Generis Capital and Isatis Capital have divested their stake in UPSIDEO, a fintech company specializing in regulatory compliance software, to FASST, a leader in digital solutions for health and retirement.

Target Information

Founded in 2011, UPSIDEO specializes in software solutions for the digitalization of financial processes. The company has established itself as a key player in regulatory compliance and automation for professionals in asset management, insurance, and banking. With a unique expertise tailored to operational needs, UPSIDEO develops tools that closely align with the regulatory and wealth management challenges faced by its clients.

UPSIDEO offers a comprehensive range of solutions that encompass the entire client journey, from onboarding to wealth management. The company is known for its significant proficiency in providing regulatory and digitalized solutions, solidifying its position as a major entity in the digital transformation of subscription processes in insurance and asset management.

Industry Overview

The financial technology (fintech) industry in France has experienced substantial growth in recent years, driven by increasing regulatory demands and a pressing need for digital solutions. Fintec