CGP Entrepreneurs

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.

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

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

• Wealth management advisory
• Independent CGPI services
• Patrimony management software
• Groupement network services
• Compliance advisory tools

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. 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.
2. 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

Go-to-market motion3 records

Distribution channels1 record

Marketing channels7 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

26 partnerships are on record, tiered minor, core and secondary.

• ABEILLE ASSURANCESminorOthers · 17 March 2026Product partner participating in annual congress speed meetings
• ADVENIS REIMminorOthers · 17 March 2026Real estate investment management partner for annual congress
• ALTAREA IMminorOthers · 17 March 2026Real estate investment management partner for annual congress
• BNPP AMminorOthers · 17 March 2026Asset management partner for annual congress
• BNP PARIBAS REIMminorOthers · 17 March 2026Real estate investment management partner for annual congress
• CARDIFminorOthers · 17 March 2026Insurance partner for annual congress
• EIFFEL INVESTMENT GROUPminorOthers · 17 March 2026Investment group partner for annual congress
• ELEVA CAPITALminorOthers · 17 March 2026Capital investment partner for annual congress
• EOS ALLOCATIONSminorOthers · 17 March 2026Asset allocation partner for annual congress
• ERES GROUPminorOthers · 17 March 2026Asset management partner for annual congress
• FIDAminorOthers · 17 March 2026Financial analysis partner for annual congress
• FIGEN AIminorOthers · 17 March 2026AI-powered finance partner for annual congress
• FRANCE VALLEYminorOthers · 17 March 2026Forestry and wine investment partner for annual congress. Also hosts conferences on tax optimization strategies.
• INTENCIALminorOthers · 17 March 2026Financial services partner for annual congress
• NEXO CAPITALminorOthers · 17 March 2026Capital investment partner for annual congress
• ORADEA VIEminorOthers · 17 March 2026Life insurance partner for annual congress
• PARETO AMminorOthers · 17 March 2026Asset management partner for annual congress
• PERIAL AMminorOthers · 17 March 2026Real estate asset management partner for annual congress
• REVENU PIERREminorOthers · 17 March 2026Real estate income partner for annual congress
• SILEX PARTNERSminorOthers · 17 March 2026Investment advisory partner for annual congress
• UAF LIFE PATRIMOINEminorOthers · 17 March 2026Life insurance and wealth management partner for annual congress
• VIE PLUSminorOthers · 17 March 2026Life insurance partner for annual congress
• FidroitcoreStrategic or Co-development PartnerPartnership 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 FinancesecondaryStrategic or Co-development PartnerPartnership with Métisse Finance provides technico-commercial training throughout the year, helping CGP members develop their commercial skills and capabilities.
• Club PatrimoineminorGTM or Marketing PartnerMedia partner that produces video interviews and testimonials featuring CGP Entrepreneurs partner cabinets, helping showcase the group's value proposition to potential members.
• Histoire & PatrimoineminorOthersPartner 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

Broad 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

• LinkedInlinkedin.com/company/cgp-entrepreneurs
• Xx.com/CGP_Entr

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CGP Entrepreneurs