ADUNEA le Club

What ADUNEA le Club does

ADUNÉA le Club is an exclusive business club for independent wealth management advisors (Conseillers en Gestion de Patrimoine, or CGPs) in France, operated under the INFINITIO EURL corporate entity (SIREN 507 603 587, registered in Annecy, headquartered in Combloux). Founded by Bruno Delpeut — who previously created Infinitis (the first French CGP groupement with 250 cabinets, sold to UFF in 2016) — the company positions itself as a club rather than a traditional commercial groupement, explicitly preserving member independence and allowing members to retain 100% of negotiated remuneration without intermediary commission. The core offering is a flat-rate monthly membership at €75 HT that grants access to a national network of peer CGP cabinets, a proprietary digital platform called Symbio for member-partner interaction, bimonthly business lunches across 15+ French cities, and preferential terms negotiated with 50+ strategic partners spanning global asset managers, French private equity firms, and real estate investment managers (including Morgan Stanley Investment Management, Edmond De Rothschild, Sofidy, Paref Gestion, La Française, Turenne Groupe, and BNP Paribas Real Estate).

The technology stack centers on Symbio, a proprietary internal platform that supports member login, opportunity sharing, needs expression, offer reception, and club activity tracking. The platform serves as the always-on engagement layer complementing the in-person event cadence. ADUNÉA also resells two optional add-on tools — Figen AI and Fundesys — at a preferential member rate of €75 HT/month (versus a standard €390 HT/month), extending the product surface into AI-assisted productivity for CGP workflows. The company holds registered trademarks for both ADUNÉA and Symbio.

The revenue model is a recurring monthly subscription (€75 HT per member per month) supplemented by partner-side monetization (not explicitly disclosed) and optional tool resale. Go-to-market is community-led and event-driven: prospective members submit contact requests via the website, are followed up within 48 hours, and progress through bimonthly regional lunches as both engagement mechanism and acquisition channel. The current organization is lean — approximately 5 total personnel, with 3 named core team members (Bruno Delpeut as Président, FJ Biolay on Tools & Web, Laura on Marketing & Com) — supported by partner referrals and a 50+ strategic partner ecosystem. The operating geography is exclusively France, with no disclosed international expansion intent.

Name

ADUNEA le Club

Legal name

INFINITIO EURL

Website

https://adunea.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

ADUNÉA le Club is a French business club for independent wealth management advisors (CGPs), offering 150+ member cabinets access to a proprietary networking platform (Symbio), bimonthly lunches in 15+ cities, and preferential terms with 50+ strategic partners via a €75/month subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

Combloux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Subscription: Monthly membership fee of 75€ HT per month that finances all services, tools, and operational support of the club including event organization, partnership structuring, market intelligence, and business development support. 100% of negotiated remuneration and benefits go directly to member cabinets without intermediary cut.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

ADUNÉA le Club is an exclusive business club subscription for independent French wealth management advisors (CGP) that provides peer networking, a proprietary digital engagement platform (Symbio), bimonthly business lunches in 15+ French cities, and access to negotiated preferential supplier terms with 50+ strategic partners. Members retain full independence of their remuneration model and operating structure while benefiting from collective bargaining power.

Product overview

ADUNEA le Club is an exclusive business club for wealth management advisors (CGP) offering a unified membership platform. The core offering centers on the Symbio digital platform for member networking and business exchange, complemented by optional AI-enabled tools including Figen AI and Fundesys. Members also receive access to negotiated partner conditions, regular business networking events across 15+ French cities, exclusive webinars, training programs, and business development support.

Differentiator

Problem solved

Functional benefit

Brands

• Symbio: Internal digital tool for synergies and mutualization of business, ideas, and opportunities among club members and partners. A platform for networking, sharing needs, receiving offers, and tracking club activities.

