Transparent investment in the AI era.
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Not just consulting, real solutions.

Former Big Four consultants and portfolio managers. We've seen the dysfunction from the inside.

Let's discuss your project

What we do

We primarily support SMEs and asset management companies in modernizing their financial processes. At Bubble Invest, there's no selling dreams, endless PowerPoint diagnostics, or magical solutions that only work with an army of consultants. We prefer pragmatic projects: automation and optimization of concrete tasks, with simple or customized tools according to each need.

Like with our Bubble investment product, our goal is also to share what we've learned and discovered: everything that's now possible with current tools (Codex, Claude Code, low code, front-end/back-end development, custom AI-powered automations, custom intelligent agents…), to enable everyone to benefit from these advances, regardless of their technical level.

In line with our finance experience and technological appetite, we use the most reliable and current intelligent tools with an agility that truly adapts to each client and context.

Why Bubble

After years in consulting firms and asset management, we've observed many pitfalls: six-figure missions that lead nowhere, consultants who disappear after presenting their report, and many promises rarely kept.

At Bubble Invest, we chose to do things differently: focus on honesty and a genuine desire to help—even if it sometimes means saying no to a project.

We prefer to showcase our experience rather than pretend to know everything. We work with you, without selling you a technological revolution. On each project, we prioritize transparency, even if it means acknowledging our limitations.

Values and Methodology

Pragmatism

Proven and adaptable tools, no technology for technology's sake.

Transparency

Pricing and timeline announced from the diagnosis, no hidden budgets, no forced sales.

Direct Collaboration

Simple exchanges, continuous monitoring, support even after delivery through adapted maintenance.

Simplicity

We're just starting out, and we don't have 500 clients in our history or a view of the Champs-Élysées—but we take action and remain attentive.

Frequently Asked Questions

Bubble Invest offers two solutions for professionals:

Bubble Businesses - Custom AI consulting for SMEs and fintech
Learn more about Bubble Businesses
Bubble Portfolio White-Label - Investment platform for wealth managers and family offices
Learn more about White-Label

What's the typical timeline for a Bubble Businesses project?

Our AI consulting projects are designed to be fast and concrete:

Diagnostic: 1-2 weeks
Simple automation: 1-2 months
Full project: 2-4 months

We prioritize progressive deliverables: you see results every 2-3 weeks, not after 6 months.

👉 Learn more about Bubble Businesses

How does a typical Bubble Businesses project unfold?

Phase 1: Diagnostic (1-2 weeks)
• Understanding your current processes
• Identifying quick wins
• Transparent budget estimate

Phase 2: Iterative development (4-12 weeks depending on project)
• Regular demos
• Real-time adjustments

Phase 3: Delivery & Training
• Complete documentation
• Team training
• Adapted maintenance (optional)

Example: Automating bank reconciliation for an investment fund. Diagnostic: 1 week. Development: 6 weeks. Training + delivery: 1 week. Total cost: €18k.

What's your difference with a traditional consulting firm?

We're operational, not PowerPoint strategists.

No drawn-out diagnostics: we deliver from the first month with regular checkpoints beforehand
No army of consultants: small, highly skilled team
No hidden budgets: fixed price announced upfront
No forced sales: if your project doesn't make sense, we'll tell you

Our founders left the Big Four and a major private bank precisely to escape these practices.

What tools do you use for Bubble Businesses?

We adapt the tech stack to your need, not the other way around:

Custom Automations: AI code builders with API integrations
Custom code: Python, Node.js, React (for specific needs)
AI agents: OpenAI, Claude, Gemini (for contextual intelligence)
Data pipelines: Third-party APIs, ETL, cloud storage

We prioritize sustainable and maintainable solutions, not hype technologies without added value.

Do you offer maintenance after Businesses project delivery?

Yes, with transparency.

We offer either included maintenance or extended services based on your needs. The amount is fixed upfront and depends on project complexity.

We prioritize contractual clarity: you know exactly what you're paying for, and for how long.

Do you only work with fintech companies?

Our specialty: finance. But we work with:

Asset management firms (AMF, family offices, wealth advisors)
SMEs with financial needs (accounting reconciliation, budget tracking)

If your project involves finance, data analysis, or process automation, we can help.

What is Bubble Portfolio White-Label?

Bubble Portfolio White-Label is our AI-powered investment platform in white-label form, designed for wealth managers, family offices, and wealth advisors.

Instead of building a complex investment platform yourself, you offer your clients the capabilities of automated screening, strategy backtesting, and AI-powered asset allocation — under your brand.

Use cases:
• A wealth manager offers clients an AI interface to design their own strategies
• A family office automates multi-portfolio management
• A wealth advisor provides transparent backtesting tools to their clients

👉 Learn more about Bubble Portfolio White-Label

How is Bubble Portfolio White-Label priced?

Custom quote based on:

• Number of clients/portfolios managed
• Assets under management (AUM)
• Level of customization desired
• Transaction volume

Unlike traditional % AUM models, our pricing is transparent and predictable.

Advantage for you: Offer a premium solution to your clients without the traditional development costs.

Who is Bubble Portfolio White-Label for?

Target audiences:

Wealth Managers: Modernize your offering with AI tools, differentiate yourself
Family Offices: Automate multi-portfolio management and reporting
Wealth Advisors: Offer transparent backtesting and allocation platform to clients
Asset Managers: Integrate screening and backtesting into your strategy

If you manage client portfolios and want to modernize your technology, White-Label is for you.

What's the difference between Bubble Businesses and Bubble Portfolio White-Label?

Bubble Businesses:
Custom AI consulting for SMEs, fintech, and managers
• Automation projects: custom workflows for finance processes, AI agents
• Pricing: €3k-€30k per project
You have an operational problem? Bubble Businesses automates the solution.

Bubble Portfolio White-Label:
Complete investment platform for your clients
• Capabilities: screening, backtesting, allocation, reporting
• Pricing: Custom quote (based on AUM, clients, transactions)
You manage client portfolios? White-Label modernizes your offering.

You can use both: Bubble Businesses to automate your internal processes, White-Label to modernize your client offering.

Does Bubble Portfolio White-Label support cryptocurrencies?

Yes. The white-label platform supports:

Low-cost ETFs (primary focus)
Cryptocurrencies (via Crypto.com and other crypto broker APIs)
Individual stocks (for targeted exposure)

Your clients connect their own brokerage and crypto exchange accounts. The platform provides AI-powered recommendations, and clients execute through their connected accounts.

Structure: One strategy per investment pocket + one overall portfolio strategy managing allocation across all asset classes.

How can I get started with Bubble?

Step 1: Describe your needs in a few lines
Step 2: We propose a free diagnostic (30 min - 1h)
Step 3: Clear and transparent estimate (timeline + budget)
Step 4: Project start or exploration based on your preferences

No commitment, free initial diagnostic.

Ready to discuss? Contact us

Let's discuss your project

Describe your needs in a few lines. We'll respond within 48h with an initial feasibility and budget estimate.

Contact Request

48h response • Free initial diagnostic • No commitment