Portzamparc Groupe BNP Paribas

What Portzamparc Groupe BNP Paribas does

Portzamparc Groupe BNP Paribas is a French-regulated investment services firm structured as a Société Anonyme, wholly-owned by BNP Paribas SA and operating under ACPR and AMF supervision. The company delivers stock market advisory and brokerage services across three horizontal client segments: Private Clientele (HNW individuals seeking discretionary, advisory, or self-directed portfolio management), Institutional Clientele (professional investors requiring corporate access and research analysis), and Enterprise Clientele (SMEs and ETIs seeking equity financing through corporate broking and market operations). Portzamparc manages approximately €4 billion in assets, has completed 272 financial operations, and tracks roughly 2,000 European and US equities across its analytical platform.

The company's central product is the Eclairys mobile application, which scores approximately 2,000 European and American stocks on a 0-100 scale based on proprietary behavioral finance methodology designed to mitigate investor biases such as the disposition effect. The platform is supplemented by a dedicated 'Finance comportementale' service and academic research partnerships with the University of Southern California, London Business School, and the University of California Berkeley. Portzamparc distributes its services through four French offices (Paris, Lyon, Marseille, Nantes), direct advisor relationships, CGP/family office referral partnerships, and a digital content channel via actualites.portzamparc.bnpparibas.

Portzamparc generates revenue through three primary streams: asset management fees on discretionary and advisory mandates, transaction and brokerage fees from executing trades and corporate broking services, and subscription revenue from the self-directed Eclairys platform. Pricing is structured around annual fees effective January 1, 2026, with specific tiers documented in downloadable PDF materials. The company is privately held and does not disclose standalone revenue figures, operating under the BNP Paribas group's corporate governance framework. Recent strategic activity includes the May 2026 appointment of Gilles Dusser as Director General and the 2026 launch of the Eclairys Historical Chart feature.

Name

Portzamparc Groupe BNP Paribas

Legal name

Portzamparc, Société Anonyme au capital de 5 033 368 € immatriculée au RCS Paris sous le n° 399 223 437

Website

https://portzamparc.fr

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

51–100 employees

Short description

Portzamparc Groupe BNP Paribas is a French-regulated investment firm and wholly-owned BNP Paribas subsidiary that provides stock market advisory, wealth management, and corporate broking services to private, institutional, and SME clients, supported by its proprietary Eclairys behavioral finance mobile application.

Ownership category

akta.pro rank

Product category

Investment Services & Brokerage

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

akta.pro secondary industries

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Brokerage services
• Wealth management
• Corporate finance
• Behavioral finance
• Equity research

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Fees generated from managing client assets under discretionary management (gestion sous mandat) and advisory management (gestion conseillée) mandates. Clients pay management fees based on assets under management.
2. Transaction and Brokerage Fees: Fees from executing stock market transactions and corporate broking services for listed companies. Includes corporate access services for institutional investors.
3. Autonomous Management Platform: Revenue from self-directed investors using the platform tools and Eclairys application for autonomous portfolio management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Portzamparc provides stock market accompaniment and investment services to private clients, institutional investors, and SMEs/ETIs through discretionary management, advisory management, self-directed management, corporate broking, corporate access, and market operations. The company integrates behavioral finance principles into its investment methodology via the proprietary Eclairys mobile application, which scores approximately 2,000 European and US stocks on a 0-100 scale and helps reduce investor psychological biases.

Product overview

Portzamparc, a subsidiary of BNP Paribas, offers a comprehensive suite of investment and wealth management services organized around three main client segments: Private Clientele, Institutional Clientele, and Enterprise Clientele. The core offering includes management services (Gestion sous mandat, Gestion conseillée, Gestion autonome) and specialized products like Action'R and Remploi apport-cession. Central to the platform is the Eclairys mobile application, which scores approximately 2,000 European and American stocks from 0-100 based on behavioral analysis, complemented by a dedicated behavioral finance service (Finance comportementale) that helps reduce investor psychological biases. Institutional clients benefit from Corporate access and Analysis bureau services, while Enterprise clients access Corporate broking and Market operations. The company manages €4 billion in assets across 2,000 followed values and has executed 272 financial operations.

Differentiator

Problem solved

Functional benefit

Brands

• Eclairys: A mobile application that helps investors make objective investment decisions by providing an enlightened view of the market. The app scores approximately 2,000 European and US stocks with a score from 0 to 100, helping identify values in trend to capitalize on momentum effect.

