EU Sovereignty Score
EU sovereignFintech & NeobanksHeadquarters: France

Fundvisory: sovereignty score and 8 European alternatives

Fundvisory is a platform for banks, insurers, account keepers and their advisory networks that want to offer digital savings and investment advice. Its modules include a performance simulator, an open SaaS or BaaS architecture (Smart Open Bank), a white-label client extranet (Wealth Direct), an adviser extranet with a built-in CRM (Wealth Advisor) and a tool for diagnosing and migrating life-insurance portfolios (Fourgous). Partners combine the modules through APIs and configure the interface from a console, according to the vendor without IT integration work.

Fundvisory SAS is a French company with its registered office in Buchelay. According to the vendor, data is stored on encrypted disks in dedicated servers hosted in France, user data is kept separate from the application code for each partner, and processing follows GDPR requirements. The legal notice names no parent company. For a European financial institution this means a supplier and hosting location within the EU. It is still worth asking which party operates the servers and which exit options are set out in the contract.

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Sovereignty score
71 / 1000 = high exposure
100 = sovereign
  • Jurisdiction SOV-2100
    Headquartered in the EU: European law applies
  • Data residency SOV-3100
    EU-only hosting
  • Cryptographic key sovereignty SOV-360
    Key management with a European vendor
  • Freedom from lock-in SOV-640
    Closed source: switching requires data migration
  • Source & runtime sovereignty SOV-4 · SOV-655
    Closed source, runtime with the vendor

SOV codes: the matching objective in the European Commission's Cloud Sovereignty Framework. Official source

How the score is calculated

Facts and evidence

Last checked October 17, 2026
Headquarters
FranceVerified by hand
Sovereignty model
Vendor-hosted (EU)Verified by hand
Data hosting
EUVerified by hand
Open-source
NoVerified by hand
GDPR-compliant
YesVendor-stated
Category
Fintech & Neobanks
Type
Product
Website
fundvisory.fr ↗

How we verify · Something wrong? Suggest a correction

European alternatives to Fundvisory

The European alternatives to Fundvisory come from our knowledge base of over 9,900 vendors. We only list vendors headquartered in the EU or the EEA; fully European-owned vendors rank before vendors with a foreign owner. For each alternative you see the country, the open-source status and a short description.

Score per alternative: 0 = high exposure, 100 = sovereign

176 European Fintech & Neobanks vendors are in the catalogue. View the whole category · Submit an alternative · View category on the map

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Why digital sovereignty matters with Fundvisory

Fundvisory is headquartered in France and therefore falls under European law: the GDPR, NIS2 and the Data Act. No foreign legislation can compel access to your data.

Data is hosted exclusively in the EU, so Fundvisory scores best on data residency.

Fundvisory is closed source and hosted by the vendor. The encryption keys and the runtime sit with the vendor and switching requires data migration. Ask about bring-your-own-key, export options and open standards.

What this means for your organisation depends on your whole stack and context. The free assessment weighs Fundvisory together with your other vendors and gives a total score, a heatmap and the main risk drivers.

Frequently asked questions

What is the best European alternative to Fundvisory?

It depends on your use case. Strong EU alternatives to Fundvisory include 1822direkt, ActivoBank and Air Bank. On this page you can compare 8 EU alternatives by jurisdiction, data residency and open-source status.

Are there open-source alternatives to Fundvisory?

Our list of EU alternatives to Fundvisory is mostly commercial options. Browse the category on the map for open-source choices.

Is Fundvisory GDPR-compliant and where is the data hosted?

Fundvisory is headquartered in France (EU) and hosts data in the EU. That makes Fundvisory an EU-sovereign choice in its own right; the EU alternatives on this page are comparable European tools.

Details and sources

Verified by handHeadquarters, owner, hosting locations and licence have been checked by us against public sources. Free of charge and for every vendor, not a paid label. Nothing in this knowledge base is taken over automatically. Last checked on October 17, 2026.

Sources

Public sources used in the latest check of this record.

Compliance evidence

The links below point to the vendor's own public documents. We only record what we found: a missing link means "not found publicly", not "not compliant".

No public compliance evidence has been recorded for this vendor yet. Do you know its DPA or subprocessor list? Something wrong? Suggest a correction

In the changelog

Earlier changes to this page, as listed in the public changelog.

Digital sovereignty in Fintech & Neobanks

Fintech & Neobanks: Digital banks, neobanks, money transfers and fintech services. In this category the choice of vendor determines who has legal access to your data, where that data lives and how easily you can switch later.

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8 European alternatives to Fundvisory (GDPR)