What Forward Group does

Groupe Forward (legal name: GROUPE FORWARD) is a privately held French financial advisory and wealth management firm operating as a Société par Actions Simplifiée (SAS), headquartered at 234 rue du Faubourg Saint-Honoré, 75008 Paris, with €500,000 registered capital and RCS Paris registration. The firm is registered with ORIAS (#14005407) in three categories — financial investment advisor, insurance broker, and bank operations/payment services broker — and is supervised by the AMF and ACPR, with professional liability cover provided by MMA IARD (policy #112.786.342). The company runs a dual-brand model: Forward Finance addresses institutional clients (enterprises, non-profits, mutual insurers, pension funds, and CARPA) with mandate control, fund reporting, ESG-positive advisory, and due diligence on fund managers, while Forward Patrimoine — operated under the Tresia sub-brand — serves private investors and families with wealth management, tax optimisation, estate planning, and turnkey real estate investment services. The group employs roughly 27 team members across Paris, Montpellier, and Hossegor, including wealth engineers, asset allocators, an ESG analyst, and a compliance officer.

The firm's revenue model is a hybrid of three streams: (1) monthly subscription advisory fees with no product-provider compensation, (2) asset-based remuneration with disclosed revenue-sharing from product providers under MIFID2, and (3) commissions from insurance and financial brokerage placements. Service delivery is relationship-based and direct-to-client, supported by content marketing (educational journal) and referral networks through professional associations such as the Chambre Nationale des Conseils en Gestion de Patrimoine. The firm is a signatory to the UN Principles for Responsible Investment and the French Diversity Charter, reinforcing its ESG positioning. No proprietary technology, AI/ML capabilities, app, or external funding rounds are disclosed; the business is fundamentally a people-led, regulated advisory boutique.

Name

Forward Group

Legal name

GROUPE FORWARD

Website

https://groupeforward.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

GROUPE FORWARD is a privately held, ORIAS-registered French wealth management and investment advisory firm serving institutional clients via Forward Finance and private investors via Forward Patrimoine (Tresia), with offices in Paris, Montpellier, and Hossegor.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Multi-Sector / Total Return Fixed Income (FSAAAHAJ)

Keywords

• Wealth management services
• Investment advisory services
• Institutional asset management
• Financial consulting France
• ESG investment advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Subscription Advisory Fees (Abonnement): Forward Group charges monthly advisory fees for consulting services. The firm does not receive any remuneration from investment solution providers under this model, ensuring independent advice.
2. Asset-Based Remuneration (Rémunération sur actifs): Forward Group charges no advisory fees but receives a share of management fees from investment solution providers. This share is systematically disclosed to clients in compliance with MIFID2 regulations.
3. Insurance and Financial Brokerage: As an insurance and financial broker registered with ORIAS, Forward Group earns commissions from insurance companies and financial institutions for placing their products.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels3 records

Core offering

Forward Group is a French financial advisory firm providing independent wealth management, investment advisory, and brokerage services through two brands: Forward Finance for institutional investors (enterprises, mutuals, pension funds, CARPA) and Forward Patrimoine (Tresia) for private investors and families. The firm delivers portfolio construction, ESG-positive investment selection, mandate control, fund reporting, tax optimization, estate planning, and turnkey real estate investment solutions under MIFID2-compliant fee structures.

Product overview

Forward Group is a Ukrainian-American logistics startup that develops AI-driven solutions for automating logistics processes. The company offers its core product, Cargohub, an AI-driven platform for logistics automation and fleet management. Based on the available sources, Forward Group operates as a single-product company focused on the logistics and transportation sector, with Cargohub serving as the primary offering.

Differentiator

Problem solved

Functional benefit

Brands

• Tresia: A brand of Groupe Forward dedicated to private investors and families for wealth management services.

