CGP Entrepreneurs
CGP Entrepreneurs is a French groupement providing digital tools, dedicated middle-office support, compliance assistance, and training to independent wealth-management advisors (CGPI). It is a wholly-owned subsidiary of UFF Group and serves 400+ partner cabinets across France.
- Company typePrivate
- Founded2013
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CGP Entrepreneurs does
CGP Entrepreneurs is a French groupement (professional network) that supplies software, middle-office, compliance, and training services to independent wealth-management advisors (CGP libéraux / CGPI). Founded in 2013 and headquartered in Bois-Colombes with a secondary Paris office, it is structured as a SAS and operates as a wholly-owned subsidiary of UFF Group (Groupe UFF), a French wealth-advisory firm; Fred Vianas (also Director General of UFF's CGP division) serves as President and Aurélien Biez as Executive Director.
Its core offering is the Plateforme CGPI, an integrated stack comprising proprietary wealth-management software, the O2S CRM, an asset-allocation tool, an account aggregator, and a fully dematerialized compliance kit (RCDA, engagement letters, client-relationship files). The platform is extended by a dedicated middle office handling commissions and management-act processing, patrimony engineering services delivered through a Fidroit partnership (Fidnet extranet and patrimonial hotline), ongoing formation, and access to 20+ negotiated product partners (insurance, REIM, asset management, life insurance). The groupement also runs an annual congress and national roadshows that function as member acquisition and retention touchpoints.
The business derives revenue from recurring groupement membership fees paid by partner cabinets (annual, custom-quoted, described as modest) plus transaction commissions earned as a buying collective when members distribute product-partner offerings. It serves three personas: independent CGPs running or growing their own cabinets, salaried CGPs transitioning from banks/insurers to independence, and legal/accounting professionals (notaires, avocats, experts-comptables) seeking to add patrimonial advisory. It holds ORIAS, CIF/AMF, COA/ACPR, and CCI Paris-IDF professional credentials enabling it to bundle regulatory support as a core service.
CGP Entrepreneurs firmographics
Firmographics- Name
- CGP Entrepreneurs
- Legal name
- CGP Entrepreneurs
- Website
- https://cgpe.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CGP Entrepreneurs is a French groupement providing digital tools, dedicated middle-office support, compliance assistance, and training to independent wealth-management advisors (CGPI). It is a wholly-owned subsidiary of UFF Group and serves 400+ partner cabinets across France.
- Ownership category
- akta.pro rank
CGP Entrepreneurs industry classification
Industry- Product category
- Wealth Management Advisory Groupement Services
- NAICS
- Software Publishers (51321), Publishing Industries (513)
- akta.pro primary industry
- Leadership, Management & Teamwork for Business (EDAMAHAI)
- akta.pro secondary industries
- Marketing, Branding & Sales Skills (EDAMAHAG), Loyalty, Rewards & Retention Platforms (BPAFAFAH)
Keywords
Where CGP Entrepreneurs is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
CGP Entrepreneurs business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Groupement membership fees: Partner cabinets pay membership fees to belong to the CGP Entrepreneurs groupement, gaining access to all services, tools, and the partner network. Fees are described as very modest compared to the value provided.
- Commissions from product partners: The groupement acts as a buying collective for its member cabinets, negotiating favorable terms with product providers. Commissions are earned on products distributed through the network.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom membership packages based on cabinet needs |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels7 records
CGP Entrepreneurs product offering
Product offeringCore offering
CGP Entrepreneurs is a French groupement (professional association) providing digital tools, proprietary management software (CRM, wealth management platform, asset allocation, account aggregator), back-office (Middle Office) delegation, compliance support, patrimony engineering, and training to independent wealth management advisor cabinets (CGPI). Members pay recurring fees and gain access to 20+ product partners and a 400+ cabinet network.
Product overview
CGP Entrepreneurs offers an integrated platform for independent wealth management advisors (CGPI) consisting of a core Plateforme CGPI (wealth management platform) supported by specialized tools including Logiciel de gestion de patrimoine (wealth management software), Outil CRM O2S (CRM), Outil d'allocation d'actifs (asset allocation tool), Agrégateur de comptes (account aggregator), and Kit de conformité (compliance pack). The platform is enhanced by services such as a dedicated Middle Office for administrative delegation, Formation Cabinet CGP for professional development, and partner-provided tools including Extranet Fidnet and Hotline patrimoniale via Fidroit partnership. The architecture supports both new business creation and existing cabinet development.
