Directory · MC
Financial Services in Monaco
A register of firms and the professionals working at them in the Financial Services sector based in Monaco. Browse the public index, then filter or export on Kipplo.
Companies
57 on file
Jar Capital
Founded in Switzerland by Gérald de Senger, JAR Capital is an independent private wealth management firm, fully owned by our employees and strategic investors, ensuring complete autonomy in our approach. Each entity within our group is regulated by the financial authorities in the countries where we operate. Our unwavering commitment to confidentiality, security, and ethics guides every action we take, allowing us to provide personalized and tailored advice to our clients. We value excellence and trust, placing their unique needs at the heart of our strategic decisions. JAR (Switzerland) SA is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and duly authorized to act as financial intermediary according to Art. 2 para. 2 let. a.bis Anti-Money Laundering Act (AMLA). The firm is affiliated to the Swiss Association of Asset Managers, member of the Sustainable Finance Geneva. JAR Wealth Management Pte. Ltd (202126007D) is regulated by the Monetary Authority of Singapore (MAS) and holds a Capital Market Services (CMS) licence to conduct fund management activities regulated under the Securities and Futures Act (SFA). JAR Capital (DIFC) Ltd is regulated by the Dubai Financial Services Authority (DFSA) under Reference No. F006774, and registered in the Dubai International Financial Centre (DIFC) and holds a Category 3C licence. JAR Monaco S.A.M. is fully authorized by the CCAF, License No. SAF/2025-02 Le Prince de Galles, 3/5 Avenue des Citronniers, Monaco
11 to 50 staff
Samm Monaco
Founded in 2008, SAMM was set up to be one of the very few truly independent financial advisory businesses in the Principality. Based in Monaco but with wide international experience, SAMM understands the needs of sophisticated investors and with diverse offerings extending into Private Clients, Institutions and Financial Products. SAMM intends to establish itself as a leading independent financial advisory group within the Principality with a global focus. Independence of thought, advice and service help SAMM recognize that each of our clients have their own philosophy, needs and wishes and it is through this recognition that SAMM is able to accommodate them with an individually tailored investment solution, evolving with clients and guiding them to achieve their goals. The management recognised early in 2010 that if they were to fulfill the true potential of the business they needed to recruit a number of highly qualified and experienced investment specialists and expand the product offering. As a result, Monaco residents Rob Rutter and David Vanrenen were approved as Shareholders and Directors in May 2010 and tasked with driving the Company forward in its objectives and strategy. Following a restructuring and new management focus, SAMM has expanded its staff base, its core competencies and its horizons. In-depth market knowledge, proven expertise and client focused commitment now makes SAMM the clear choice for value and wealth creation.
1 to 10 staff
Maharlika Crypto
World's First Asset Backed Cryptocurrency
11 to 50 staff
Acs Consulting Monaco
ACS Consulting est une société de conseil principalement dédiée au conseil en fusion-acquisition localisée à Monaco. ACS Consulting a réalisé plus de 140 transactions principalement en Europe centrale.
1 to 10 staff
Amberlake Partners
Amberlake Partners is an Investment advisory firm, regulated by the CCAF and the SEC, based in Monaco. In addition to the traditional portfolio management, we specialize in alternative investments. Our aim is to deliver best-in-class financial services to our clients focusing on delivering expertise, full transparency and cost optimization.
1 to 10 staff
Bmsoftware France-Monaco
BM Software est une société éditrice de logiciels spécialisés dans le traitement des messages SWIFT qui est le leader mondial de la messagerie sécurisée. Nous savons également réaliser d'autres standards par exemple le protocole FIX. Nos progiciels sont à même de répondre aux besoins du secteur financier mais également à ceux du secteur entreprises. Nos clients sont tous types d’entreprises, petites ou grandes, commerciales, financières, ou banques. Nous nous chargeons de la veille technologique sur les évènements chez Swift, et de mettre à disposition de nos partenaires des synthèses claires et adaptées à leurs besoins. Domaines de compétence de BM Software- Les messages Swift MT ISO 15022 /MX ISO 20022 - Les protocoles de transfert FIN, FileAct, Interact, FIX - Maintenance des releases Swift - Paiements et titres Solutions- Les transformations des opérations Clients en messages Swift, ou autres formats - Les règles de routage, ETL de configuration et transformations générique - Les workflows de paiements signature et gestion de trésorerie - Les titres - Les rapprochements de messages SWIFT et BI - Règlementaire - Workflows Avantages - SWIFT devient simple - Adaptation au hosting des clients - Solutions configurables - Automatisation de cas d’usages Nos Partenaires: Abeille Assurance, Cholet Dupont, Edmond de Rothschild, Fonds Bleu Extended Monaco, Fransabank France SA, IMC, KeeSystem, Microsoft, Swift, UBS Monaco SA Notre implantation: Nice, Monaco, Bordeaux
11 to 50 staff
Camcap Markets
CAMcap provide a diverse range of Execution, Research and Brokerage Services, tailored to suit the specific needs of mid-sized and institutional clients in the field of Structured Products, Credit and Equity Finance.
