Keepers
- Company typePrivate
- Founded2018
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Keepers does
Keepers is a France-based independent multi-family office founded in 2018 that delivers fee-only wealth management advisory services to high-net-worth families. The firm is headquartered at 30 boulevard Haussmann in Paris and operates a regional office in Marcq-en-Barœul (Lille metropolitan area), with a team of 11-50 employees. Its core proposition is "radical independence": Keepers charges only advisory fees (honoraires de conseil) and explicitly does not sell financial products or accept retrocessions, a positioning designed to eliminate the conflict of interest that it argues is endemic to traditional French wealth management.
The firm's service offering spans strategic wealth planning, estate and succession planning, family wealth governance, investment strategy, and multi-generational wealth transmission. Its primary proprietary technology is the "Reporting et gouvernance patrimonial" dashboard, which provides portfolio-wide visibility, precise control, and forecasting for family wealth. Client document exchange is handled through an Oodrive-powered reserved-access data room (Accès réservé), supporting secure collaboration on sensitive financial information.
Keepers generates revenue through recurring advisory fees and reaches clients through direct advisory relationships, supported by a content and thought-leadership presence on its website (keepers.fr) and LinkedIn (@keepers-family), plus video content. The firm serves exclusively French HNW families, operates without intermediaries or third-party distribution, and markets the "institutional-grade conditions" it claims to negotiate as a key differentiator versus traditional retail private banks and wealth advisors.
Keepers firmographics
Firmographics- Name
- Keepers
- Legal name
- Keepers
- Website
- https://keepersfamily.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Keepers industry classification
Industry- Product category
- Multi-Family Office / Wealth Management Advisory
- akta.pro primary industry
- Estate Planning, Trust Structuring & Governance (FSAAADAF)
- akta.pro secondary industry
- Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)
Keywords
Where Keepers is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Keepers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Conseil en patrimoine (Advisory Fees): Keepers operates on a pure advisory fee model with radical independence. The company charges only advisory fees (honoraires de conseil) and does not sell financial products or receive retrocessions/trail commissions. This model eliminates conflicts of interest between advisor and client.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Keepers product offering
Product offeringCore offering
Keepers is a French multi-family office that provides independent, fee-only wealth management advisory services to high-net-worth families. It delivers strategic wealth planning, succession and estate planning, investment strategy, and governance support, operating exclusively on advisory fees (honoraires de conseil) with no product sales or retrocessions. The firm supplements its advisory work with a proprietary reporting and governance dashboard providing global portfolio visibility, control, and forecasting capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Services
Quantifiable outcome
- Access to institutional-grade investment conditions previously reserved for large institutional investors
Companies that use Keepers
Customer profileSegments1 record
Ideal customer profiles1 record
Keepers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Keepers partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Keepers competitors and assessment
Company assessmentBroad incumbents
- Rothschild & Co: Global financial advisory group with a large Wealth & Asset Management division serving HNW families in France and internationally. Comparable on HNW family advisory and estate/succession services, though broader in scope (M&A, advisory, merchant banking) than a pure independent MFO.
- BNP Paribas Wealth Management: Large bank-affiliated wealth manager serving French and European HNW clients with private banking, estate planning, and family-office-adjacent services. Comparable on French HNW targeting and multi-generational offerings, but bank-affiliated model conflicts with Keepers' independence positioning.
Direct peers
- Syz Group: Swiss family-owned private banking and asset management group offering discretionary and advisory wealth services to HNW families. Comparable on independent, family-controlled ownership and European HNW target segment.
- Union Bancaire Privée (UBP): Swiss private bank with strong family-office capabilities and a stated focus on independent advisory for HNW clients. Comparable on independent positioning, family-office service model, and European HNW market coverage.
- Indosuez Wealth Management: Wealth management arm of Crédit Agricole CIB, headquartered in France and serving HNW clients across Europe with a multi-family-office-style offering. Comparable on French market presence, HNW family targeting, and succession/estate planning services.
- Mirabaud: Swiss independent private bank offering wealth management, asset management, and corporate advisory with a family-office-style offering to HNW clients. Comparable on independence-first positioning and cross-border HNW service similar to Keepers' French MFO model.
- Lombard Odier: Swiss private bank with a long-standing independent partnership structure and dedicated family-office / wealth planning services for HNW families. Comparable to Keepers on independent ownership, multi-generational advisory focus, and European HNW target market.
- Edmond de Rothschild: Swiss private bank specialized in private wealth and asset management for HNW entrepreneurial families, with strong French market ties. Comparable on family-wealth advisory, succession planning, and long-term multi-generational focus.
- Pictet Group: Swiss private bank and one of Europe's largest independent wealth managers offering multi-family-office-style services to HNW families across Switzerland, France, and beyond. Directly comparable on independent-ownership positioning, cross-border HNW service, and emphasis on long-term advisory relationships.
- Hottinger Group: Independent Swiss family-owned financial group providing wealth management, asset management, and corporate finance with a long history of serving HNW families and entrepreneurs. Comparable on independent family-controlled model and boutique HNW advisory focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Keepers social profiles
Digital presenceKeepers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Keepers leadership team
Management profileNumber of profiles
Profiles1 record
Keepers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Keepers 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 Keepers
What does Keepers do?
Keepers is a French multi-family office that provides independent, fee-only wealth management advisory services to high-net-worth families. It delivers strategic wealth planning, succession and estate planning, investment strategy, and governance support, operating exclusively on advisory fees (honoraires de conseil) with no product sales or retrocessions. The firm supplements its advisory work with a proprietary reporting and governance dashboard providing global portfolio visibility, control, and forecasting capabilities.
Is Keepers a public or private company?
Keepers is a private company. It is classified as unknown and is currently operating.
When was Keepers founded?
Keepers was founded in 2018. It employs 11 to 50 people.
Where is Keepers based?
Keepers is headquartered in Paris, France, in the Europe region.
How does Keepers make money?
One revenue line is on record: conseil en patrimoine (Advisory Fees).
Who are Keepers's main competitors?
Broad incumbents on record are Rothschild & Co and BNP Paribas Wealth Management. Direct peers are Syz Group, Union Bancaire Privée (UBP), Indosuez Wealth Management, Mirabaud, Lombard Odier, Edmond de Rothschild, Pictet Group and Hottinger Group.
Does Keepers have an API?
No public API is recorded for Keepers.
What industry is Keepers in?
Keepers's product category is Multi-Family Office / Wealth Management Advisory. Its primary akta.pro industry code is FSAAADAF, Estate Planning, Trust Structuring & Governance, with a secondary code of FSAEAKAG, Guardianship, Conservatorship & Special Needs Trust Services.