Weelim
Weelim is a French CIF-registered wealth management advisory firm (SASU) in Bordeaux, founded 2019, providing free, independent advice across SCPI, assurance-vie, private equity, crowdfunding, PER, OPCI, and other investment vehicles to individual and business investors, compensated by partner commissions.
- Company typePrivate
- Founded2019
- HeadquartersBordeaux, France
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Weelim does
Weelim is a French wealth management advisory firm (conseil en gestion de patrimoine) founded in 2019 and headquartered at 38 Cours de l'Intendance in Bordeaux. Structured as a SASU under the legal name WEELIM, the firm is registered with ORIAS (#19004224) as a Conseiller en Investissements Financiers (CIF) and insurance broker, holds a CPI real-estate card issued by CCI Bordeaux Gironde, and is a member of CNCGP since its founding year. It is led by founder and CEO Jérémy Orféo, with Mintsa Petit-Lambert serving as Director of Investor Relations; the firm operates with 1–10 employees and no disclosed external funding or parent company.
The company's core offering is free, conflict-of-interest-disclosed advisory across a broad catalog of French investment vehicles: 79+ SCPI supports, 24+ assurance-vie contracts, 11+ private equity funds, 9+ SCI vehicles, 4 OPCI supports, plus crowdfunding immobilier, PER, PEA/PEA-PME, GFF/GFI/GFV, Club Deals (€100,000+ minimums), structured products, Article 150-0B Ter deferral funds, ISR responsible investments, and cryptocurrency exposure offered through a partnership with PSAN-registered TILVEST. Distribution is sales-led: each client is assigned a dedicated personal advisor who delivers a three-step process (patrimony study, investment simulations, strategy launch) accessible via phone, video, or in-person appointment. The website serves as both an SEO-optimized content hub (guides, blog, monthly newsletter, proprietary podcast) and a lead-generation channel feeding the advisor funnel.
Weelim's revenue model is affiliate/referral-based: clients pay no advisory fees, and the firm is compensated by commissions from its product partners (asset management companies, banks, insurers, and real estate promoters) for referrals and placements. The firm claims €100M+ in advised funds across its client base and markets indicative annual return targets of 5–12% across recommended products. Marketing is primarily content-driven, leveraging editorial guides, a proprietary podcast, organic search, social media, and webinars, with no proprietary technology platform or algorithmic system disclosed.
Weelim firmographics
Firmographics- Name
- Weelim
- Legal name
- WEELIM
- Website
- https://weelim.fr
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Weelim is a French CIF-registered wealth management advisory firm (SASU) in Bordeaux, founded 2019, providing free, independent advice across SCPI, assurance-vie, private equity, crowdfunding, PER, OPCI, and other investment vehicles to individual and business investors, compensated by partner commissions.
- Ownership category
- akta.pro rank
Weelim industry classification
Industry- Product category
- Wealth Management Advisory
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Client/High-Net-Worth Advisory (FSAEAAAN), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Weelim is headquartered
LocationHeadquarters
- HQ city
- Bordeaux
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Weelim business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Commission-based advisory fees covered by product partners: Weelim charges no direct advisory fees to clients. The firm's revenue comes from commissions and referral fees paid by its product partners — sociétés de gestion (asset management companies), banks, insurance companies, and real estate developers/promoters — who are referenced and promoted on the Weelim platform. This model positions Weelim as a free-to-client advisory service compensated by the supply side of the investment products ecosystem.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Weelim product offering
Product offeringCore offering
Weelim is an independent wealth management advisory firm (Conseil en Gestion de Patrimoine) that provides personalized investment advice and patrimony planning to individuals and businesses in France. The firm does not charge advisory fees to clients; instead it is compensated by commissions paid by product partners (asset management companies, banks, insurers, promoters) for referring clients to investment solutions including SCPI, Assurance-vie, Private Equity, Crowdfunding Immobilier, OPCI, PER, SCI, and other financial products.
