What Pericles Consulting does

Périclès Group is an independent, privately-held European consulting firm founded in 2001 in Paris, specializing in the banking, finance, insurance, and social protection sectors. The firm operates through five core service offerings (Strategy & Organization, Information Systems, Actuarial Services, Training, and R&D) applied across seven expertise areas (Asset Management, Health Insurance, P&C Insurance, Employee Savings, Retirement, Provident Insurance, and Private Wealth Management), serving enterprise clients such as asset managers, insurers, mutuelles, private banks, and social protection institutions.

The firm's underlying technology is largely domain expertise and proprietary methodologies rather than software products; notable proprietary assets include the ASI methodology for asset management portfolio restructuring and three industry clubs (Club Valorisation, Club Epargne Salariale, Club Gestion Privée) that function as recurring market intelligence and networking platforms. The firm has recently built out an AI & Data Science practice under a dedicated practice lead and a Sustainability practice, and holds no patents, APIs, or SDK-based technology platforms. The firm is structured as a group of wholly-owned subsidiaries (Périclès Actuarial, Périclès Consulting, Périclès Luxembourg, Périclès UK, Périclès Services) with 51-100 employees and offices in Paris, Luxembourg, Geneva, London, and Hong Kong.

The business model is classic professional services: project-based, quote-driven consulting fees on multi-year enterprise engagements, supplemented by intra-company training revenue and a small R&D / market studies stream. The go-to-market is enterprise field sales, with no public pricing, no self-serve product, and no disclosed revenue. Ownership is concentrated among founding partners (David Farcy, Pierre Baillavoine) and a handful of senior partners (Agnès Farcy, Marianne Tanguy, Inge De Wolf, Thierry Sanson, Nathalie Rackovic), with no private equity or venture capital backing, and the firm has not raised any funding rounds.

Name

Pericles Consulting

Legal name

Périclès Consulting Group

Website

https://pericles-group.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

51–100 employees

Short description

Périclès Group is an independent European consulting firm founded in 2001, specializing in advisory services for banking, finance, insurance, and social protection institutions, with 51-100 employees and offices in Paris, Luxembourg, Geneva, London, and Hong Kong.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Consulting Services: Advisory services provided to financial institutions covering strategy, organization, implementation, and operational phases of client projects. Revenue generated through consulting fees based on project scope and engagement duration.
2. Training Services: Customized professional intra-company training programs delivered as a certified training organization, leveraging market expertise and capitalization systems. Training covers banking, finance, insurance, and social protection topics.
3. R&D and Market Studies: Research and development activities producing market studies, thought leadership content, and industry analyses shared through Think Tanks and publications, supporting the firm's advisory positioning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Périclès Group is an independent consulting firm that provides specialized advisory services to financial institutions across banking, finance, insurance, and social protection sectors. The firm delivers strategic, organizational, IT, actuarial, training, and R&D consulting, organized around five core service areas (savoir-faire) and applied across multiple expertise domains including asset management, health insurance, P&C insurance, employee savings, retirement, and private wealth management.

Product overview

Périclès Group is an independent consulting firm specializing in banking, finance, insurance, and social protection sectors. The company operates as a consulting services firm organized around five core service areas (Savoir-faire): Strategy and Organization, Information Systems, Actuarial Services, Training, and R&D. These core offerings are then applied across five key expertise domains: Asset Management (gestion d'actifs), Health Insurance (santé), Property & Casualty Insurance (assurance IARD), Employee Savings (épargne salariale), Retirement (retraite), Provident Insurance (prévoyance), and Private Wealth Management (gestion privée). The company has offices in Paris, Luxembourg, Geneva, London, and Hong-Kong serving clients throughout Europe and Asia.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy and Organization Consulting

Quantifiable outcome

• Club Valorisation bringing together 7 main fund administrators in France for knowledge sharing and market intelligence
• +1 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

One partnership is on record.

• 1 Maillot Pour La ViecoreStrategic or Co-development Partner · 1 January 2015Since 2015, Périclès Group has partnered with the association '1 Maillot Pour la Vie' which brings joy to hospitalized children by making their dreams come true. The partnership involves both financial support and concrete actions, including accompanying the association in its growth. Actions include: participating in the France-Scotland match opening ceremony (February 2015), organizing a national event with 7 children at each of the 7 Top 14 matches, running the 20km de Paris race annually in support of the association, and participating in hospital events. The association supports many hospitalized children through the dedication of 200 volunteers and 50 partners.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Micropole: French consulting and digital transformation firm serving financial services and insurance clients. Comparable to Périclès in size, French/European FS focus, and emphasis on information-systems modernization.
• Wavestone: French-origin management and IT consulting firm with a dedicated Financial Services practice serving asset managers, banks, and insurers across Europe. Périclès competes with Wavestone for the same mid-market French and European FS transformation, IS selection, and strategy mandates.
• Oliver Wyman: Global management consulting firm specializing in financial services, with deep actuarial, risk, and strategy capabilities across banking, insurance, and asset management. A larger, global counterpart to Périclès with overlapping expertise domains and similar regulatory depth.
• Kea & Partners: French boutique consulting firm focused on financial services and insurance strategy and operational transformation. Direct competitor to Périclès in the French mid-market FS consulting space with overlapping expertise in bancassurance and mutuelles.
• Sia Partners: Paris-headquartered management consulting firm with a strong financial services practice and growing international footprint. Comparable to Périclès in client base (banks, insurers, asset managers), boutique-to-mid-size FS positioning, and Paris origin.

Broad incumbents

• Capgemini: Global consulting and technology services leader with a large Financial Services practice (Capgemini Invent). Périclès serves the same buyer personas for transformation and IS mandates but at a fundamentally different scale, breadth and delivery model.
• Accenture: Mega-consulting firm with one of the largest FS consulting practices globally. Competes with Périclès for enterprise transformation, IS selection, and operational mandates; former employer of multiple Périclès partners and senior consultants.
• Roland Berger: European-headquartered top-tier management consulting firm with a strong FS practice across banking, insurance and asset management. Comparable to Périclès in continental European FS positioning though operating at significantly larger scale and broader geographic reach.
• Deloitte: Big Four professional services firm with a substantial Financial Services Advisory practice across Europe. Périclès competes for FS advisory mandates and actively recruits from Deloitte's FS team into senior consultant roles.
• McKinsey & Company: Top-tier global strategy consulting firm with a dedicated Banking and Insurance practice. Overlaps with Périclès on high-end strategy and transformation mandates for European FS institutions, competing at the senior partner level.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/p_actuarial
• YouTubeyoutube.com/channel/UCnEIL9UEY_paDtr6lmmd4IQ
• LinkedInlinkedin.com/company/pericles-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries5 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 Pericles Consulting