Allinvest
Allinvest is a privately-held French financial services group founded in 2006, operating through three subsidiaries — Corporate Finance (M&A advisory), Securities (brokerage, listing sponsorship, equity research), and Sully Patrimoine Gestion (private wealth management) — serving European mid-market companies, institutional investors, and high-net-worth individuals with 80+ professionals from Paris and Aix-en-Provence.
- Company typePrivate
- Founded2006
- HeadquartersParis, France
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Allinvest does
Allinvest (legal entity: INVEST ET ASSOCIES) is a privately-held French financial services group founded in 2006 and headquartered at 73 boulevard Haussmann, Paris, with a secondary office in Aix-en-Provence. It operates through three wholly-owned subsidiaries — ALLinvest Corporate Finance (M&A advisory), ALLinvest Securities (brokerage, listing sponsorship, and equity research), and Sully Patrimoine Gestion (AMF-approved private wealth management) — employing 80+ professionals focused on the European mid-market segment. The group targets French entrepreneurs, family shareholders, executives, mid-cap and ETI companies, institutional investors, and high-net-worth individuals, with ACPR-Banque de France and AMF regulatory approvals and a Euronext Listing Sponsor license carrying a European Passport for EEA-wide execution.
The group's product suite spans advisory mandates (LBOs, disposals, acquisitions, capital increases, ECM and debt advisory — ~30 operations per year), capital markets services (brokerage, primary and secondary market transactions, Mifid2 research subscriptions covering 100+ listed companies, issuer services including liquidity contracts and listing transfers), and private wealth management (active personalized portfolio management with direct stock-market exposure). Allinvest has completed 100+ IPO listings through its Securities arm and runs dedicated sector coverage in Smart Cities, Health Innovation, Digital, Green Transition, Lifestyle, and Strategic Services and Industries.
Revenue is generated through three professional-services streams: M&A advisory fees, transaction-based and recurring securities/research subscription fees, and AUM-based wealth management fees. Pricing is negotiated per engagement and not publicly disclosed. Distribution is exclusively direct — senior-led coverage teams in each business line. The group is owned and co-managed by founders Marc-Antoine Guillen and Jean-Emmanuel Vernay (holding capital €3M), with no external institutional or PE investors, preserving independence as a marketed differentiator. No proprietary technology platform is disclosed; operations are people-intensive and rely on licensed regulatory infrastructure.
Allinvest firmographics
Firmographics- Name
- Allinvest
- Legal name
- INVEST ET ASSOCIES
- Website
- https://all-invest.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Allinvest is a privately-held French financial services group founded in 2006, operating through three subsidiaries — Corporate Finance (M&A advisory), Securities (brokerage, listing sponsorship, equity research), and Sully Patrimoine Gestion (private wealth management) — serving European mid-market companies, institutional investors, and high-net-worth individuals with 80+ professionals from Paris and Aix-en-Provence.
- Ownership category
- akta.pro rank
Allinvest industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Allinvest is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Allinvest 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
- M&A Advisory Fees: Corporate Finance division generates revenue through advisory fees for M&A transactions including LBOs, disposals, acquisitions, capital increases, and other strategic operations on the European mid-market segment.
- Securities and Capital Markets Services: Invest Securities provides brokerage, market transactions (IPO advisory, capital increases, bond issues), research subscriptions (Mifid2), and services for listed and unlisted issuers. Revenue is generated through service fees, subscriptions, and transaction-based compensation.
- Wealth Management Fees: Sully Patrimoine Gestion provides active portfolio management for private clients, generating revenue through management fees based on assets under management.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels1 record
Allinvest product offering
Product offeringCore offering
ALLinvest is an independent French financial group, licensed by ACPR-Banque de France and AMF, providing advisory and investment services through three divisions: ALLinvest Corporate Finance (M&A advisory including LBOs, disposals, acquisitions, and capital increases for the European mid-market), ALLinvest Securities (brokerage, equity research, listing sponsorship and issuer services for small and mid-cap companies on Euronext and OTC Markets), and Sully Patrimoine Gestion (active personalized wealth management for private individuals, entrepreneurs, and families).
Product overview
ALLinvest is a financial services company offering three core services through its subsidiaries: Corporate Finance (M&A advisory on the European mid-market), Securities (brokerage, research, and market transactions), and Sully Patrimoine Gestion (private wealth management). These three divisions operate together to provide comprehensive financial advisory, investment, and wealth management solutions to entrepreneurs, families, and institutional investors.
Differentiator
Problem solved
Functional benefit
Products and services
- ALLinvest Corporate Finance M&A advisory services for entrepreneurs, shareholders, and executives on the European mid-market segment, covering LBOs, disposals, acquisitions, capital increases, ECM, and debt advisory.
- ALLinvest Securities Securities brokerage and investment services including market transactions (IPO advisory, capital increases, bond issues, Euro PP), multi-sector equity research, services for listed and non-listed issuers, and Euronext listing sponsorship with a European Passport for EEA-wide operations.
