Sereniteo Investment

What Sereniteo Investment does

Sereniteo Investissement (legal entity: SERENITEO investissement, RCS Paris 521 770 263) is a Paris-based private wealth management firm founded in 2010 by Véronique Baron, Lionel Benhamou, and Grégorie Moulinier as a SARL with €118,000 of capital. The firm is registered as a Conseiller en Investissement Financier (CIF) under number E002274, is a member of ANACOFI-CIF, holds Allianz professional liability coverage (contract 41544008), and operates from 91 rue du Faubourg Saint-Honoré in the 8th arrondissement of Paris with 11–50 employees.

The firm's core offering is six advisory service lines targeted at French high-net-worth individuals: luxury real estate, yield-producing older real estate (immobilier ancien de rendement), wealth engineering (ingénierie patrimoniale), SCPI advisory, loan and insurance brokerage, and OPCI advisory. Distribution is hybrid: a relationship-driven direct advisory channel is complemented by three proprietary sub-brand platforms — La Centrale des SCPI, Direct SCPI, and SCPI Sign — that function as specialized SCPI discovery, comparison, and subscription channels for both self-directed and advised investors. There is no proprietary technology stack beyond standard web hosting (OVH SAS) and no native applications or APIs.

Revenue is generated through professional services fees on advisory mandates and brokerage commissions on SCPI, OPCI, real estate, loan, and insurance placements. Pricing is quote-based and not publicly disclosed. Go-to-market is sales-led, with dedicated financial advisors executing heritage balance-sheet assessments (bilan patrimonial) and tailored portfolio construction. The firm is privately held with no institutional investors, funding rounds, or M&A activity disclosed.

Name

Sereniteo Investment

Legal name

SERENITEO investissement

Website

https://sereniteo.fr

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Sereniteo Investissement is a Paris-based private wealth management firm providing real estate, SCPI, and OPCI investment advisory plus loan and insurance brokerage to French high-net-worth individuals, distributed through dedicated advisors and three SCPI sub-brand platforms.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Loan Brokers (6163)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Special Purpose & Alternative Asset Brokerage (BPAJABAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management advisory
• Real estate investment
• SCPI investment advisory
• Insurance brokerage services
• Heritage engineering services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Fees: The company generates revenue through advisory and consulting fees for wealth management services, including heritage planning, investment selection across SCPI, OPCI, and real estate products, as well as loan and insurance brokerage services.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Sereniteo Investissement is a Paris-based financial investment advisory firm providing personalized real estate wealth management services to individual clients in France. Its offering covers luxury and yield-producing real estate advisory, SCPI and OPCI collective real estate investment selection, heritage/wealth engineering (bilan patrimonial and tax-optimized allocation), and loan and insurance brokerage. The firm is registered as a Conseiller en Investissement Financier (CIF) under ANACOFI-CIF and supplements its advisory services with three SCPI-focused digital sub-brands.

Product overview

Sereniteo Investissement is a comprehensive wealth management and real estate investment advisory firm operating as a unified service platform. The company offers six core services: luxury real estate investment, yield-producing older properties, wealth engineering, SCPI (real estate investment trusts) advisory, loan and insurance brokerage, and OPCI (collective real estate investment). The group also operates three sub-brands—La Centrale des SCPI, Direct SCPI, and SCPI Sign—which function as specialized platforms for SCPI investment products, all distributed autonomously across the market.

