Easy Capital

Name

Easy Capital

Legal name

SARL Easy Capital

Website

https://easycapital.fr

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management services
• Investment brokerage
• Financial advisory
• Real estate investment
• Portfolio aggregation

Headquarters

HQ city

Tresses

HQ country

France

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Placement Brokerage (Courtage en Placement): Remunerated through retrocession of management fees from insurance companies, similar to traditional banks. Emphasizes lower overall management fees and comprehensive advisory that no other partner can provide. Entry fees from 0%, exit fees 0%, arbitration fees from 0%.
2. Real Estate Agency (Agence Immobilière): Traditional real estate transaction and property management services through agency license.
3. Loan Brokerage (Courtage en Prêt): Assistance with loan file preparation to obtain best rates, via Via Petitaux intermediary.
4. Insurance Brokerage (Courtage en Assurance): Insurance product distribution and comparison services.
5. Property Management (Gestion Locative): Rental management services for properties.
6. Online Tool Subscription (planned): Premium subscription tiers for advanced tool features planned for future release. Currently in beta test phase.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Easy Capital is a French wealth management firm that provides an online patrimoine aggregation tool and personalized advisory services covering real estate investments, financial product brokerage, mortgage brokerage, insurance brokerage, and rental property management. The platform aggregates real estate assets, financial contracts, and savings into a single secure interface while advisors offer tailored investment recommendations, fiscal simulations, and ongoing portfolio optimization. Operations are family-owned and independent from banks, insurers, and property developers.

Product overview

Easy Capital offers a unified online wealth management platform that aggregates real estate and financial investments into a single secure interface. The core product, the Outil de gestion de patrimoine, combines portfolio aggregation, tracking, and analysis features with personalized recommendations. This is supplemented by brokerage services for investments (Courtage en placement), mortgages (Courtage en prêt), insurance (Courtage en assurance), real estate transactions (Agence immobilière), and rental management (Gestion locative). The Easy News content platform provides educational articles and guides. The platform emphasizes its independence from banks, insurers, and developers, offering truly objective recommendations.

Differentiator

Problem solved

Functional benefit

Products and services

• Outil de gestion de patrimoine Easy Capital Online wealth management platform that aggregates and tracks real estate and financial investments, generates personalized recommendations, and connects users with dedicated financial advisors. Targeted at French individual investors seeking unified wealth oversight.
• Courtage en placement (Investment Brokerage) Investment brokerage service helping clients select suitable financial products through partner companies, with lower overall management fees than traditional banks. Remunerated through retrocession of management fees from insurance companies. Entry fees from 0%, exit fees 0%, arbitration fees from 0%.
• Courtage en prêt (Mortgage Brokerage) Mortgage brokerage service assisting clients with loan file preparation to obtain the best rates for property financing, delivered via Via Petitaux intermediary.
• Courtage en assurance (Insurance Brokerage) Insurance brokerage that compares and recommends the best insurance contracts annually based on client profiles, including life insurance distribution under ACPR control.
• Agence immobilière (Real Estate Agency)

Quantifiable outcome

• Access to 65 SCPI without additional cost
• +1 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Via PetitauxcoreTechnology or IntegrationBanking intermediary partner enabling Easy Capital to perform mortgage brokerage missions through IOB registration (7400026945)
• 1&1 Internet SARLminorOthersData hosting provider for company and customer data storage
• CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine)coreStrategic or Co-development PartnerProfessional chamber membership (CA3839) providing regulatory framework and dispute mediation through CMAP

Scale indicators5 records

Recent moves6 records

Expansion highlights2 records

Direct peers

• Fundshop: French online wealth management platform aggregating funds, ETFs and life insurance. Comparable as a fee-transparent digital wealth aggregator competing for the same mass-affluent French clientele.
• Nalo: French digital wealth advisor offering automated portfolio management and life insurance wrappers. Directly comparable hybrid digital-advisory wealth proposition targeting mass-affluent French retail clients.
• Netinvestissement: French CGPI network offering personalized wealth advisory with a proprietary digital tool. Closely comparable hybrid model combining independent advisory, real estate, financial and insurance brokerage.
• Meilleurtaux: Major French mortgage, insurance and savings comparison broker. Comparable on the loan brokerage and insurance comparison components of Easy Capital's offering, with national distribution.
• Linxea: Leading French online life insurance and savings broker with multi-carrier aggregation. Comparable on the brokerage and aggregation layer of Easy Capital's offering (especially insurance brokerage and SCPI placement).
• Kardinal: French wealth management platform for entrepreneurs and business owners. Comparable CGPI-style independent advisory focus with multi-asset aggregation and transmission planning services.
• Mieux Placer: French online wealth investment comparator. Notably, several Easy Capital team members (Carine Sabas, Théo Landi) use @mieuxplacer.com email domains, suggesting partnership or operational linkage; highly comparable as a mass-affluent French wealth aggregator.

Broad incumbents

• Primonial: Large French independent wealth management group (life insurance, SCPI, real estate, asset management). Comparable as a scaled, multi-license French wealth manager that competes for similar client segments.
• Boursorama Banque: Société Générale's flagship online bank with extensive wealth management and brokerage capabilities. Comparable as a broad digital incumbent in the same retail wealth aggregation and brokerage space Easy Capital addresses.

Others

• Harvest: French fintech providing software and digital tools to wealth advisors and CGPIs. Relevant as an enabling technology provider serving the same CGPI ecosystem in which Easy Capital operates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/easy-capital
• Facebookfacebook.com/cabineteasycapital

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Easy Capital