Amadeis
Paris-based Amadeis provides bespoke institutional investment consulting to French foundations, pension funds, insurance firms, and corporates. Services span strategy, implementation, and monitoring, supported by its proprietary ADAM database with 400+ annual manager interviews across 120+ asset classes.
- Company typePrivate
- Founded2000
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Amadeis does
Amadeis is a Paris-based institutional investment consulting firm founded in 2000 and wholly owned by its founders and employees. It serves French institutional investors — including foundations and endowment funds (Institut Pasteur, Institut Curie, Fondation de France, Diocèse de Lyon, Apprentis-Auteuil), corporates (TotalEnergies, L'Oréal, CFE, Mobilians), pension and provident funds (CNG, CRPN, CAVP), and insurance companies — with bespoke advisory across analysis, strategy, implementation, and ongoing monitoring. The firm intermediated 21% of French institutional tenders by number and 51% by volume in 2021, representing €18.7 billion in tender activity.
The firm's core technology platform is ADAM (Amadeis Database Asset Management), a proprietary database and analysis tool built in 2012 that aggregates qualitative information from over 400 annual consultant interviews with French and international asset managers, supplemented by proprietary peer groups covering 120+ asset classes. Supporting ADAM is an ESG Controversy Analysis Tool that covers more than 9,000 securities for responsible-investment portfolio analysis. Amadeis also publishes a recurring research series — the annual Palmarès des Sociétés de Gestion (since 2001), biennial Observatoire des Frais de Gestion Institutionnelle (since 2002), and quarterly Observatoire des Appels d'Offres Institutionnels (since 2004) — which function as both content marketing and proprietary market intelligence.
Amadeis operates as a single-line consulting practice (no subsidiaries, no holdings, no significant equity ties to financial institutions) under three ORIAS registrations: CIF (Conseiller en Investissements Financiers, AMF-approved via CNCEF Patrimoine), COA (insurance broker, ACPR-supervised), and COBSP (banking services broker, ACPR-supervised). Revenue is generated through hybrid fee structures including flat fees, AUM-indexed fees, retrocessions from product producers, and combinations thereof, plus insurance and banking intermediary fees, with multi-year bespoke contracts and undisclosed client-specific pricing. Distribution is purely direct — no channel partners — with marketing driven by thought leadership in French financial media (Les Echos, Agefi, Option Finance) and conferences.
Amadeis firmographics
Firmographics- Name
- Amadeis
- Legal name
- Amadeis
- Website
- https://amadeis.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Paris-based Amadeis provides bespoke institutional investment consulting to French foundations, pension funds, insurance firms, and corporates. Services span strategy, implementation, and monitoring, supported by its proprietary ADAM database with 400+ annual manager interviews across 120+ asset classes.
- Ownership category
- akta.pro rank
Amadeis industry classification
Industry- Product category
- Institutional Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)
Keywords
Where Amadeis is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Amadeis business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Investment Advisory Fees (CIF): As a non-independent CIF (Conseiller en Investissements Financiers) under MIF 2 regulation, Amadeis offers multiple fee structures including flat fees (honoraires forfaitaires), fees indexed to assets under management (honoraires indexés sur les actifs), retrocessions from financial product producers, and combinations of these options.
- Insurance Broking Fees (COA): Fees from insurance intermediary services working with providers including Allianz, Cardif, CNP, Generali, Oradéa Vie, Suravenir among others.
- Banking Services Fees (COBSP): Fees from banking and payment services intermediary consulting, consulting various institutions including BNP Paribas, Crédit Mutuel, Banque Populaire, Crédit Agricole.
- Research and Studies: Amadeis produces and publishes market research studies including the annual Palmarès des Sociétés de Gestion, quarterly Observatory of Institutional Tenders, biennial Panorama of Institutional Management Fees, and studies on foundations financial management in partnership with CFF.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Multi-year contract | Custom fee structures based on client needs and mandate type |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Amadeis product offering
Product offeringCore offering
Amadeis is an institutional investment consulting firm that provides tailor-made advisory services to French institutional investors across financial, real estate, and impact investments. The firm delivers a full range of services covering audit and analysis, strategic and tactical asset allocation, manager selection and due diligence, implementation support, and ongoing reporting and risk monitoring. Its work is underpinned by proprietary research, including the ADAM database and recurring market studies on institutional management fees, tenders, and responsible investment.