Differentiator

Problem solved

Functional benefit

Brands

• La Centrale des SCPI: A platform dedicated to SCPI products, providing access to a wide range of SCPI, rankings, and investment sheets with expert advice.
• Direct SCPI
• SCPI Sign

Products and services

• Luxury Real Estate Advisory (Immobilier de luxe)
• Yield-Producing Older Real Estate (Immobilier ancien de rendement)
• Wealth Engineering (Ingénierie Patrimoniale)
• SCPI Advisory
• Loan and Insurance Brokerage (Courtage de prêts & assurances)
• OPCI Investment Advisory

Quantifiable outcome

• OPCI investments must distribute 85% of results including capital gains to associates

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• La Centrale des SCPIcoreChannel Partner/ Reseller/ DistributorA specialized brand of Sereniteo Investissement focused on providing comprehensive SCPI investment services. Offers access to a wide selection of SCPI products, rankings, fact sheets, and expert personalized advice. Positions itself as a one-stop platform for SCPI investments.
• Direct SCPIcoreChannel Partner/ Reseller/ DistributorA digital platform brand enabling investors to combine different SCPI products and construct a personalized intelligent SCPI portfolio with expert support. Part of the Sereniteo group's comprehensive SCPI ecosystem.
• SCPI SigncoreChannel Partner/ Reseller/ DistributorA specialized SCPI platform brand operating under the Sereniteo Investissement umbrella, providing targeted access to SCPI investment opportunities within the group's ecosystem.
• AllianzminorOthersProfessional liability insurance (RCP - Responsabilité Civile Professionnelle) provider. The company maintains professional liability coverage with Allianz under policy number 41544008, as required for regulatory compliance as a Financial Investment Advisor.
• ANACOFI-CIFcoreOthersProfessional association for financial advisors in France. Sereniteo Investissement is a member (adhérent) of ANACOFI-CIF, which provides regulatory oversight and professional standards for its member advisors.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Nalo: French robo-advisor offering automated portfolio management and investment advisory to retail and mass-affluent clients. Adjacent competitor for the digitally-led portion of Sereniteo's wealth-management pipeline and for the same patrimoine-investor segment.

Direct peers

• MeilleureSCPI.com: French online SCPI comparison and advisory platform that helps retail and HNW investors select and subscribe to SCPI products. Directly comparable to La Centrale des SCPI / Direct SCPI sub-brands of Sereniteo and competes for the same SCPI buyer intent.
• Linxea: French online brokerage and insurance-wrapper comparator and distributor serving retail and HNW investors. Comparable to Sereniteo's loan & insurance brokerage line and to its self-serve SCPI platform motion (Direct SCPI / La Centrale des SCPI).
• Meilleurtaux: Leading French loan and insurance brokerage platform serving individuals and small-business borrowers. Directly comparable to Sereniteo's 'Courtage de prêts & assurances' service line on both product (mortgage/insurance intermediation) and target customer (French HNW).
• Cyrus Conseil: Independent French wealth-management and family-office advisory firm offering patrimoine engineering, investment advisory, and real-estate allocation services to HNW clients — a close functional analogue of Sereniteo's CIF-led advisory model.
• SCPI-Online: Specialized French SCPI distribution and advisory platform offering rankings, fact sheets, and subscription support. Closely overlaps with Sereniteo's SCPI advisory line and sub-brand portfolio (La Centrale des SCPI, Direct SCPI, SCPI Sign).

Broad incumbents

• BNP Paribas Wealth Management: The private-banking arm of France's largest bank, serving HNW/UHNW clients with advisory, real-estate, and structured-product solutions. Sets the scale benchmark Sereniteo competes against for HNW patrimoine mandates, particularly on luxury real-estate and wealth-transfer planning.
• La Française Group: French asset and wealth manager with significant SCPI and real-estate collective-vehicle offerings and institutional/HNW advisory capabilities. Directly comparable on SCPI/OPCI distribution and wealth engineering, but at much larger AUM and broader product breadth.
• Primonial (now BPE / BPCE group): One of France's largest independent wealth-management and real-estate investment platforms, with deep SCPI/OPCI product offerings and a broad HNW client base. Operates in the same RIA/wealth-engineering space as Sereniteo but at materially greater scale.
• Boursorama Banque: France's largest online bank with integrated brokerage, life-insurance wrappers, and wealth-management features. Competes with Sereniteo for self-directed and hybrid HNW investors who can route investment and loan/insurance needs through a digital bank rather than an independent CIF.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Sereniteo Investment