Selexium

What Selexium does

Selexium is a privately held French wealth management and financial advisory group founded in 2009 and headquartered at 9 Rue Duphot, Paris. The firm provides integrated patrimoine (wealth) services to individual investors and business owners across France, covering wealth development, tax optimization, retirement planning, estate transmission, and asset protection. Core service lines include Gestion de Patrimoine (wealth advisory), Défiscalisation Immobilière (real estate tax-optimization schemes such as Loi Pinel, Denormandie, LMNP/LMP, Malraux, Girardin), Crédit Immobilier (mortgage brokerage), and Placements Financiers (life insurance, PER, PEA, SCPI, FCPI, FIP). The company also distributes new-construction property programs in major French cities and has added a tokenized crypto-real-estate product via partner ATOA.

Revenue is generated primarily through transaction fees and recurring commissions on distributed financial and real estate products, plus advisory mandates. The business operates on a freemium acquisition model, offering a free bilan patrimonial (wealth assessment) before clients convert to fee- or commission-generating advisory engagements. Delivery is sales-led and relationship-based, executed through a network of 23 agency locations across metropolitan France staffed by certified Conseillers en Gestion de Patrimoine, with specialist support from partner tax lawyers, notaries, accountants (C2D & Associés), and product partners. The firm has approximately 155 employees and reports a 6,000-client base.

The technology stack is intentionally lean: a client-facing digital portal (Espace Client Selexium) supports portfolio monitoring and advisor communication, and the website carries an extensive educational content library covering French tax regimes. Marketing is primarily organic, with content marketing, social media (LinkedIn, Twitter), and a 92% client referral rate, supplemented by earned media in outlets such as Investir-Les Echos and Le Monde. Publicly disclosed financial scale is €17M in turnover (2019) with 15% growth, 9.7/10 customer rating on Avis Vérifiés, and 4.4/5 on Google for the Paris office. No external funding rounds, M&A activity, or AI/ML capabilities are disclosed in the available data.

Name

Selexium

Legal name

Selexium

Website

https://selexium.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

101–250 employees

Short description

Selexium is a privately held French wealth management and financial advisory firm founded in 2009, serving approximately 6,000 individual and business-owner clients through 23 agencies across France. It provides wealth advisory, real estate tax optimization, mortgage brokerage, and financial product distribution on a commission-based model.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices23 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory: Advisory fees for personalized wealth management, estate planning, and investment strategy services
2. Real Estate Tax Optimization: Fees and commissions from real estate investment products including Pinel, Denormandie, LMNP/LMP, and other tax optimization schemes
3. Mortgage Brokerage: Commission income from arranging mortgage financing for real estate investments
4. Financial Products Distribution: Distribution commissions from life insurance, PER, PEA, SCPI, and other financial investment products

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Selexium is a French wealth management advisory firm that helps individuals and business owners develop, optimize, and transmit their wealth through personalized financial strategies. Core services include comprehensive patrimoine advisory, real estate tax optimization (Loi Pinel, Denormandie, LMNP, Malraux, Girardin), mortgage brokerage, and distribution of financial products such as assurance vie, PER, PEA, and SCPI. Services are delivered by certified Conseillers en Gestion de Patrimoine across 23 French agency locations, supported by a proprietary digital client portal (Espace Client).