Products and services

• ADUNÉA le Club Membership Subscription-based membership to an exclusive business club for independent French wealth management advisors (CGP). Members gain access to a network of 150+ peer CGP cabinets, bimonthly business lunches in 15+ French cities, negotiated preferential rates with 50+ strategic partners, the Symbio digital platform, growth financing support, and continuous market intelligence. Members retain full independence of their remuneration model and operating structure. Priced at 75€ HT per month per member cabinet.
• Symbio Digital Platform Proprietary digital platform (registered trademark) that enables ADUNÉA members to stay connected with partners and fellow CGPs, share business needs, receive offers, exchange opportunities, and track club activities. Includes secure login with password management.
• Déjeuners du Club (Club Lunch Events) Bimonthly business networking lunches held in 15+ French cities (including La Rochelle, Biarritz, Lyon, Montpellier, Toulouse, Bordeaux, Lille, Paris, Cabriès) where CGP members and prospective members gather to network, exchange referrals, and build professional relationships.
• Figen AI Add-on Technology add-on tool available to ADUNÉA members at a negotiated preferential rate of 75€HT/month instead of the standard 390€HT/month rate.
• Fundesys Add-on Technology add-on solution offered alongside Figen AI for ADUNÉA members at a combined preferential rate of 75€HT/month instead of the standard 390€HT/month.

Quantifiable outcome

• 810 participations recorded across 65 Club lunches - demonstrating high member engagement
• +2 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

45 partnerships are on record, tiered core.

• AdventiscoreStrategic or Co-development Partner · 1 January 2026Investment and asset management firm listed as a strategic partner of ADUNÉA, providing solutions to the CGP member network. Part of the 50+ partners serving the ADUNÉA ecosystem.
• AircoreStrategic or Co-development Partner · 1 January 2026Partner providing solutions to ADUNÉA's CGP member network. Part of the ecosystem of 50+ partners.
• AlkencoreStrategic or Co-development Partner · 1 January 2026Investment management partner in the ADUNÉA ecosystem, providing solutions to member CGP cabinets.
• Altarea Investment ManagerscoreStrategic or Co-development Partner · 1 January 2026Real estate investment management firm as a strategic partner in the ADUNÉA network.
• Anaria VenturescoreStrategic or Co-development Partner · 1 January 2026Venture capital/investment partner serving ADUNÉA's CGP network.
• Apicil Asset ManagementcoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a strategic partner in the ADUNÉA ecosystem.
• AtreamcoreStrategic or Co-development Partner · 1 January 2026Investment management partner serving the ADUNÉA CGP member network.
• Auris GestioncoreStrategic or Co-development Partner · 1 January 2026Asset management partner in the ADUNÉA ecosystem.
• Axipit Real Estate PartnerscoreStrategic or Co-development Partner · 1 January 2026Real estate investment partner serving ADUNÉA's CGP network.
• BNP Paribas Real EstatecoreStrategic or Co-development Partner · 1 January 2026Major real estate investment management firm as a strategic partner in the ADUNÉA network.
• Capital CorpcoreStrategic or Co-development Partner · 1 January 2026Capital/funding partner in the ADUNÉA ecosystem.
• CMF Capital Management FrancecoreStrategic or Co-development Partner · 1 January 2026Capital management firm as a strategic partner in the ADUNÉA network.
• Darwin Management Private EquitycoreStrategic or Co-development Partner · 1 January 2026Private equity firm as a partner serving ADUNÉA's CGP member network.
• Edmond De RothschildcoreStrategic or Co-development Partner · 1 January 2026Prestigious private banking and asset management group as a strategic partner, providing solutions to ADUNÉA's CGP network.
• Everstone CapitalcoreStrategic or Co-development Partner · 1 January 2026Investment/capital partner in the ADUNÉA ecosystem.
• Extendam Capital InvestissementcoreStrategic or Co-development Partner · 1 January 2026Investment capital firm as a partner in the ADUNÉA network, serving CGP members.
• Gay Lussac GestioncoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a strategic partner in the ADUNÉA ecosystem.
• Inter Gestion ReimcoreStrategic or Co-development Partner · 1 January 2026Real estate investment management (REIM) partner serving ADUNÉA's CGP network.
• Inter InvestcoreStrategic or Co-development Partner · 1 January 2026Investment firm as a strategic partner in the ADUNÉA ecosystem.
• Kepler CheuvreuxcoreStrategic or Co-development Partner · 1 January 2026Financial services and investment research firm as a partner in the ADUNÉA network.
• La FrançaisecoreStrategic or Co-development Partner · 1 January 2026Asset management group as a strategic partner serving ADUNÉA's CGP member network.
• Lsj AdvisorycoreStrategic or Co-development Partner · 1 January 2026Advisory firm as a partner in the ADUNÉA ecosystem.
• Lynceus PartnerscoreStrategic or Co-development Partner · 1 January 2026Investment/partnership firm as a strategic partner in the ADUNÉA network.
• Mata CapitalcoreStrategic or Co-development Partner · 1 January 2026Capital investment firm as a partner serving the ADUNÉA CGP ecosystem.
• Meanings Capital PartnerscoreStrategic or Co-development Partner · 1 January 2026Private equity/capital partners as part of the ADUNÉA strategic ecosystem.
• MimcocoreStrategic or Co-development Partner · 1 January 2026Partner firm in the ADUNÉA ecosystem serving CGP members.
• Morgan Stanley Investment ManagementcoreStrategic or Co-development Partner · 1 January 2026Global investment management firm as a flagship strategic partner in the ADUNÉA network, providing solutions to CGP members.
• Palatine Asset ManagementcoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a strategic partner in the ADUNÉA ecosystem.
• Paref GestioncoreStrategic or Co-development Partner · 1 January 2026Real estate investment management (SCPI/OPCI) as a partner in the ADUNÉA network.
• PulsalyscoreStrategic or Co-development Partner · 1 January 2026Investment/venture partner as part of the ADUNÉA ecosystem.
• Remake Asset ManagementcoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a strategic partner in the ADUNÉA network.
• Richelieu GestioncoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a partner serving ADUNÉA's CGP member network.
• Sanso Longchamp AMcoreStrategic or Co-development Partner · 1 January 2026Asset management firm as a strategic partner in the ADUNÉA ecosystem.
• SkarlettcoreStrategic or Co-development Partner · 1 January 2026Partner firm in the ADUNÉA ecosystem serving CGP members.
• SofidycoreStrategic or Co-development Partner · 1 January 2026Real estate investment management (SCPI specialist) as a partner in the ADUNÉA network.
• SpiritcoreStrategic or Co-development Partner · 1 January 2026Partner firm in the ADUNÉA ecosystem.
• StorebrandcoreStrategic or Co-development Partner · 1 January 2026Investment/asset management firm as a strategic partner in the ADUNÉA network.
• Tailor Asset Management Groupe DlpkcoreStrategic or Co-development Partner · 1 January 2026Asset management group as a partner in the ADUNÉA ecosystem.
• TetracoreStrategic or Co-development Partner · 1 January 2026Partner firm in the ADUNÉA ecosystem serving CGP members.
• Turenne GroupecoreStrategic or Co-development Partner · 1 January 2026Investment group as a strategic partner in the ADUNÉA network.
• ValkyriecoreStrategic or Co-development Partner · 1 January 2026Investment/asset management partner as part of the ADUNÉA ecosystem.
• Vega Investment SolutionscoreStrategic or Co-development Partner · 1 January 2026Investment solutions firm as a strategic partner in the ADUNÉA network.
• WemocoreStrategic or Co-development Partner · 1 January 2026Partner firm in the ADUNÉA ecosystem serving CGP members.
• White RockcoreStrategic or Co-development Partner · 1 January 2026Investment/asset management partner as part of the ADUNÉA ecosystem.
• Figen AI / FundesyscoreStrategic or Co-development Partner · 1 January 2026Technology solution providers offered as an optional add-on to ADUNÉA members at preferential pricing (75€HT/m instead of 390€HT/m regular rate).

