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Netinvestment

Full company profile

uuid0035kmr

Namestring
Netinvestment
Legal namestring
Laplace
Company typeenum
Private
Founded yearint
1987
Descriptiontext

Netinvestment operates as a brand identity within the broader Laplace / Crystal Group wealth management platform in France. The underlying business is Laplace, the private wealth management division of Crystal Group, an independent French wealth management conglomerate founded in 1992 with origins dating back to 1987. The firm delivers comprehensive 360° wealth advisory services covering legal, fiscal, social, and professional dimensions, including estate structuring, tax optimization, retirement planning, investment management, insurance/prévoyance, private equity, and Luxembourg-based financial engineering. Its product surface spans core advisory (Conseil patrimonial & social, Bilan patrimonial), a premium multi-family office offering (Maison Laplace), real estate and financial placements, and specialized sub-brands for professional athletes (Laplace Sport), French expatriates (Laplace à l'International), business owners, protected adults, and associations/foundations.

The business is distributed through a large advisor network of approximately 1,000 collaborators operating across roughly 50 branch locations (35 in metropolitan France, 5 overseas territories, and 10 international offices, including Luxembourg), supplemented by an interprofessional partnership network of 600+ legal and accounting professionals. Revenue is generated primarily through fee-based recurring advisory mandates on assets administered; the Crystal Group reported €300 million in turnover in 2022, with €28 billion in assets under administration, €5.9 billion in net new client collections, and 100,000+ client families served (including 5,000 international clients). The firm has pursued an aggressive external growth strategy, completing 40 acquisitions of independent wealth management firms since 2021, with the most recent being Héron Conseil in Hauts-de-France. Ownership is concentrated with founder Bruno Narchal (Chairman of the Supervisory Board) and group management, with no disclosed external private equity or public market involvement.

Short descriptiontext

Netinvestment operates as a French independent wealth management advisory brand within Crystal Group/Laplace, serving 100,000+ high-net-worth families through 1,000 advisors across 50 offices with €28B in assets under administration.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersBordeaux, France
HQ citystring
Bordeaux
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
real estate investment, asset management, retirement planning, tax exemption services, insurance advisory
Industry8 codes
1Trust & Estate Tax Planning & Compliance
CodeFSAEAKAEPrimaryYes
2Tax-Aware Retirement & Estate Coordination
CodeFSAEABAJPrimaryNo
3Family Office Trust & Fiduciary Services
CodeFSAEAKAFPrimaryNo
4Trust Administration & Fiduciary Accounting Services
CodeFSAAANAFPrimaryNo
5Fiduciary Agency & Trustee-for-Hire Services
CodeFSAAANALPrimaryNo
6Philanthropic & Charitable Trust Services
CodeFSAAANAIPrimaryNo
7Affluent / Mass-Affluent Private Banking
CodeFSABADACPrimaryNo
8Estate, Gift & Trust Valuation
CodeBPAHANALPrimaryNo
NAICS code6 codes
  • Trust, Fiduciary, and Custody Activities523991
  • Trusts, Estates, and Agency Accounts525920
  • Trusts, Estates, and Agency Accounts52592
  • Portfolio Management and Investment Advice523940
  • Insurance Agencies and Brokerages524210
  • Funds, Trusts, and Other Financial Vehicles525
SIC code2 codes
  • Insurance Agents, Brokers & Service6411
  • Investors, Nec6799
Product category
Wealth Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Wealth Management Advisory Services
TypeSubscription Recurring
Description

Fee-based financial advisory services for wealth structuring, optimization, and transmission. Services include estate planning, tax optimization, retirement planning, investment management, and insurance solutions.

laplace-groupe.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Brand1 of 3 records shown
1Maison Laplace
Description

Family office offering combining private banking-level service with entrepreneurial spirit of a human-sized structure.

laplace-groupe.com
+2 more records
Core offering1 text field

Netinvestment provides real estate investment, tax exemption, asset management, insurance, and retirement planning services. The firm is based in Bordeaux, France, was founded in 2006, and operates as a for-profit private company with 11-50 employees.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 28 billion euros of assets managed and administered
+1 more record
Product overview1 text field

Laplace is a comprehensive wealth management advisory firm operating as the private wealth management division of the Crystal Group, with over 30 years of experience. The company offers a multi-product platform organized around core advisory services (Conseil patrimonial & social, Maison Laplace Family Office) and specialized sub-brands (Laplace Sport, Laplace à l'International). Investment solutions include financial placements (life insurance, securities accounts, PEA, structured products), real estate investments (SCPI/OPCI), private equity, and prévoyance/insurance products. The portfolio serves entrepreneurs, expatriates, professional athletes, protected individuals, and associations/foundations through 35+ locations across France and internationally.

