Inter Invest
- Company typePrivate
- Founded1991
- HeadquartersParis, France
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Inter Invest firmographics
Firmographics- Name
- Inter Invest
- Legal name
- Inter Invest SAS
- Website
- https://inter-invest.fr
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Inter Invest industry classification
Industry- Product category
- Wealth Management and Investment Services
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Co-Investment Syndication & Allocation Intermediation (FSAEALAH)
Keywords
Where Inter Invest is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Inter Invest business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Product Distribution and Management: The company generates revenue by distributing investment products (Girardin, PER, SCPI, Private Equity, structured products, nue-propriété) and likely earns management fees or distribution commissions from these products. As an ACPR-regulated investment company, fees are embedded in the financial products offered.
- Investment Advisory and Distribution Services: Revenue generated from providing investment advisory services to high-net-worth individuals and institutional clients through their partner network of 1,500+ distributors including private banks, wealth management advisors, and family offices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Girardin tax reduction products - minimum investment starting at €10,000 |
| Subscription | Monthly | PER (Plan Epargne Retraite) - flexible savings plan |
| Unit Pricing | Pay-as-you-go | SCPI (Société Civile de Placement Immobilier) Elevation Tertiom |
| One time/ perpetual license | Pay-as-you-go | Nue-propriété (bare ownership) real estate investments |
| Unit Pricing | Pay-as-you-go | Private Equity public funds (FCPR, FIP) |
| Unit Pricing | Pay-as-you-go | Structured Products (Produits structurés) |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Inter Invest product offering
Product offeringCore offering
Inter Invest is a French ACPR-regulated investment company that designs, distributes, and manages proprietary wealth management products for individual investors and institutional clients. Its portfolio spans Girardin tax-optimization vehicles (industrial and social housing), the Mon PER retirement savings plan, private equity funds (FCPR, FIP, FPCI), the SCPI Elevation Tertiom real estate trust, structured products (Solvest Seleny series), and nue-propriété bare-ownership real estate programs. Products are sold primarily through a network of 1,500+ distribution partners and via direct digital channels, with the proprietary G3F guarantee covering financial and fiscal risk on Girardin investments.
Product overview
Inter Invest is a multi-product investment platform offering a portfolio of complementary wealth management solutions spanning tax optimization (Girardin G3F, Girardin IS), retirement savings (Mon PER), private equity (FPCI, FCPR, FIP Outre-mer, apport-cession funds, FCPR Miriad Vie for assurance-vie), real estate (SCPI Elevation Tertiom, Nue-propriété programs), and structured products (Solvest Seleny series). The company distributes exclusively proprietary products designed by its in-house expert teams through a network of over 1,500 partner distributors serving more than 72,000 investors. All products are accessible via digitalized investor portals, and the company is currently undergoing a full rebrand to Elvest.
Differentiator
Problem solved
Functional benefit
Brands
- G3F (Garantie de Bonne Fin Financière et Fiscale): The G3F product provides financial and fiscal guarantee for Girardin investments, ensuring investors receive their tax reduction regardless of scenario.
- Mon PER
- Elevation Tertiom
- Solvest
Products and services
- Girardin (G3F) Tax Reduction Investment A French Girardin-law tax reduction product enabling investors to reduce income tax by financing industrial equipment or social housing projects in French overseas territories (DOM-COM). The G3F variant provides full financial and fiscal risk coverage regardless of scenario, with potential tax reductions up to €60,000 from a minimum investment of €10,000.
- Mon PER (Plan Epargne Retraite)
Quantifiable outcome
- Up to €60,000 tax reduction through Girardin investments starting from €10,000
- +3 more outcomes
Companies that use Inter Invest
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Inter Invest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Inter Invest partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Matthieu Perraut - Ocean Racing Sailing TeamminorSince 2021, Inter Invest sponsors French sailor Matthieu Perraut in ocean racing (Ocean Fifty class). The partnership combines sports marketing with brand visibility, reflecting the company's connection to overseas territories (solidarity with overseas France through the Fonds de dotation Inter Invest Solidarité Outre-mer supporting health and education for children in overseas territories).
- Solidarité Outre-mer (Endowment Fund)minorThe Group's endowment fund supports associations working for access to health and education for children in overseas territories. This CSR initiative aligns with the company's focus on overseas investments and Girardin legislation.
Scale indicators7 records
Recent moves6 records
Inter Invest competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights6 records
Customer concentration
Inter Invest social profiles
Digital presenceInter Invest compliance and trust
Trust signalCompliance2 records
Inter Invest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Inter Invest leadership team
Management profileNumber of profiles
Profiles3 records
Inter Invest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Inter Invest M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Inter Invest
What does Inter Invest do?
Inter Invest is a French ACPR-regulated investment company that designs, distributes, and manages proprietary wealth management products for individual investors and institutional clients. Its portfolio spans Girardin tax-optimization vehicles (industrial and social housing), the Mon PER retirement savings plan, private equity funds (FCPR, FIP, FPCI), the SCPI Elevation Tertiom real estate trust, structured products (Solvest Seleny series), and nue-propriété bare-ownership real estate programs. Products are sold primarily through a network of 1,500+ distribution partners and via direct digital channels, with the proprietary G3F guarantee covering financial and fiscal risk on Girardin investments.
Is Inter Invest a public or private company?
Inter Invest is a private company. It is classified as family owned and is currently operating.
When was Inter Invest founded?
Inter Invest was founded in 1991. It employs 101 to 250 people.
Where is Inter Invest based?
Inter Invest is headquartered in Paris, France, in the Europe region.
How does Inter Invest make money?
Two revenue lines are on record. Financial Product Distribution and Management is the primary driver. The others are investment Advisory and Distribution Services.
Does Inter Invest have an API?
No public API is recorded for Inter Invest.
What industry is Inter Invest in?
Inter Invest's product category is Wealth Management and Investment Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAAJAJ, Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns). Its NAICS code is 523940 and its SIC code is 6282.