Epsor operates a B2B SaaS platform for corporate employee savings plans (PEE), collective retirement (PER Collectif), and shareholder participation schemes across France. The tech stack reveals a finance-operations-first architecture: Excel and VBA sit alongside modern data infrastructure (BigQuery, dbt, Fivetran, Metabase), suggesting the company is mid-transformation from manual spreadsheet workflows toward automated, data-driven portfolio and investment tracking. Hiring is concentrated in finance and operations roles, with concurrent investment in mobile and lead-qualification automation—indicating a dual push to modernize customer acquisition and improve the investor experience.
Epsor provides a digital platform and advisory service for French mid-market and large enterprises to design and administer employee savings and retirement benefits. The company manages over 2,000 clients spanning private companies, public institutions, and major groups, stewarding €3 billion in assets under administration. The core offering bundles three components: a digital plan management and education interface for employees, independently curated responsible investment options, and strategic HR and compensation consulting for client teams. The company operates under B Corp certification and is backed by long-term investors including ISALT, Revaia, and Blackfin. Epsor is actively scaling across finance operations, sales automation, and mobile product delivery.
React, React Native, Node.js, Next.js for front-end and mobile; BigQuery, dbt, Fivetran, Metabase for data and analytics; HubSpot, Zapier, Make for operations; and VBA/Excel for legacy financial workflows. The company is phasing out Apache Airflow.
Mobile-first product redesign, lead qualification and ABM automation, investment tracking and portfolio construction tooling, new savings and retirement product offerings, and AI solution integration.
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