ANACOFI

Name

ANACOFI

Legal name

ANACOFI – Association

Website

https://anacofi.asso.fr

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

ANACOFI is a French non-profit professional association representing approximately 8,000 member companies and 30,000+ employees across financial advisory, insurance brokerage, real estate, and corporate finance sectors, providing regulatory representation, compliance support, training, and advocacy before French and European authorities.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Professional Organizations (81392), Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Financial Crime Compliance (AML/KYC/Sanctions) (EDABADAD)

akta.pro secondary industry

Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Professional association services
• Financial advisory representation
• Insurance brokerage association
• Continuing professional education
• Regulatory compliance support

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership dues: ANACOFI generates revenue through annual membership fees from individual and corporate members across its CIF, Courtage, Immobilier, and Syndicate sections.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

ANACOFI is a French professional association providing representation, regulatory compliance support, continuing education, and advocacy services to financial investment advisors (CIF), insurance and banking intermediaries (courtiers), real estate professionals, and corporate finance advisors. Members gain access to a compliance portal, an e-learning training portal, a member directory, regulatory alerts, and an annual convention, in exchange for annual membership dues. The association is formally registered with French parliamentary bodies and the EU Transparency Register, giving it direct lobbying access on behalf of its members.

Product overview

ANACOFI (Association Nationale des Conseils Financiers) is a professional association serving as the primary French representative body for financial advisors, investment managers, brokers, and real estate professionals. The organization operates through multiple specialized sub-brands: ANACOFI CIF (Investment Financial Advisors), ANACOFI COURTAGE (Insurance and Banking Brokers), ANACOFI IMMO (Real Estate Professionals), ANACOFI SYNDICAT (Professional Syndicate), and ANACOFI SERVICES. Member services include a Training Portal for e-learning and in-person education, a Compliance Portal for regulatory compliance management, and a Member Portal for accessing resources and documents. The association also publishes regulatory alerts, press releases, and industry studies, and maintains partnerships with educational institutions like FEDE. ANACOFI is inscribed in the interest registers of the French National Assembly, Senate, and EU Transparency register.

Differentiator

Problem solved

Functional benefit

Products and services

• ANACOFI CIF Membership Membership section for Conseillers en Investissements Financiers (CIF) — financial investment advisors registered with the AMF — providing representation, compliance support, regulatory guidance, and continuing professional development for advisors offering wealth management, estate planning, and investment advisory services.
• ANACOFI COURTAGE Membership Membership section for insurance and banking intermediaries/courtiers, offering compliance resources, ORIAS registration support, training, and advocacy for brokerage professionals distributing life, property, casualty, and credit products.
• ANACOFI IMMO Membership Membership section for real estate professionals including property agents, developers, and administrators, providing representation, regulatory monitoring, and advocacy in the French residential and commercial property markets.
• ANACOFI SYNDICAT Membership Syndicate section representing professional interests of members across the various financial advisory, insurance, and real estate sectors served by the association.
• ANACOFI SERVICES Service entity operated by the association providing support functions for members including room rentals, training administration, and A.NOTATIONS services.
• Portail Formation (Continuing Professional Training) Year-round e-learning and in-person training offering providing continuing professional development for members across CIF, insurance, and real estate sectors, with statutory training hours validated (IAS, IMMO, IOBSP).
• Portail Conformité (Compliance Portal) Digital compliance platform providing members with tools, documentation, and resources for regulatory compliance management, including ACPR, AMF, and ORIAS-related obligations.
• Espace Adhérent (Member Portal and Directory) Online member portal providing access to member resources, documents, the advisor directory, regulatory alerts, and association services for individual and corporate members.
• Annual Convention ANACOFI Annual flagship convention held at prestigious Paris venues (e.g., Carrousel du Louvre), gathering members and industry stakeholders for general assemblies, professional development sessions, and networking.
• Tour de France ANACOFI (Regional partner events) Series of regional partner events across France (e.g., Toulouse, Nice, Saint Laurent du Var) combining training hours (IAS, IMMO) with networking for members in the provinces.

