What CABINET ROUX does

Cabinet Roux is a French professional services firm founded in 1888 in Écully, France, operating as a Société anonyme under private ownership. It is the historical pioneer and first policyholder expert firm (cabinet d'expertise d'assurés) established in France, providing insurance expertise, real estate valuation, claims management, regulatory audits, and financial expertise to enterprises, public entities, and individuals. The company operates through direct enterprise field sales with on-site expert consultants, a 24/7 claims hotline, and a client portal, serving France primarily with international reach via its strategic partnership with Arcalaudis.

Its core technology stack combines a proprietary expertise platform suite — AppValue (mission management and quality control), ASSISTValue (pre-loss report delivery), and ASSIST Claim (real-time post-loss claim tracking) — with the OPTIMMO2/Scanimmo2/OptInventaire software ecosystem delivered through its wholly-owned OPTIMMO subsidiary. The OPTIMMO2 platform handles multi-entity accounting depreciation, IFRS 16 lease management, impairment testing, and physical inventory reconciliation, with ERP and SSO/LDAP integrations. AI and advanced analysis algorithms are referenced as embedded within these platforms for risk indices and asset valuation, though specific AI architectures are not disclosed.

Cabinet Roux generates revenue through three streams: professional services on project-based or day-rate fees (€1,200 HT for out-of-scope interventions), recurring software licensing and SaaS hosting for OPTIMMO products (Light, Standard, Pro tiers, multi-language), and Qualiopi-certified training programs. Customer segments span PMEs/ETIs/Grands Comptes, Collectivités et Secteur Public (including delegated public services), and individual policyholders. Recent strategic moves include the 2026 launch of HALLFORPRO (a second-hand industrial equipment marketplace), the 2025 Arcalaudis international partnership, and climate-risk advisory development with CNPP, MRN, and Callendar.

Name

CABINET ROUX

Legal name

CABINET ROUX

Website

https://cabinet-roux.com

Company type

Private

Founded year

1888

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Insurance Expertise and Property Valuation Services

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Insurance expertise services
• Asset valuation consulting
• Fixed asset management
• Real estate valuation
• Risk management consulting

Headquarters

HQ city

Écully

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Expertise Services: Intellectual and technical consulting services including pre-loss insurance assessments, post-loss expertise as policyholder advocate, real estate expertise, regulatory audits (fire safety, occupational risk assessment), and financial evaluations. Revenue is generated through project-based fees, daily rates, or proportional pricing based on service scope.
2. Software Licensing (OPTIMMO): Software licensing and SaaS services for fixed asset management through subsidiary OPTIMMO. Includes multi-company accounting depreciation management, physical inventory control, and mobile applications. Offers license purchase, hosting services (SaaS), and multi-language versions.
3. Training Services: Professional training programs through certified Qualiopi training organization, covering risk management, insurance expertise, and asset management topics.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Cabinet Roux, founded in 1888 in France, provides consulting and expertise services in insurance (pre-loss assessment and post-loss claims advocacy), real estate valuation, regulatory audits (fire safety, DUERP), and financial/business evaluations. The firm also offers fixed asset management software through its OPTIMMO subsidiary and runs a marketplace for second-hand industrial equipment via HALLFORPRO. Revenue is generated from professional service fees, software licensing/SaaS, and training programs.

Product overview

Cabinet Roux is an insurance, real estate, financial expertise, and fixed asset management firm whose product portfolio centers on its OPTIMMO subsidiary and its proprietary software ecosystem. OPTIMMO2 is the core platform — a multi-company web-based fixed asset accounting and depreciation management application — which works in conjunction with Scanimmo2 (automated physical inventory reconciliation) and the Optinventaire mobile tablet application (barcode/RFID field inventory). Cabinet Roux additionally operates internal proprietary tools AppValue, AssistValue, and ASSIST Claim for managing insurance expertise missions, delivering preliminary expertise dossiers, and tracking post-loss claim files respectively.

Differentiator

Problem solved

Functional benefit

Brands

• OPTIMMO: Subsidiary specializing in fixed asset management software solutions, including Optimmo2, Scanimmo2, and Optinventaire products.
• HALLFORPRO

Products and services

• Pre-loss Insurance Assessment (Expertise Préalable Assurance) Independent expert assessment of buildings and equipment to determine appropriate insurance coverage values for businesses and public entities.
• EDIFICE Pre-loss Assessment for Remarkable Heritage Specialized pre-loss insurance assessment tailored for remarkable heritage properties and high-value assets.
• Post-loss Insurance Expertise (Expertise Après Sinistre) Policyholder-side expert advocacy for damage claims, providing technical assistance and defense of the insured's interests during amicable settlement with the insurance company's expert.
• Industrial Risk Indices Industrial risk indices and assessment tools used to support insurance expertise and enterprise risk analysis.
• Real Estate Expertise Independent valuation of real estate assets for enterprises, public entities, and individuals, including property assessment and market value determination.
• Construction Technical Audit Technical audit of construction projects and built assets to assess condition, defects, and compliance with construction standards.
• Fire Safety Audit Regulatory audit of fire safety compliance for buildings and facilities, providing certification-aligned assessments of fire risk and prevention measures.
• DUERP Occupational Risk Assessment Preparation and audit of the DUERP (single document for occupational risk evaluation) to help French employers satisfy regulatory risk-assessment obligations.
• Economic Value Assessment Determination of the economic value of corporate assets for financial reporting, transaction, or strategic decision purposes.
• Business Valuation Independent valuation of entire businesses and equity interests for transactions, financing, or strategic planning purposes.
• Equipment Transaction Services Advisory and transaction support for buying and selling industrial equipment, including valuation support for sale and lease-back transactions.
• Fixed Asset Management Service End-to-end fixed asset management advisory service — including inventory, depreciation policy, and reconciliation — supported by OPTIMMO software tools.
• Professional Training Programs Qualiopi-certified professional training programs and workshops covering risk management, insurance expertise, and asset management for professionals.
• OPTIMMO2 Fixed Asset Software Web-based multi-company fixed asset accounting and depreciation management software; handles straight-line, declining balance, and units-of-work depreciation, consolidated reporting, impairment testing, IFRS 16 lease management, and integrates with barcode/RFID inventory control through Optinventaire.
• Scanimmo2 Inventory Reconciliation Software Automated physical inventory reconciliation software bridging ERP systems with the Optinventaire mobile tablet application; enables physical inventory counts, discrepancy analysis, and synchronized updates between field-level inventory and accounting fixed-asset databases.
• HALLFORPRO Second-Hand Industrial Equipment Marketplace Online marketplace for French businesses to buy and sell second-hand industrial equipment, with listings verified by Cabinet Roux's field experts to ensure transaction reliability.