Product and service5 records
1Real Estate Investment Services
CategoryReal Estate Investment
Description

Advisory and investment services in real estate for individual clients seeking property-based wealth building.

2Tax Exemption Services
CategoryTax Planning
Description

Tax-advantaged wealth structuring services that help individual clients optimize their tax exposure through exemption-eligible vehicles and strategies.

3Asset Management Services
CategoryAsset Management
Description

Management of client financial assets with a focus on long-term wealth preservation and growth for individual investors.

4Insurance Services
CategoryInsurance Advisory
Description

Insurance advisory and coverage solutions for individual clients to protect personal and family wealth against life uncertainties.

5Retirement Planning Services
CategoryRetirement Planning
Description

Retirement preparation and income planning services for individual clients to structure long-term financial security post-career.

Scale indicator10 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Law and Accounting Professionals Network (600+ partners)
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Since 1987, Laplace has been the privileged partner of legal and accounting professionals for wealth management advisory services. The partnership covers structuring, support, and training across three major axes.

laplace-groupe.com
Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Primonial is a leading independent French wealth manager with advisory and asset management services for HNW clients. Direct competitor in the independent wealth advisory segment; Crystal Group even acquired Primonial Gestion Privée as a subsidiary.

TypeBroad incumbent
Description

Société Générale Private Banking offers wealth structuring, tax advisory, and investment services to affluent French clients. Overlaps with Laplace's core advisory and estate planning offerings; contrasts as a bank-affiliated platform.

TypeBroad incumbent
Description

Natixis Wealth & Asset Management provides wealth advisory, estate planning, and investment solutions to private clients in France. Comparable client segments and service mix; differs as part of a larger BPCE-owned asset manager.

4Monpartpatrimoine (Mon Patrimoine)
TypeEmerging player
Description

Mid-sized French independent wealth management advisory serving HNW individuals. Comparable on the advisory/fee-based wealth management segment but smaller scale than Laplace.

TypeDirect peer
Description

Lazard Frères Gestion and Lazard Wealth Management provide independent financial advisory, estate planning, and asset management to HNW French families. Most directly comparable as an independent advisory competitor with similar fee-based model.

TypeBroad incumbent
Description

Rothschild & Co offers multi-family office and wealth structuring services to UHNW French families. Comparable in family office positioning and estate planning expertise; broader international footprint.

TypeEmerging player
Description

Perial manages SCPI/OPCI real estate vehicles distributed through French wealth advisors. Comparable on the real estate investment (SCPI/OPCI) side of Laplace's placement offering.

TypeBroad incumbent
Description

BNP Paribas Wealth Management serves HNW/UHNW clients with comprehensive estate planning, tax optimization, and investment advisory across France and internationally. Comparable as a large-scale wealth manager; differs by being part of a universal bank with captive product manufacturing.

TypeOthers
Description

Harvest provides software and digital tools used by French wealth advisors (CGPs) for patrimonial diagnostics. Comparable as ecosystem infrastructure rather than a direct competitor; relevant as a potential tech-enablement signal for the broader advisor channel.

TypeDirect peer
Description

Conexance and similar independent multi-family offices compete directly with Maison Laplace for UHNW French family clients seeking bespoke wealth structuring and transmission advisory.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment7 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Subsidiaries38 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Netinvestment

Wealth Managementnet-investissement.fr

Netinvestment operates as a French independent wealth management advisory brand within Crystal Group/Laplace, serving 100,000+ high-net-worth families through 1,000 advisors across 50 offices with €28B in assets under administration.

What Netinvestment does

Netinvestment operates as a brand identity within the broader Laplace / Crystal Group wealth management platform in France. The underlying business is Laplace, the private wealth management division of Crystal Group, an independent French wealth management conglomerate founded in 1992 with origins dating back to 1987. The firm delivers comprehensive 360° wealth advisory services covering legal, fiscal, social, and professional dimensions, including estate structuring, tax optimization, retirement planning, investment management, insurance/prévoyance, private equity, and Luxembourg-based financial engineering. Its product surface spans core advisory (Conseil patrimonial & social, Bilan patrimonial), a premium multi-family office offering (Maison Laplace), real estate and financial placements, and specialized sub-brands for professional athletes (Laplace Sport), French expatriates (Laplace à l'International), business owners, protected adults, and associations/foundations.

