iVESTA Family Office
iVESTA Family Office is a Paris-based multi-family office serving high-net-worth individuals and French entrepreneurs across France, Belgium, and the US. It offers fee-only wealth planning, asset allocation, administrative support, and concierge services, backed by a community of 40+ entrepreneur-shareholders.
- Company typePrivate
- Founded2023
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
What iVESTA Family Office does
iVESTA Family Office is a Paris-headquartered multi-family office serving high-net-worth individuals, entrepreneurs, and wealthy families across France, Belgium, and the United States. Founded in 2023, the firm operates with a distinctive community-shareholder model in which approximately 40+ French entrepreneurs (founders of Sushi Shop, Zenly, Leetchi/Mangopay, Veepee, Webhelp, and PriceMinister, among others) serve simultaneously as equity owners, referral sources, and clients. The company's offering rests on four core service pillars: Wealth Planning (legal, fiscal, and civil coordination), Asset Allocation (listed and unlisted asset classes), Administrative Support (consolidated single-point-of-contact oversight), and Concierge Service (lifestyle and household management). These are delivered through a team of Family Partners, Family Officers, and Investment VPs/Analysts using a proprietary Client Portal (app.ivesta-fo.com) for consolidated reporting.
The business model is fee-only with no commissions from financial product providers, structured via engagement letters on multi-year terms. Revenue mechanics follow a subscription-recurring pattern tied to advisory mandates rather than transaction-based fees, aligning interests with clients. GTM motion is enterprise field sales: Family Partners and Family Officers conduct direct advisory relationships, effectively serving as the client's personal executive committee for wealth decisions. The firm has built a multi-jurisdictional regulatory stack including CIF (AMF), COA/COBSP (ACPR/ORIAS), CPI (Paris CCI), FSMA broker registration in Belgium, and SEC Investment Adviser registration in the US, enabling cross-border service delivery.
Operating geographies span Western Europe (France, Belgium) and North America (New York office opened October 2025). Marketing relies primarily on earned media in French financial press (Les Echos, Agefi, BFM Business, Gestion de Fortune, Citywire), organic LinkedIn presence, and the digital Client Portal. The firm is B Corp certified, reinforcing its mission-driven positioning. Four co-founders lead the firm: Ariane Darmon (Wealth Planning), Christine Vu Thien (Operations & Risk), Pierre-Marie de Forville (Private Markets), and Rémi Douchet (Financial Markets). No external funding or institutional capital is reported; growth is funded organically through fees and the shareholder-fee model.
iVESTA Family Office firmographics
Firmographics- Name
- iVESTA Family Office
- Legal name
- iVesta Family Office
- Website
- https://ivesta-fo.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- iVESTA Family Office is a Paris-based multi-family office serving high-net-worth individuals and French entrepreneurs across France, Belgium, and the US. It offers fee-only wealth planning, asset allocation, administrative support, and concierge services, backed by a community of 40+ entrepreneur-shareholders.
- Ownership category
- akta.pro rank
iVESTA Family Office industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN)
Keywords
Where iVESTA Family Office is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
iVESTA Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory and Management Fees: iVesta Family Office is remunerated solely in the form of fees, with an engagement letter setting out the terms and conditions for the provision of services and the amount of the fees. The company does not receive commissions from financial products, ensuring alignment of interests with clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fee-only advisory model |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
iVESTA Family Office product offering
Product offeringCore offering
iVESTA Family Office is a multi-family office delivering comprehensive wealth management to high-net-worth individuals, entrepreneurs, and business leaders across France, Belgium, and the United States. Its offering spans four core service pillars — Wealth Planning, Asset Allocation, Administrative Support, and Concierge Service — supplemented by a secure Client Portal providing consolidated reporting and portfolio monitoring.
Product overview
iVESTA Family Office is a multi-family office providing a comprehensive suite of wealth management services. The offering consists of four core service pillars: Wealth Planning (coordinating legal, fiscal, and civil aspects), Asset Allocation (covering listed and unlisted asset classes), Administrative Support (as a single point of contact), and Concierge Service (for private affairs management). These services are supported by a proprietary Client Portal digital platform that provides clients with consolidated asset visibility and reporting capabilities. The company operates across France, Belgium, and the United States (New York office opened October 2025).
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Comprehensive wealth planning service that designs and executes investment strategies, property structuring, and family protection, coordinating legal, fiscal, and civil aspects in France and Europe for HNW individuals and families.
- Asset Allocation Investment management service covering all classes of listed and unlisted assets, implementing diversified investment strategies and building resilient portfolios adapted to client risk profiles and liquidity horizons.
- Administrative Support Coordination service acting as a single point of contact for all wealth management administrative needs, providing consolidated oversight through monitoring and reporting tools for HNW clients.
- Concierge Service Bespoke concierge service covering day-to-day life management including real estate, household staff, and administrative matters to reduce operational burden for HNW clients.
- Client Portal Secure online platform providing clients access to consolidated wealth management information, reporting tools, and portfolio visibility.
Companies that use iVESTA Family Office
Customer profileSegments1 record
Ideal customer profiles1 record
iVESTA Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
iVESTA Family Office partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- ANACOFI-CIFcoreiVesta Family Office is a member of ANACOFI-CIF (Association Nationale des Conseils Financiers-CIF), an association approved by the AMF. This is a mandatory membership for independent investment advisors in France.
- ANACOFI-CourtagecoreiVesta is a member of ANACOFI-Courtage for its insurance broker and banking intermediary activities, supervised by ACPR.
- Zurich Insurance PLCcoreFinancial and insurance guarantee provider for iVesta Family Office, located at 112 avenue de Wagram, 75017 Paris.
- FSMAcoreBelgian financial regulator. iVesta FO Belgium is registered with FSMA as a broker in banking and investment services (since December 2020) and as an insurance broker (since August 2021).
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
iVESTA Family Office competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
iVESTA Family Office social profiles
Digital presenceiVESTA Family Office compliance and trust
Trust signalCompliance8 records
iVESTA Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
iVESTA Family Office leadership team
Management profileNumber of profiles
Profiles9 records
iVESTA Family Office subsidiaries and ownership
Company hierarchySubsidiaries1 record
iVESTA Family Office funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
iVESTA Family Office M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about iVESTA Family Office
What does iVESTA Family Office do?
iVESTA Family Office is a multi-family office delivering comprehensive wealth management to high-net-worth individuals, entrepreneurs, and business leaders across France, Belgium, and the United States. Its offering spans four core service pillars — Wealth Planning, Asset Allocation, Administrative Support, and Concierge Service — supplemented by a secure Client Portal providing consolidated reporting and portfolio monitoring.
Is iVESTA Family Office a public or private company?
iVESTA Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was iVESTA Family Office founded?
iVESTA Family Office was founded in 2023. It employs 11 to 50 people.
Where is iVESTA Family Office based?
iVESTA Family Office is headquartered in Paris, France, in the Europe region.
How does iVESTA Family Office make money?
One revenue line is on record: advisory and Management Fees.
Does iVESTA Family Office have an API?
No public API is recorded for iVESTA Family Office.
What industry is iVESTA Family Office in?
iVESTA Family Office's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.