Marguerite

What Marguerite does

Marguerite (SAS MARGUERITE) is a French care management company founded in 2019 and headquartered in Martillac, in the Bordeaux region. It delivers prevention, diagnostic, coordination, and accompaniment services for individuals facing chronic illness, disability, aging, or post-hospitalization situations, and it serves both individuals (B2C) and enterprises and insurers (B2B) that embed its offering into employee and member benefits programs.

The company operates a hybrid digital-plus-human platform anchored by a Client Portal and a pre-diagnostic screening tool, with service delivery performed by a multidisciplinary team of social workers, occupational therapists, and care managers. Its catalog is organized around three one-time diagnostic formulas (Simplicité €49, Proximité €149, Sérénité €249) and three recurring subscription plans (Présence €19/month or €228/year, Bienveillance €34/month or €408/year, Assistance €49/month or €588/year), supplemented by a curated network of more than 100,000 vetted home-care and support solutions across France and a 48-hour response commitment with on-site visits when required.

Revenue is generated from a mix of one-time diagnostic fees and recurring subscription contracts, with the consumer side eligible for a 50% French tax credit (Crédit d'Impôt) that lowers the effective price to the end user. Distribution combines direct sales to individuals with channel partnerships to large enterprises (Airbus, TotalEnergies, SUEZ) and insurance/mutual partners (Groupe Vyv, AG2R La Mondiale, Domofrance, Logevie), plus an Allianz-bundled legal assistance component. The company is Afnor-certified, registered as a SAP (Service d'Aide et d'Accompagnement à Domicile), and RGPD-compliant, and runs 11–50 employees. In 2020, Gekko co-founders Olivier de Laforcade and Patrick Delouis acquired a 30% equity stake; the company also established a training partnership with CENTR'AD to professionalize its care-manager pipeline.

Name

Marguerite

Legal name

SAS MARGUERITE

Website

https://margueriteservices.fr

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Marguerite is a French care management platform providing diagnostic, coordination, and accompaniment services for people facing chronic illness, disability, aging, or post-hospitalization, serving both individual consumers and enterprise/insurer clients across France.

Ownership category

akta.pro rank

Product category

Care Management Services

NAICS

Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Social Services (8300)

akta.pro primary industry

Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

Keywords

• Care management services
• Senior care coordination
• Home care diagnostics
• Disability support services
• Caregiver assistance programs

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Diagnostic Services: One-time diagnostic services at three levels (Simplicité, Proximité, Sérénité) providing needs assessment and personalized life project recommendations. Revenue recognized upon service completion.
2. Subscription Plans (Abonnements): Annual subscription packages (Présence, Bienveillance, Assistance) offering ongoing quarterly check-ins, coordinated care management, and varying levels of support including legal assistance (Allianz partnership). Monthly or annual billing options available.
3. Tax Credit Benefit: Services may qualify for 50% tax credit under French regulations for services à la personne, effectively reducing net customer cost and making services more accessible.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Marguerite provides care management and coordination services for individuals facing fragility situations such as chronic illness, post-hospitalization recovery, disability, advanced age, dependency, and bereavement, as well as for their family caregivers. The company combines a digital questionnaire-based diagnostic intake with expert telephone consultations and dedicated care manager support, then recommends curated home service providers, coordinates home modifications, and offers ongoing follow-up through subscription plans, with the premium Assistance tier bundling Allianz legal coverage.

Product overview

Marguerite is a unified care management platform offering a coordinated accompaniment solution for individuals facing fragility situations (chronic illness, post-hospitalization discharge, disability, aging, bereavement). The platform operates through a single integrated system combining online diagnostic questionnaires, expert telephone consultations, and curated service provider recommendations. The product portfolio consists of three core diagnostic formulas (Simplicité at €49, Proximité at €149, and Sérénité at €249) providing escalating levels of service from basic advice to urgent support, complemented by three subscription plans (Présence at €19/month, Bienveillance at €34/month, and Assistance at €49/month) offering ongoing accompaniment with the Assistance tier including Allianz-provided legal assistance. The Client Portal serves as the central hub where users manage their diagnostics, appointments, and service provider interactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Formule Simplicité Entry-level diagnostic service providing personalized needs analysis and guidance for individuals in situations of fragility; includes questionnaire-based intake and expert telephone consultation; priced at €49 TTC (approximately €24.50 after 50% French personal-services tax credit).
• Formule Proximité Mid-tier diagnostic service including comprehensive expert consultation and approved service provider recommendations with quote comparison; priced at €149 TTC.
• Formule Sérénité Premium diagnostic service featuring priority scheduling within 72 hours, urgent appointment slots, and comprehensive life project planning; priced at €249 TTC.
• Abonnement Présence Basic 12-month subscription plan offering ongoing accompaniment with quarterly check-ins by a dedicated care manager, service coordination, and basic ongoing support; priced at €228 for 12 months (€19/month with interest-free installments).
• Abonnement Bienveillance Mid-tier 12-month premium subscription providing enhanced support with more frequent check-ins and comprehensive care coordination; priced at €408 for 12 months (€34/month with interest-free installments).
• Abonnement Assistance Comprehensive 12-month premium subscription including quarterly check-ins, care coordination, and Allianz-provided legal assistance and Family/Patrimony reinforcement for the full 12-month subscription period; priced at €588 for 12 months (€49/month with interest-free installments).
• Pre-diagnostic Tool Free online questionnaire helping prospective customers identify the most suitable Marguerite service offering based on their specific situation and needs before purchase.

