Consultim Partners

What Consultim Partners does

Consultim Partners is a French simplified joint-stock company (SAS) headquartered in Vertou near Nantes, founded in 1995 and operating as a subsidiary of Consultim Groupe Holding (RCS Nantes 849 032 503). The company operates a B2B2C distribution platform that channels real estate and financial investment products to end investors exclusively through a network of over 2,500 wealth management professionals (Professionnels du Patrimoine), including independent advisors (CGPIs), banks, insurance companies, wealth managers, family offices, and financial investment advisors. The product offering spans five categories: SCPI Optimale, an ISR-labeled real estate fund with 87M€ capitalization managed by Consultim Asset Management; OPCI LF CERENICIMO+, a multi-sector managed real estate fund launched in 2017 in partnership with La Française Real Estate Managers; the Finple crowdfunding platform (subsidiary acquired in 2020) with 271M€ financed across 239 projects and 18,500 members; Nue-Propriété bare ownership structures (3,350+ units sold); and Résidences Services/LMNP furnished rental investments (77,700+ residences commercialized, 1,200+ partner promoters, 2,400+ annual sales volume).

The company monetizes through advisory and distribution fees on transactions, SCPI/OPCI management fees charged on portfolio capitalization, and subscription commissions on entry. Technology infrastructure consists of the My Consultim Immo portal and My Consultim Finance portal (hub-cerenicimo) which provide partners with secure workspace, exclusive tools, training, and activity tracking, plus the Finple digital crowdfunding platform enabling direct investment in bonds and equity for SMEs. Pricing varies by product: OPCI subscriptions start at 5,000€ with subscription commission temporarily reduced from 5.8% to 0% from December 2023 within a 10M€ envelope; Nue-Propriété investments start at 58,348€ TTC for studios in Lille; and LMNP serviced residence investments range from 121,037€ HT upward with gross yields of 3.80-4.30%.

Cumulative assets distributed since founding total 11.7B€ across the broader Consultim group, which comprises 12 expert companies and 250 collaborators; Consultim Partners' own legal capital is 40,000 euros. The company has earned industry recognition including Gestion de Fortune awards in 2022 and 2023 and the TOP SCPI 2024 "Prix de la Rédaction Espoir" for SCPI Optimale. Operations remain exclusively domestic (France), there is no evidence of public listing or external institutional investment, and ownership appears concentrated within the parent holding structure via founder/family control.

Name

Consultim Partners

Legal name

CONSULTIM PARTNERS Société par actions simplifiée au capital de 40.000 euros

Website

https://consultim-partners.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Consultim Partners is a French B2B2C distribution platform (founded 1995, Vertou) that channels real estate and financial investment products — SCPI, OPCI, crowdfunding, Nue-Propriété, and LMNP — to end investors exclusively through 2,500+ wealth management professional partners across France.

Ownership category

akta.pro rank

Product category

Wealth Management Distribution Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management distribution
• Real estate investment
• SCPI fund management
• Investment advisory
• Asset management services

Headquarters

HQ city

Vertou

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Distribution Fees: CONSULTIM Partners provides non-independent advisory services and evaluates a restricted range of financial instruments. Advisory on investments is compensated through a fraction of fees related to interventions made in this context, paid directly or indirectly by promoter establishments. Partners and wealth management advisors are partially compensated on the products and services they advise.
2. SCPI Management Fees: SCPI Optimale is managed by Consultim Asset Management. Management fees are charged on the capitalisation of the SCPI portfolio (87M€ as of September 2025).
3. OPCI Management Fees: OPCI LF CERENICIMO+ is managed by La Française Real Estate Managers. The fund charges subscription commissions and management fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Consultim Partners is a B2B distribution platform for wealth management professionals (Professionnels du Patrimoine) that curates and distributes a diversified range of real estate and financial investment products, including SCPI, OPCI, Nue-Propriété (bare ownership), Résidences Services / LMNP furnished rentals, and crowdfunding via the Finple platform. It also provides partner support tools (My Consultim Immo and My Consultim Finance portals) and selection/advisory services for CGPIs, banks, insurance companies, wealth managers, and family offices.

Product overview

Consultim Partners is a B2B wealth management distribution platform for heritage professionals (CGPIs, banks, family offices) offering a diversified portfolio of real estate and financial investment products. The core offering consists of: (1) SCPI Optimale, an ISR-labeled real estate fund focused on French proximity assets managed by Consultim Asset Management; (2) OPCI LF CERENICIMO+, the first public multi-sector managed real estate fund combining LMNP furnished rental advantages; (3) Finple, a crowdfunding platform for financing real economy projects through bonds and equity; (4) Nue-Propriété, bare ownership property investment structures; and (5) Résidences Services/LMNP, furnished rental investments in serviced residences. Products are distributed exclusively through partner wealth professionals with dedicated portal access (My Consultim Immo and My Consultim Finance).

