Goodvest partners with Insurely to simplify PER transfers

From our archive: this press release is from September 2026, when Anessa was still called Insurely.

The Swedish fintech firm is providing its open finance infrastructure to Goodvest to facilitate access to retirement savings data and improve transfer processes.

Paris, 8 September 2026 – Goodvest, the wealth management platform specialising in responsible investment, is partnering with Insurely, a leading European fintech firm in open finance, to offer a simpler and more efficient process for customers wishing to transfer their pension savings.

Open finance serving a rapidly growing market

This announcement comes as retirement savings reach a new milestone in France. With more than 150 billion euros in assets under management by the end of 2025 – up 20 per cent year-on-year – and nearly 13 million account holders, the PER is cementing its long-term place in the French financial landscape.

Against this backdrop of strong growth, simplifying transfers and improving access to data are becoming key priorities, both to streamline the saver’s journey and to facilitate the portability of their savings, whilst supporting the commercial development of market players.

Thanks to this partnership, savers can now, with their consent and via Insurely’s financial data infrastructure, access information relating to their pension schemes held with various financial institutions. The data is collected and structured for use within Goodvest’s transfer process.

In a fragmented financial landscape, characterised by complex procedures and a multitude of players, this collaboration aims to make PER transfers seamless and accessible to as many people as possible.

Speeding up every stage of the transfer for all stakeholders

The processed data will assist Goodvest advisers by providing them with a clear overview of their clients’ existing pension savings, as well as the information needed to support the transfer.

In particular, this partnership enables:

• Access to, structuring and centralisation of information relating to pension savings held with various financial institutions
• A reduction in manual data entry and the time spent gathering the information required for the transfer
• Greater visibility for advisers regarding their clients’ retirement savings situation, enabling more relevant advice
• Smoother communication between savers, their advisers and the relevant institutions

“Transferring retirement savings should be as simple as opening a new account, but today the process can still involve too many hurdles for both clients and advisers. By working with Insurely, we can simplify this process for our clients who wish to align their savings with their values. We also provide our advisers with better information to support them throughout the transfer process,” says Joseph Choueifaty, CEO at Goodvest.

“We have already seen how access to relevant financial data can facilitate the transfer of consumers’ savings in the French wealth management market. Goodvest is another striking example of how our infrastructure can be used to remove barriers for clients, provide better information to advisers and, ultimately, help more clients successfully complete their transfers,” says Martin J. Gylfe, CEO of Insurely.

Data security at the heart of the journey

As the process relies on access to highly sensitive financial data, protecting this data is a central focus of the partnership. Insurely has been ISO 27001 certified since 2023, an international benchmark standard for information security management.

Data is encrypted both in transit and at rest, in order to meet the high security and confidentiality requirements associated with the processing of financial data.

About Insurely

Insurely is one of Europe’s leading providers of open finance solutions, offering real-time access to a wide range of financial data, particularly in the areas of investments, pensions, insurance, savings and credit. Insurely enables banks and other financial institutions to capitalise on new business opportunities and develop the next generation of financial products and customer experiences. Founded in 2018, Insurely aims to make financial services more accessible, easier to understand and more useful for everyone.

About Goodvest

Founded in 2020 by Joseph Choueifaty, Antoine Bénéteau and Aurore Pinon-Jacques, Goodvest is the first savings scheme aligned with the climate objectives of the Paris Agreement. The fintech firm offers responsible investment solutions (life insurance, pension savings plans, savings accounts, etc.) enabling individuals to grow their savings whilst exclusively funding companies committed to the ecological transition: low-carbon energy, sustainable transport, ecosystem regeneration, etc. With one of the most sophisticated investment methodologies – which, since 2024, has included companies’ impact on biodiversity (a first in France) – and a life insurance policy recognised by Reclaim Finance as having the lowest exposure to fossil fuels, Goodvest guarantees transparency and positive impact. Its solutions have helped avoid more than 167,000 tonnes of CO₂e since its inception. The company now supports more than 15,000 clients, 51 per cent of whom are women, thanks to a team of around thirty staff members.