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Testamento logo — At Testamento, we believe financial and estate planning shou...

Testamento

At Testamento, we believe financial and estate planning should be accessible to everyone.

Founded 2013 France France 16 employees Venture round Total: $3.68M Fintech, Insurance +1

General Information

Company Name Testamento
Founded Year 2013
Location France France
Employees 16
Industries Fintech, Insurance, Insurtech
Funding Stage Venture round
Social

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About Testamento

Testamento is a Fintech and Insurtech startup that is dedicated to making financial and estate planning accessible to everyone. Founded in 2013 in France, Testamento offers innovative cloud-native software solutions, catering to the commercial needs of banks and insurance players in the field of life insurance. The company’s key B2B clients include industry giants such as Generali, Allianz, and Axa. Testamento's suite of services includes Testamento Optimizer at the pre-sales level, Testamento Beneficiary for the management of beneficiary clauses, and Testamento Planner, which serves as an educative platform for estate planning and optimization. These services are utilized by over 4,000 advisors and are accessible to 2.5 million people in France. The company is recognized for its excellence, being certified by Finance Innovation and being a member of France Fintech and Insurtech France associations. Recently, in the Venture Round investment on 30 March 2023, Testamento received investment from Macif Innovation, further solidifying its position in the market. Testamento not only serves B2B clients but also directly reaches out to individuals in France through a platform for succession anticipation planning, aiming to secure wills and wealth. Embracing an inclusive approach, Testamento is dedicated to transforming key moments in the lives of its clients into real business opportunities in life and health insurance through its augmented life insurance concept.

Business keywords: estate planning, cloud native software, B2B services, life insurance, white label solutions, API integration, financial innovation, insurtech, France, succession planning, augmented life insurance, Insurance technology, Finance Innovation

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
Macif Innovation
30 Mar 2023
Series A €3.00M 3
La France Mutualiste
La France Mutualiste, InnovAllianz +1
07 Feb 2019
Seed Round €340.00K 1
Cyril Janin
12 Mar 2015
Seed Round €342.00K -
01 Sep 2014
Seed Round Undisclosed 1
IMT Starter
IMT Starter
13 Mar 2013

Testamento Alternatives & Competitors

View All Alternatives
Testamento vs
BTO (BetterTradeOff)
BTO (BetterTradeOff) Singapore

We enable everyone to live their best future by making sound and comprehensive financial planning a...

Venture round
8 employees
Big Data, Finance
Testamento vs
vlot Ltd.
vlot Ltd. Switzerland

Enabling people to make financially responsible decisions.

Seed
11 employees
Financial Services, Insurance
Testamento vs
Alicia Insurance
Alicia Insurance The Netherlands

One partner for embedded insurance.

Seed
22 employees
Insurance, Insurtech
View all alternatives

FAQ About Testamento

At Testamento, we believe financial and estate planning should be accessible to everyone.
Testamento was founded in 2013.
Testamento is headquartered in France.
Testamento operates in Fintech, Insurance and Insurtech. Its work centres on estate planning, cloud native software, B2B services and life insurance.
Testamento has approximately 16 employees.
Testamento has completed 5 funding rounds, raising a total of $3.68M. The latest funding stage is Venture round.
Top alternatives and competitors to Testamento include BTO (BetterTradeOff), vlot Ltd., Alicia Insurance, Pendella Technologies, Wakam. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Testamento and BTO (BetterTradeOff) are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Testamento, https://www.bouncewatch.com/company/testamento, updated 28 November 2024. When citing, please name BounceWatch and link this page.

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