Quantifiable outcome

• Services available within 48 hours for urgent needs
• +3 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Nine partnerships are on record, tiered core, flagship, major and key account.

• AllianzcoreStrategic or Co-development PartnerAllianz provides legal assistance coverage included in the Abonnement Assistance subscription. Allianz subcontracts this legal coverage to Marguerite clients, with Marguerite handling administrative adhesion formalities and costs. Clients receive legal assistance and Family/Patrimony reinforcement during the 12-month subscription period.
• CENTR'ADflagshipStrategic or Co-development PartnerStrategic partnership launching the first Care-Manager training program at national scale in France. Marguerite and CENTR'AD collaborated to create and deliver professional certification training for care managers, establishing industry standards and building talent pipeline.
• Groupe VyvmajorChannel Partner/ Reseller/ DistributorMajor mutual insurance and healthcare group offering Marguerite services to their members as part of health and wellness benefits. Partnership enables Vyv to provide comprehensive care management support to their insured population.
• DomofrancemajorChannel Partner/ Reseller/ DistributorSocial housing provider offering Marguerite services to tenants, particularly elderly residents or those with accessibility needs. Partnership helps Domofrance support aging in place for their housing portfolio.
• LogeviemajorChannel Partner/ Reseller/ DistributorHousing and real estate company providing Marguerite services to residents, supporting independent living and property accessibility modifications.
• AG2R La MondialemajorChannel Partner/ Reseller/ DistributorMajor insurance and pension company offering Marguerite care management services to policyholders, extending their employee and retiree benefit offerings.
• Airbuskey accountChannel Partner/ Reseller/ DistributorAerospace company providing Marguerite services as employee benefits for workers facing caregiving challenges or personal fragility situations.
• TotalEnergieskey accountChannel Partner/ Reseller/ DistributorEnergy company offering Marguerite services to employees as part of workplace wellness and support programs.
• SUEZkey accountChannel Partner/ Reseller/ DistributorEnvironmental services company providing Marguerite care management benefits to employees.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Age d'Or Services: French franchise network providing personalized home services for seniors and dependent individuals. Comparable target market and SAP-eligible offering, with care coordination and home assistance overlap with Marguerite's mission.
• Apef: French home services franchise supporting elderly and dependent individuals with daily living assistance. Comparable in customer base (seniors and families) and service positioning around home support and caregiver relief.
• Destia (France): French home care services provider offering personalized assistance for elderly and dependent individuals. Comparable in elder home care coordination and SAP-aligned service model, with established local provider network.
• Petits-fils: French franchise network specializing in home assistance for the elderly, helping seniors live at home. Directly comparable target customer (frail elderly and families) and service mix (home visits, daily living assistance), though Petits-fils is delivery-heavy rather than advisory-first.
• Adhap Services: French network delivering personalized home care services for elderly, disabled, and chronically ill across France. Comparable in elderly/disabled home care mission and reliance on the French SAP tax credit regime, with broader geographic franchise footprint.
• Family Sphère: French home services provider specializing in support for seniors and dependent persons, including coordination of home care. Comparable in supporting family caregivers and elderly individuals at home, with similar SAP-framed offering.
• Senior Compagnie: French home care provider focused on dependent elderly and people with disabilities, offering personalized support plans at home. Directly comparable in target population and home-care coordination mission, with overlap in the same SAP (services à la personne) regulatory framework.

Broad incumbents

• O2 Care Services: One of France's largest home care and childcare services franchises with national coverage. Comparable in SAP-eligible home services to elderly and dependent populations, but operates at significantly broader scale with a wider service portfolio.
• ADMR: Largest French home-support network with national coverage across home care, family services and elderly assistance. Comparable as a French elder care provider, but operates as a broad federation with on-the-ground caregivers rather than a managed care coordination platform.

Regional players

• Orchidée: French home care services provider focused on elderly and dependent individuals. Comparable in elderly home support mission, but smaller and more regionally concentrated than Marguerite's national coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/margueriteservices
• LinkedInlinkedin.com/company/marguerite-service

Compliance4 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 Marguerite