I-Kapital
I-Kapital SAS is a Paris-based, ACPR-regulated investment firm that designs and distributes bespoke structured products to French and Belgian professional investors (CGPIs, insurers, private banks, family offices) under an open-architecture model, supported by its proprietary i-Kapp portfolio consolidation platform.
- Company typePrivate
- Founded2016
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
What I-Kapital does
I-Kapital SAS is a Paris-based, ACPR-regulated investment firm (EI authorization #17983, REGAFI #739424) founded in 2016 that designs, selects, and distributes bespoke structured investment products to professional partners in France and Belgium. The company operates under an open-architecture model, sourcing products from rigorously vetted first-tier issuers and insurers rather than manufacturing proprietary notes, and distributes through independent wealth advisors (CGPI), insurance companies, private banks, asset management companies, family offices, and institutional investors. Its service stack spans investment strategy consulting, product construction by querying issuing banks, training on structured products, ongoing portfolio monitoring, and cash management solutions for corporate treasury clients.
The firm monetizes through two principal revenue streams: transaction-based distribution fees and commissions on structured product placements, and professional services fees for advisory, training, and treasury management work. Its proprietary technology asset is i-Kapp, an in-house digital consolidation platform that ingests structured product positions across custodians, provides consolidated client tables, white-label reporting exportable to Excel and PDF, event calendars with recall-date tracking, and regulatory documentation archival. The platform is positioned as a partner enablement tool, allowing CGPI and institutional clients to manage and report on structured product books without building internal infrastructure.
I-Kapital is registered with ORIAS (#1400549) for COA and COBSP brokerage, is affiliated with AMF, ANACOFI, and AMAFI, and operates under GDPR and SFDR (Article 6/8/9) compliance frameworks. The company is privately held with a €479,684.75 registered share capital, has 1–10 employees based on disclosed firmographics, and operates from a single Paris headquarters (legal seat at 87 avenue Kléber, 75016, with operational address at 6 Avenue d'Eylau, 75016). No external funding rounds, M&A activity, subsidiaries, or ownership changes are disclosed in the source material.
I-Kapital firmographics
Firmographics- Name
- I-Kapital
- Legal name
- i-Kapital SAS
- Website
- https://i-kapital.fr
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- I-Kapital SAS is a Paris-based, ACPR-regulated investment firm that designs and distributes bespoke structured products to French and Belgian professional investors (CGPIs, insurers, private banks, family offices) under an open-architecture model, supported by its proprietary i-Kapp portfolio consolidation platform.
- Ownership category
- akta.pro rank
I-Kapital industry classification
Industry- Product category
- Investment Advisory & Structured Products
- NAICS
- Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Multi-Asset / Cross-Asset Brokerage (FSAEACAM)
Keywords
Where I-Kapital is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
I-Kapital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Structured Products Distribution: I-Kapital designs and selects bespoke investment solutions from rigorously chosen issuers, earning revenue through distribution fees and commissions from structured products transactions for institutional and professional clients.
- Advisory Services: Provides investment consulting services including strategy, product construction, and ongoing portfolio monitoring for institutional investors and corporate treasury management.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
I-Kapital product offering
Product offeringCore offering
I-Kapital is a Paris-based, ACPR- and AMF-regulated investment firm that designs and selects bespoke structured products for professional partners — independent wealth advisors (CGPI), insurance companies, private banks, asset managers, family offices, and institutional investors. It operates under an open-architecture model, distributing products sourced from rigorously selected first-tier issuers and insurers via major insurance and securities platforms, and supports partners with investment consulting, product construction, training, and ongoing monitoring. Its proprietary i-Kapp digital platform enables partners to consolidate, monitor, and report on structured product portfolios with white-label capabilities.
Product overview
I-Kapital operates as a structured products investment firm offering a unified service portfolio centered on two main offerings: (1) I-Kapital itself as the core investment advisory brand providing custom structured product design, investment selection, and cash management services; and (2) i-Kapp, a proprietary digital platform for portfolio consolidation and management that allows partners to access, monitor, and report on structured products with white-label reporting capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- i-Kapp: Digital tool for consolidating and managing structured products, offering consolidated portfolio view, regulatory documentation, event calendar, and customizable reporting in Excel/PDF format.
Products and services
- i-Kapital Investment Advisory & Structured Product Design Specialized investment firm designing and selecting bespoke structured products for professional partners and clients (independent wealth advisors CGPI, insurance companies, private banks, asset managers, family offices, and institutional investors). Services include investment consulting, product construction by querying issuing banks, training on structured products, cash management, and ongoing portfolio monitoring with reinvestment/desinvestment support. Services are delivered under ACPR/AMF supervision and accessed exclusively through qualified investors per the French Monetary and Financial Code.
