Olifan Group
Olifan Group is a French wealth management advisory firm serving 4,800 family groups with €2 billion in assets under management across 15 offices in France, offering integrated heritage, financial, real estate, and retirement planning services.
- Company typePrivate
- Founded2014
- HeadquartersParis, France
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Olifan Group does
Olifan Group is a French wealth management advisory firm (Conseiller en Gestion de Patrimoine / CGP) founded in 2014 and headquartered in Aix-en-Provence, France. The firm delivers integrated heritage and wealth management services across six practice areas — patrimonial engineering, financial investment, real estate engineering, insurance and retirement planning, vulnerable-persons support, and international accompaniment. It serves approximately 4,800 family groups with €2 billion in assets under management, operating 15 proximity offices across France and targeting individual clients, executives, liberal professionals, retirees, vulnerable persons, and ultra-high-net-worth families.
Olifan Group firmographics
Firmographics- Name
- Olifan Group
- Legal name
- OLIFAN GROUP HOLDING
- Website
- https://olifangroup.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Olifan Group is a French wealth management advisory firm serving 4,800 family groups with €2 billion in assets under management across 15 offices in France, offering integrated heritage, financial, real estate, and retirement planning services.
- Ownership category
- akta.pro rank
Olifan Group industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Olifan Group is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices16 records
Markets served
Olifan Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Advisory and consulting fees (CGP commissions): Olifan Group generates revenue primarily through advisory fees and commissions on financial products (insurance, investment funds, real estate) placed for clients, consistent with the French wealth management (CGP) business model. The group is registered with ORIAS as a financial investment advisor (CIF), insurance broker, and banking intermediary.
- Real estate transaction fees: Olifan Real Estate, a subsidiary of the group, holds a professional real estate transaction card (CPI) and generates fees from property transactions. This is distinct from advisory revenue.
- Training services revenue: Olifan Formation delivers professional training programs (e.g., MJPM tutorship training, Thursday training sessions) for which participants pay registration fees. The company uses Monetico Paiement (Crédit Mutuel) for payment processing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Complimentary initial heritage assessment |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Olifan Group product offering
Product offeringCore offering
Olifan Group is a French wealth management advisory firm (CGP - Conseiller en Gestion de Patrimoine) that provides integrated patrimonial services covering the full asset and life cycle: patrimonial engineering, financial investment, real estate engineering, insurance and retirement planning, support for vulnerable persons, and international accompaniment for expats. The firm also creates proprietary investment products (OPCIs) and delivers professional training, generating revenue primarily through advisory and consulting fees on financial, insurance, and real estate products placed for clients.
Product overview
Olifan Group is a French wealth management advisory group offering comprehensive patrimonial services through multiple brands and products. The core offering centers on Olifan Group's gestion de patrimoine services, complemented by specialized sub-brands like Olifan Grand Patrimoine for ultra-high-net-worth clients. The company also manages investment products including the Colivim OPCI (coliving-focused real estate fund) and OPCI Professionnel Olifan IMMO18. Service offerings include free initial consultations (Bilan Patrimonial Offert), professional training (Formation MJPM), expert publications (Regards d'Experts newsletter, white papers, webinars), and specialized support for vulnerable persons and international clients. The group's multi-expertise approach covers patrimonial engineering, financial investment, real estate, insurance/retirement planning, and bodily injury compensation management. Recent acquisitions of multiple regional cabinets (Traditia, Verney Conseil, ATM Patrimoine, KLP Conseils, Arak Finance, Delattre Finance, Divitiae) have expanded its national footprint to 15 offices across France.
Differentiator
Problem solved
Functional benefit
Brands
- Olifan Grand Patrimoine: A dedicated offering for high-net-worth individuals, executives, and families facing high-stakes financial decisions including wealth structuring and transfer.
- Olifan IMMO18
- Colivim
Products and services
- Patrimonial Engineering and Social (Ingénierie patrimoniale et sociale)
- Financial Investment Advisory (Investissement financier)
- Real Estate Engineering (Ingénierie immobilière)
- Insurance and Retirement Planning (Prévoyance et retraite)
- Vulnerable Persons Advisory (Personne Vulnérable / Préjudice Corporel)
- International Accompaniment (Accompagnement International)
- Olifan Grand Patrimoine
- Colivim (OPCI/FPI)
- OPCI Professionnel Olifan IMMO18
- Bilan Patrimonial Offert (Free Heritage Balance Sheet)
- Formation MJPM (Professional Training)
- Olifan Real Estate Transaction Services
Quantifiable outcome
- Approximately €2 billion in assets under management (encours sous gestion)
- +4 more outcomes
Companies that use Olifan Group
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles4 records
Olifan Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability1 record
Olifan Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Foncière MagellancoreFoncière Magellan (an independent real estate investment management company specializing in regional investments) and Olifan Group jointly launched Colivim, an OPCI/FPI dedicated to coliving investments, targeting a 4% TRI with a minimum investment of €20,000. The fund allows investors to benefit from LMNP tax status.
- France TutelleminorListed as a partner on Olifan Group's sitemap. France Tutelle is a support organization for families and individuals dealing with legal protection regimes (tutorship, curatorship).
- Juris VieminorListed as a partner on Olifan Group's sitemap. Juris Vie specializes in insurance solutions for legally protected persons (vulnerable individuals). Olifan Group works with this partner to structure insurance solutions for its vulnerable persons client segment.
