Agami System
AGAMI Family Office is a Paris-based independent multi-family office serving entrepreneurs and wealthy families in France with comprehensive, fee-based wealth management across private, professional, and real estate assets, supported by a proprietary consolidated reporting platform.
- Company typePrivate
- Founded2006
- HeadquartersSunnyvale, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Agami System does
AGAMI Family Office is an independent French multi-family office founded in 2006 by François Simon and headquartered at 6 avenue d'Eylau in Paris. The firm serves entrepreneurs and wealthy families with comprehensive, coordinated wealth management covering private, professional, and real estate assets — including wealth engineering, investment advisory, family governance, private equity, real estate, private secretarial services, and philanthropy. AGAMI's core differentiator is an exclusive proprietary consolidated reporting tool that unifies all financial and non-financial assets and liabilities held across client institutions, backed by dedicated Family Officers acting as single points of contact who coordinate with clients' existing notaries, lawyers, accountants, and bankers.
The firm operates on a fee-based consulting model ("honoraires") defined per engagement and decoupled from client wealth size, positioning AGAMI as a conflict-free coordinator of specialists rather than a product distributor. The company holds Anacofi-CIF (AMF-approved) and ORIAS registrations and is a precursor on MIFID2 compensation transparency. In March 2017, AGAMI acquired Entrepreneurs Factory and created AGAMI Corporate, a wholly-owned subsidiary extending the same advisory methodology to corporate clients for business structuring, growth, and transmission. In 2024, AGAMI joined Groupe Premium, a larger patrimonial and financial advisory group, while retaining consulting independence. The firm has been recognized as France's leading independent multi-family office by Magazine Décideurs for at least eight consecutive years and obtained B Corp certification in 2023. Operations span Paris and Lyon domestically, with Brussels as a secondary market, serving more than 150 families and entrepreneurs with a team of approximately 30 collaborators.
Agami System firmographics
Firmographics- Name
- Agami System
- Legal name
- AGAMI Family Office
- Website
- https://agami.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- AGAMI Family Office is a Paris-based independent multi-family office serving entrepreneurs and wealthy families in France with comprehensive, fee-based wealth management across private, professional, and real estate assets, supported by a proprietary consolidated reporting platform.
- Ownership category
- akta.pro rank
Agami System industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Agami System is headquartered
LocationHeadquarters
- HQ city
- Sunnyvale
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Agami System business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory Consulting Fees: AGAMI practices fee-based billing (honoraires) based on the number of days worked, defined in advance in an engagement letter. This remuneration model is decoupled from the size of the client's wealth, ensuring independence and alignment of interests. The company is also a precursor on MIFID2 transparency laws regarding compensation disclosures.
- Corporate Advisory Services: AGAMI Corporate provides operational and strategic advice to business leaders on their professional wealth, including structuring, growth, and transmission projects.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Time-based consulting fees (honoraires) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Agami System product offering
Product offeringCore offering
AGAMI is a French multi-family office that accompanies entrepreneurs and high-net-worth families in the structuring, preservation, and development of their private, professional, and real estate wealth. Through dedicated Family Officers, the firm provides wealth engineering, financial investment advisory, family governance, private equity, real estate, private secretarial, and philanthropy services. It also operates AGAMI Corporate, a division delivering operational and strategic counsel to business leaders on structuring, growth, and business transmission.
Product overview
AGAMI System operates as a multi-family office offering two main products: AGAMI Family Office (core service) and AGAMI Corporate (business advisory division). AGAMI Family Office provides comprehensive wealth management for entrepreneurs and wealthy families, including patrimonial engineering, investment advisory, family governance, private equity, real estate, private secretarial, and philanthropy services. AGAMI Corporate extends similar coordinated-advisory methodology to corporate clients for business structuring, growth, and succession planning. Both offerings follow a consulting fee model decoupled from wealth size, positioning the firm as a neutral coordinator of specialists.
Differentiator
Problem solved
Functional benefit
Products and services
- AGAMI Family Office Multi-family office service accompanying entrepreneurs and high-net-worth families in the structuring, preservation, and development of their private, professional, and real estate wealth. Covers wealth engineering, financial investment advisory, family governance, private equity, real estate, private secretarial, and philanthropy services, delivered through dedicated Family Officers acting as single points of contact.
- AGAMI Corporate Business advisory division offering operational and strategic counsel to SME and ETI business leaders on corporate structuring, growth acceleration, financing, and business transmission. Extends AGAMI's coordinated-advisory methodology to professional assets in addition to private wealth.
Quantifiable outcome
- Ranked #1 multi-family office in France for 8+ consecutive years
- +1 more outcomes
Companies that use Agami System
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Agami System technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Agami System partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Fondation 154coreFoundation created by François Simon and Laurent de Swarte, founders of AGAMI Family Office, to support associations in the fields of childhood, education, and environment. AGAMI employees participate in fundraising events like Mud Day and urban soccer tournaments.
- Club Multi Family Office (Club MFO)coreIndustry association created by five major multi-family office players in France including AGAMI Family Office, Family Partners, Keepers, Letus Private Office, and others. Purpose is to develop the profession and create synergies.
