Investeam
- Company typePrivate
- Founded1994
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
Investeam firmographics
Firmographics- Name
- Investeam
- Legal name
- Investeam
- Website
- https://investeam.fr
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Investeam industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where Investeam is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Investeam business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory Fees (Honoraires): As regulated CIF (Conseiller en Investissements Financiers) entities, Investeam Wealth and Investeam Conseil operate exclusively on a fee-for-service basis (honoraires), without receiving any backend commissions (marges arrière). Revenue is generated from advisory fees charged to clients for investment counsel.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Investeam product offering
Product offeringCore offering
Investeam is a French fee-only financial advisory firm specializing in bond investment advisory. Operating under two CIF-regulated brands — Investeam Wealth (serving institutional investors and non-profit organizations) and Investeam Conseil (serving wealth management advisors / CGP) — the firm also manages a proprietary bond fund (Fonds Origines). All advisory is delivered on a fee-only basis, with no backend commissions.
Product overview
Investeam is a fee-only financial advisory firm operating two core entities: Investeam Wealth (bond investment advisory for institutions and non-profits) and Investeam Conseil (advisory for wealth management advisors). The firm offers its flagship bond fund 'Origines' (5-star rated), along with educational content including 'Breakfast News' newsletter, monthly 'Humeur des marchés' market commentary, and 'Webinaire Taux-Thèmes' webinars on interest rate themes. The 'Décryptages' glossary provides financial education resources.
Differentiator
Problem solved
Functional benefit
Brands
- Origines: The company's 5-star rated Europerformance bond fund, managed with a focus on investment-grade corporate bond selection and duration management.
Products and services
- Investeam Wealth CIF-regulated investment advisory services for institutional investors (insurance, pension, mutual funds, corporates) and non-profit organizations, specializing in bond investment advisory. Delivered on a fee-only basis with no backend commissions.
Quantifiable outcome
- The 'Origines' bond fund has held a 5-star Europerformance rating for multiple consecutive years and Morningstar 5-star ratings on both 3-year and 5-year periods as of May 2025.
Companies that use Investeam
Customer profileSegments4 records
Ideal customer profiles4 records
Investeam technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Investeam partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Ordre de la LibérationcoreInvesteam is a patron (mécène) of the Ordre de la Libération. After years of supporting the Société des Amis du musée de l'Ordre de la Libération (SAMOL), Investeam signed a sponsorship convention on 23 February (year unspecified) with the Order, represented by its Délégué National, General Thierry Burkhard. Investeam supports the enrichment of the museum's collections and the deployment of memory projects perpetuating the values of the Companions of the Liberation. The firm has also donated historical artifacts including decorations belonging to Alexandre Parodi and memorabilia of General Gilbert Grandval to the museum.
- Académie des Sciences morales et politiques de l'Institut de FranceminorInvesteam is honored to sponsor the Académie des Sciences morales et politiques of the Institut de France. The sponsorship contributes to the work of the Fondation Ethique et Economie created under the Academy's auspices in 2013, which aims to promote the place of humans in economic relations and the management of the common good.
- ANACOFI (Association Nationale des Conseillers Financiers)coreInvesteam Wealth is a member of ANACOFI (Association Nationale des Conseillers Financiers), the National Association of Financial Advisors. Investeam commits to arbitration through ANACOFI's arbitration commission in case of disputes. ANACOFI membership is a regulatory and professional association requirement for CIF entities in France.
- AMF (Autorité des Marchés Financiers)coreInvesteam Wealth and Investeam Conseil are CIF entities regulated by the AMF (Autorité des Marchés Financiers), France's financial markets regulator. The AMF is the supervisory authority overseeing their investment advisory activities.
- ORIAS (Organisme pour le Registre des Intermédiaires en Assurance)coreInvesteam Wealth is registered with ORIAS under number 16001013, the official registry for insurance and financial intermediaries in France, as required for CIF entities.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Investeam competitors and assessment
Company assessmentBroad incumbents
- Lazard Frères Gestion: French asset management arm of Lazard, offering active fixed income, equity, and multi-asset strategies to institutional clients. Comparable as a French institutional fixed income competitor, but at significantly larger scale and broader portfolio.
- Carmignac: Independent French asset manager offering active fixed income, equity, and multi-asset funds across European institutional and retail channels. Comparable as an independent French manager serving institutional clients, though substantially larger and more diversified than Investeam.
- H2O Asset Management: French-based independent asset manager with global fixed income and multi-asset strategies for institutional clients. Comparable as a French independent manager active in fixed income advisory mandates, though much larger in scale.
Direct peers
- DNCA Finance: French independent asset manager offering equity, fixed income, and multi-asset strategies to institutional and private clients. Comparable to Investeam as an independent French manager with fee-based advisory, though larger in scale.
- Ofi Invest: French multi-affiliate asset manager offering fixed income, equity, and multi-asset strategies to institutional and retail clients. Comparable to Investeam as a French advisory competitor in fixed income and discretionary mandates.
- Montpensier Finance: French independent asset manager specialized in European equities and conviction-driven mandates for institutional and private clients. Comparable to Investeam as a Paris-based independent boutique operating without bank affiliation, serving overlapping client segments.
- TwentyTwo Capital Group: French independent asset manager specialized in European credit and investment-grade bond strategies. Closest functional peer to Investeam given its bond-first positioning and institutional client base in France.
- Gay-Lussac Gestion: French independent, fee-based boutique asset manager focused on conviction-driven equity and fixed-income strategies for private and institutional clients. Highly comparable to Investeam as a small French independent advisory boutique serving HNW and institutional mandates without product distribution.
Regional players
- Lombard Odier Asset Management: Swiss private bank and asset manager offering active fixed income and multi-asset strategies to European HNW and institutional clients. Comparable to Investeam in serving European institutional clients with active fixed income advisory, though operating at much larger scale.
- Flossbach von Storch: Independent German wealth manager operating a fee-only multi-asset and bond advisory model for private and institutional clients. Comparable to Investeam as a fee-only European boutique with strong brand and bond heritage, though serving primarily the German-speaking market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Investeam social profiles
Digital presenceInvesteam compliance and trust
Trust signalCompliance2 records
Investeam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investeam leadership team
Management profileNumber of profiles
Profiles2 records
Investeam funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investeam M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investeam
What does Investeam do?
Investeam is a French fee-only financial advisory firm specializing in bond investment advisory. Operating under two CIF-regulated brands — Investeam Wealth (serving institutional investors and non-profit organizations) and Investeam Conseil (serving wealth management advisors / CGP) — the firm also manages a proprietary bond fund (Fonds Origines). All advisory is delivered on a fee-only basis, with no backend commissions.
Is Investeam a public or private company?
Investeam is a private company. It is classified as management employee owned and is currently operating.
When was Investeam founded?
Investeam was founded in 1994. It employs 1 to 10 people.
Where is Investeam based?
Investeam is headquartered in Paris, France, in the Europe region.
How does Investeam make money?
One revenue line is on record: advisory Fees (Honoraires).
Who are Investeam's main competitors?
Broad incumbents on record are Lazard Frères Gestion, Carmignac and H2O Asset Management. Direct peers are DNCA Finance, Ofi Invest, Montpensier Finance, TwentyTwo Capital Group and Gay-Lussac Gestion. Regional players are Lombard Odier Asset Management and Flossbach von Storch.
Does Investeam have an API?
No public API is recorded for Investeam.
What industry is Investeam in?
Investeam's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 523940 and its SIC code is 6282.