- AbripargneminorListed as a partner on Olifan Group's sitemap. Abripargne is a savings and financial planning partner.
- Financière TournyminorFinancière Tourny partnered with Olifan Group on the sale of a Bordeaux wine estate. Olifan Group handled the pre-sale heritage diagnosis and post-sale capital structuring, while Financière Tourny led the transaction advisory on the vineyard sale.
Scale indicators9 records
Recent moves9 records
Expansion highlights6 records
Olifan Group competitors and assessment
Company assessmentDirect peers
- Cyrus Conseil: Cyrus Conseil is one of the largest independent French wealth management advisory groups (CGP) with a multi-office national footprint. Highly comparable to Olifan Group in terms of business model (multi-family wealth advisory, insurance brokerage, financial investment), target segments (cadres, dirigeants, professions libérales), and PE-backed consolidation trajectory.
- Crystal Finance: Crystal Finance is a French CGP consolidator backed by Eurazeo, pursuing a roll-up strategy of independent wealth management cabinets across France. Directly comparable to Olifan in its PE-backed serial acquisition playbook, multi-brand integration approach, and target market of mass-affluent and HNW French families.
- Primonial: Primonial (now part of Group BPCE following 2022 acquisition) is a major French wealth management platform offering advisory, asset management, and real estate investment solutions (SCPI, OPCI). Comparable to Olifan for its wealth advisory offering, real estate fund expertise, and broad coverage of the French HNW segment.
- Mechaert (Meeschaert Gestion Privée): Mechaert (Meeschaert Gestion Privée) is a French independent wealth management firm offering advisory, asset management, and family office services to HNW clients across France. Comparable to Olifan for its independent multi-family advisory model, multi-generational wealth structuring expertise, and French-focused footprint.
- Althos Patrimoine: Althos Patrimoine is a French wealth management advisory group pursuing a multi-office national model focused on integrated heritage, tax, and investment advice for HNW individuals. Comparable to Olifan for its multi-expertise wealth advisory model, regional office network, and target segments of executives and business owners.
Broad incumbents
- SwissLife Banque Privée: SwissLife Banque Privée is the private banking arm of SwissLife, one of France's leading insurance and wealth management groups, offering advisory and portfolio management services to French HNW clients. Comparable to Olifan's wealth advisory and insurance-integration value proposition at greater scale.
- Lazard Frères Gestion: Lazard Frères Gestion is the French asset management arm of Lazard, offering portfolio management, advisory, and wealth management services to institutional and private clients. Comparable to Olifan for its wealth advisory capabilities, though Lazard serves a higher-end and more institutional client base.
- Edmond de Rothschild: Edmond de Rothschild is a Swiss-founded private banking and wealth management group with significant French operations, providing advisory, asset management, and family office services to HNW and UHNW clients. Comparable to Olifan Grand Patrimoine segment for ultra-high-net-worth multi-generational wealth structuring.
- BNP Paribas Wealth Management: BNP Paribas Wealth Management is the private banking arm of one of France's largest banks, offering comprehensive wealth advisory, investment, and financing solutions to HNW clients globally. Comparable to Olifan for wealth advisory services targeting French HNW individuals and families, though at vastly greater scale.
- Natixis Wealth Management: Natixis Wealth Management is the private banking division of Natixis (Groupe BPCE), offering wealth advisory, portfolio management, and family office services. Comparable to Olifan Group for its integrated heritage management offering across multiple client segments, including executives and HNW families.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Olifan Group social profiles
Digital presenceOlifan Group compliance and trust
Trust signalCompliance7 records
Olifan Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Olifan Group leadership team
Management profileNumber of profiles
Profiles10 records
Olifan Group subsidiaries and ownership
Company hierarchySubsidiaries8 records
Olifan Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Olifan Group 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 Olifan Group
What does Olifan Group do?
Olifan Group is a French wealth management advisory firm (CGP - Conseiller en Gestion de Patrimoine) that provides integrated patrimonial services covering the full asset and life cycle: patrimonial engineering, financial investment, real estate engineering, insurance and retirement planning, support for vulnerable persons, and international accompaniment for expats. The firm also creates proprietary investment products (OPCIs) and delivers professional training, generating revenue primarily through advisory and consulting fees on financial, insurance, and real estate products placed for clients.
Is Olifan Group a public or private company?
Olifan Group is a private company. It is classified as private equity controlled and is currently operating.
When was Olifan Group founded?
Olifan Group was founded in 2014. It employs 101 to 250 people.
Where is Olifan Group based?
Olifan Group is headquartered in Paris, France, in the Europe region.
How does Olifan Group make money?
Three revenue lines are on record. Advisory and consulting fees (CGP commissions) is the primary driver. The others are real estate transaction fees and training services revenue.
Who are Olifan Group's main competitors?
Direct peers on record are Cyrus Conseil, Crystal Finance, Primonial, Mechaert (Meeschaert Gestion Privée) and Althos Patrimoine. Broad incumbents are SwissLife Banque Privée, Lazard Frères Gestion, Edmond de Rothschild, BNP Paribas Wealth Management and Natixis Wealth Management.
Does Olifan Group have an API?
No public API is recorded for Olifan Group.
What industry is Olifan Group in?
Olifan Group's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.