The Swiss-Monegasque fintech KeeSystem, specialised in digital tools dedicated to wealth management for independent companies and family offices worldwide, is strengthening its shareholding with Ebene. Pierre Dalmaz’s family holding company has just acquired 75% of KeeSystem’s shares from its Chairman and Founder Pierre-Alexandre Rousselot, who will continue to manage and develop KeeSystem with the support of his new shareholder.
Pax Corporate Finance had been mandated by Pierre-Alexandre Rousselot during the second half of 2020 to allow KeeSystem to be backed by a new shareholder in order to accelerate its growth and international development.
Founded in 2009, the Geneva and Monaco-based fintech KeeSystem has an annual turnover of close to two million euros. It is the publisher of the KeeSense software, which supports independent asset managers, family offices and private banks in the digitalisation of their activity. The software allows them to improve the efficiency of their management in terms of services provided, profitability and development of their activities. This digital wealth and asset management solution has recently received several awards. In particular, it received the “Best Wealth Management Software” award at the Fintech Awards by Wealth & Finance Magazine and is listed among the notable fintech startups in French-speaking Switzerland by Fintechnews.ch.
KeeSense allows to consolidate and analyse in real time the securities portfolios deposited in all banks. Users have access to a software solution that allows them to improve their results, simplify compliance checks, streamline communication with custodian banks, optimise communication with clients, strengthen asset and cost control, and reduce the constraints of financial sector players.
Accelerating growth in France and internationally with Ebene’s support of Swiss clients for over 10 years, Switzerland remains an important area for KeeSystem, which aims to accelerate its growth with the opening of offices in Zurich and the recruitment of new profiles in Lugano in order to continuously improve the customer experience. Other countries will follow.