- Un Esprit de FamilleminorPartnership signed by founders François Simon and Laurent de Swarte with the association Un Esprit de Famille.
- Actions MongolieminorLyon-based association founded in 2001, working in healthcare in Mongolia with focus on training. Supported by Fondation 154 for neonatal technology development project.
- 1001 FontainesminorNGO fighting for access to clean water since 2004, operating in Cambodia, Madagascar, and India. Supported by Fondation 154 for Water in School project.
- Les Enfants du MékongminorAssociation supporting education for children in Southeast Asia with 22,000 sponsored children and 60,000 supported children. AGAMI hosts photo exhibitions to raise funds.
- Entrepreneurs FactorycoreAcquired by AGAMI Family Office in 2017 to create AGAMI Corporate, extending services to business wealth (professional assets) in addition to private wealth.
- Groupe PremiumcoreIn 2024, AGAMI joined Groupe Premium, a reference player in patrimonial and financial advisory. This strategic rapprochement brings solidity, complementary expertise, and enhanced adaptability while maintaining AGAMI's independence.
- Arkwood AvocatsminorLegal firm that advised AGAMI Family Office on the acquisition of Entrepreneurs Factory.
- Vaughan AvocatsminorLegal firm that advised AGAMI Family Office on the acquisition of Entrepreneurs Factory.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Agami System competitors and assessment
Company assessmentDirect peers
- Family Partners: Paris-based independent multi-family office explicitly co-listed with AGAMI as a founding member of Club Multi Family Office. Operates with the same entrepreneur/family client base and independent advisory positioning in France.
- Letus Private Office: French multi-family office also named alongside AGAMI as a founding member of Club MFO. Targets HNW families and entrepreneurs with similar comprehensive wealth advisory services, making it a directly comparable French MFO peer.
- Keepers (multi-family office): Independent French multi-family office and fellow Club MFO founding member. Serves the same entrepreneur and family-wealth segment with consolidated advisory services in direct competition with AGAMI.
Broad incumbents
- Groupe Premium: Parent entity of AGAMI since 2024 and broader French wealth and financial advisory group. Comparable as the platform that houses AGAMI and offers overlapping patrimonial, financial, and tax advisory services across a wider portfolio.
- Indosuez Wealth Management: Crédit Agricole's wealth management arm serving HNW and UHNW clients in France and globally. Competes with AGAMI for French entrepreneur mandates while offering broader institutional product access and scale.
- BNP Paribas Wealth Management: Universal private bank serving HNW families and entrepreneurs in France and internationally. Significant overlap in client persona with AGAMI but with banking-affiliated product set that AGAMI positions against.
- Rothschild & Co (Wealth & Asset Management): Global private banking and asset manager with a strong French HNW franchise. Comparable as an incumbent offering coordinated wealth advisory to entrepreneur and family-wealth clients at greater scale than AGAMI.
- Stonehage Fleming: International multi-family office with European footprint serving UHNW families and entrepreneurs. Provides a relevant cross-border reference point for AGAMI's independent advisory model and family governance specialization.
- Lombard Odier: Swiss private bank with a dedicated entrepreneur and family-wealth franchise. Comparable as a longer-established, larger-scale provider offering integrated wealth structuring, investment, and governance services to AGAMI's target segment.
Regional players
- Concordis (Independent Wealth Advisors): France-focused independent wealth advisory firm serving HNW families and entrepreneurs with consolidated advisory services. Useful as a domestic independent-peer benchmark for AGAMI's positioning and scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Agami System social profiles
Digital presenceAgami System compliance and trust
Trust signalCompliance1 record
Agami System financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agami System leadership team
Management profileNumber of profiles
Profiles5 records
Agami System subsidiaries and ownership
Company hierarchySubsidiaries1 record
Agami System funding detail
Funding detailFunding overview
Funding rounds4 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agami System M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agami System
What does Agami System do?
AGAMI is a French multi-family office that accompanies entrepreneurs and high-net-worth families in the structuring, preservation, and development of their private, professional, and real estate wealth. Through dedicated Family Officers, the firm provides wealth engineering, financial investment advisory, family governance, private equity, real estate, private secretarial, and philanthropy services. It also operates AGAMI Corporate, a division delivering operational and strategic counsel to business leaders on structuring, growth, and business transmission.
Is Agami System a public or private company?
Agami System is a private company. It is classified as corporate owned and is currently operating.
When was Agami System founded?
Agami System was founded in 2006. It employs 51 to 100 people.
Where is Agami System based?
Agami System is headquartered in Sunnyvale, United States, in the North America region.
How does Agami System make money?
Two revenue lines are on record. Advisory Consulting Fees are the primary driver. The others are corporate Advisory Services.
Who are Agami System's main competitors?
Direct peers on record are Family Partners, Letus Private Office and Keepers (multi-family office). Broad incumbents are Groupe Premium, Indosuez Wealth Management, BNP Paribas Wealth Management, Rothschild & Co (Wealth & Asset Management), Stonehage Fleming and Lombard Odier. Concordis (Independent Wealth Advisors) is listed as a regional player.
Does Agami System have an API?
No public API is recorded for Agami System.
What industry is Agami System in?
Agami System'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 FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 525 and its SIC code is 6282.