Investis

What Investis does

Investis (investis.fr) is a Paris-based, privately held French digital advisory platform in the wealth management and real estate investment niche. It targets French individual investors — from first-time buyers to experienced property owners — seeking independent, commission-free guidance on real estate investment, tax optimization, retirement planning (PER), and financing. The company's defining positioning is "100% independent advice / no product commissions," distinguishing it from bank- or product-distributor-led advisory content in the French market.

The product surface is a content-and-tools stack. The core is an editorial library of 615+ articles and guides covering 15 topics including SCPI (real estate investment trusts), LMNP (furnished rental), SCI (civil real estate companies), Jeanbrun law, Pinel, PER, real estate taxation, and financing. This is augmented by a suite of free, browser-based interactive tools: a city investment scoring engine comparing 30 French cities across rental tension, yield, demographics, and Jeanbrun ceilings; a 5-question personalized investor assessment ("bilan gratuit"); a multi-regime real estate tax simulator (IR, foncier, plus-value, LMNP); Jeanbrun law simulators (eligibility, deduction, deficit foncier); an LMNP amortization schedule generator; a 2026 new-mortgage simulator; and a directory of new-build programs across 12 French cities. All resources are accessible without subscription or registration, and the technology stack is a standard Next.js-style content site with client-side calculators.

The business model is lead generation for independent financial advisors. All consumer-facing content and tools are free; monetization occurs downstream when qualified individual-investor leads from the "bilan gratuit" funnel are converted into advisory consultations with partner advisors, with no disclosed pricing tiers, subscription revenue, or product commissions. Distribution is exclusively digital and organic, relying on SEO and content marketing targeted at the French market. No public APIs, integrations, mobile app, or revenue disclosure exists, and the team is small (1-10 employees) with no funding rounds recorded.

Name

Investis

Legal name

Investis.fr

Website

https://investis.fr

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Investis is a Paris-based independent French digital advisory platform that provides free editorial content and interactive tools (tax simulators, city scoring, investor assessment) on real estate investment, tax optimization, and retirement planning, targeting French individual investors and generating revenue via downstream lead referral.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Real estate investment advisory
• Wealth management advice
• Property tax optimization
• Independent financial guidance
• Patrimoine investment content

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Lead Generation for Financial Advisors: The platform generates leads from individual investors seeking independent wealth management advice. The free assessment ("bilan gratuit") and educational content attract potential clients which may be converted to advisory services. The site explicitly states '100% conseils indépendants / Aucune rémunération de produits financiers' indicating independence from product commissions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Investis operates a free, independent French-language information portal (investis.fr) that publishes wealth management guides and articles on real estate investment (SCPI, LMNP, Jeanbrun law, Pinel, PER, SCI, financing) and complements this editorial content with interactive tools: a city investment scoring comparator across 30 French cities, a free personalized investor assessment (bilan gratuit), and dedicated tax simulators and calculators. The platform monetizes by qualifying individual investors and generating leads for independent financial advisors, with explicit 100% independence from financial product commissions.