Quantifiable outcome

• Assets valued in billions of euros annually through insurance expertise
• +2 more outcomes

Named customers6 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

Integration3 records

Feature7 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• HALLFORPROcoreTechnology or Integration · 1 March 2026Subsidiary marketplace platform for buying and selling second-hand industrial equipment. Created by Cabinet Roux to help companies valorize unused equipment and access available materials, secured by expert verification of listings.
• ArcalaudiscoreStrategic or Co-development PartnerStrategic partnership extending Cabinet Roux's capability to intervene worldwide. Arcalaudis provides international coverage for expertise services, complementing Cabinet Roux's expertise in asset valuation and risk assessment.
• OPTIMMOcoreTechnology or IntegrationWholly-owned subsidiary (SAS) specializing in fixed asset management software. OPTIMMO develops and markets software solutions (Optimmo2, Scanimmo2, OptInventaire) for accounting and physical asset management, integrated with ERP systems. Located in Dardilly, France.
• CNPPminorStrategic or Co-development PartnerPartnership for climate risk vulnerability analysis and prevention. CNPP provides expertise in risk management and crisis situations, contributing to webinars and collaborative analysis of climate change impacts on organizations.
• Mission Risques Naturels (MRN)minorStrategic or Co-development PartnerContributes historical climate hazard data and exposure mapping for vulnerability analysis. Provides reliable exposure ratings that form the basis for understanding territory vulnerability and adaptation strategies.
• CallendarminorStrategic or Co-development PartnerPartner for climate adaptation planning and treatment plan development. Helps organizations implement agile and evolving treatment plans capable of integrating climate projections and new regulatory constraints.
• CAIRUSminorStrategic or Co-development PartnerCollaboration on sale and lease back operations. CAIRUS specializes in business financing while Cabinet Roux provides independent valuation expertise for assets in sale and lease back transactions, working together to structure and secure financing operations.
• UPEMEICcoreStrategic or Co-development PartnerProfessional union of policyholder expert companies. UPEMEIC created the RE/UPE/2018 V3 certification standard with Bureau Veritas Certification, and Cabinet Roux is committed to defending client interests under this professional framework.
• Bureau Veritas CertificationminorOthersCertification body for the RE/UPE/2018 V3 professional standard for policyholder expert companies, jointly with UPEMEIC.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Stelliant: Leading French insurance expertise and claims management firm with a strong presence in IARD claims. Direct peer in the French policyholder/insurer expertise market, operating similar pre-loss and post-loss expertise services with comparable regulatory positioning.
• Saretec: French insurance expertise firm specializing in construction and property loss adjusting. Direct peer to Cabinet Roux in French insurance expertise, particularly for construction, real estate, and property damage assessment.
• Crawford & Company: Major global claims management and loss adjusting firm serving insurance companies and policyholders. Comparable to Cabinet Roux as a provider of insurance expertise services across pre-loss assessment, post-loss adjustment, and risk management consulting.
• Sedgwick: Global leader in insurance claims management and loss adjusting, providing pre-loss and post-loss expertise services. Highly comparable as a direct peer in the policyholder/insurer expertise space, though with significantly larger scale and broader geographic coverage than Cabinet Roux.

Broad incumbents

• Kroll: Global valuation, corporate finance, and advisory firm offering business valuation, fixed asset appraisal, and dispute services. Comparable to Cabinet Roux in the financial/business valuation component of its service portfolio, particularly for company evaluations and economic value assessments.
• Deloitte: Big Four professional services firm offering valuation, M&A advisory, and asset advisory services. Overlaps with Cabinet Roux on financial evaluations, company valuations, and corporate finance advisory, though operating at very different scale and scope.
• CBRE: Global commercial real estate services company providing property valuation and advisory. Comparable to Cabinet Roux's real estate expertise and property valuation services, though with significantly broader service portfolio and global footprint.
• JLL (Jones Lang LaSalle): Global real estate services firm offering property valuation, asset management, and advisory. Comparable to Cabinet Roux on the real estate expertise and valuation component of its service mix, though at much larger scale and global reach.
• PwC: Big Four professional services firm providing valuation, transaction advisory, and risk consulting. Comparable to Cabinet Roux for business valuations, financial expertise, and corporate finance advisory services within its broader portfolio.

Emerging players

• Sage: Major accounting and ERP software vendor with fixed asset management capabilities within its Sage100/300/X3 suites. Comparable to OPTIMMO as a competitor in fixed asset accounting and depreciation management software for mid-market and enterprise customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cabinet_roux
• Facebookfacebook.com/CabinetRouxExpertise
• LinkedInlinkedin.com/company/page-cabinet-roux

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 CABINET ROUX