Differentiator
Problem solved
Functional benefit
Products and services
- Plateforme CGPI Comprehensive wealth-management platform for independent wealth-management advisors (CGPI) in France, providing tools for client portfolio management, asset allocation, and business development. Available to member cabinets of the CGP Entrepreneurs groupement.
- Logiciel de gestion de patrimoine Proprietary wealth-management software enabling independent CGPI advisors to manage client portfolios and track investments. Distributed to member cabinets via the Plateforme CGPI.
- Outil CRM O2S Customer relationship management tool specifically designed for CGP cabinets to facilitate activity integration and expand advisor intervention scope. Available as part of the member tool stack.
- Outil d'allocation d'actifs Asset allocation tool enabling wealth-management advisors to determine optimal portfolio distribution across different asset classes based on client project nature, financial expectations, and sector constraints.
- Agrégateur de comptes Account aggregation tool providing real-time consolidated portfolio management across client accounts for performance maximization by CGPI advisors.
- Kit de conformité Fully dematerialized compliance toolkit helping advisors maintain regulatory compliance through documentation, automated processing of management acts, and habilitation controls.
- Outil de gestion Big Expert Wealth-management tool providing facilitated activity integration and increased intervention perimeter for advisors, expanding their advisory capabilities.
- Services d'ingénierie patrimoniale Comprehensive patrimony engineering services delivered via the Fidroit partnership, covering technical approach, practical case studies, and commercial training for member cabinets.
- Middle Office dédié Dedicated back-office service handling commission management, automated processing of management acts (subscriptions, contributions, arbitrations, redemptions, modifications), and authorization controls for member cabinets.
- Formation Cabinet CGP Professional training programs for wealth-management advisors covering commercial methods, CRM tools (O2S), and wealth-management systems including Big Expert, delivered to member cabinets.
Quantifiable outcome
- 285 million euros collected in 2024 (+10% YoY)
- +2 more outcomes
Companies that use CGP Entrepreneurs
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
CGP Entrepreneurs technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
CGP Entrepreneurs partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered minor, core and secondary.
- ABEILLE ASSURANCESminorProduct partner participating in annual congress speed meetings
- ADVENIS REIMminorReal estate investment management partner for annual congress
- ALTAREA IMminorReal estate investment management partner for annual congress
- BNPP AMminorAsset management partner for annual congress
- BNP PARIBAS REIMminorReal estate investment management partner for annual congress
- CARDIFminorInsurance partner for annual congress
- EIFFEL INVESTMENT GROUPminorInvestment group partner for annual congress
- ELEVA CAPITALminorCapital investment partner for annual congress
- EOS ALLOCATIONSminorAsset allocation partner for annual congress
- ERES GROUPminorAsset management partner for annual congress
- FIDAminorFinancial analysis partner for annual congress
- FIGEN AIminorAI-powered finance partner for annual congress
- FRANCE VALLEYminorForestry and wine investment partner for annual congress. Also hosts conferences on tax optimization strategies.
- INTENCIALminorFinancial services partner for annual congress
- NEXO CAPITALminorCapital investment partner for annual congress
- ORADEA VIEminorLife insurance partner for annual congress
- PARETO AMminorAsset management partner for annual congress
- PERIAL AMminorReal estate asset management partner for annual congress
- REVENU PIERREminorReal estate income partner for annual congress
- SILEX PARTNERSminorInvestment advisory partner for annual congress
- UAF LIFE PATRIMOINEminorLife insurance and wealth management partner for annual congress
- VIE PLUSminorLife insurance partner for annual congress
- FidroitcorePartnership with Fidroit provides CGP Entrepreneurs members with patrimony engineering services including a hotline patrimoniale (patrimonial helpline), Fidnet extranet access, and case studies. This partnership helps members stay compliant with regulations and access specialized technical expertise.
- Métisse FinancesecondaryPartnership with Métisse Finance provides technico-commercial training throughout the year, helping CGP members develop their commercial skills and capabilities.
- Club PatrimoineminorMedia partner that produces video interviews and testimonials featuring CGP Entrepreneurs partner cabinets, helping showcase the group's value proposition to potential members.
