Exclusive Partners
Exclusive Partners is a Paris-based, ACPR-licensed investment services provider that selects and distributes curated investment solutions—treasury, real economy, active funds, real estate, and structured products—to French institutional investors, corporates, private banks, family offices, and wealth advisors via retrocession fees.
- Company typePrivate
- Founded2010
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Exclusive Partners does
Exclusive Partners is a Paris-based, ACPR-licensed Investment Services Provider (PSI, No. 19173) founded in 2010 that selects and commercializes investment solutions for institutional investors, corporates, private banks, family offices, and independent wealth management advisors (CGPI) in France. The firm operates five core product lines: treasury management, real-economy financing, actively managed funds, real estate (SCPI/OPCI), and tailor-made structured solutions, all sourced from third-party management firms, banks, and insurance companies and subjected to in-house due diligence. Exclusive Partners is wholly owned by EXP Holding, which is itself 80%-owned by its managers, employees, and tied agents, and earns revenue primarily through retrocession fees and commissions disclosed under MiFID II as a non-independent advisor. The company runs an enterprise field-sales model combining direct advisory, a tied-agents network, a CGPI convention network, and a digital partner platform (exp.investhub.cloud), supported by a dedicated financial engineering team for bespoke structuring and an ESG/RSE overlay managed with EcoAct.
Exclusive Partners firmographics
Firmographics- Name
- Exclusive Partners
- Legal name
- Exclusive Partners
- Website
- https://exp.fr
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Exclusive Partners is a Paris-based, ACPR-licensed investment services provider that selects and distributes curated investment solutions—treasury, real economy, active funds, real estate, and structured products—to French institutional investors, corporates, private banks, family offices, and wealth advisors via retrocession fees.
- Ownership category
- akta.pro rank
Exclusive Partners industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)
- akta.pro secondary industries
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)
Keywords
Where Exclusive Partners is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Exclusive Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Commissions: Exclusive Partners operates as a non-independent investment advisor under MiFID II, receiving retrocession fees and commissions from management companies, banks, and insurance companies for products selected and commercialized to clients. This is disclosed to investors transparently.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Exclusive Partners product offering
Product offeringCore offering
Exclusive Partners is a French ACPR-regulated Investment Services Provider (PSI) that selects and commercializes high value-added investment solutions across five asset-class pillars — treasury management, real economy financing, actively managed funds, real estate (SCPI/OPCI), and tailor-made structured products — for institutional investors, corporations, private banks, family offices, and independent wealth management advisors. Distribution is delivered through direct advisory relationships, a network of tied agents, and a digital partner platform, with revenue generated via retrocession commissions disclosed to investors under MiFID II.
Product overview
Exclusive Partners operates as a unified investment solutions platform offering five distinct core service lines: Treasury Management (Optimisation de trésorerie), Real Economy Financing (Financement de l'économie réelle), Actively Managed Funds (Fonds de gestion active), Real Estate (Immobilier), and Tailor-made Structured Solutions (Solutions structurées sur mesure). The company acts as an Investment Services Provider (PSI) approved by ACPR, selecting and commercializing high value-added investment solutions for institutional investors, businesses, private banks, family offices, and wealth management advisors. All offerings undergo thorough due diligence, and the company provides ongoing support throughout the investment lifecycle.
Differentiator
Problem solved
Functional benefit
Products and services
- Optimisation de trésorerie (Treasury Management)
- Financement de l'économie réelle (Real Economy Financing)
- Fonds de gestion active (Actively Managed Funds)
- Immobilier (Real Estate)
- Solutions structurées sur mesure (Tailor-made Structured Solutions)
Companies that use Exclusive Partners
Customer profileSegments5 records
Ideal customer profiles5 records
Exclusive Partners technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Exclusive Partners partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights5 records
Exclusive Partners competitors and assessment
Company assessmentBroad incumbents
- Rothschild & Co: French-origin global advisory and wealth management firm with strong institutional and family office coverage. Comparable in serving large institutional and corporate clients with curated investment solutions, though much larger and with proprietary advisory teams.
- Indosuez Wealth Management: French private banking arm of Crédit Agricole CIB serving high-net-worth and family office clients with tailored investment solutions. Comparable in distribution of structured and active fund solutions to French wealth segments.
- Natixis Wealth Management: Wealth management arm of Natixis serving private banks and individual clients with structured products and active funds. Comparable in product categories offered and French market focus, though much larger and integrated with a major banking group.
- Oddo BHF: French-German private bank and asset manager offering wealth management, structured solutions, and active funds. Comparable in product breadth across the same five pillars as Exclusive Partners, but at vastly larger scale with proprietary AUM.
- Lazard: Global financial advisory and asset management firm with strong French roots. Comparable in providing investment solutions and advisory to institutional and family office clients, but operates at global scale with proprietary asset management.
Direct peers
- Cyrus Conseil: French wealth management advisory group providing independent investment solutions to private clients, family offices, and institutions. Comparable to Exclusive Partners in its intermediation model and French-market focus.
- Bourse Direct: French online broker and investment services provider offering intermediation and order reception-transmission services. Comparable as a French PSI/regulated intermediary, although more retail-oriented than Exclusive Partners' institutional focus.
- Haussmann Investissement: French independent investment advisory firm serving private banks, family offices, and wealth advisors with curated third-party investment solutions. Closely comparable to Exclusive Partners in target clientele, product selection model, and tied-agent-style distribution.
Regional players
- Primonial: French wealth management and asset management group specializing in real estate, structured products, and life insurance solutions. Comparable in distribution focus on CGPI and family offices with multi-asset solutions, primarily in France.
Emerging players
- Tikehau Capital: French alternative asset manager and investment platform with private debt, real estate, and private equity offerings. Comparable in offering real-economy financing and active fund selection, though at much larger AUM scale with proprietary product.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Exclusive Partners social profiles
Digital presenceExclusive Partners compliance and trust
Trust signalCompliance2 records
Exclusive Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exclusive Partners leadership team
Management profileNumber of profiles
Profiles8 records
Exclusive Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exclusive Partners 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 Exclusive Partners
What does Exclusive Partners do?
Exclusive Partners is a French ACPR-regulated Investment Services Provider (PSI) that selects and commercializes high value-added investment solutions across five asset-class pillars — treasury management, real economy financing, actively managed funds, real estate (SCPI/OPCI), and tailor-made structured products — for institutional investors, corporations, private banks, family offices, and independent wealth management advisors. Distribution is delivered through direct advisory relationships, a network of tied agents, and a digital partner platform, with revenue generated via retrocession commissions disclosed to investors under MiFID II.
Is Exclusive Partners a public or private company?
Exclusive Partners is a private company. It is classified as management employee owned and is currently operating.
When was Exclusive Partners founded?
Exclusive Partners was founded in 2010. It employs 11 to 50 people.
Where is Exclusive Partners based?
Exclusive Partners is headquartered in Paris, France, in the Europe region.
How does Exclusive Partners make money?
One revenue line is on record: investment Advisory Commissions.
Who are Exclusive Partners's main competitors?
Broad incumbents on record are Rothschild & Co, Indosuez Wealth Management, Natixis Wealth Management, Oddo BHF and Lazard. Direct peers are Cyrus Conseil, Bourse Direct and Haussmann Investissement. Primonial is listed as a regional player. Tikehau Capital is listed as an emerging player.
Does Exclusive Partners have an API?
No public API is recorded for Exclusive Partners.
What industry is Exclusive Partners in?
Exclusive Partners's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEACAG, Independent Broker-Dealer / Registered Representative Networks, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523150 and its SIC code is 6211.