis

Stratz: A competitor offering innovative management mandates in the digital asset space, with a focus on dynamic portfolio adjustments based on market opportunities.

Alpin Capital: A partner of Tilvest, providing support to wealth management firms in selecting the best market offers, including digital asset investment products.

Strategic Collaborations and Partnerships

Tilvest has established strategic partnerships to enhance its market position:

Stratz: Collaborating to offer innovative management mandates, with Stratz acting as an advisor to Tilvest.

Alpin Capital: Partnering to provide wealth management firms with access to Tilvest's digital asset investment products.

Operational Insights

Tilvest differentiates itself through its regulatory compliance, user-friendly platform, and strategic partnerships, positioning it as a trusted partner for wealth management advisors seeking to integrate digital assets into their offerings.

Strategic Opportunities and Future Directions

Strategic Roadmap

Product Expansion: Developing additional investment mandates and features to meet the evolving needs of wealth management advisors and their clients.

Market Penetration: Expanding the advisor network and exploring new markets to increase Tilvest's reach and impact.

Future Business Directions

Tilvest aims to solidify its position as a leading platform for digital asset management in the wealth management sector, continually innovating to provide comprehensive solutions for advisors and clients.