- Histoire & PatrimoineminorPartner that co-hosts tax optimization conferences for CGP members. Provides expertise on tax strategies for clients.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
CGP Entrepreneurs competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is a CRM and client engagement platform tailored for financial advisors and wealth managers. It competes broadly with CGP Entrepreneurs' CRM O2S as an alternative enterprise platform.
- UFF Group: UFF (Union Financière de France) is the parent company of CGP Entrepreneurs and a major French wealth management advisory group. It is comparable as the broader incumbent that owns and distributes through the CGP Entrepreneurs network, with overlapping wealth management capabilities at larger scale.
- Envestnet: Envestnet is a large US-listed wealth management technology platform offering portfolio management, data aggregation, and advisor CRM. It is a broad incumbent providing overlapping capabilities to those bundled in CGP Entrepreneurs' platform.
- Morningstar Advisor Workstation: Morningstar provides investment research, analytics, and advisor workstation tools used by wealth managers globally. It overlaps with CGP Entrepreneurs' research and asset allocation capabilities at much larger scale.
Others
- Yodlee (Envestnet): Yodlee provides financial data aggregation and account connectivity infrastructure. It is directly comparable to CGP Entrepreneurs' Agrégateur de comptes feature, serving as a back-end data layer for wealth management platforms.
- Fidroit: Fidroit is a French patrimony engineering specialist and strategic partner of CGP Entrepreneurs, providing the Fidnet extranet and Hotline patrimoniale. It is comparable as an enabling service provider embedded in the CGP Entrepreneurs offering.
Direct peers
- Addepar: Addepar provides a wealth management technology platform for advisors and family offices, offering portfolio analytics, reporting, and data aggregation. It is directly comparable as a tech-enabled platform serving independent wealth managers, similar to CGP Entrepreneurs' Plateforme CGPI.
- Orion Advisor Technology: Orion provides a wealth management technology platform including CRM, portfolio management, and account aggregation for financial advisors. It directly competes with CGP Entrepreneurs' integrated toolset (CRM O2S, wealth management software, account aggregator).
- PractiFI: PractiFI is a CRM and practice management platform purpose-built for financial advisors. It competes directly with CGP Entrepreneurs' CRM O2S offering for the independent wealth advisor segment.
- Black Diamond (SS&C): Black Diamond, part of SS&C, is a portfolio management and reporting platform for wealth management firms. It is comparable to CGP Entrepreneurs' wealth management software and reporting tools serving independent advisors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CGP Entrepreneurs social profiles
Digital presenceCGP Entrepreneurs compliance and trust
Trust signalCompliance6 records
CGP Entrepreneurs financial estimates
Financial estimateRevenue estimate
Valuation estimate
CGP Entrepreneurs leadership team
Management profileNumber of profiles
Profiles4 records
CGP Entrepreneurs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CGP Entrepreneurs 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 CGP Entrepreneurs
What does CGP Entrepreneurs do?
CGP Entrepreneurs is a French groupement (professional association) providing digital tools, proprietary management software (CRM, wealth management platform, asset allocation, account aggregator), back-office (Middle Office) delegation, compliance support, patrimony engineering, and training to independent wealth management advisor cabinets (CGPI). Members pay recurring fees and gain access to 20+ product partners and a 400+ cabinet network.
Is CGP Entrepreneurs a public or private company?
CGP Entrepreneurs is a private company. It is classified as corporate owned and is currently operating.
When was CGP Entrepreneurs founded?
CGP Entrepreneurs was founded in 2013. It employs 11 to 50 people.
Where is CGP Entrepreneurs based?
CGP Entrepreneurs is headquartered in Paris, France, in the Europe region.
How does CGP Entrepreneurs make money?
Two revenue lines are on record. Groupement membership fees are the primary driver. The others are commissions from product partners.
Who are CGP Entrepreneurs's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud, UFF Group, Envestnet and Morningstar Advisor Workstation. Others are Yodlee (Envestnet) and Fidroit. Direct peers are Addepar, Orion Advisor Technology, PractiFI and Black Diamond (SS&C).
Does CGP Entrepreneurs have an API?
No public API is recorded for CGP Entrepreneurs.
What industry is CGP Entrepreneurs in?
CGP Entrepreneurs's product category is Wealth Management Advisory Groupement Services. Its primary akta.pro industry code is EDAMAHAI, Leadership, Management & Teamwork for Business, with a secondary code of EDAMAHAG, Marketing, Branding & Sales Skills. Its NAICS code is 51321.