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Overview
Climb is a French fintech that helps individuals manage money, invest, and optimize taxes through a digital platform with advisory support. It blends technology with human financial advisors to provide financial planning, wealth management, and tax services; users access it for free and earnings come from commissions on client investments via partner institutions. The platform offers life insurance, PER retirement plans, ETFs, SCPI real estate funds, rental property investments, plus tax filing and optimization support, aiming to simplify complex finances. Since starting as Tacotax in 2016 and rebranding to Climb in 2022, it has grown to over 900k users and more than €320m invested, with a €10m Series A led by NewAlpha and Open CNP to expand.
About Climb
Industries
Consumer Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$11.7M
Headquarters
Paris, France
Founded
2016
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Simplify's Take
What believers are saying
- Recurring tax-return optimization creates an annual engagement loop.
- Cross-selling across 900,000-plus users can lift conversion and revenue per user.
- Hybrid advisory model supports broader product adoption and investor confidence.
What critics are saying
- Revenue depends on partner commissions, exposing Climb to distribution changes.
- French tax-law changes can weaken demand for tax-optimization services quickly.
- Financial-advice and regulatory scrutiny can trigger compliance costs, sanctions, or product restrictions.
What makes Climb unique
- Founded in 2016 by Aldric Emié and Rodrigue Menegaux in Paris.
- Combines technology and human advisors for tax and investment guidance.
- Offers tax optimization, retirement planning, life insurance, ETFs, and real estate products.
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Funding
Total Funding
$11.7M
Below
Industry Average
Funded Over
2 Rounds
Industry standards
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Flexible Work Hours
Remote Work Options
Paid Holidays
Professional Development Budget
Conference Attendance Budget
Performance Bonus
Growth & Insights
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 0%Climb is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today
About Climb
Industries
Consumer Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$11.7M
Headquarters
Paris, France
Founded
2016
Climb is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today