Synerg'I
- Company typePrivate
- Founded2003
- HeadquartersBeauvais, France
- Headcount1–10
- GTM typeB2C
- OfferingServices
Synerg'I firmographics
Firmographics- Name
- Synerg'I
- Legal name
- SYNERG'I SAS
- Website
- https://synerg-i.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Synerg'I industry classification
Industry- Product category
- Real Estate Investment Advisory
- NAICS
- Offices of Real Estate Agents and Brokers (5312), Portfolio Management and Investment Advice (523940)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)
- akta.pro primary industry
- Residential Investment Property Brokerage (SFR/Small Multifamily) (BPAJAAAE)
- akta.pro secondary industries
- Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ), Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC)
Keywords
Where Synerg'I is headquartered
LocationHeadquarters
- HQ city
- Beauvais
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
Synerg'I business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Real estate transaction advisory fees: Synerg'I earns revenue by advising individual investors on property investments structured through French fiscal devices (Loi Denormandie, Malraux, LMNP, Monuments Historiques, démembrement, LLI, Jeanbrun, déficit foncier). The company commercializes exclusive real estate programs and acts as a property hunter in France. Revenue is generated on successful property transaction completions. The company is independent and its fees are most often paid directly by promoters.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation (30-min video call) |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Synerg'I product offering
Product offeringCore offering
Synerg'I is a French real estate investment advisory firm that helps individual investors acquire property through French fiscal optimization devices such as Loi Denormandie, Loi Malraux, LMNP/LMP, Monuments Historiques, Déficit Foncier, Démembrement de Propriété, LLI, and the Dispositif Jeanbrun. The firm commercializes exclusive real estate programs, acts as a property hunter across France, and delivers personalized fiscal advisory supported by free 30-minute video consultations.
Product overview
Synerg'I is a real estate investment and wealth management firm offering fiscal optimization through multiple French tax devices. The core offering includes fiscal investment vehicles (Loi Denormandie, Loi Malraux, Déficit Foncier, LMNP/LMP, Monuments Historiques, LLI, Démembrement de Propriété, and Dispositif Jeanbrun) combined with a curated portfolio of investment properties. The company provides property search, investment advisory, and fiscal simulation services to help investors optimize their tax situation through real estate.
Differentiator
Problem solved
Functional benefit
Products and services
- Loi Denormandie Advisory Advisory service guiding individual investors through the Loi Denormandie tax-reduction device, enabling up to 21% income tax reduction on total investment over 12 years for renovated properties in eligible urban zones across France.
- Loi Malraux Advisory Advisory service for the Loi Malraux fiscal device offering 22% to 30% income tax deduction on restoration work costs (capped at €400,000 over 4 years) for properties located in protected heritage sectors.
- Déficit Foncier Advisory Advisory service for the Déficit Foncier mechanism, allowing work expenses to be deducted from rental income and, in some cases, from global income, used to offset French personal income tax.
- LMNP/LMP Advisory Advisory service for the Location Meublée Non-Professionnel and Location Meublée Professionnelle status, providing amortization deductions on furnished rental properties and lower effective taxation on rental income.
- Monuments Historiques Advisory Advisory service for investing in classified historic monuments, allowing 100% deduction of restoration costs from global income with no annual cap and interest charges also deductible.
- LLI Advisory Advisory service for the Logement Locatif Intermédiaire device, providing intermediate rental housing with 10% VAT instead of 20% and a property-tax credit lasting 20 years.
- Démembrement de Propriété Advisory Advisory service for the Démembrement de Propriété device, splitting naked ownership and usufruct so investors purchase property at 40-50% below market value and recover full ownership after 15-18 years.
- Dispositif Jeanbrun Advisory Advisory service for the Dispositif Jeanbrun private landlord status introduced in the 2026 French finance law, offering 3.5% to 5.5% annual amortization deductions on rental and global income based on rent levels, with no geographic zoning constraint.
- Biens & Investissements (Investment Property Programs) Curated portfolio of exclusive real estate programs available across France, including renovated properties, new developments, and heritage properties eligible for various French fiscal devices, with sample entry prices from €50,000 (Lille studio) up to €322,300 (Clermont-Ferrand Monument Historique).
- Property Hunting Service (Chasseur de Biens) Mandated property search service across France in which Synerg'I sources investment properties matching the client's target fiscal device, location, and budget, complementing its exclusive program portfolio.
