Former Big Four consultants and portfolio managers. We've seen the dysfunction from the inside.
Let's discuss your projectWe 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.
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.
Proven and adaptable tools, no technology for technology's sake.
Pricing and timeline announced from the diagnosis, no hidden budgets, no forced sales.
Simple exchanges, continuous monitoring, support even after delivery through adapted maintenance.
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.
Bubble Invest offers two solutions for professionals:
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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
Describe your needs in a few lines. We'll respond within 48h with an initial feasibility and budget estimate.