Introduction
La Financière d'Orion, one of France's leading wealth management groups, partnered with Shares to bring its network of 600+ CGPs (independent wealth managers) and their clients a 100% digital investment experience. The first outcome of this partnership: a standard securities account (CTO), launched in June 2026.
Project overview
Shares and La Financière d'Orion began discussions in 2025, leading to the launch of a standard securities account (CTO) in June 2026. The long-term goal is to integrate the offering directly into Canopia, La Financière d'Orion's own wealth management software.
The aim for La Financière d'Orion is to give CGPs and their clients a fully digital experience, built around a product that's easy to understand and a platform that's intuitive to use. Through the partnership, La Financière d'Orion has expanded its range of wealth solutions and given legal entities (holding companies, SCIs, professional firms) an intuitive way to place their treasury.
The launch was officially announced at La Financière d'Orion's CGP seminar at its Quimper headquarters in June 2026, in front of 85 partners and in the presence of Shares.
About La Financière d'Orion
Founded in 2009 in Quimper by Emmanuel Angelier, Manuel Parent and Hubert Chevé,, La Financière d'Orion supports more than 600 independent wealth managers (CGPs) through a full range of services and solutions designed to simplify their day-to-day activity and support their growth.
With €6 billion in assets under management, La Financière d'Orion is today one of France's leading wealth management groups. Since its founding, the company has been defined by consistent growth, a premium positioning and a strong attachment to its entrepreneurial values.
How Shares helped
La Financière d'Orion wanted to give its network of CGPs, and their clients, a fully digital, easy-to-understand way to access financial markets, without adding complexity to their managers' day-to-day work. Alongside launching a CTO, the ambition is to eventually embed the Shares experience directly inside Canopia, La Financière d'Orion's own proprietary software, so CGPs can operate everything from one familiar interface via a direct API connection.
The solution also needed to serve both individual clients and legal entities, giving corporate clients (holding companies, SCIs, professional firms) an intuitive platform to manage their treasury.
At Shares, we believe technology should make investing simpler for wealth managers and their clients alike. We're proud to support La Financière d'Orion in this new chapter of its growth.
—Benjamin Chemla, CEO of Shares.
Key features
Some of the main features of La Financière d'Orion Canopia platform include:
| Category |
Features |
| Account wrappers |
Standard securities account (CTO) |
| Assets |
Structured products (a strong priority for LFO's CGPs)
Mutual funds (OPC)
Equities |
| Client types |
Individual accounts
Legal entity accounts (holding companies, SCIs, professional firms) |
| Platform & integration |
White-label setup with LFO branding
Direct API integration into Canopia (LFO's proprietary wealth management software)
Dedicated middle-office to middle-office support model |
