Developer docs
API playgroundTry for free, no card

Search company profiles

Hélia Conseil

Full company profile

uuid0027odb

Namestring
Hélia Conseil
Legal namestring
Hélia Conseil
Websiteurl
heliaconseil.fr
Company typeenum
Private
Founded yearint
2016
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersOrvault, France
HQ citystring
Orvault
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
financial engineering services, structured financing advisory, corporate finance consulting, regional banking advisory, arrangement and syndication
Industry1 code
1Debt & Structured Finance / Mortgage Brokerage
CodeBPAJABAKPrimaryYes
NAICS code1 code
  • Miscellaneous Intermediation52391
SIC code1 code
  • Loan Brokers6163
Product category
Corporate Finance Advisory
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Cost components2 values
Personnel, Operations
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Hélia Conseil implements arrangement and syndication solutions for clients, providing specialized expertise in financial engineering and structured financing. The firm serves regional enterprises and organizations across the Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes territories with tailored financing advisory services. As of January 2025, the firm's teams are being integrated into the Caisses d'Epargne regional banking networks while maintaining existing client relationships.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Hélia Conseil (becoming simply 'Hélia' in January 2025) is a financial engineering and structured financing services provider. The company offers specialized expertise in financial engineering and structured financing solutions. As part of a reorganization, the teams will join the Caisses d'Epargne Aquitaine Poitou Charentes and Bretagne Pays de Loire networks, while maintaining operations in the Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes regions. No distinct named products, modules, or sub-brand offerings were identified in the available source material.

Product and service2 records
1Financial Engineering Advisory
CategoryCorporate Finance Advisory
Description

Specialized advisory service delivering financial engineering expertise for regional enterprises and organizations, including arrangement of complex financing structures tailored to client needs. The service is supported by integration with the Caisses d'Epargne regional banking network to provide proximity-based solutions across Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes.

2Structured Financing Solutions
CategoryStructured Finance Advisory
Description

Advisory service focused on structured financing, providing clients with expertise in arrangement and syndication of financing solutions for regional economic development. Teams operate out of Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes territories within the Caisses d'Epargne regional banking network.

Partnership2 partners
1Caisse d'Epargne Bretagne Pays de Loire
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-01-01
Description

As of January 2025, Hélia Conseil teams specialized in financial engineering and structured financing are joining the Caisses d'Epargne Bretagne Pays de Loire network. This integration allows Hélia to offer solutions even closer to client needs while maintaining existing client relationships.

2Caisse d'Epargne Aquitaine Poitou Charentes
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-01-01
Description

As of January 2025, Hélia Conseil teams specialized in financial engineering and structured financing are joining the Caisses d'Epargne Aquitaine Poitou Charentes network. This integration strengthens expertise and relocates teams to serve the Aquitaine and Poitou-Charentes territories.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
1Natixis
TypeBroad incumbent
Description

Corporate and investment banking arm of Groupe BPCE (the parent group of Caisses d'Epargne). Provides structured financing and advisory services, demonstrating the broader institutional context in which Hélia's specialist regional function operates.

2Société Générale
TypeBroad incumbent
Description

One of France's largest universal banks, with significant regional enterprise banking operations across the same French geographies as Hélia Conseil. Comparable at the broad category level as a competitor and counterparty for structured financing mandates.

3Bpifrance
TypeDirect peer
Description

French public development bank providing structured financing, guarantees, and equity to French enterprises. Most direct functional peer in terms of structured financing intermediation for regional businesses, though operating nationwide and with greater scale.

4LCL
TypeBroad incumbent
Description

Major French regional bank and Crédit Agricole subsidiary serving enterprises and professionals nationwide. Comparable institutional retail/enterprise banking footprint with structured financing capabilities for mid-market clients.

5Crédit Agricole Atlantique Vendée
TypeRegional player
Description

Regional arm of Crédit Agricole serving western France including Pays de la Loire and adjacent territories. Direct competitor providing corporate and structured financing to regional enterprises in overlapping geographies.

