Invest AM

What Invest AM does

Invest AM is a privately held, Paris-based finance management firm founded in 2011 that, according to its firmographic profile, offers multi-asset class investment services, financial consultation, and asset and fund management services. The company is registered as a for-profit private entity with a headcount band of 11-50 employees, indicating a boutique-scale asset management operation rather than a large institutional player.

The company's digital surface is currently non-functional: its official website at investam.fr displays an OVHcloud-hosted "Site en construction" (under construction) placeholder page rather than substantive content. No products, fund offerings, fee structures, leadership team, contact details, app presence, social media profiles, regulatory authorizations, or customer logos are disclosed in the available sources. All enumerated data blocks for products, partnerships, customers, headcount, technology, certifications, and management team return empty. Consequently, no go-to-market motion, pricing model, distribution channel, or value proposition can be described from the evidence available.

As a result, core investment-relevant metrics — revenue, AUM, client composition, channel mix, geographic footprint, fund launches, and M&A or funding activity — are not observable in the input data. The firm is not publicly listed, and no parent company, subsidiaries, or shareholders are disclosed. Any assessment of competitive positioning, moat, or trajectory is constrained by this data gap, and any investment decision would require primary-source diligence before the entity can be meaningfully evaluated.

Name

Invest AM

Website

https://investam.fr

Company type

Private

Founded year

2011

Headcount range

11–50 employees

Short description

Invest AM is a privately held, Paris-based finance management firm founded in 2011 that offers multi-asset class investment, financial consultation, and asset and fund management services to a small, undisclosed client base.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Index Mutual Funds (Non-ETF) (FSAAAEAE)

Keywords

• Asset management
• Multi-asset investing
• Fund management
• Investment advisory
• Wealth management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Invest AM is a Paris-based finance management firm offering multi-asset class investment services, investment consultation, and asset and fund management to clients. Its activities are described solely at the categorical level in the source data; no specific named funds, products, strategies, AUM, or client segments are evidenced because the company's own website is currently an under-construction placeholder.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-asset class investment services Investment services spanning multiple asset classes, offered by a Paris-based finance management firm to clients seeking diversified exposure across asset categories.
• Investment consultation Investment advisory and consultation services provided by Invest AM to clients.
• Asset and fund management services Asset and fund management services delivered by Invest AM to clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Ostrum Asset Management: Paris-based asset manager affiliated with Natixis Investment Managers, focused on multi-asset, fixed income, and insurance-oriented solutions. Comparable in French domicile and multi-asset institutional focus.
• Ofi Invest: Paris-based asset manager offering multi-asset, fixed income, equity, and responsible investment strategies. Comparable in French domicile, multi-asset positioning, and institutional/wholesale distribution.
• Rothschild & Co Asset Management: Paris-headquartered asset manager offering multi-asset, fixed income, and equity strategies. Comparable in French domicile, multi-asset capability, and advisory-plus-fund management model.
• Tikehau Capital: Paris-based alternative asset manager covering multi-asset, private debt, real estate, and private equity strategies. Comparable in French domicile and multi-asset/consultative investment offering.
• DNCA Finance: Paris-based independent asset manager specializing in multi-asset, equity, and fixed income strategies. Comparable as a French boutique multi-asset manager serving institutional and retail clients.
• Carmignac: Paris-based independent asset manager offering multi-asset funds and discretionary management. Highly comparable in geographic footprint, multi-asset focus, and boutique scale.

Broad incumbents

• AXA Investment Managers: Paris-based global asset manager with multi-asset, fixed income, equity, and alternative capabilities. Comparable as a Paris-headquartered multi-asset platform, but with much broader scale and product breadth.
• Lyxor Asset Management: Paris-headquartered asset manager (subsidiary of Société Générale) covering multi-asset, alternative, and ETF strategies. Comparable in French domicile and multi-asset/active management overlap.
• Lazard Asset Management: Paris- and New York-headquartered asset manager with multi-asset, equity, and fixed income strategies. Comparable in multi-asset capability and the advisory/fund management dual model.
• Amundi: Europe's largest asset manager, headquartered in Paris, offering a comprehensive multi-asset, equity, fixed income, and alternative platform. Comparable in domicile and multi-asset offerings, though substantially larger and broader in scope.

Market position

Strengths4 records

Weaknesses4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/invest_am
• LinkedInlinkedin.com/company/invest-am

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 Invest AM