Products and services

• Forward Finance - Institutional Investment Advisory
• Forward Patrimoine (Tresia) - Private Wealth Management Comprehensive wealth management services for private investors and families, including global accompaniment for investment identification, portfolio management across life insurance, securities accounts, and real estate, plus specific mission support for tax optimization and estate planning. The Tresia brand delivers this offering under the Groupe Forward umbrella.
• Subscription Advisory Service (Abonnement) Monthly subscription advisory model where clients pay recurring fees directly for consulting services. Forward Group does not receive any remuneration from investment solution providers under this model, ensuring independent advice.
• Asset-Based Advisory Service (Rémunération sur actifs) Advisory model in which Forward Group charges no advisory fees to clients but receives a share of management fees from investment solution providers. This share is systematically disclosed to clients in compliance with MIFID2 regulations.
• Insurance and Financial Brokerage As an ORIAS-registered insurance and financial broker, Forward Group earns commissions from insurance companies and financial institutions for placing their products. Activities include insurance brokerage, banking operations brokerage, and payment services brokerage.
• ESG-Positive Investment Advisory Specialized advisory supporting institutional clients in identifying, selecting, and monitoring ESG-positive investments, including ESG due diligence on external fund managers and integration of ESG criteria into mandate management.
• Real Estate Investment Solutions Turnkey real estate investment solutions for private investors covering the full investment process, including property search, financing, legal and accounting support, and ongoing investment management.
• Tax Optimization and Estate Planning Specific mission support for private clients seeking expert solutions to reduce tax burden, structure wealth transmission, and navigate estate planning complexity.

Named customers7 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Insurance Company PartnerscoreOthersForward Group works with insurance company partners as a broker, placing their products with clients. The company acts as both principal and data processor for these partners, following their data protection policies.
• Financial Institution PartnerscoreOthersForward Group operates as a broker for financial institutions, placing banking and payment services products. Acts as both responsible party and data processor following partners' data protection policies.
• Tresia Brand (Group Subsidiary)minorOthersTresia is a brand within Forward Group dedicated to serving private investors and families. Same expertise across 0 investors, 0 offices (Paris, Montpellier, Hossegor), and 0M euros in assets under management.
• MMA IARD Assurances MutuellesminorOthersProfessional liability insurance and financial guarantee provider for Forward Group's regulated activities (policy #112.786.342). Located at 14 Boulevard Marie et Alexandre Oyon, 72030 Le Mans Cedex 9.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Lombard Odier: Swiss private bank with European-wide wealth management franchise focused on HNW advisory, ESG integration, and cross-border wealth structuring. Comparable boutique-led independent advisor model with strong emphasis on sustainable investment mandates.
• Rothschild & Co: Independent advisory-led group with Wealth & Asset Management and Corporate Advisory businesses serving institutional and private clients. Closely comparable independent-advisor positioning and cross-segment coverage of family/founder wealth and institutional pension/mutual mandates.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole CIB serving HNW/private clients and institutional investors across Europe and Asia. Comparable suite of advisory, mandate management, and ESG advisory services, though embedded within a larger banking group.
• Lazard Frères Banque: French private bank offering wealth management and asset management to HNW families and institutional clients. Direct independent-advisor peer with comparable fiduciary culture and cross-segment mandate structure.
• Edmond de Rothschild: Independent Franco-Swiss wealth management and asset management group serving both private investors (gestion de patrimoine) and institutional clients. Highly comparable dual-segment model, strong ESG integration, and comparable boutique-vs-bank positioning.
• Montpensier Finance: French independent wealth and asset management firm serving private investors and institutional clients, with strong expertise in ESG and conviction-driven mandates. Direct boutique competitor in the French CGP ecosystem.
• Pictet Group: Swiss private bank and asset manager serving private clients and institutional investors with portfolio management, advisory, and ESG-integrated strategies. Comparable range of services and similar fee-disclosure / fiduciary orientation.

Broad incumbents

• BNP Paribas Wealth Management: Wealth management arm of BNP Paribas serving HNW/private investors and institutional clients across Europe. Overlapping institutional (pension/mutual) and private segments though at much greater scale and integrated within a universal bank.
• Natixis Wealth Management: Wealth management arm of Natixis (Groupe BPCE) offering private banking, asset management, and institutional advisory in France and Europe. Overlapping institutional and private client mandates but with materially larger distribution and balance sheet.

Regional players

• Arkéa Banque Privée: French private bank (subsidiary of Crédit Mutuel Arkéa) serving HNW clients and family wealth with personalized advisory and ESG options. Comparable regional French CGP/wealth offering with overlapping institutional and HNW capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/groupeforward

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

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 Forward Group