Netinvestment
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.
- Company typePrivate
- Founded1987
- HeadquartersBordeaux, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
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
Where Netinvestment is headquartered
LocationHeadquarters
- 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
- 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 offeringCore 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 profileNamed customers1 record
Segments7 records
Ideal customer profiles1 record
Netinvestment technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Netinvestment partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Law and Accounting Professionals Network (600+ partners)coreSince 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 assessmentDirect 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 presenceNetinvestment financial estimates
Financial estimateRevenue estimate
Valuation estimate
Netinvestment leadership team
Management profileNumber of profiles
Netinvestment subsidiaries and ownership
Company hierarchySubsidiaries38 records
Netinvestment funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Netinvestment 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 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.