THESEIS

What THESEIS does

THESEIS is a French wealth management services group founded in 2011 and headquartered in Balma, near Toulouse. Operating a B2B2C model, it serves independent wealth management advisors (Conseillers en Gestion de Patrimoine, or CGP) through an integrated ecosystem rather than serving end-investors directly. The group reports 250+ collaborators across 13 subsidiaries, a network of 500+ commercial partners, more than 45,000 investors advised (the website cites 150,000+), €500M+ in assets under management, and €80M+ in annual collection. Its stated purpose is to relieve advisors of administrative and regulatory burden so they can focus on client relationships.

The product surface is organized as a platform-plus-modules architecture spanning six pillars: Offre Prospects (the-marketplace, an online marketplace of exclusive, qualified investor leads); Produits Immobiliers (a curated real estate platform vetted by the in-house Laboratoire de l'Immobilier); Produits Financiers (life insurance, SCPI, retirement savings, LODEOM); Financements & Assurances (credit brokerage via the integrated VousFinancer network combining a centralized Toulouse agency with local branches in Paris, Lyon, Strasbourg, Aix-en-Provence, Lille, Nantes and Bordeaux); Solutions Digitales (patrimony and retirement simulation tools, traceability and productivity software); and Services & Formation (legal, communication and professional-habilitation support). THESEIS Campus, a QUALIOPI-certified e-learning subsidiary, delivers mandatory certification training (ALUR, DDA, DCI, IAS, IOBSP) through 20+ online modules.

The revenue model is predominantly commission- and fee-based: insurance brokerage commissions on subscription and asset valuation, banking intermediation fees via the VousFinancer partnership, financial-advisory retrocessions, and one-time sales of certification training courses priced per module (€70 to €1,890) through THESEIS Campus, with financing available via OPCO, CPF and France Travail programs. The entity is a privately held SAS (THESEIS SAS, RCS Toulouse 440 524 874), led by President Hervé de Galbert and Directeur Général Renaud Cormier, and holds ORIAS (n°12068535), ANACOFI-CIF/AMF and CCI Toulouse real estate transaction registrations.

Name

THESEIS

Legal name

THESEIS SAS

Website

https://theseis.fr

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

101–250 employees

Short description

THESEIS is a French wealth management ecosystem that equips independent wealth advisors (CGP) with qualified investor prospects, curated real estate and financial products, integrated credit and insurance brokerage, digital tools, and certification training through a B2B2C partner network.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Mortgage and Nonmortgage Loan Brokers (52231), Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Independent Broker-Dealer / Registered Representative Networks (FSAEACAG), Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth management services
• Real estate investment
• Financial products distribution
• Professional training platform
• Insurance brokerage

Headquarters

HQ city

Balma

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Training Services: Sale of training courses for professional certification (IAS, IOBSP, ALUR, DDA, DCI) through THESEIS CAMPUS e-learning platform
2. Insurance Brokerage Commission: THESEIS receives commission based on subscription amounts for insurance products after applying insurer incompressibles and annually on asset valuation
3. Banking Intermediation Fees: Fees established within the convention for capital research through VousFinancer partnership
4. Financial Advisory Retrocessions: THESEIS receives commission retrocessions for financial investment advisory services without charging advisory fees

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

THESEIS provides an integrated B2B2C ecosystem for independent wealth management advisors (CGP - Conseillers en Gestion de Patrimoine) in France, including qualified investor prospect access via The-marketplace, curated real estate products vetted by the Laboratoire de l'Immobilier, diversified financial products (life insurance, SCPI, retirement savings, LODEOM), integrated banking brokerage through VousFinancer, insurance brokerage, digital simulation and client management tools, and professional training and certification via THESEIS Campus.

Product overview

THESEIS offers a comprehensive ecosystem of interconnected wealth management solutions organized around a platform-plus-modules architecture. The core offerings include Offre Prospects (The-marketplace) for qualified investor leads, Produits Immobiliers for curated real estate investments, and Produits Financiers covering life insurance, SCPI, and other financial products. THESEIS Courtage, anchored by the VousFinancer brand, provides integrated banking brokerage through a network of centralized and local agencies. The Solutions Digitales module delivers digital tools for regulatory compliance and productivity, while Services et Formations provides expert support across legal, communication, and professional habilitations. THESEIS Campus, a dedicated e-learning subsidiary, delivers mandatory continuing education (ALUR, DDA, DCI, IAS, IOBSP certifications) through an online learning platform. The ecosystem is further enhanced by the Laboratoire de l'Immobilier, which conducts real estate market studies and quality assurance for property listings.