Products and services

• Gestion sous mandat Discretionary management service where clients delegate portfolio management to a Portzamparc expert who makes investment decisions on their behalf, with explanations and advice on wealth management topics. Targeted at private clients seeking personalized wealth management solutions.
• Gestion conseillée Advisory management service where a Portzamparc expert accompanies clients daily, providing advice and recommending operations for portfolio development while the client retains decision authority. Targeted at private clients seeking expert guidance with retained control.
• Gestion autonome Self-directed portfolio management service where clients manage their own portfolios using tools and the Eclairys application provided by Portzamparc. Targeted at private clients who prefer autonomous investment management with access to Portzamparc's proprietary tools.
• Action'R Innovative solution for company directors and selling shareholders to invest in the capital of European listed SMEs/ETIs during potentially eligible financial operations under the apport-cession tax regime. Targeted at company directors and selling shareholders seeking tax-advantaged reinvestment.
• Remploi apport-cession Service enabling investors to invest differently on the market of listed companies using the apport-cession mechanism for tax-advantaged reinvestment. Targeted at private clients seeking tax-optimized reinvestment solutions.
• Corporate access Service for institutional clients providing access to corporate information and management meetings for investment decision support. Targeted at professional and institutional investors seeking direct engagement with listed company management.
• Bureau d'analyse Analysis bureau providing financial research and reports for institutional clients. Targeted at institutional investors requiring expert market research and investment analysis.
• Corporate broking Service for SMEs and ETIs seeking to finance their business through equity markets. Targeted at small and medium-sized enterprises and intermediate-sized enterprises (PMEs/ETIs) requiring equity financing support.
• Opérations de marché Market operations services for corporate clients including capital market transactions. Targeted at listed SMEs and ETIs executing equity capital market transactions.
• Eclairys mobile application Mobile application that helps investors make objective investment decisions by providing an enlightened view of the market. Scores approximately 2,000 European and US stocks on a 0-100 scale based on behavioral momentum analysis. Includes historical charts, reference portfolio, integrated recommendations, and sustainable investment dimensions. Available on iOS and Android.
• Finance comportementale Behavioral finance service that integrates behavioral finance principles into the approach for selecting stocks and client support, designed to reduce behavioral biases such as the disposition effect that can occur in an investor's journey. Targeted at investors seeking to improve investment decisions through behavioral coaching.

Quantifiable outcome

• Reduction of behavioral gap by approximately 3% annually through behavioral finance integration
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered minor and core.

• Art ParisminorOthers · 24 February 2025Sponsorship partnership for Art Paris fair with Prix BNP Paribas Banque Privée (€40,000) awarded to emerging French artists, targeting art collectors and wealthy private clients.
• BNP Paribas SA (Parent Company)coreOthersPortzamparc is a wholly-owned subsidiary of BNP Paribas SA, operating as a credit and investment establishment regulated by ACPR and AMF. The company leverages BNP Paribas group resources, brand, and distribution capabilities.
• University of Southern CaliforniaminorStrategic or Co-development PartnerAcademic research partnership conducting studies on investment behaviors and developing methods to mitigate costly behavioral biases such as the disposition effect.
• London Business SchoolminorStrategic or Co-development PartnerAcademic research partnership conducting studies on investment behaviors and developing methods to mitigate costly behavioral biases.
• University of California BerkeleyminorStrategic or Co-development PartnerAcademic research partnership conducting studies on investment behaviors and developing methods to mitigate costly behavioral biases.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Midcap Partners: Paris-based independent broker-dealer specialized in French SME and mid-cap equity research and corporate broking, competing head-to-head with Portzamparc in the ETI/PME segment.
• Invest Securities: Paris-based independent broker focused on European small and mid-cap equities, offering research, execution and corporate broking comparable to Portzamparc's institutional and enterprise services.
• Bryan, Garnier & Co: European investment bank focused on mid-cap growth companies, offering research, ECM and corporate broking services comparable to Portzamparc's institutional and enterprise clientele offerings.
• Oddo BHF: French-German bank with corporate broking, wealth management and mid-cap research; closest large-scale comparable to Portzamparc across private wealth and SME equity capital markets.
• Kepler Cheuvreux: Paris-based mid-cap equity broker and research provider serving European institutional clients. Direct competitor to Portzamparc in French and European small/mid-cap corporate broking and research.
• Gilbert Dupont: French mid-cap broker subsidiary of Société Générale providing equity research, corporate broking and SME equity capital markets services — directly overlapping Portzamparc's enterprise clientele offerings.

Broad incumbents

• Rothschild & Co: Paris-headquartered global advisory house with mid-cap advisory and wealth management practices that overlap Portzamparc's enterprise broking and HNW investment services, but at much larger scale.
• BNP Paribas Banque Privée: Parent group's private banking division serving HNW clients with discretionary and advisory mandates — direct internal peer and primary cross-sell channel for Portzamparc's Private Clientele.
• Natixis: French bank with broad corporate and investment banking, equity capital markets and wealth management capabilities, overlapping with Portzamparc's enterprise and institutional coverage at much larger scale.

Others

• Portzamparc Gestion: Group-affiliated asset management entity (also under BNP Paribas umbrella) that operates as an internal peer and distribution counterpart, sharing brand and client overlap with Portzamparc's portfolio management activity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/portzamparcgroupe-bnpparibas

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Portzamparc Groupe BNP Paribas