Product overview
Weelim is a wealth management advisory firm offering a comprehensive platform of investment solutions. The core offering centers on real estate investment vehicles (SCPI, OPCI, SCI de rendement, Crowdfunding Immobilier, GFF/GFI/GFV) combined with financial investment products (Assurance-vie, PER, PEA, Private Equity, Club Deals, Produits structurés, and Cryptomonnaies via partner TILVEST). The platform provides advisory services across 79 SCPI supports, 23 PER supports, 24 insurance-vie supports, 11 Private Equity funds, 9 SCI supports, and 4 OPCI supports, enabling personalized portfolio construction aligned with investor objectives including retirement preparation, tax optimization, income generation, and capital accumulation.
Differentiator
Problem solved
Functional benefit
Products and services
- SCPI advisory (Sociétés Civiles de Placement Immobilier)
Quantifiable outcome
- 5% to 12% annual return targets across recommended investment products (SCPI, private equity, crowdfunding)
- +2 more outcomes
Companies that use Weelim
Customer profileSegments2 records
Ideal customer profiles2 records
Weelim technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Weelim partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights4 records
Weelim competitors and assessment
Company assessmentDirect peers
- Magnolia: Independent French wealth advisory firm offering personalized patrimony advice and product distribution (SCPI, assurance-vie, PE), closely mirroring Weelim's CGP advisory model.
- Linxea: French online wealth advisory and life-insurance brokerage firm offering independent product comparison and advisory services, very similar to Weelim's independent, no-direct-fee model with compensation from product partners.
- Meilleurtaux Placement: Major French independent advisory and brokerage brand (Meilleurtaux group) covering savings, assurance-vie, SCPI, and investment products — a scaled direct competitor in the independent French wealth advisory space.
- Boursedescrédits: French advisory and brokerage group covering financing, assurance-vie, and investment products, providing independent advisory services comparable to Weelim's proposition.
- MonFinancier: French online wealth advisory platform providing personalized patrimony advice and product comparison across assurance-vie, PER, and SCPI — a comparable digital-first CGP competitor.
- Placement-direct.fr: French independent online savings and wealth advisory broker offering assurance-vie, PER, SCPI, and other investment products — directly comparable to Weelim in independent advisory positioning and product breadth.
Others
- Harvest: French fintech providing wealth-advisory software, product databases, and patrimonial analysis tools to CGPs — an enabling technology peer that powers parts of the French independent advisory ecosystem Weelim operates in.
Emerging players
- Anaxago: French private equity and real estate crowdfunding platform giving individual investors access to unlisted deals — directly comparable to Weelim's crowdfunding immobilier and private equity product lines.
- ClubFunding: French real estate crowdfunding platform, comparable to Weelim's crowdfunding immobilier advisory offering for individual investors seeking direct property project exposure.
- Fundshop: French online private equity and club-deals platform enabling individual investors to access unlisted investments — overlapping with Weelim's Private Equity and Club Deals offering through a digital-first model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Weelim social profiles
Digital presenceWeelim financial estimates
Financial estimateRevenue estimate
Valuation estimate
Weelim leadership team
Management profileNumber of profiles
Profiles2 records
Weelim funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Weelim 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 Weelim
What does Weelim do?
Weelim is an independent wealth management advisory firm (Conseil en Gestion de Patrimoine) that provides personalized investment advice and patrimony planning to individuals and businesses in France. The firm does not charge advisory fees to clients; instead it is compensated by commissions paid by product partners (asset management companies, banks, insurers, promoters) for referring clients to investment solutions including SCPI, Assurance-vie, Private Equity, Crowdfunding Immobilier, OPCI, PER, SCI, and other financial products.
Is Weelim a public or private company?
Weelim is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Weelim founded?
Weelim was founded in 2019. It employs 1 to 10 people.
Where is Weelim based?
Weelim is headquartered in Bordeaux, France, in the Europe region.
How does Weelim make money?
One revenue line is on record: commission-based advisory fees covered by product partners.
Who are Weelim's main competitors?
Direct peers on record are Magnolia, Linxea, Meilleurtaux Placement, Boursedescrédits, MonFinancier and Placement-direct.fr. Harvest is listed as an others. Emerging players are Anaxago, ClubFunding and Fundshop.
Does Weelim have an API?
No public API is recorded for Weelim.
What industry is Weelim in?
Weelim'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 FSABADAD, Private Banking Advisory & Discretionary Portfolio Management.