Differentiator

Problem solved

Functional benefit

Brands

• The-marketplace: Online marketplace providing access to exclusive and qualified investor prospects for CGP (Conseiller en Gestion de Patrimoine) professionals.
• Laboratoire de l'Immobilier

Products and services

• The-marketplace (Offre Prospects) Online marketplace providing access to exclusive and qualified investor prospects for independent wealth management advisors (CGP), enabling them to expand their client base through a network of specialists.
• Produits Immobiliers Online platform offering selected real estate properties approved by the company's Laboratoire de l'Immobilier, enabling wealth management advisors to match properties to client investment profiles.
• Produits Financiers Comprehensive range of financial products including life insurance (assurance-vie), SCPI pension savings, LODEOM, and other wealth management products allowing partners to address client patrimonial needs holistically.
• VousFinancer (THESEIS Courtage) Integrated banking brokerage solution providing access to a centralized agency and network of local branches, enabling best banking scores and credit solutions for real estate investments and loan restructuring for wealth management advisors and their clients.
• Insurance Brokerage (NousAssurons partnership) Insurance brokerage providing tailored and competitive insurance products for persons and property coverage, through partnerships with insurers including ALLIANZ, AFI ESCA, MNCAP, GENERALI, SWISSLIFE, AXA, METLIFE.
• THESEIS Campus (E-learning Platform) E-learning training platform offering continuing education courses for wealth management professionals on topics including real estate law (ALUR), insurance distribution (DDA), credit (DCI), and regulatory compliance, with certification for professional licensing (IAS, IOBSP), with 20+ online training modules.
• Services & Formations Expert support services including professional training, legal services, communication agency, and management of professional habilitations to help wealth management advisors maintain independence while meeting industry requirements.
• Solutions Digitales Digital tools providing better traceability, productivity gains, and financial simulations including heritage and retirement planning simulations to meet regulatory requirements and optimize client experience.

Quantifiable outcome

• 250+ collaborators serving wealth management professionals
• +3 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, strategic and minor.

• VousFinancercoreChannel Partner/ Reseller/ DistributorVousFinancer is the integrated credit solution of THESEIS, providing banking brokerage services through a unique organization combining a centralized historical agency in Toulouse with a network of local agencies across France (Paris, Toulouse, Lyon, Strasbourg, Aix-en-Provence, Lille, Nantes, Bordeaux). This partnership enables best bank scoring for client financing.
• Club TOPINVESTcoreTechnology or IntegrationPartnership with Club TOPINVEST provides ultra-dynamic search engine for real estate picking. The marketplace enriches THESEIS traditional offering with 22,000+ lots, 100+ developers, and 1,900 programs while maintaining high quality standards.
• NousAssuronsstrategicChannel Partner/ Reseller/ DistributorInsurance partnership established in 2019 to complete the insurance offering and build new products for better coverage of assets, individuals and legal entities, anticipating market evolution.
• The-marketplacecoreTechnology or IntegrationOnline marketplace platform providing exclusive and qualified investor prospects to wealth management professionals through THESEIS ecosystem.
• AXA Banque, Caisse d'Épargne, LCL, Société Général, CFCALminorChannel Partner/ Reseller/ DistributorMain national banking partners for credit brokerage operations through VousFinancer network.
• ALLIANZ, AFI ESCA, MNCAP, GENERALI, SWISSLIFE, AXA, METLIFEminorChannel Partner/ Reseller/ DistributorInsurance partners providing tailored and competitive insurance products for persons and property coverage.

Scale indicators10 records

Recent moves1 record

Direct peers

• CAFPI: France's largest mortgage and credit brokerage network. Closely comparable to THESEIS's VousFinancer business unit, both intermediating mortgage and consumer credit between borrowers and partner banks.
• Magnolia (Magnolya): French wealth management advisory and product distribution platform. Comparable to THESEIS in supporting independent wealth advisors with a curated multi-product offering.
• AB Courtage: French insurance and credit brokerage group. Comparable to THESEIS in intermediating personal insurance, property/casualty, and mortgage products for end clients and partners.
• Meilleurtaux: French broker in mortgage, insurance, and credit products with a multi-product platform model. Directly comparable to THESEIS's integrated credit + insurance + savings ecosystem serving advisors and end-clients.
• Cyrus Patrimoine: French independent wealth management group offering advisory, asset management, and family office services. Comparable in serving high-net-worth clients through a multi-product model.
• Solly Azar: French insurance broker specializing in personal lines (auto, home, health, life). Comparable to THESEIS's insurance brokerage stream with a multi-carrier distribution model.
• Nortia: French wealth management platform serving CGP advisors with multi-product selection, training, and digital tools. Direct competitor to THESEIS in the CGP-supporting wealth advisory ecosystem.
• Ifpass: French professional training organization for insurance, banking, and financial services professionals. Direct comparable to THESEIS Campus for regulatory certification training (IAS, IOBSP, DDA, DCI).

Broad incumbents

• Primonial: Major French wealth management and asset management group with SCPI, assurance-vie, and advisory offerings. Overlaps with THESEIS's financial products and real estate selection (SCPI) business.
• April: Major French insurance brokerage group with a broad portfolio of personal and commercial lines. Overlaps with THESEIS's insurance brokerage stream (NousAssurons partnership) at a much larger scale.

Market position

Strengths4 records

Weaknesses4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/TheseisPartenaire
• LinkedInlinkedin.com/company/theseis

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries2 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 THESEIS