6Banque Palatine
TypeDirect peer
Description

French bank specialized in financing for SMEs and mid-market enterprises. Comparable client segment (regional enterprises requiring structured/relationship-led financing) and similar scope of specialized corporate banking services.

7Caisse d'Epargne Hauts de France
TypeOthers
Description

Sister entity within the Caisses d'Epargne network operating in a different French region. Comparable capabilities and institutional structure, illustrating both the template for Hélia's role and the path by which similar specialist functions are embedded across the network.

8CIC Banque Privée
TypeRegional player
Description

French regional banking group with strong enterprise banking capabilities across multiple French regions. Comparable in providing structured financing and relationship-led banking to regional corporates.

9Banque Populaire Grand Ouest
TypeBroad incumbent
Description

Regional banking entity within the BPCE group (same parent as Caisses d'Epargne). Operates in Bretagne and Pays de la Loire providing enterprise banking and structured financing — comparable institutional context and partially overlapping client base.

10Crédit Mutuel Arkéa
TypeRegional player
Description

Headquartered in Bretagne and one of France's principal regional banking groups. Direct competitor to Caisses d'Epargne Bretagne Pays de Loire in the same geography, offering corporate banking and structured financing to regional enterprises.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Hélia Conseil

Corporate Finance Advisoryheliaconseil.fr

Hélia Conseil firmographics

Firmographics
Name
Hélia Conseil
Legal name
Hélia Conseil
Website
https://heliaconseil.fr
Company type
Private
Founded year
2016
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Hélia Conseil industry classification

Industry
Product category
Corporate Finance Advisory
NAICS
Miscellaneous Intermediation (52391)
SIC
Loan Brokers (6163)
akta.pro primary industry
Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)

Keywords

  • Financial engineering services
  • Structured financing advisory
  • Corporate finance consulting
  • Regional banking advisory
  • Arrangement and syndication

Where Hélia Conseil is headquartered

Location

Headquarters

HQ city
Orvault
HQ country
France
HQ region
Europe

Markets served

Hélia Conseil business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations

Marketing channels1 record

Hélia Conseil product offering

Product offering

Core offering

Hélia Conseil implements arrangement and syndication solutions for clients, providing specialized expertise in financial engineering and structured financing. The firm serves regional enterprises and organizations across the Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes territories with tailored financing advisory services. As of January 2025, the firm's teams are being integrated into the Caisses d'Epargne regional banking networks while maintaining existing client relationships.

Product overview

Hélia Conseil (becoming simply 'Hélia' in January 2025) is a financial engineering and structured financing services provider. The company offers specialized expertise in financial engineering and structured financing solutions. As part of a reorganization, the teams will join the Caisses d'Epargne Aquitaine Poitou Charentes and Bretagne Pays de Loire networks, while maintaining operations in the Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes regions. No distinct named products, modules, or sub-brand offerings were identified in the available source material.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Engineering Advisory Specialized advisory service delivering financial engineering expertise for regional enterprises and organizations, including arrangement of complex financing structures tailored to client needs. The service is supported by integration with the Caisses d'Epargne regional banking network to provide proximity-based solutions across Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes.
  • Structured Financing Solutions Advisory service focused on structured financing, providing clients with expertise in arrangement and syndication of financing solutions for regional economic development. Teams operate out of Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes territories within the Caisses d'Epargne regional banking network.

Companies that use Hélia Conseil

Customer profile

Segments1 record

Ideal customer profiles1 record

Hélia Conseil technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Hélia Conseil partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Caisse d'Epargne Bretagne Pays de LoirecoreStrategic or Co-development Partner · 1 January 2025As of January 2025, Hélia Conseil teams specialized in financial engineering and structured financing are joining the Caisses d'Epargne Bretagne Pays de Loire network. This integration allows Hélia to offer solutions even closer to client needs while maintaining existing client relationships.
  • Caisse d'Epargne Aquitaine Poitou CharentescoreStrategic or Co-development Partner · 1 January 2025As of January 2025, Hélia Conseil teams specialized in financial engineering and structured financing are joining the Caisses d'Epargne Aquitaine Poitou Charentes network. This integration strengthens expertise and relocates teams to serve the Aquitaine and Poitou-Charentes territories.