The business is distributed through a large advisor network of approximately 1,000 collaborators operating across roughly 50 branch locations (35 in metropolitan France, 5 overseas territories, and 10 international offices, including Luxembourg), supplemented by an interprofessional partnership network of 600+ legal and accounting professionals. Revenue is generated primarily through fee-based recurring advisory mandates on assets administered; the Crystal Group reported €300 million in turnover in 2022, with €28 billion in assets under administration, €5.9 billion in net new client collections, and 100,000+ client families served (including 5,000 international clients). The firm has pursued an aggressive external growth strategy, completing 40 acquisitions of independent wealth management firms since 2021, with the most recent being Héron Conseil in Hauts-de-France. Ownership is concentrated with founder Bruno Narchal (Chairman of the Supervisory Board) and group management, with no disclosed external private equity or public market involvement.

Netinvestment firmographics

Firmographics
Name
Netinvestment
Legal name
Laplace
Website
https://net-investissement.fr
Company type
Private
Founded year
1987
Operating status
Operating
Headcount range
11–50 employees
Short description
Netinvestment operates as a French independent wealth management advisory brand within Crystal Group/Laplace, serving 100,000+ high-net-worth families through 1,000 advisors across 50 offices with €28B in assets under administration.
Ownership category
akta.pro rank

Netinvestment industry classification

Industry
Product category
Wealth Management
NAICS
Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (524210), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Insurance Agents, Brokers & Service (6411), Investors, Nec (6799)
akta.pro primary industry
Trust & Estate Tax Planning & Compliance (FSAEAKAE)
akta.pro secondary industries
Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Philanthropic & Charitable Trust Services (FSAAANAI), Affluent / Mass-Affluent Private Banking (FSABADAC), Estate, Gift & Trust Valuation (BPAHANAL)

Keywords

  • Real estate investment
  • Asset management
  • Retirement planning
  • Tax exemption services
  • Insurance advisory

Where Netinvestment is headquartered

Location

Headquarters

HQ city
Bordeaux
HQ country
France
HQ region
Europe

Offices3 records

Markets served

Netinvestment business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Revenue model

  1. Wealth Management Advisory Services: Fee-based financial advisory services for wealth structuring, optimization, and transmission. Services include estate planning, tax optimization, retirement planning, investment management, and insurance solutions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Netinvestment product offering

Product offering

Core offering

Netinvestment provides real estate investment, tax exemption, asset management, insurance, and retirement planning services. The firm is based in Bordeaux, France, was founded in 2006, and operates as a for-profit private company with 11-50 employees.

Product overview

Laplace is a comprehensive wealth management advisory firm operating as the private wealth management division of the Crystal Group, with over 30 years of experience. The company offers a multi-product platform organized around core advisory services (Conseil patrimonial & social, Maison Laplace Family Office) and specialized sub-brands (Laplace Sport, Laplace à l'International). Investment solutions include financial placements (life insurance, securities accounts, PEA, structured products), real estate investments (SCPI/OPCI), private equity, and prévoyance/insurance products. The portfolio serves entrepreneurs, expatriates, professional athletes, protected individuals, and associations/foundations through 35+ locations across France and internationally.

Differentiator

Problem solved

Functional benefit

Brands

  • Maison Laplace: Family office offering combining private banking-level service with entrepreneurial spirit of a human-sized structure.
  • Laplace Sport
  • Laplace à l'International

Products and services

  • Real Estate Investment Services Advisory and investment services in real estate for individual clients seeking property-based wealth building.
  • Tax Exemption Services Tax-advantaged wealth structuring services that help individual clients optimize their tax exposure through exemption-eligible vehicles and strategies.
  • Asset Management Services Management of client financial assets with a focus on long-term wealth preservation and growth for individual investors.
  • Insurance Services Insurance advisory and coverage solutions for individual clients to protect personal and family wealth against life uncertainties.
  • Retirement Planning Services Retirement preparation and income planning services for individual clients to structure long-term financial security post-career.

