Armoric Expertise

What Armoric Expertise does

Armoric Expertise is a French non-profit association (association déclarée, RCS 528469240) founded on October 29, 2010 at the initiative of MSA d'Armorique and Générations Mouvement, headquartered in Landerneau, Brittany. The organization's core activity is conducting multidimensional home-based evaluations of elderly persons' needs (health, social and family environment, home adaptation, mobility) to support retirement fund home maintenance policies. Since 2011 it has conducted more than 26,000 evaluations across the Brittany region, and since March 2015 it has held ANESM (now Haute Autorité de Santé) habilitation H2015-03-1667 to perform external evaluations of social and medico-social establishments. Its service portfolio comprises four lines: (1) elderly needs evaluation, (2) the Observatoire des fragilités statistical observatory derived from evaluation data, (3) external evaluation and quality approach support for social and medico-social establishments, and (4) social needs analysis (Analyse des Besoins Sociaux) for CCAS and CIAS municipalities.

The organization does not rely on proprietary technology; it uses standard social and medico-social evaluation methodologies and reference frameworks. Its primary technology asset is the Observatoire des fragilities, a territorial cartography built from large-scale statistical analysis of evaluation data, which serves as a decision-support tool for public authorities.

The business model is a professional services associative structure funded by service conventions and partnerships with institutional buyers, including CARSAT Bretagne, MSA d'Armorique and MSA des Portes de Bretagne, CMCAS Finistère-Morbihan, SOliHA, AIDHABITAT, and ASEPT Bretagne. Revenue is generated through commission-based contracts rather than direct beneficiary payments. Distribution is field-based, with social workers dispatched to beneficiaries' homes across Brittany, supported by a professional website (armoricexpertise.fr) and direct contact channels. The association operates exclusively within the Brittany region in France.

Name

Armoric Expertise

Legal name

ARMORIC EXPERTISE

Website

https://armoricexpertise.fr

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Armoric Expertise is a French non-profit association that conducts multidimensional home-based needs evaluations for elderly persons across the Brittany region, serving retirement funds, local government social action centers (CCAS/CIAS), and social/medico-social establishments under institutional service conventions.

Ownership category

akta.pro rank

Headquarters

HQ city

Landerneau

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Public/Institutional Service Contracts: Armoric Expertise operates as an associative structure providing evaluation services under partnership agreements with public retirement funds (CARSAT, MSA), local government social services (CCAS/CIAS), and social/médico-social establishments. Revenue is generated through service contracts and conventions with these institutional partners rather than direct customer payments.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels2 records

Core offering

Armoric Expertise conducts comprehensive multidimensional home evaluations of elderly persons' needs (health status, social and family environment, home adaptation, mobility) across the Brittany region of France, on behalf of retirement funds and local authorities. The association also operates an Observatory of Fragilities (statistical mapping of elderly vulnerability), delivers ANESM-habilitated external evaluations and quality support for social and medico-social establishments, and provides Social Needs Analyses (ABS) for municipal CCAS/CIAS.

Product overview

Armoric Expertise operates as a unified associative service offering specialized evaluation and support services for elderly persons and social/medico-social establishments across Brittany. The core offering is the Evaluation des besoins des personnes âgées (elderly needs assessment), complemented by the Observatoire des fragilités (fragility observatory) for territorial data analysis. Two additional services extend the portfolio: external evaluation and quality approach for social/medico-social establishments, and social needs analysis for local municipalities.

Differentiator

Problem solved

Functional benefit

Products and services

• Evaluation des besoins des personnes âgées (Elderly Persons' Needs Assessment) Comprehensive multidimensional evaluation of elderly persons' needs conducted at their homes by social workers across the Brittany region. The assessment covers health status, social and family environment, home adaptation, and mobility, producing personalized support plans for retirement fund clients and their beneficiaries.
• Observatoire des fragilités (Frailty Observatory) Statistical observatory built from 26,000+ home evaluations, providing territorial cartography of elderly vulnerability across Brittany. Serves as a decision-support tool for retirement funds and local authorities to target priority intervention areas.
• Evaluation externe et démarche qualité des établissements sociaux et médico-sociaux (External Evaluation and Quality Approach) External evaluation, internal evaluation support, quality approach implementation, and evaluator training for social and medico-social establishments and services, delivered under ANESM/Haute Autorité de Santé habilitation H2015-03-1667.
• Analyse des Besoins Sociaux des CCAS et CIAS (Social Needs Analysis for Local Authorities) Social needs analysis service for municipal Centers for Social Action (CCAS/CIAS), providing methodological support for territorial diagnosis, social needs description, and action plan recommendations to support municipal social policy planning.