Recent moves3 records

Expansion highlights3 records

Hélia Conseil competitors and assessment

Company assessment

Broad incumbents

  • Natixis: Corporate and investment banking arm of Groupe BPCE (the parent group of Caisses d'Epargne). Provides structured financing and advisory services, demonstrating the broader institutional context in which Hélia's specialist regional function operates.
  • Société Générale: One of France's largest universal banks, with significant regional enterprise banking operations across the same French geographies as Hélia Conseil. Comparable at the broad category level as a competitor and counterparty for structured financing mandates.
  • LCL: Major French regional bank and Crédit Agricole subsidiary serving enterprises and professionals nationwide. Comparable institutional retail/enterprise banking footprint with structured financing capabilities for mid-market clients.
  • Banque Populaire Grand Ouest: Regional banking entity within the BPCE group (same parent as Caisses d'Epargne). Operates in Bretagne and Pays de la Loire providing enterprise banking and structured financing — comparable institutional context and partially overlapping client base.

Direct peers

  • Bpifrance: French public development bank providing structured financing, guarantees, and equity to French enterprises. Most direct functional peer in terms of structured financing intermediation for regional businesses, though operating nationwide and with greater scale.
  • Banque Palatine: French bank specialized in financing for SMEs and mid-market enterprises. Comparable client segment (regional enterprises requiring structured/relationship-led financing) and similar scope of specialized corporate banking services.

Regional players

  • Crédit Agricole Atlantique Vendée: Regional arm of Crédit Agricole serving western France including Pays de la Loire and adjacent territories. Direct competitor providing corporate and structured financing to regional enterprises in overlapping geographies.
  • CIC Banque Privée: French regional banking group with strong enterprise banking capabilities across multiple French regions. Comparable in providing structured financing and relationship-led banking to regional corporates.
  • Crédit Mutuel Arkéa: Headquartered in Bretagne and one of France's principal regional banking groups. Direct competitor to Caisses d'Epargne Bretagne Pays de Loire in the same geography, offering corporate banking and structured financing to regional enterprises.

Others

  • Caisse d'Epargne Hauts de France: Sister entity within the Caisses d'Epargne network operating in a different French region. Comparable capabilities and institutional structure, illustrating both the template for Hélia's role and the path by which similar specialist functions are embedded across the network.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Hélia Conseil social profiles

Digital presence

Hélia Conseil financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Hélia Conseil leadership team

Management profile

Number of profiles

Hélia Conseil funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Hélia Conseil M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hélia Conseil

What does Hélia Conseil do?

Hélia Conseil implements arrangement and syndication solutions for clients, providing specialized expertise in financial engineering and structured financing. The firm serves regional enterprises and organizations across the Bretagne, Pays de la Loire, and Aquitaine Poitou-Charentes territories with tailored financing advisory services. As of January 2025, the firm's teams are being integrated into the Caisses d'Epargne regional banking networks while maintaining existing client relationships.

Is Hélia Conseil a public or private company?

Hélia Conseil is a private company. It is classified as corporate owned and is currently operating.

When was Hélia Conseil founded?

Hélia Conseil was founded in 2016. It employs 11 to 50 people.

Where is Hélia Conseil based?

Hélia Conseil is headquartered in Orvault, France, in the Europe region.

Who are Hélia Conseil's main competitors?

Broad incumbents on record are Natixis, Société Générale, LCL and Banque Populaire Grand Ouest. Direct peers are Bpifrance and Banque Palatine. Regional players are Crédit Agricole Atlantique Vendée, CIC Banque Privée and Crédit Mutuel Arkéa. Caisse d'Epargne Hauts de France is listed as an others.

Does Hélia Conseil have an API?

No public API is recorded for Hélia Conseil.

What industry is Hélia Conseil in?

Hélia Conseil's product category is Corporate Finance Advisory. Its primary akta.pro industry code is BPAJABAK, Debt & Structured Finance / Mortgage Brokerage. Its NAICS code is 52391 and its SIC code is 6163.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales