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AIC Patrimoine

Full company profile

uuid002oo8k

Namestring
AIC Patrimoine
Legal namestring
AIC Patrimoine
Websiteurl
aicpatrimoine.fr
Company typeenum
Private
Founded yearint
2018
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPau, France
HQ citystring
Pau
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Offices9 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management advisory, financial planning services, estate planning, retirement planning, tax optimization services
Industry2 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
2Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)
CodeFSAAACAIPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Insurance Agencies and Brokerages524210
SIC code2 codes
  • Insurance Agents, Brokers & Service6411
  • Investment Advice6282
Product category
Wealth Management Advisory
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Advisory fees
TypeProfessional Services
Description

Fees charged for conducting financial studies and wealth analysis reports. Detailed in the engagement letter (lettre de mission).

aicpatrimoine.fr
2Retrocession of commissions on financial products
TypeTransaction Fee
Description

Commissions received on financial placements (insurance, funds, real estate investments) placed with partner providers. Placement fees are stated to be identical or lower than traditional distribution networks.

aicpatrimoine.fr
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Minimum entry threshold for financial solutions
ModelUnit PricingBilling cadencePay-as-you-go
Notes

Starting from €5,000 or €200/month for savings and investment solutions

aicpatrimoine.fr
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

AIC Patrimoine is an independent French wealth management advisory firm (conseiller en gestion de patrimoine) that provides personalized financial, real estate, insurance, and tax optimization strategies to individual clients. Operating without ties to banks or insurance networks, the firm offers comprehensive patrimonial solutions including savings placement, retirement planning, tax reduction, real estate investment, and estate succession planning, with a minimum entry threshold of €5,000 or €200/month.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

AIC Patrimoine (Audit Ingénierie Conseil) operates as an independent wealth management advisory firm offering comprehensive patrimonial services through multiple specialized offerings. The core product is personalized wealth management consultation covering savings optimization, retirement planning, tax reduction, real estate investment, and estate succession planning. The firm distinguishes itself through independence from banks and insurance networks, enabling objective financial product recommendations. Services are delivered across 9 French offices (Biarritz, Anglet, Pau, Tarbes, Rennes, Angers, Nantes, Pornic, Paris) with support for expatriate clients.

Product and service8 records
1Conseil en Gestion de Patrimoine
2Placer mon épargne (Savings Placement Advisory)
3Préparer ma retraite (Retirement Planning)
4Réduire ma fiscalité (Tax Optimization)
5Investir dans l'immobilier (Real Estate Investment Advisory)
6Préparer ma succession (Estate and Succession Planning)
7Épargne salariale (Employee Savings Advisory)
8Location meublée (Furnished Rental Advisory)
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
1Management companies (Sociétés de gestion)
Strategic tierCoreTypeOthers
Description

Partnerships with numerous asset management companies including Carmignac, Rothschild & Co, Tikehau Capital, JP Morgan Asset Management, La Française, Mirova, Fidelity, Thematics AM, Edmund de Rothschild, Eiffel IG, and others for providing investment fund solutions to clients.

2Insurance and platform partners
Strategic tierCoreTypeOthers
Description

Partnerships with major insurance companies and platforms including Cardif (BNP Paribas), Primonial, AXA Thema, UAF Life Patrimoine, Nortia, Eres, Generali, and others for insurance and capitalisation contract solutions.

3Real estate companies (Sociétés immobilières)
Strategic tierCoreTypeOthers
Description

Partnerships with SCPI (real estate investment trust) providers including Voisins, Sofidy, Perial, Corum, Alderan, Altixia, Fiducial, and La Française AM for real estate investment solutions.

4FIDROIT
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Partnership with FIDROIT for legal news and regulatory updates on tax and wealth management matters.

Recent move10 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles9 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries4 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance5 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

AIC Patrimoine

Wealth Management Advisoryaicpatrimoine.fr

AIC Patrimoine firmographics

Firmographics
Name
AIC Patrimoine
Legal name
AIC Patrimoine
Website
https://aicpatrimoine.fr
Company type
Private
Founded year
2018
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

AIC Patrimoine industry classification

Industry
Product category
Wealth Management Advisory
NAICS
Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (524210)
SIC
Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industry
Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

  • Wealth management advisory
  • Financial planning services
  • Estate planning
  • Retirement planning
  • Tax optimization services

Where AIC Patrimoine is headquartered

Location

Headquarters

HQ city
Pau
HQ country
France
HQ region
Europe

Offices9 records

Markets served

AIC Patrimoine business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Advisory fees: Fees charged for conducting financial studies and wealth analysis reports. Detailed in the engagement letter (lettre de mission).
  2. Retrocession of commissions on financial products: Commissions received on financial placements (insurance, funds, real estate investments) placed with partner providers. Placement fees are stated to be identical or lower than traditional distribution networks.

Pricing tiers

ModelBillingPrice
Unit PricingPay-as-you-goMinimum entry threshold for financial solutions

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

AIC Patrimoine product offering

Product offering

Core offering

AIC Patrimoine is an independent French wealth management advisory firm (conseiller en gestion de patrimoine) that provides personalized financial, real estate, insurance, and tax optimization strategies to individual clients. Operating without ties to banks or insurance networks, the firm offers comprehensive patrimonial solutions including savings placement, retirement planning, tax reduction, real estate investment, and estate succession planning, with a minimum entry threshold of €5,000 or €200/month.

Product overview

AIC Patrimoine (Audit Ingénierie Conseil) operates as an independent wealth management advisory firm offering comprehensive patrimonial services through multiple specialized offerings. The core product is personalized wealth management consultation covering savings optimization, retirement planning, tax reduction, real estate investment, and estate succession planning. The firm distinguishes itself through independence from banks and insurance networks, enabling objective financial product recommendations. Services are delivered across 9 French offices (Biarritz, Anglet, Pau, Tarbes, Rennes, Angers, Nantes, Pornic, Paris) with support for expatriate clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Conseil en Gestion de Patrimoine
  • Placer mon épargne (Savings Placement Advisory)
  • Préparer ma retraite (Retirement Planning)
  • Réduire ma fiscalité (Tax Optimization)
  • Investir dans l'immobilier (Real Estate Investment Advisory)
  • Préparer ma succession (Estate and Succession Planning)
  • Épargne salariale (Employee Savings Advisory)
  • Location meublée (Furnished Rental Advisory)

Companies that use AIC Patrimoine

Customer profile

Named customers5 records

Segments4 records

Ideal customer profiles3 records

AIC Patrimoine technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

AIC Patrimoine partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

  • Management companies (Sociétés de gestion)coreOthersPartnerships with numerous asset management companies including Carmignac, Rothschild & Co, Tikehau Capital, JP Morgan Asset Management, La Française, Mirova, Fidelity, Thematics AM, Edmund de Rothschild, Eiffel IG, and others for providing investment fund solutions to clients.
  • Insurance and platform partnerscoreOthersPartnerships with major insurance companies and platforms including Cardif (BNP Paribas), Primonial, AXA Thema, UAF Life Patrimoine, Nortia, Eres, Generali, and others for insurance and capitalisation contract solutions.
  • Real estate companies (Sociétés immobilières)coreOthersPartnerships with SCPI (real estate investment trust) providers including Voisins, Sofidy, Perial, Corum, Alderan, Altixia, Fiducial, and La Française AM for real estate investment solutions.
  • FIDROITminorStrategic or Co-development PartnerPartnership with FIDROIT for legal news and regulatory updates on tax and wealth management matters.

Scale indicators3 records

Recent moves10 records

Expansion highlights5 records

AIC Patrimoine competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

AIC Patrimoine social profiles

Digital presence

AIC Patrimoine compliance and trust

Trust signal

Compliance5 records

AIC Patrimoine financial estimates

Financial estimate

Revenue estimate

Valuation estimate

AIC Patrimoine leadership team

Management profile

Number of profiles

Profiles9 records

AIC Patrimoine subsidiaries and ownership

Company hierarchy

Subsidiaries4 records

AIC Patrimoine funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

AIC Patrimoine M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AIC Patrimoine

What does AIC Patrimoine do?

AIC Patrimoine is an independent French wealth management advisory firm (conseiller en gestion de patrimoine) that provides personalized financial, real estate, insurance, and tax optimization strategies to individual clients. Operating without ties to banks or insurance networks, the firm offers comprehensive patrimonial solutions including savings placement, retirement planning, tax reduction, real estate investment, and estate succession planning, with a minimum entry threshold of €5,000 or €200/month.

Is AIC Patrimoine a public or private company?

AIC Patrimoine is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was AIC Patrimoine founded?

AIC Patrimoine was founded in 2018. It employs 1 to 10 people.

Where is AIC Patrimoine based?

AIC Patrimoine is headquartered in Pau, France, in the Europe region.

How does AIC Patrimoine make money?

Two revenue lines are on record. Advisory fees are the primary driver. The others are retrocession of commissions on financial products.

Does AIC Patrimoine have an API?

No public API is recorded for AIC Patrimoine.

What industry is AIC Patrimoine in?

AIC Patrimoine's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6411.

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