11 to 50 staff
Donedeal
donedeal is a strategic corporate finance advisory firm. We guide founders through the most pivotal transitions of their business and personal journey with strategic clarity, EQ and flawless execution. Think of it as a hybrid between- A pre-M&A strategy founder-centric thought partner - McKinsey like- A personal confidant for the founder(s)- A corporate finance deal maker who goes beyond pure play transactional execution. donedeal is built around the idea of the Founder Whisperer: a trusted ally and strategic confidant who sees the person behind the company. We know that when you’re facing a pivotal business transition, you’re not just making financial decisions. You’re deciding the future of your identity, your legacy, and your life’s work. We navigate the full journey with you, walk next to you, bringing clarity when it’s complex, calm when it’s intense, and conviction when it matters most, so every step reflects who you are, honours your vision and amplifies the impact you want to leave behind.
1 to 10 staff
Io Macro
Discretionary Global Macro strategy focused on identifying inflection points in markets.
1 to 10 staff
Veritax
At Veritax, we deliver specialist Yacht Compliance Services that keep your vessel fully aligned with international customs, tax, and licensing regulations. Backed by extensive industry experience and meticulous attention to detail, we help yacht owners, managers, and operators sail anywhere with confidence — ensuring every operation meets global compliance standards. From flag state requirements to ISM and ISPS audits, our team provides a comprehensive suite of compliance and fiscal solutions that safeguard your assets and reputation worldwide. Stay compliant. Stay confident. Operate globally with Veritax.
1 to 10 staff
Wartenberg Trust
Wartenberg Trust is a leading global investment management and advisory firm, which serves to selected number of high-net-worth individuals and wealthy families. Through our investment arm, we offer a range of alternative investment strategies and strive to create lasting value for our private investors around the world.
51 to 200 staff
Gryon House Monaco
Gryon House is Monaco based corporate service provider specialised in the provisions of independent strategic structuring and oversight of wealth for individuals and corporate entities.
1 to 10 staff
Ambo Invest
Self growing investment platform created for everybody. No financial knowledge needed to grow your money and achieve financial freedom.
1 to 10 staff
Iris Finance Monaco
Située en plein cœur de la Principauté, IRIS Finance Monaco propose une approche hautement personnalisée de la gestion de fortune sous mandat. Nous nous entretenons avec nos clients avant de leur soumettre ou de faire évoluer une stratégie patrimoniale élaborée à leur intention, en réponse à leurs seuls besoins. Nous favorisons un travail en architecture ouverte qui garantit l'impartialité de nos convictions. IRIS Finance International Group : Fondé en 2004, le Groupe IRIS Finance International est un acteur de référence qu'il s'agisse de gestion institutionnelle ou de gestion privée sur la scène européenne. Le Groupe compte 6 filiales pour 60 collaborateurs : IRIS Finance, IRIS Finance Monaco, Createrra Finance, Compagnie Financière Genevoise 1855, Chahine Capital, Dynasty Asset Management.
1 to 10 staff
Monaco Fleet Solutions
Monaco Fleet Solutions aims to be your future, exclusive partner in long term leasing agreements within the Principality of Monaco. Along with our in-depth experience, a professional yet individual approach allows us to offer a solution in which quality - not quantity - is all-important.
1 to 10 staff
Monaco Private Advisory Mfo
Monaco Private Advisory is a Multi-Family Office dedicated to providing personalized legal, tax, real estate and commercial advice, and financial supervision, as well as operations support to high net worth individuals and families in Monaco and beyond. At MPA MFO, we believe that planning, management and execution should be tailored to the unique needs and goals of each individual or family. That is why we offer a wide range of services, including private and corporate advisory and structuring, wealth and tax services, financial affairs, family gouvernance and philanthropic management. Our team of experienced professionals is committed to building long-term relationships with our clients and providing the highest level of service by using a hybrid human touch with the most innovative technology, for a real-time outlook of our clients' wealth assets.
