What The marketplace does

The Marketplace (legal entity SAS THEMARKETPLACE, also operating as "TMP" and "The-Marketplace by THESEIS") is a French B2B lead-generation marketplace founded in 2012 and headquartered in Balma, near Toulouse. The platform connects wealth-management professionals — primarily independent CGPs (Conseillers en Gestion de Patrimoine), but also insurance brokers, real-estate promoters, banks and real-estate agencies — with pre-qualified investor prospects seeking tax-optimization, real-estate investment and financial-placement services. Core products are token-priced appointments ("rendez-vous") sourced through telemarketing campaigns and scored across seven tiers (Chrome through Platinum, priced 2-12 tokens), plus electronic contacts ("e-contacts") from web-intent campaigns and a hybrid "E-RDV" line, all listed on a self-serve e-commerce platform at store.the-marketplace.fr with daily 16:00 injections.

The underlying technology is a marketplace platform built and operated by parent company THESEIS, featuring multi-criteria search (date, city, postal code, department), prospect previews, alert functions, and a proprietary prospect-scoring methodology co-developed with banking partners. A "Refinery" process telephones 100% of web-collected leads before listing and rejects over 30% as non-viable; humans additionally review 10-15% of daily listings. The "Campaign Book" feature exposes the originating landing page for each e-contact. The company holds a CNIL declaration (N° 1600475, 2012), is GDPR-compliant with NFrance-hosted data in Toulouse, and uses 3DSecure payment processing.

The Marketplace operates a transactional revenue model with credits (jetons) priced at €45 HT as of January 2023, valid 365 days, with volume discounts (3-7.5% above 200-400 tokens) and a referral program awarding 7 tokens (€280) per introduced partner. Scale signals include 2,000+ appointments per month, 37,000 exclusive qualified prospects in 2015, and historical growth of 35%+ in 2015 and 30% in Q1 2016. The company runs an inside-sales motion supported by toll-free customer service, distributes through industry events (PATRIMONIA, Animéo) and is positioned within the THESEIS ecosystem alongside partners such as Vousfinancer, Le Labo de l'Immo and Leemo.

Name

The marketplace

Legal name

SAS THEMARKETPLACE

Website

https://the-marketplace.fr

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

The Marketplace is a French B2B lead-generation marketplace, founded in 2012 and based in Balma, that sells token-priced, telephone-verified prospect appointments and e-contacts to wealth-management advisors (CGPs), brokers, real-estate promoters and banks seeking tax-optimization and investment clients in France.

Ownership category

akta.pro rank

Product category

B2B Lead Generation Marketplace

NAICS

Advertising Agencies (541810)

SIC

Services-Advertising (7310)

akta.pro primary industry

Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)

akta.pro secondary industry

B2B Marketplaces & Wholesale Platforms (BPAMAGAD)

Keywords

• Qualified lead generation
• Wealth management prospects
• Investor appointment marketplace
• Tax optimization leads
• B2B prospect platform

Headquarters

HQ city

Balma

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

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

Revenue model

1. Credit/Token Purchase System: Users purchase credits (jetons/tokens) to buy rendez-vous appointments and e-contacts on the marketplace. Credits are priced per unit tier and valid for 365 days from purchase date. Discounts offered for volume purchases (200+ tokens: 3%, 300+: 5%, 400+: 7.5%). Rendez-vous priced from 2 to 12 credits; e-contacts from 0.5 to 4 credits. Each token revalued to 45€ HT as of January 2023.
2. Loyalty & Referral Rewards: Referral program offering 7 tokens (280€ value) to partners who introduce new clients on the discovery offer.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

The Marketplace runs a B2B online marketplace where wealth management professionals (CGPs, insurance brokers, real estate developers, banks, real estate agencies) purchase exclusive, pre-qualified prospect appointments and electronic contacts (e-contacts) for tax optimization, real estate investment, and financial planning. Leads are produced through telemarketing campaigns, web forms, and E-RDV pipelines, scored through a proprietary seven-tier system (Chrome through Platinum) developed with banking partners, and verified by phone before listing. The platform operates on a token/credit system with daily inventory injection at 4pm, multi-criteria search, profile previews, and SAV guarantees.

Product overview

The Marketplace is a B2B online marketplace platform (Place de Marché) connecting wealth management professionals (CGP, insurance agents, real estate promoters) with investors seeking tax optimization, retirement planning, and wealth management services. The core offering includes three lead products: Rendez-vous (telemarketing-sourced confirmed appointments in tiers from Chrome to Platinum), E-Contacts (internet-intent electronic contacts with Standard/Premium tiers), and E-RDV (hybrid web-to-appointment leads). All leads are qualified through a proprietary Scoring System developed with banking partners, with 100% phone verification. The platform operates on a token/credit system with daily injections and SAV guarantees.