- Sully Patrimoine Gestion Private wealth management services providing active and personalized asset management for private individuals, entrepreneurs, and families, including direct stock-market investment, wealth and tax planning, life insurance brokerage, and property management advice.
Quantifiable outcome
- 100+ IPO listings completed by the Securities team
- +2 more outcomes
Companies that use Allinvest
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Allinvest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Allinvest partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- LisecoreAllinvest Group acted as financial adviser and bookrunner for Lise, a French blockchain-based stock exchange operating under regulatory approvals from France's Prudential Supervision and Resolution Authority and ESMA's DLT Pilot Regime, for ST Group's fully onchain IPO — the first IPO on a natively tokenized exchange where shares are issued and traded as digital tokens.
- CIC CIBminorAllinvest Securities entered into a liquidity contract with CIC CIB as part of MACOMPTA.FR's transfer from Euronext Access to Euronext Growth, enhancing market appeal and investor visibility for the company.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Allinvest competitors and assessment
Company assessmentBroad incumbents
- Lazard: Global financial advisory and asset management firm with strong mid-market and mid-cap M&A practice — broader-incumbent peer to Allinvest Corporate Finance for advisory mandates of comparable size, and several Allinvest Managing Partners previously led Lazard's European mid-market activity.
- Rothschild & Co: Global financial advisory group with deep mid-market M&A practice and private wealth management — broader-incumbent peer to Allinvest for both Corporate Finance (mid-cap advisory) and Sully Patrimoine Gestion (wealth management).
- Oddo BHF: Franco-German private bank and capital markets group combining M&A advisory (Oddo BHF Corporate Finance), securities services, and private wealth management — a broader-incumbent analogue that combines the same three pillars as ALLinvest but at much larger scale across more geographies.
- Natixis Partners: M&A advisory arm of Natixis (Groupe BPCE) covering French and European mid-cap transactions — broader-incumbent counterpart to Allinvest Corporate Finance given its balance sheet, sector coverage and bolt-on ECM/debt capabilities.
Direct peers
- Lincoln International: Global mid-market investment bank with strong European mid-cap M&A practice advising on LBOs, disposals and growth capital — comparable to Allinvest Corporate Finance on mid-cap deal size and international execution, though at materially larger scale.
- Eight Advisory: Independent French mid-market financial advisory boutique combining M&A, debt advisory and special situations — comparable to Allinvest Corporate Finance in mid-cap French deal flow and independent advisory positioning.
- Cambon Partners: Independent French mid-market M&A boutique advising mid-cap companies, family shareholders and financial investors on LBOs, disposals and acquisitions — directly comparable to Allinvest Corporate Finance on deal size, geography, and independent positioning.
- Clipperton: Independent Paris-based M&A advisor specialized in the Technology and Digital sectors with strong mid-market French and European deal flow — comparable to Allinvest Corporate Finance in boutique scale, sector specialization, and entrepreneur-focused mandates.
- Midcap Partners: Paris-based independent advisor combining mid-cap M&A advisory with equity research, ECM and brokerage services — one of the closest functional analogues to Allinvest in terms of integrated mid-cap advisory and small-cap capital markets service.
- Portzamparc: French equity research, ECM and listing sponsorship arm of Crédit Mutuel group, focused on Euronext small- and mid-cap issuers — directly comparable to Invest Securities in terms of coverage focus, ECM franchise, and listed-companies advisory scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Allinvest social profiles
Digital presenceAllinvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Allinvest leadership team
Management profileNumber of profiles
Profiles10 records
Allinvest subsidiaries and ownership
Company hierarchySubsidiaries3 records
Allinvest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Allinvest 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 Allinvest
What does Allinvest do?
ALLinvest is an independent French financial group, licensed by ACPR-Banque de France and AMF, providing advisory and investment services through three divisions: ALLinvest Corporate Finance (M&A advisory including LBOs, disposals, acquisitions, and capital increases for the European mid-market), ALLinvest Securities (brokerage, equity research, listing sponsorship and issuer services for small and mid-cap companies on Euronext and OTC Markets), and Sully Patrimoine Gestion (active personalized wealth management for private individuals, entrepreneurs, and families).
Is Allinvest a public or private company?
Allinvest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Allinvest founded?
Allinvest was founded in 2006. It employs 51 to 100 people.
Where is Allinvest based?
Allinvest is headquartered in Paris, France, in the Europe region.
How does Allinvest make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are securities and Capital Markets Services and wealth Management Fees.
Who are Allinvest's main competitors?
Broad incumbents on record are Lazard, Rothschild & Co, Oddo BHF and Natixis Partners. Direct peers are Lincoln International, Eight Advisory, Cambon Partners, Clipperton, Midcap Partners and Portzamparc.
Does Allinvest have an API?
No public API is recorded for Allinvest.
What industry is Allinvest in?
Allinvest's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6211.