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• FEDE (Fédération Européenne des Écoles)coreStrategic or Co-development Partner · 5 June 2024ANACOFI and FEDE signed a protocol of agreement (protocole d'accord) to collaborate on educational standards and professional development for financial advisors across Europe. The partnership aims to strengthen the link between professional practice and higher education.
• UIC (Union des Intermédiaires de Crédit)coreStrategic or Co-development Partner · 22 November 2022ANACOFI and UIC announced their agreement to collaborate on representing and advancing the interests of credit intermediaries in France, joining forces on regulatory and policy advocacy.
• CNCGP, La Compagnie des CGP, CNCEF (Coalition of French financial advisory associations)coreStrategic or Co-development Partner · 23 February 2022A coalition of professional associations (CNCGP, ANACOFI, La Compagnie des CGP, CNCEF) united to respond to European Commission consultations on financial advisor compensation models and consumer protection in financial advice.
• FECIF (Fédération Européenne des Conseils et Intermédiaires Financiers)coreStrategic or Co-development PartnerANACOFI's president David Charlet also serves as FECIF president. ANACOFI actively participates in FECIF's European Institute on Retirement Savings, European Parliament working sessions, and ESMA consultations, providing international representation for French financial advisors.
• Paris EuroplaceminorStrategic or Co-development PartnerANACOFI holds a seat on Paris Europlace's strategic committee, participating in international financial forum events to promote Paris as a financial center.
• ACPR (Autorité de Contrôle Prudentiel et de Résolution)coreStrategic or Co-development PartnerANACOFI serves as a key intermediary between the ACPR and regulated professionals, receiving and disseminating regulatory updates, DORA incident notification guidance, and compliance requirements to its membership base.
• AMF (Autorité des Marchés Financiers)coreStrategic or Co-development PartnerANACOFI maintains formal liaison with the AMF for CIF regulation, regulatory consultations, and investor protection alerts. The association shares fraud alerts and regulatory guidance with its members on behalf of the AMF.
• ORIAS (Organisme pour le Registre des Intermédiaires en Assurance)coreStrategic or Co-development PartnerANACOFI participates in ORIAS General Assemblies and provides its members with ORIAS user guides and registration compliance support.
• CCSF (Comité Consultatif du Secteur Financier)minorStrategic or Co-development PartnerANACOFI participates in CCSF plenary sessions covering PEA, digital finance, retirement savings, and consumer protection topics.

Scale indicators6 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Paris Europlace: Paris-based financial marketplace organization promoting Paris as an international financial center. ANACOFI holds a seat on its strategic committee, positioning Paris Europlace as a broader market-development incumbent adjacent to ANACOFI's regulatory focus.

Direct peers

• AGEA (Association des Grandes Étrangers et Agents): Federation representing insurance intermediaries and agents in France, with overlapping membership to ANACOFI Courtage. Joint signatory with ANACOFI on industry-wide regulatory petitions.
• UIC (Union des Intermédiaires de Crédit): French trade association for credit intermediaries, partner of ANACOFI since 2022. Both associations collaborate on regulatory representation for credit and IOBSP professionals.
• CSCA (Compagnie des Sociétés de Courtage d'Assurance): Professional body representing insurance brokerage companies in France. Direct competitor for ANACOFI's Courtage section (8,289 members); both petitioned the Prime Minister jointly on withholding tax in 2017.
• FAIDER (Fédération des Associations Indépendantes de Défense de l'Épargne et du Retraite): Federation of independent associations defending savings and retirement interests, overlapping with ANACOFI's wealth management advisor constituency. Co-signatory on industry petitions.
• CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine): French national chamber representing wealth management advisors (CGP/CIF), direct competitor in the same CIF membership segment where ANACOFI claims 42% national share. ANACOFI and CNCGP have collaborated on EU consultations while competing for individual advisors.
• FECIF (Fédération Européenne des Conseils et Intermédiaires Financiers): European federation of financial advisors and intermediaries in which ANACOFI's president David Charlet also serves as FECIF president. Provides international regulatory representation to ANACOFI's members.
• Planète Courtier: Association for French insurance brokers, focused on intermediation. Co-petitioner with ANACOFI on French regulatory matters including the 2017 withholding tax petition to the Prime Minister.
• La Compagnie des CGP: Association representing independent wealth management advisors in France. Co-petitioner alongside ANACOFI on European Commission consultations concerning financial advisor compensation models.
• CNCEF (Chambre Nationale des Conseils Experts Financiers): National chamber for financial advisor experts, representing a parallel share of French CIF professionals. ANACOFI and CNCEF have joined coalitions on EU advisor compensation and consumer protection consultations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/assnacofin
• YouTubeyoutube.com/channel/UCyFsAkGOYE7smqvZp0RS6HQ
• LinkedInfr.linkedin.com/company/anacofi

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 ANACOFI