Product overview

Selexium is a comprehensive wealth management advisory group offering integrated services for wealth development, tax optimization, and financial planning. The core offering centers on Gestion de Patrimoine (wealth management consulting) supported by Défiscalisation Immobilière (real estate tax optimization) through various legal frameworks (Loi Pinel, Denormandie, LMNP, Malraux, Girardin), mortgage brokerage (Crédit Immobilier), and financial investments (Assurance Vie, PER, SCPI, FCPI, FIP). The company also operates new construction programs (Programmes Neufs) across major French cities and provides a client portal (Espace Client) for portfolio management. All services are delivered through a network of certified wealth management advisors (Conseiller en Gestion de Patrimoine) and partner specialists including tax lawyers, notaries, and accountants.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion de Patrimoine (Wealth Management Advisory) Comprehensive wealth management consulting service helping French individuals and business owners develop, optimize, and transmit their assets through personalized investment strategies and financial planning. Delivered by certified Conseillers en Gestion de Patrimoine.
• Défiscalisation Immobilière (Real Estate Tax Optimization) Tax optimization advisory service through French real estate investment schemes including Loi Pinel, Denormandie, LMNP, LMP, Malraux, Girardin, Cosse, nue-propriété, and déficit foncier. Aims to reduce client tax burden while building a real estate portfolio.
• Crédit Immobilier (Mortgage Brokerage) Mortgage brokerage service helping clients obtain optimal financing conditions, negotiate interest rates, and secure credit for real estate investments. Includes the best available rates, borrower insurance optimization (up to €25,000 savings via Loi Lemoine), and renegotiation of existing loans.
• Placements Financiers (Financial Investments) Financial investment advisory and product distribution service including life insurance (Assurance Vie), retirement savings plans (PER, PERP), equity savings plans (PEA), securities accounts (Compte Titres), SCPI, FCPI, FIP, Loi Madelin, and Bourse investments.
• Programmes Neufs (New Construction Programs) New real estate development programs across major French cities including Paris, Toulouse, Bordeaux, Marseille, and Lyon, available for investment or as primary residence, distributed via Selexium's advisor network.
• PER (Plan d'Épargne Retraite) Advisory Personal retirement savings plan (Plan d'Épargne Retraite) advisory and distribution launched in October 2019, replacing prior retirement schemes with improved flexibility for contributions and withdrawals. Audit of existing pension arrangements can yield an average €300/month improvement.
• SCPI (Société Civile de Placement Immobilier) Distribution Distribution of real estate investment trusts (Sociétés Civiles de Placement Immobilier) allowing clients to diversify into professionally managed property portfolios without direct property ownership.
• Bilan Patrimonial Gratuit (Free Heritage Assessment) Free initial patrimonial assessment (bilan patrimonial) that diagnoses the client's situation and objectives, serving as the entry point to subsequent paid advisory mandates and product placements.

Quantifiable outcome

• 92% of clients recommend Selexium for investment
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• C2D & AssociéscoreStrategic or Co-development PartnerAccounting firm partner providing expertise in accounting, tax, social, and legal matters for clients. Located at 9 rue Duphot, 75001 Paris. Membre de l'ordre des experts-comptables.
• Banking PartnerscoreChannel Partner/ Reseller/ DistributorNetwork of banking partners for mortgage brokerage services, enabling Selexium to negotiate optimal rates for clients across France.
• Insurance PartnerscoreChannel Partner/ Reseller/ DistributorInsurance company partnerships for life insurance, protection, and retirement products offered to clients.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Compagnie Européenne de Crédit (CEC): French intermediary specialized in mortgage brokerage, loan renegotiation, and borrower insurance for individuals. Competes head-on with Selexium's mortgage and assurance de prêt offerings and shares a transaction-fee revenue model.
• Netinvestissement: Independent French wealth management advisory (CGP) offering personalized patrimony, tax optimization, and investment advisory services to individuals and business owners. Closely comparable to Selexium in target customer, multi-product proposition, and commission-driven CGP business model.
• Meilleur Placement: French online wealth advisory platform that compares and distributes savings, investment, and real estate tax-optimization products to retail investors. Highly comparable to Selexium's customer base and tax-scheme-led product mix, with a more digital-first delivery model.
• Cyrus Conseil: Independent French wealth management advisor (CGP) serving HNW individuals and family offices with tax optimization, real estate, and financial investment advisory. Directly comparable to Selexium in service breadth, customer segment, and nationwide French coverage.
• La Centrale de Financement: French mortgage broker arranging home loan and real estate financing for individual buyers across France. Overlaps directly with Selexium's Crédit Immobilier brokerage line and shares the same commission-based intermediary economics.
• Kovers: French digital distributor of insurance, loan, and wealth management products partnering with advisors and brokers. Comparable to Selexium as a distribution channel for life insurance, borrower insurance, and investment products to French consumers.

Broad incumbents

• Primonial: Established French wealth and asset management group offering savings, real estate, and private equity solutions to individuals and institutions. Overlaps with Selexium on SCPI, assurance vie, and tax-optimized real estate but operates at significantly larger scale with institutional-grade offerings.

Emerging players

• Linxo: French personal financial management and aggregation platform used by banks and consumers to track accounts and spending. Adjacent competitor signaling the broader shift of French retail investors toward digital-first wealth and money tools.
• Boursorama Banque: France's leading online bank and brokerage, offering low-cost savings, life insurance, PEA, and brokerage accounts to mass-affluent retail customers. Represents the digital-first competitive threat to Selexium's mid-market advisory positioning.

Others

• Harvest: French fintech providing software, data, and digital tools to wealth management advisors (CGPs) and financial intermediaries. Comparable to Selexium as an ecosystem enabler rather than a direct competitor, since Harvest powers many of the same advisor workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GroupeSelexium
• LinkedInlinkedin.com/company/selexium
• Facebookfacebook.com/Selexium

Revenue estimate

Valuation estimate

Number of profiles

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 Selexium