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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
Data & Analytics
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
- Climb says it serves 900,000 users and generated over €320 million investments.
- A 2026 interview cited about €120 million assets and under 2% churn.
- The climb.fr site keeps publishing 2025 tax guides, signaling active demand generation.
What critics are saying
- French regulatory scrutiny on commissions and tax advice pressures Climb's hybrid model.
- Rivals like Yomoni, Nalo, and banks own cheaper ETF and PER distribution.
- If partner commissions compress, Climb's free-user funnel stops funding advisor-heavy growth.
What makes Climb unique
- Climb combines tax optimization, investing, and human advisors in one French platform.
- The 2022 rebrand from Tacotax shifted Climb from lead-gen into full-stack wealth management.
- Climb targets French retail finance with free simulations and commission-based partner monetization.
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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 and Company News
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 0%The FinTech scale-up, which specializes in helping individuals achieve their financial goals by optimizing their taxes and investments, is accelerating its...
Climb is Hiring for 9 Jobs on Simplify!
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About Climb
Industries
Data & Analytics
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