Product overview
Amadeis is an institutional investment consulting firm offering a comprehensive suite of advisory services across financial, real estate, and impact investments. The firm operates as a single-product consulting practice (no subsidiaries) and provides services in four main areas: Audit & Analysis (portfolio audits, fee analysis, regulatory compliance), Strategy (asset allocation, portfolio structuring, responsible investment guidance), Implementation (manager selection, custodian selection, due diligence), and Control & Monitoring (tactical allocation, reporting, risk monitoring, training). Supporting these services are proprietary research tools including the ADAM database for fund and manager analysis, and multiple regular market studies including the Palmarès des Sociétés de Gestion, Observatoire des Frais de Gestion, and institutional tender offer observatory. The firm also offers an ESG controversy analysis tool covering over 9,000 securities.
Differentiator
Problem solved
Functional benefit
Products and services
- ADAM (Amadeis Database Asset Management) Proprietary database and tool for storing and analyzing information on funds and asset management companies, containing qualitative data from more than 400 annual consultant interviews with French and international asset managers and quantitative peer groups covering more than 120 asset classes. Used internally to support Amadeis's fund selection, peer comparison, and due-diligence advisory work for French institutional investors.
- Institutional Investment Advisory Mandates Bespoke multi-year consulting mandates for French institutional investors covering audit and analysis (portfolio audits, fee analysis, regulatory compliance), strategy (strategic and tactical asset allocation, responsible investment guidance), implementation (manager selection, custodian selection, due diligence, tender organization), and control & monitoring (tactical allocation, reporting, risk monitoring, training). Sold to foundations, endowments, pension funds, insurance companies, and corporations.
- Palmarès des Sociétés de Gestion Annual study ranking asset management companies based on opinions collected from French institutional investors, identifying the management companies most recognized and appreciated by French investors and analyzing trends, investor behavior, and expectations in the French institutional market. Used by clients and the wider industry as a benchmark.
- Observatoire des Frais de Gestion Institutionnelle Biannual study presenting pricing practices in the French institutional market by representative asset management companies, covering approximately 50 asset classes. Provides clients with fee benchmarks for negotiating and optimizing institutional management fees.
- Observatoire des Appels d'Offres Institutionnels Quarterly study presenting market activity and key trends in institutional tender offers for asset management mandates and funds. In 2021, Amadeis intermediated 51% of institutional tender volume and 21% of institutional tenders by number, representing €18.7 billion in tender volume.
- Étude sur la Gestion Financière des Fondations et Fonds de Dotation Annual study on the financial management of foundations and endowment funds, conducted in partnership with the Centre Français des Fonds et Fondations (CFF). Targets the French foundation ecosystem, which the source describes as more than 5,000 foundations or endowment funds with some €45 billion in reserves.
- Observatoire des Fonds d'Éthique Chrétienne Study identifying investment funds that refer to Christian ethics, tracking approximately 13 funds with at least €20 million in assets. Supports Amadeis's advisory work for faith-based institutional clients such as Diocèse de Lyon and Secours Catholique-Caritas France.
- ESG Controversy Analysis Tool Proprietary tool for qualitative and quantitative analysis of controversies covering more than 9,000 securities, used internally to strengthen ESG portfolio analysis capabilities and support responsible investment advisory work for Amadeis's institutional clients.
Quantifiable outcome
- 51% of institutional tender volume intermediated in 2021
- +4 more outcomes
Companies that use Amadeis
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
Amadeis technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Amadeis partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Centre Français des Fonds et Fondations (CFF)coreAmadeis has maintained a long-standing partnership with the Centre Français des Fonds et Fondations (CFF), actively supporting the 'Cercle gestion financière' programme. The partnership includes conducting annual market studies on financial management of foundations and endowment funds. Amadeis renewed this partnership in 2024, making its expertise and resources available to CFF members. Created in 2000, Amadeis established itself as a leading consultancy for French institutional investors.
- I Care by BearingPointcoreAmadeis and I Care by BearingPoint are jointly assisting the 'Fonds Objectif Biodiversité' consortium of French institutional investors (including Abeille Assurances, BNP Paribas Cardif, BPCE Assurances, Caisse des Dépôts et Consignations, CNP Assurances, Crédit Agricole Assurances, EDF Gestion, MAIF, MACIF, Malakoff Humanis, and Société Générale Assurances) in selecting the management company for the future biodiversity fund and setting up a scientific committee of biodiversity experts.
- KhiplaceminorAmadeis, represented by Fabrice Neyroumande, led and contributed to Khiplace's 'start-up studio' during its first festival at the Albert Kahn Museum in Boulogne. The event featured discussions on local authority financing, collective intelligence for advisers, ESG data, decarbonisation, and property access.