1 to 10 staff
Pacor Secoma S.A
Since 1975, the Pacor Secoma Group has been providing trusted entity establishment and administration services that meet a wide range of corporate, personal and financial needs to our clients across the world. We operate across a wide variety of jurisdictions and deal with both International Business Companies and Trusts.
1 to 10 staff
Monterra Wealth Management
Basée au cœur de la Principauté, Monterra Wealth Management puise sa dénomination dans la contraction de son ancrage à Monte-Carlo, et des profonds engagements de la société en faveur d’une gestion durable.
11 to 50 staff
Realcap
Real Capital Association (RealCap) is the 1st European network serving Private and Insitutional Investors, Investment Funds, Private Equity and Building Societies. The Organisation facilitates the sale and acquisition of companies and properties, and the access to capital and financial markets. RealCap operates on a European level, and has offices in London, Brussels, Luxembourg and Monaco.
11 to 50 staff
Winnest
Winnest, Crypto Coin developer WNC/TWNC using a revolutionary economic dynamic based on multi level social affiliation cryptocurrency.
11 to 50 staff
Maximilian Capital
We are an Asset Management firm focused exclusively on blockchain & Crypto. We invest in innovative ideas and projects that serve as the core infrastructure pieces of the blockchain ecosystem. The faith we have in cryptocurrency is unprecedented. We believe it has the potential to solve trillion dollar problems as well as giving third-world countries a bridge to a financial revolution.
1 to 10 staff
Meiven Partners
We are an Advisory Management Firm thriving to accompany individuals and companies in their growth prospects and actualization of their goals. WHAT WE DO 1- Investment Banking Advisory Services 2- Wealth Management Advisory Services 3- Direct Investments 1- Investment Banking Services We are faithful to the entrepreneurial values and to the business vision of companies and entrepreneurs with whom we engage in added value transformative actions- Advisory Services for Early-Stage Startups - Target Identification and Sourcing of Mergers & Acquisitions - Strategic Advisory 2- Wealth Management Advisory Services A Trusted Partner in Preserving and Growing Your Legacy. Our wealth management solution provides our clients with a consolidated view of their assets offering objective and non-conflicting advice to help them build an efficient and tailored global portfolio with a focus on absolute returns while catering to their specific needs. We understand that safeguarding and nurturing your wealth is of paramount importance. Our Wealth Management Advisory Services are designed to provide comprehensive, personalized solutions that cater to the distinct needs of affluent individuals, families, and institutions. With a keen focus on building enduring relationships, our team of seasoned professionals combines expertise, discretion, and a thorough understanding of the global financial landscape to deliver exceptional results. 3- Direct Investments We assess and invest our own capital into multiple asset classes including- Private Equity - Venture Capital - Real Estate - Listed securities - Private Debt Our investments are done through highly curated fund managers, direct participations and co-investments.
1 to 10 staff
Microanalytics
MicroAnalytics enables financial inclusion for the world’s unbanked, from Africa to Latin America and Asia. From data and airtime advances to handset financing and mobile money loans, our machine learning, AI and big data analytics fuel our decision engines to dramatically expand Mobile Financial Services, utilising the power of data. MicroAnalytics has provided more than $4.5 billion in airtime/data credits and loans to more than 1.6 billion consumers since its inception, via more than two billion micro advances.
11 to 50 staff
Unumar Family Office
UNUMAR is a family office based in Monaco, dedicated to providing tailored solutions for families focused on preserving and growing their wealth through a hands-on approach. We serve as a single point of contact for our clients, assisting them in wealth advisory, project management, administration, and lifestyle needs. Our tailored wealth advisory services deliver consolidated insights across all portfolios - financial, real estate, and more - empowering informed, strategic decision-making. With expertise in real estate in both Monaco and London, we also assist our clients with project administration and a range of lifestyle services, including document handling, insurance coordination, and travel arrangements. At UNUMAR, we prioritize our clients’ family goals and peace of mind, ensuring their wealth and legacy are managed with expertise and utmost care.
11 to 50 staff