Quantifiable outcome

  • 28 billion euros of assets managed and administered
  • +1 more outcomes

Companies that use Netinvestment

Customer profile

Named customers1 record

Segments7 records

Ideal customer profiles1 record

Netinvestment technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Netinvestment partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Law and Accounting Professionals Network (600+ partners)coreChannel Partner/ Reseller/ DistributorSince 1987, Laplace has been the privileged partner of legal and accounting professionals for wealth management advisory services. The partnership covers structuring, support, and training across three major axes.

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Netinvestment competitors and assessment

Company assessment

Direct peers

  • Primonial: Primonial is a leading independent French wealth manager with advisory and asset management services for HNW clients. Direct competitor in the independent wealth advisory segment; Crystal Group even acquired Primonial Gestion Privée as a subsidiary.
  • Lazard Wealth Management: Lazard Frères Gestion and Lazard Wealth Management provide independent financial advisory, estate planning, and asset management to HNW French families. Most directly comparable as an independent advisory competitor with similar fee-based model.
  • Family Offices independants (e.g., Conexance Family Office): Conexance and similar independent multi-family offices compete directly with Maison Laplace for UHNW French family clients seeking bespoke wealth structuring and transmission advisory.

Broad incumbents

  • Société Générale Private Banking: Société Générale Private Banking offers wealth structuring, tax advisory, and investment services to affluent French clients. Overlaps with Laplace's core advisory and estate planning offerings; contrasts as a bank-affiliated platform.
  • Natixis Wealth Management: Natixis Wealth & Asset Management provides wealth advisory, estate planning, and investment solutions to private clients in France. Comparable client segments and service mix; differs as part of a larger BPCE-owned asset manager.
  • Rothschild & Co Wealth & Asset Management: Rothschild & Co offers multi-family office and wealth structuring services to UHNW French families. Comparable in family office positioning and estate planning expertise; broader international footprint.
  • BNP Paribas Wealth Management: BNP Paribas Wealth Management serves HNW/UHNW clients with comprehensive estate planning, tax optimization, and investment advisory across France and internationally. Comparable as a large-scale wealth manager; differs by being part of a universal bank with captive product manufacturing.

Emerging players

  • Monpartpatrimoine (Mon Patrimoine): Mid-sized French independent wealth management advisory serving HNW individuals. Comparable on the advisory/fee-based wealth management segment but smaller scale than Laplace.
  • Perial Asset Management: Perial manages SCPI/OPCI real estate vehicles distributed through French wealth advisors. Comparable on the real estate investment (SCPI/OPCI) side of Laplace's placement offering.

Others

  • Harvest (Big 4 wealth tech): Harvest provides software and digital tools used by French wealth advisors (CGPs) for patrimonial diagnostics. Comparable as ecosystem infrastructure rather than a direct competitor; relevant as a potential tech-enablement signal for the broader advisor channel.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Netinvestment social profiles

Digital presence

Netinvestment financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Netinvestment leadership team

Management profile

Number of profiles

Netinvestment subsidiaries and ownership

Company hierarchy

Subsidiaries38 records

Netinvestment funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Netinvestment M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Netinvestment

What does Netinvestment do?

Netinvestment provides real estate investment, tax exemption, asset management, insurance, and retirement planning services. The firm is based in Bordeaux, France, was founded in 2006, and operates as a for-profit private company with 11-50 employees.

Is Netinvestment a public or private company?

Netinvestment is a private company. It is classified as unknown and is currently operating.

When was Netinvestment founded?

Netinvestment was founded in 1987. It employs 11 to 50 people.

Where is Netinvestment based?

Netinvestment is headquartered in Bordeaux, France, in the Europe region.

How does Netinvestment make money?

One revenue line is on record: wealth Management Advisory Services.

Who are Netinvestment's main competitors?

Direct peers on record are Primonial, Lazard Wealth Management and Family Offices independants (e.g., Conexance Family Office). Broad incumbents are Société Générale Private Banking, Natixis Wealth Management, Rothschild & Co Wealth & Asset Management and BNP Paribas Wealth Management. Emerging players are Monpartpatrimoine (Mon Patrimoine) and Perial Asset Management. Harvest (Big 4 wealth tech) is listed as an others.

Does Netinvestment have an API?

No public API is recorded for Netinvestment.

What industry is Netinvestment in?

Netinvestment's product category is Wealth Management. Its primary akta.pro industry code is FSAEAKAE, Trust & Estate Tax Planning & Compliance, with a secondary code of FSAEABAJ, Tax-Aware Retirement & Estate Coordination. Its NAICS code is 523991 and its SIC code is 6411.

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