- HubfinanceminorAmadeis participated in the Family Offices & Asset Management forum in Luxembourg organized by Hubfinance. Fabrice Neyroumande, Head of Business Development at Amadeis, moderated a panel discussion on market outlook following banking sector events.
- Secours Catholique-Caritas FranceminorAmadeis participated alongside Secours Catholique-Caritas France in the creation of Kaori.Vie, a committed and responsible life insurance contract. This partnership represents Amadeis's involvement in developing ethical and solidarity-based financial products aligned with Christian finance principles.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Amadeis competitors and assessment
Company assessmentBroad incumbents
- Russell Investments: Global investment solutions firm offering manager research, advisory, and implementation services to institutional investors. Overlaps with Amadeis in strategic advisory and manager selection, but combines consulting with asset management and implementation services at global scale.
- Mercer: Global investment consulting and wealth management arm of Marsh McLennan, advising institutional investors on asset allocation, manager research, and fiduciary solutions. Comparable to Amadeis across the institutional advisory mandate but operating globally with materially larger scale and broader service lines.
- Willis Towers Watson (WTW): Global advisory firm with a large investment consulting practice serving pension funds, insurers, and endowments on investment strategy and manager selection. Overlaps with Amadeis in institutional advisory and asset-class research, but at vastly greater scale and with integrated actuarial/risk offerings.
- Aon: Global professional services firm with an investment consulting and fiduciary management practice advising institutional investors. Direct overlap with Amadeis in strategic advisory, manager research, and ESG/sustainable investment advisory, though Aon operates across insurance broking, health, and HR consulting as well.
Direct peers
- Cambridge Associates: Investment advisor serving foundations, endowments, pension funds, and family offices with discretionary and non-discretionary advisory. Closest direct peer to Amadeis in pure-play institutional investment advisory, with comparable focus on manager research and long-term, multi-asset-class mandates, but with a US-centric footprint and global scale.
- Aksia: Independent investment advisor specializing in alternative investments research and advisory for institutional investors. Comparable to Amadeis in its focus on institutional advisory and manager due diligence, particularly for non-traditional asset classes, with similar independent, conflict-free positioning.
- Verus: Independent institutional investment consulting firm advising pension funds, endowments, foundations, and corporate plan sponsors. Closely comparable to Amadeis in pure-play institutional advisory and manager research, with similarly independent ownership and bespoke client engagement model.
Regional players
- Lane Clark & Peacock (LCP): UK independent actuarial and investment consultancy advising pension schemes and institutional investors on strategy, manager selection, and risk. Comparable to Amadeis in institutional investment advisory and long-term mandate focus, though operating primarily in the UK with broader actuarial integration.
- Cardano: UK-based investment advisory firm focused on defined-benefit pension schemes and institutional investors. Comparable to Amadeis in strategic investment advisory and manager selection, but serving UK and Northern European clients rather than the French institutional market.
- Barnett Waddingham: UK independent pensions, investment, and actuarial consultancy serving trustees and corporate sponsors. Comparable to Amadeis in institutional investment advisory for pension and endowment clients, but UK-focused with deeper actuarial integration.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Amadeis social profiles
Digital presenceAmadeis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Amadeis leadership team
Management profileNumber of profiles
Profiles10 records
Amadeis funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Amadeis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Amadeis
What does Amadeis do?
Amadeis is an institutional investment consulting firm that provides tailor-made advisory services to French institutional investors across financial, real estate, and impact investments. The firm delivers a full range of services covering audit and analysis, strategic and tactical asset allocation, manager selection and due diligence, implementation support, and ongoing reporting and risk monitoring. Its work is underpinned by proprietary research, including the ADAM database and recurring market studies on institutional management fees, tenders, and responsible investment.
Is Amadeis a public or private company?
Amadeis is a private company. It is classified as management employee owned and is currently operating.
When was Amadeis founded?
Amadeis was founded in 2000. It employs 11 to 50 people.
Where is Amadeis based?
Amadeis is headquartered in Paris, France, in the Europe region.
How does Amadeis make money?
Four revenue lines are on record. Investment Advisory Fees (CIF) is the primary driver. The others are insurance Broking Fees (COA), banking Services Fees (COBSP) and research and Studies.
Who are Amadeis's main competitors?
Broad incumbents on record are Russell Investments, Mercer, Willis Towers Watson (WTW) and Aon. Direct peers are Cambridge Associates, Aksia and Verus. Regional players are Lane Clark & Peacock (LCP), Cardano and Barnett Waddingham.
Does Amadeis have an API?
No public API is recorded for Amadeis.
What industry is Amadeis in?
Amadeis's product category is Institutional Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.