Quantifiable outcome
- Up to 21% income tax reduction over 12 years with Loi Denormandie (on investment up to €300,000)
- +7 more outcomes
Companies that use Synerg'I
Customer profileSegments1 record
Ideal customer profiles1 record
Synerg'I technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Synerg'I partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Synerg'I competitors and assessment
Company assessmentEmerging players
- Logifinance / Immoprêt: French mortgage brokerage partner referenced by Synerg'I. Serves an adjacent function (financing) for the same property-investment transactions, making it a partial competitor and ecosystem partner.
Broad incumbents
- Netinvestissement: Larger French investment and wealth advisory platform offering broader coverage across fiscal devices, life insurance, and financial products. Comparable fiscal-optimization proposition with greater scale and digital presence.
Direct peers
- Aristote Patrimoine: French real estate and wealth advisory firm focused on Loi Denormandie, Loi Malraux, LMNP, and Monuments Historiques investments. Comparable consultative sales model and product breadth targeting individual French property investors.
- France Défi Patrimoine: French real estate investment advisory firm offering Denormandie, Pinel successor, Malraux, and LMNP investments to individual taxpayers. Similar focus on fiscal-driven B2C advisory and exclusive off-market property programs.
- K&P Finance: French real estate and wealth advisory firm specializing in tax-advantaged property investments for individual investors. Comparable device expertise and B2C advisory model, with similar geographic footprint.
- Patrimoine & Placements: French real estate investment advisory firm offering fiscal-optimization services including LMNP, Malraux, and Denormandie. Comparable in clientele, exclusive program access, and consultative B2C approach.
- Optimia Patrimoine: French wealth and real estate advisory firm specializing in fiscal-optimized property investment across Denormandie, Malraux, LMNP, and other devices. Closely comparable B2C model serving high-income French taxpayers with similar fiscal expertise and exclusive program offerings.
- Konnect (formerly Investim): French real estate investment advisory firm helping individual investors access fiscal-advantage programs. Overlaps directly with Synerg'I on device coverage, target client profile, and consultative sales approach.
- Stratégie Patrimoine: French wealth management and real estate advisory firm offering fiscal optimization through multiple French tax-incentive devices. Comparable in target clientele, advisory-led GTM motion, and exclusive program access.
Regional players
- BoursedesCrédits: French loan and mortgage brokerage and real estate advisory platform. Comparable in serving French property buyers and collaborating with promoters, but more focused on financing brokerage than fiscal-device advisory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Synerg'I social profiles
Digital presenceSynerg'I financial estimates
Financial estimateRevenue estimate
Valuation estimate
Synerg'I leadership team
Management profileNumber of profiles
Profiles2 records
Synerg'I funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Synerg'I 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 Synerg'I
What does Synerg'I do?
Synerg'I is a French real estate investment advisory firm that helps individual investors acquire property through French fiscal optimization devices such as Loi Denormandie, Loi Malraux, LMNP/LMP, Monuments Historiques, Déficit Foncier, Démembrement de Propriété, LLI, and the Dispositif Jeanbrun. The firm commercializes exclusive real estate programs, acts as a property hunter across France, and delivers personalized fiscal advisory supported by free 30-minute video consultations.
Is Synerg'I a public or private company?
Synerg'I is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Synerg'I founded?
Synerg'I was founded in 2003. It employs 1 to 10 people.
Where is Synerg'I based?
Synerg'I is headquartered in Beauvais, France, in the Europe region.
How does Synerg'I make money?
One revenue line is on record: real estate transaction advisory fees.
Who are Synerg'I's main competitors?
Logifinance / Immoprêt is listed as an emerging player. Netinvestissement is listed as a broad incumbent. Direct peers are Aristote Patrimoine, France Défi Patrimoine, K&P Finance, Patrimoine & Placements, Optimia Patrimoine, Konnect (formerly Investim) and Stratégie Patrimoine. BoursedesCrédits is listed as a regional player.
Does Synerg'I have an API?
No public API is recorded for Synerg'I.
What industry is Synerg'I in?
Synerg'I's product category is Real Estate Investment Advisory. Its primary akta.pro industry code is BPAJAAAE, Residential Investment Property Brokerage (SFR/Small Multifamily), with a secondary code of FSAEAJAJ, Real Estate Transaction Advisory & Due Diligence. Its NAICS code is 5312 and its SIC code is 6531.