Isatis Capital announces the sale of UPSIDEO to the FASST Group

Founded in 2011, UPSIDEO develops software dedicated to the digitalization of financial processes. It has established itself as a key player in regulatory compliance and automation for asset management, insurance, and banking professionals. Leveraging its distinctive industry expertise, the company designs tools closely aligned with clients’ operational needs, integrating a deep understanding of regulatory and wealth management challenges. Its comprehensive suite of solutions covers the entire client journey, from onboarding to wealth management, with recognized expertise in regulatory and digital solutions.

Isatis Capital and Generis Capital joined UPSIDEO in 2021 at a pivotal stage of its development. Their support strengthened the company’s position with financial institutions, consolidated its technological offerings, and accelerated growth. Over four years, UPSIDEO has become a major player in the digitalization of subscription processes for insurance and wealth management.

This divestment takes place as part of the strategic partnership between UPSIDEO and FASST, a leader in digital solutions for health, provident, and retirement insurance. The transaction aims to create a unified, benchmark technological platform for bancassurance and wealth management insurance markets. The UPSIDEO management team is reinvesting alongside FASST, supported by Revaia and Bpifrance, demonstrating their confidence in the project’s new industrial ambition.