Differentiator

Problem solved

Functional benefit

Brands

• SCPI Optimale: ISR-labeled real estate investment fund focused on French regional proximity assets including offices, retail, healthcare, and activities, managed by Consultim Asset Management.
• OPCI LF CERENICIMO+
• Finple

Products and services

• SCPI Optimale by Consultim ISR-labeled SCPI (Societe Civile de Placement Immobilier) real estate fund managed by Consultim Asset Management, focused on French regional proximity assets including offices, retail, healthcare, and business activities. It is distributed exclusively through wealth management professionals and had a 6.51% distribution rate in 2024 with 87M€ capitalisation as of September 2025.
• OPCI LF CERENICIMO+ The first public multi-sector managed real estate OPCI (Organisme de Placement Collectif Immobilier), combining La Francaise asset management with Cerenicimo's furnished rental expertise under LMNP status. Minimum subscription starts from 5,000€ and covers serviced residences including seniors, nursing homes, tourism, and student housing.
• Finple Crowdfunding Platform Digital crowdfunding platform (subsidiary of Groupe Consultim since 2020) connecting entrepreneurs with investors to finance real economy projects through bonds, shares, and convertible bonds. As of October 2025, the platform has 18,500 members, 239 financed projects, and 271M€ total funded.
• Nue-Propriété (Bare Ownership)

Quantifiable outcome

• 11.7 billion euros in assets distributed since founding in 1995
• +5 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• FinplecoreOthers · 1 January 2020Finple is a crowdfunding platform, subsidiary of Groupe Consultim since 2020. The platform connects entrepreneurs with investors to finance real economy projects. As of October 2025, Finple has financed 239 projects totaling 271 M€ with 18,500 members. The platform enables investment in bonds and equity for SMEs and real estate projects.
• La Française Real Estate ManagerscoreTechnology or Integration · 1 January 2017La Française Real Estate Managers is the asset management company for OPCI LF CERENICIMO+. They are authorized by the Autorite des Marches Financiers (AMF) under number GP 07000038 since June 26, 2007. The partnership combines La Francaise's fund management expertise with Cerenicimo's specialist knowledge of furnished rental (LMNP) under commercial leases since 1995.
• CACEIS BankminorOthersCACEIS Bank serves as the depositary for OPCI LF CERENICIMO+, providing custody and asset safekeeping services for the fund's real estate portfolio.
• DeloitteminorOthersDeloitte serves as the statutory auditor (Commissaire aux comptes) for OPCI LF CERENICIMO+, providing independent audit services.
• Consultim Asset ManagementcoreOthersConsultim Asset Management is the management company for SCPI Optimale. The entity manages the SCPI with an investment strategy focused on proximity assets in French regions, pursuing ISR (Investissement Socialement Responsable) certification.
• Groupe ConsultimcoreOthersConsultim Partners is a subsidiary of Groupe Consultim (849 032 503 RCS NANTES). The group includes 12 expert companies covering various aspects of real estate and financial investment services since 1995. Consultim Partners leverages the group's strength and expertise built over 25+ years.

Scale indicators14 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Perial Asset Management: French SCPI and OPCI specialist with established investor base, distributing real estate investment funds through wealth advisors. Closely comparable to Consultim's SCPI Optimale and OPCI LF CERENICIMO+ offerings, with similar target customer (wealth professionals and their clients).
• Corum L'Épargne: French SCPI specialist (Corum Origin, Corum XL) with strong brand recognition and distribution through private wealth advisors. Comparable to Consultim's SCPI Optimale in product type and advisor-distributed go-to-market.
• Paref Gestion: French asset manager specializing in SCPI (Paref Evolution, Pfo) and OPCI vehicles distributed through wealth management professionals. Directly comparable to Consultim in product mix and B2B distribution approach.
• Sofidy: One of France's largest SCPI and real estate asset managers, distributing through wealth advisors. Directly comparable to Consultim in product mix (SCPI-focused with real estate vehicles) and distribution model targeting CGPI partners.
• Primonial (now Primonial Ingénierie & Développement): Direct French peer distributing wealth investment products (SCPI, OPCI, assurance-vie) to wealth management professionals (CGPIs). Operates a comparable B2B2C model with multi-product range and large partner network, making it the closest analog to Consultim Partners' distribution platform.

Emerging players

• Homunity: French crowdfunding platform specializing in real estate investments, comparable to Finple. Smaller scale with direct-to-investor distribution, representing the broader ecosystem in which Consultim competes for crowdfunding-driven real estate flows.
• Novaxia Investissement: French crowdfunding and SCPI-adjacent investment platform, offering alternative real estate products to retail and wealth advisor clients. Comparable to Consultim in blending crowdfunding with traditional real estate vehicles, though smaller scale.
• Fundimmo: French real estate crowdfunding platform serving individual investors directly. Comparable to Finple in the crowdfunding space, though with a narrower real estate focus and different go-to-market (direct-to-investor rather than partner-distributed).
• Anaxago: French online crowdfunding platform focused on real estate and SME investments, comparable to Consultim's Finple subsidiary. Operates as digital-first direct investor platform rather than partner-distributed, representing an emerging alternative channel.

Broad incumbents

• La Française Real Estate Managers: Large French asset manager and Consultim's actual partner for OPCI LF CERENICIMO+, managing diversified real estate funds across multiple vehicles. Broader incumbent with extensive product portfolio overlapping Consultim's offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Consultim Partners