Business transfers

Aug 2021

Swiss-Monegasque fintech KeeSystem strengthens its shareholding to accelerate the development of digital wealth management in Switzerland and internationally

Customers and counterparties

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
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.

Pierre-Alexandre Rousselot, CEO of KeeSystem says: "I am happy to join the Ebene group to accelerate the development of KeeSystem with its team which has a great experience in this field. KeeSystem already has a solid base of around 30 customers and KeeSense is very well suited to their needs. Our goal is to triple our turnover and number of clients in the next five years, in the countries where wealth management is most active. I look forward to achieving this new challenge with Pierre Dalmaz and his teams."
Pierre Dalmaz, Chairman of Ebene adds: "I am delighted to become the majority shareholder of KeeSystem, which through its KeeSense solution enables wealth managers and family offices to be more efficient and to digitalise their business. Our desire for growth should be driven by the potential of the wealth management market and by the recruitment of new sales staff and the opening of new offices. Prospects will be reassured about the durability of KeeSystem, which is backed by the family-owned Ebene group, which has a turnover of €100 million and is expanding rapidly.
Laurent Mouflin, Partner at PAX Corporate Finance, says: "We are very pleased to have been chosen for our sector expertise to find the right strategic partner for KeeSystem, ideally positioned in the international and very dynamic WealthTech and FinTech markets."

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