- i-Kapp Portfolio Consolidation and Reporting Platform Proprietary digital platform enabling partners (wealth advisors, insurance companies, private banks, asset managers, family offices) to consolidate and manage entire portfolios of structured products in one place. Features include consolidated client tables, customizable white-label reporting exportable to Excel and PDF, event calendars tracking past and upcoming product events, next recall date reminders, and performance tracking versus recall.
Companies that use I-Kapital
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
I-Kapital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
I-Kapital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- First-tier Issuers and InsurerscoreI-Kapital has established strong relationships with leading issuers and insurers to provide partners with privileged access to premium investment solutions. These partnerships enable the distribution of high-end structured products through the platform.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
I-Kapital competitors and assessment
Company assessmentDirect peers
- Leonteq: Swiss fintech specializing in structured products and derivative certificates with a platform-led distribution model serving banks and wealth managers. Directly comparable to I-Kapital in target customer (wealth and institutional distributors) and product focus.
- Kepler Cheuvreux: European equity research and brokerage firm with significant structured products research and distribution to wealth managers and institutional clients. Comparable to I-Kapital in serving wealth advisor and institutional channels with structured products expertise.
- ODDO BHF: Mid-market Franco-German private bank with an active structured products franchise for private banking and wealth advisor clients in Europe. Comparable to I-Kapital as a mid-sized player focused on structured products distribution in the same French-speaking markets.
- Vontobel: Swiss bank specializing in structured products and multi-asset solutions, including the Domino platform for independent wealth advisors. Directly comparable to I-Kapital as a specialized structured product manufacturer/distributor for wealth management partners.
Broad incumbents
- Amundi (Lyxor): European asset manager with a structured products and ETF franchise (including the legacy Lyxor platform) serving institutional and retail distribution channels. Broader incumbent that I-Kapital indirectly competes with as both distribute to the same institutional and wealth partners.
- Julius Baer: Swiss wealth manager with bespoke structured products capabilities for high-net-worth and family office clients. Comparable to I-Kapital in serving wealthy end-clients via structured solutions, though at much larger scale.
- Natixis: French investment bank (BPCE group) with significant structured product issuance and distribution capabilities across institutional and private banking channels. Competes with I-Kapital as a vertically integrated issuer-distributor in French structured products.
- BNP Paribas: France's largest universal bank with a global structured products and derivatives franchise serving private banks and wealth managers. Broader incumbent competing for the same wealth advisor and institutional structured product distribution that I-Kapital targets.
- Société Générale: Large French universal bank with a substantial global structured products issuance and distribution franchise serving private banking, wealth advisors and institutional clients. Broader incumbent that competes with I-Kapital in the same French structured product channel.
Regional players
- ABN AMRO: Dutch universal bank with structured products issuance and a strong Benelux private banking franchise. Geographic peer operating in the same Western European corridor as I-Kapital (which has French/Belgian exposure) but not directly competing on French soil.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
I-Kapital social profiles
Digital presenceI-Kapital compliance and trust
Trust signalCompliance5 records
I-Kapital financial estimates
Financial estimateRevenue estimate
Valuation estimate
I-Kapital leadership team
Management profileNumber of profiles
Profiles3 records
I-Kapital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
I-Kapital 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 I-Kapital
What does I-Kapital do?
I-Kapital is a Paris-based, ACPR- and AMF-regulated investment firm that designs and selects bespoke structured products for professional partners — independent wealth advisors (CGPI), insurance companies, private banks, asset managers, family offices, and institutional investors. It operates under an open-architecture model, distributing products sourced from rigorously selected first-tier issuers and insurers via major insurance and securities platforms, and supports partners with investment consulting, product construction, training, and ongoing monitoring. Its proprietary i-Kapp digital platform enables partners to consolidate, monitor, and report on structured product portfolios with white-label capabilities.
Is I-Kapital a public or private company?
I-Kapital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was I-Kapital founded?
I-Kapital was founded in 2016. It employs 1 to 10 people.
Where is I-Kapital based?
I-Kapital is headquartered in Paris, France, in the Europe region.
How does I-Kapital make money?
Two revenue lines are on record. Structured Products Distribution is the primary driver. The others are advisory Services.
Who are I-Kapital's main competitors?
Direct peers on record are Leonteq, Kepler Cheuvreux, ODDO BHF and Vontobel. Broad incumbents are Amundi (Lyxor), Julius Baer, Natixis, BNP Paribas and Société Générale. ABN AMRO is listed as a regional player.
Does I-Kapital have an API?
No public API is recorded for I-Kapital.
What industry is I-Kapital in?
I-Kapital's product category is Investment Advisory & Structured Products. Its primary akta.pro industry code is FSAEACAM, Multi-Asset / Cross-Asset Brokerage. Its NAICS code is 523940 and its SIC code is 6282.