Differentiator

Problem solved

Functional benefit

Products and services

• Place de Marché (Marketplace Platform) Core B2B online marketplace platform enabling wealth management professionals (CGPs, insurance brokers, real estate developers, banks, agencies) to search, preview, and purchase exclusive qualified leads (prospects) for tax optimization, real estate investments, and financial planning. Features multi-criteria search by date/city/postal code/department, alert functions, profile previews before purchase, and daily updates at 4pm.
• Rendez-vous (Appointments) Pre-qualified appointment leads generated from telemarketing campaigns where prospects have confirmed their interest in meeting a wealth management professional. Sold in tiered categories from Chrome (2 credits) to Platinum (12 credits) with varying SAV guarantees for age, income, and debt ratios. Available across France with territory-based filtering.
• E-Contacts Intent-based electronic contact leads from internet campaigns where prospects actively sought information on tax optimization, retirement, or investment topics. Offered in four tiers (Découverte, Standard, Premium, Platinum) with telephone enrichment and project validation; SAV covers false numbers, off-sector, wrong age, and income mismatches.
• E-RDV (Electronic Appointments) Hybrid product combining web-originated intent with appointment confirmation: prospects who filled out online forms and, after telephone verification and enrichment, agreed to schedule a meeting with a wealth management advisor.
• Système de Scoring (Prospect Scoring System) Proprietary prospect qualification and scoring methodology that categorizes prospects into seven tiers (Chrome, Cobalt, Silver, Gold, Premium, Premium Plus, Platinum) using marital status, age, income, property ownership, profession, tax level, debt ratio, savings capacity, and available capital. Combined with human review on 10-15% of daily listings to ensure quality control.
• Contacts Téléphoniques Impôt (Tax Phone Contacts) Phone-sourced leads from localized telemarketing campaigns targeting individuals under 60 with income above €2,500/year who are interested in tax reduction (défiscalisation) solutions. Includes triple-verified call recordings made available to buyers.

Quantifiable outcome

• 2,000+ qualified appointments available per month for wealth management professionals
• +7 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• LeemominorStrategic or Co-development Partner · 10 November 2015Theseis and Leemo signed a commercial partnership to optimize each party's service offerings. Partnership aimed at strengthening the overall service portfolio for wealth management clients.
• THESEIScoreStrategic or Co-development PartnerTHESEIS is the parent company and platform provider behind The Marketplace. Theseis provides the underlying technology platform, prospect generation services, and complementary offerings including real estate and financial products, as well as prospection training courses. The Marketplace operates as 'The Marketplace by THESEIS'.
• TOPINVESTcoreGTM or Marketing PartnerTOPINVEST organizes the Animéo trade show series (Montpellier, Toulouse) for wealth management and real estate professionals. The Marketplace sponsors and exhibits at these events as a key GTM channel to reach CGP clients.
• PATRIMONIAcoreGTM or Marketing PartnerPATRIMONIA is a leading French wealth management trade show held annually in Lyon. The Marketplace exhibits alongside THESEIS at the event (stand K01 Hall 2), using it as a primary annual GTM touchpoint for CGP client acquisition.
• Hoops FactoryminorOthersSports venue hosting the Animéo Toulouse event by TOPINVEST. The Marketplace team attended and engaged with wealth management professionals at this venue.
• Planet Ocean MontpellierminorOthersAquarium venue hosting the Animéo Montpellier event by TOPINVEST. The Marketplace team exhibited and networked with real estate and wealth management professionals.
• VousfinancerminorGTM or Marketing PartnerVousfinancer co-exhibited with Theseis and The Marketplace at PATRIMONIA 2017 trade show as part of a joint presence in the wealth management ecosystem.
• Le Labo de l'ImmominorGTM or Marketing PartnerLe Labo de l'Immo co-exhibited with Theseis and The Marketplace at PATRIMONIA 2017 as part of a joint presence in the real estate and wealth management ecosystem.

Scale indicators12 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Apollo.io: B2B sales intelligence and lead-generation platform with global reach. Comparable B2B lead monetization model (per-contact pricing, tiered data quality) but generalist rather than wealth-management-specialized.
• ZoomInfo: Global B2B contact-data and lead-generation giant serving sales teams across industries. Comparable category (B2B lead marketplace) but at much broader scale and not specialized in French wealth-management prospects.

Regional players

• Vousfinancer: French mortgage and finance broker network that co-exhibits with TMP at PATRIMONIA and purchases similar investor prospects. Comparable via overlapping customer base (CGP/broker networks) and overlapping end-prospect pool.

Emerging players

• Lusha: B2B contact and lead-generation platform used by sales teams globally. Comparable buyer (B2B sales professionals buying prospect data) but with much broader geographic and segment coverage.
• Linxea: French online investment and savings platform serving investors similar to TMP's end-prospects. Adjacent in the wealth-management ecosystem: while TMP sells investor leads, Linxea captures investor demand for product placement.

Direct peers

• Selectra: French comparator and lead-generation marketplace for telecom, energy, and financial products. Comparable to TMP via the same 'qualify consumer intent, sell the lead to a professional buyer' model, scaled broadly across financial-adjacent verticals in France.
• Hyperassur: French lead-generation marketplace that connects consumers seeking insurance/financial products with advisors and brokers. Closely comparable business model: B2B/B2C lead marketplace monetized via sale of qualified, scored prospects to financial-product professionals in France.
• Tafsquare: Belgian B2B marketplace connecting professional-services buyers (incl. financial advisors) with qualified prospects. Similar token-/listing-based marketplace monetization model and comparable buyer personas (independent advisors) to TMP.

Others

• Patrimonia (Salon): Largest French wealth-management trade fair in Lyon, where TMP has been a recurring exhibitor with THESEIS. Comparable as a marketplace/ecosystem player in the French CGP channel, though operating as an event rather than a lead marketplace.
• Leemo: French insurance and wealth-product distributor with a commercial partnership with THESEIS/TMP. Comparable as a downstream buyer of similar investor prospects and as a complementary offering inside the THESEIS ecosystem.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/themarketplace_
• LinkedInlinkedin.com/company/the-marketplacebytheseis

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 The marketplace