Product overview

Investis is an independent real estate investment advisory platform offering a content-and-tool portfolio centered on French property investment. The core offering is its editorial library of 600+ articles and guides covering topics such as SCPI (real estate investment trusts), LMNP (furnished rental), SCI (civil real estate companies), Jeanbrun law, Pinel law, real estate taxation, and financing. This content layer is augmented by a suite of interactive digital tools: city scoring (30 French cities rated on rental tension, yield, demographics, and legal caps), a free personalized investor assessment questionnaire, and specialized calculators for income tax, Jeanbrun law depreciation, LMNP amortization, property deficit, and new real estate credit. The platform also provides a directory of new-build programs across 12 major French cities. All resources are accessible without subscription and carry no product commissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Guides et Conseils Patrimoniaux (Wealth Management Guides and Advice) Independent wealth management editorial content library covering 15 French real estate investment and tax optimization topics, published as educational articles and guides for French individual investors.
• Scoring des Villes d'Investissement (City Investment Scoring Tool) Standalone interactive tool comparing 30 French cities across four criteria (rental tension, yield, demographics, Jeanbrun law caps) to help individual investors identify optimal French property investment locations.
• Bilan Investisseur Gratuit (Free Investor Assessment) Free personalized 5-question assessment that generates tailored investment recommendations (Jeanbrun, LMNP, SCPI, PER) based on the user's objectives, budget, and tax situation, used to qualify leads for independent financial advisors.
• Simulateur d'Impôts Immobilier (Real Estate Tax Simulator) Browser-based tax calculation tool for French individual property investors covering four tax regimes — standard income tax, rental income (micro-foncier vs réel), real estate capital gains, and LMNP furnishing rental taxation — automatically comparing micro-foncier and réel regimes.
• Simulateur Loi Jeanbrun (Jeanbrun Law Simulator) Tax benefit simulator for the 2026 Jeanbrun law, calculating the annual tax deduction and savings available from property depreciation based on purchase price and income bracket.
• Calculateur Déficit Foncier (Property Deficit Calculator) Standalone calculator for the déduction foncière tax mechanism, helping individual French property investors determine their deductible losses under the Jeanbrun law property investment regime.
• Simulateur Amortissement LMNP (LMNP Amortization Simulator) Depreciation schedule generator for LMNP (Loueur Meublé Non Professionnel) furnished rental investments, producing year-by-year amortization tables covering real estate and furniture components.
• Éligibilité Loi Jeanbrun 2026 (Jeanbrun Law Eligibility Checker) Standalone eligibility checker for the 2026 Jeanbrun law, verifying whether an investor meets criteria relating to property type, energy performance, and tenant requirements.
• Simulation Crédit Neuf 2026 (New Mortgage Simulator) Standalone mortgage calculator for new-build real estate purchases, computing monthly payments and total credit cost under 2026 French financing scenarios.
• Programme Immobilier Neuf (New-Build Property Programs Directory) Online directory of new-build real estate programs across 12 major French cities (Paris, Lyon, Marseille, Bordeaux, Toulouse, Nantes, Lille, Strasbourg, Montpellier, Rennes, Nice, Grenoble), surfacing city-specific property investment opportunities for individual French investors.

Quantifiable outcome

• 615+ articles published covering real estate investment topics
• +3 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• MeilleurPlacement.com: French retail wealth-comparison site offering independent analyses and tools for savings, life insurance, and SCPI — overlapping Investis in independent advisory content and SCPI/PER coverage.
• Pretto: French mortgage fintech combining educational content, interactive calculators, and brokered mortgage advice — a parallel content + tools + advisor-matching model for the same French retail property-investor base.
• Meilleurtaux: Major French comparator platform for mortgage and wealth/insurance products with content-led education and lead generation to financial advisors — directly overlapping Investis's content + lead-gen model for retail investors.
• Nalo: French retail investment-advisory fintech offering tools, simulations, and personalized portfolio recommendations for individual investors — overlapping Investis in tools-led investor education and lead generation.
• Linxo: Personal finance management app combining account aggregation, financial education content, and consumer engagement — a tools-led approach with content and retail-investor focus similar to Investis.
• Moneybrio: Wealth-education publisher producing guides and comparators for French retail investors, with content-driven traffic funnels into financial advisor partners — a content + lead-gen model similar to Investis.

Others

• SeLoger: Dominant French real-estate listings platform publishing extensive investor-related content and city-by-city data — adjacent in serving the same property-investor audience through content and tools, though its core business is listings.

Broad incumbents

• Caisse d'Épargne (Patrimoine / Placement Direct): Major French retail bank providing wealth-advisory content and tools for retail investors including real estate investment and tax planning — broad incumbent in the same content-and-lead-space as Investis.
• Boursorama Banque: Largest online broker and retail financial portal in France producing heavy educational content on real-estate investment, taxation, and savings — a broad incumbent overlapping with Investis's investor-education niche but at much larger scale.
• Fortuneo Banque: Online bank and broker with content covering savings, investment, and tax optimization for French individuals — broad overlap with Investis's educational content on PER, SCPI, and property tax.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/investis

Revenue estimate

Valuation estimate

Number of profiles

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 Investis