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Goodvest — Paris-headquartered French ESG-only digital wealth manager (founded 2021); AMF-supervised gestionnaire offering 100% Article 9 SFDR (Paris Agreement-aligned) assurance-vie underwritten by Generali, with thematic profiles (climat / sante / education).

Scale
20k+ clients
Wrappers
Vie + PER
Connection
Read-only

  • Goodvest Vie (Article 9)

    Goodvest Vie balances (underwritten by Generali) read into Bank AI with the 100% Article 9 SFDR allocation visible per profil (prudent to offensif), cost basis and theme attribution.

  • Themes climat / sante / education

    Each Goodvest profil is decomposed into the underlying themes (climate-transition, health, education, biodiversity) so theme attribution is visible across your portfolio.

  • Goodvest PER

    Retirement balances are tagged separately so liquidity and tax treatment are never conflated; deductible contribution YTD is visible against your PER plafond.

  • Versements and rachats

    Recurring versements and any rachats partiels are tagged with cumulative cost basis so dollar-cost-averaged return and the audit trail per disposal are preserved.

  • Goodvest Vie (assurance-vie alignee Paris Agreement)
  • Goodvest PER
  • Themes climat / sante / education
  • Profils prudent a offensif
  • 100% unites de compte ESG (Article 9)

Headquarters
Paris, France
Founded
2021
Parent group
Independent
Regulator
AMF (gestion sous mandat); ACPR (via Generali underwriter); ORIAS

  • What is my Goodvest theme allocation (climat / sante / education)?
  • Show me my Goodvest PER deductible contribution YTD vs. my plafond.
  • How do my Goodvest fees compare to a self-managed ETF portfolio?
  • What share of my net worth sits in Article 9 (Paris-aligned) funds across all my providers?

Does Bank AI replace Goodvest's mandate?

No. Bank AI is read-only — Goodvest runs the mandate, picks the Article 9 underlyings, and rebalances. We surface what Goodvest is doing across all your contracts so you can see the picture without logging into multiple apps.

Who underwrites Goodvest Vie?

Goodvest Vie is underwritten by Generali under ACPR supervision. Goodvest manages the mandate; Generali holds the contractual sleeve under the French Code des assurances.

How does Bank AI connect to Goodvest?

Bank AI connects via licensed open-banking and aggregation partners that hold the AISP / DSP2 permissions needed to read assurance-vie and PER positions. Read-only access is enforced.

What is Article 9 SFDR?

Article 9 of the EU Sustainable Finance Disclosure Regulation classifies funds whose objective is sustainable investment. It is the strictest SFDR category, requiring measurable contribution to environmental or social objectives. Goodvest is one of the few French wealth managers offering 100% Article 9 mandates.

Is Goodvest regulated?

Yes. Goodvest is supervised by the AMF as a societe de gestion de portefeuille and registered with ORIAS as an insurance intermediary. Bank AI is NOT a portfolio manager.

Is my Goodvest data sent outside the EU?

No. Bank AI processes customer data in EU regions by default, with AES-256 encryption and EU-region key management. Goodvest and Generali remain the manager and underwriter respectively.

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