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• La Centrale de Financement: One of the leading independent CGP networks in France, aggregating advisors under a shared brand and negotiated supplier partnerships. Closely comparable in business model to ADUNÉA's club approach.
• Cyrus Capital: Independent wealth management and family office platform serving CGP advisors across France. Comparable in serving entrepreneurial CGP cabinets with platform-level services and partner ecosystem.
• Meilleurtaux (Placement): Well-known French financial services comparison and placement platform with a CGP groupement arm serving independent advisors. Operates a similar network-of-advisors model with negotiated partner deals.
• UFF (Union Financière de France): France's largest CGP groupement network and the direct acquirer of Bruno Delpeut's previous venture Infinitis. Operates the same CGP-grouping business model at much larger scale, making it the most direct comparable to ADUNÉA.

Broad incumbents

• ANACOFI (Association Nationale des Conseillers Financiers): Largest professional association representing independent financial advisors and CGPs in France. Not a commercial grouping but serves the same advisor persona with membership services, training, and advocacy.
• CNCEF (Chambre Nationale des Conseils en Gestion de Patrimoine): National chamber and regulatory-recognized professional body for CGP advisors in France. Provides membership infrastructure, training, and representation that overlaps with the organizational layer ADUNÉA provides.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/adunea

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 ADUNEA le Club