Quantifiable outcome

• More than 26,000 home evaluations conducted since 2011
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• MSA d'ArmoriquecoreStrategic or Co-development Partner · 29 October 2010Mutualité Sociale Agricole d'Armorique was the founding initiator of Armoric Expertise alongside Générations Mouvement. MSA d'Armorique continues as a key institutional partner commissioning home evaluations for elderly beneficiaries and providing support within the agricultural social protection framework.
• Générations MouvementcoreStrategic or Co-development Partner · 29 October 2010Co-initiator of the association alongside MSA d'Armorique when Armoric Expertise was created on October 29, 2010. Générations Mouvement is a major association focused on seniors' issues.
• CARSAT BretagnecoreStrategic or Co-development PartnerCaisse d'Assurance Retraite et de la Santé au Travail Bretagne is a key institutional partner commissioning home evaluations for retirees as part of retirement fund home maintenance support policies.
• SOliHA (Solidaires pour l'Habitat)coreStrategic or Co-development PartnerSolidarity housing organization partnering with Armoric Expertise for housing adaptation assessments. Armoric Expertise conducts evaluations for SOliHA across Finistère, Côtes d'Armor, and Ille-et-Vilaine departments.
• CMCAS Finistère-MorbihanminorStrategic or Co-development PartnerCaisse Mutualiste Complémentaire d'Action Sociale of Finistère-Morbihan commissions home evaluations for its beneficiaries as part of complementary social action services.
• Haute Autorité de Santé (formerly ANESM)coreStrategic or Co-development PartnerThe Haute Autorité de Santé (through its predecessor ANESM - Agence nationale de l'évaluation et de la qualité des établissements et services sociaux et médico-sociaux) granted Armoric Expertise official habilitation (H2015-03-1667) in March 2015 to conduct external evaluations of social and medico-social establishments.
• AIDHABITATminorStrategic or Co-development PartnerHousing assistance organization listed as a partner of Armoric Expertise, providing services related to housing adaptation for elderly persons.
• ASEPT BretagneminorStrategic or Co-development PartnerArmoric Expertise conducts health prevention workshops on behalf of ASEPT Bretagne, managing project files, receiving workshop requests from funders, and coordinating internal or external facilitators.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Croix-Rouge française: Large French charity operating nationwide home-help, dependency-evaluation, and medico-social establishment services. Comparable as a broader incumbent that conducts in-home assessments of elderly persons and external evaluations of social/medico-social structures, often commissioned by the same institutional partners.
• Korian: Large French-listed operator of senior care facilities and home-care services across Europe. Comparable as a broad incumbent in the elderly-care sector that engages with the same regulatory and institutional environment (HAS evaluations, retirement-fund partnerships) as Armoric Expertise.
• CNAV (Caisse nationale d'assurance vieillesse): France's national old-age insurance fund, coordinating the basic pension regime and funding 'aide au maintien à domicile'. Comparable as a broad incumbent that is the ultimate counterparty for retirement-fund commissions, including those channeled through regional CARSATs to evaluation providers.
• AGIRC-ARRCO: Federation managing France's mandatory supplementary retirement scheme for private-sector employees. Comparable as a broad incumbent retirement-fund actor that commissions home evaluations and elder-support services from providers like Armoric Expertise through its regional分支机构.
• Orpea: Major European operator of nursing homes, assisted-living facilities, and home-care services. Comparable as a broad incumbent operating across the elder-care value chain in France, including needs assessments and medico-social services that touch the same retirement-fund ecosystem.
• DomusVi: Major French operator of assisted-living facilities, nursing homes, and home-care services. Comparable as a broad incumbent across the French elder-care value chain, subject to the same HAS evaluation framework and contracting with retirement funds and CCAS partners.

Others

• Fondation Médéric Alzheimer: French foundation dedicated to studying Alzheimer's disease and supporting elderly persons with cognitive decline. Comparable as an adjacent nonprofit actor producing observational data and analysis on elderly populations, similar in spirit to Armoric Expertise's Observatoire des fragilités.

Direct peers

• Nexem: National employers' federation for social and medico-social service providers (resulting from ADESSA-ANDESI merger). Comparable because its member organizations operate in the same social/medico-social evaluation and support ecosystem, subject to the same HAS external-evaluation requirements.
• UNA France: National federation of home-help, home-care, and personal-services providers in France. Comparable because it organizes and represents the same population of local associations that conduct home evaluations and coordinate elderly support services under contracts with retirement funds.
• ADMR: France's largest network of home-services associations supporting elderly and dependent individuals in their homes. Comparable to Armoric Expertise because both deliver field-based social and care-coordination services for aging in place across French regions, often commissioned by the same retirement funds and CCAS partners.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Customer concentration

• LinkedInlinkedin.com/company/armoric-expertise

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Armoric Expertise