Agifin

What Agifin does

Agifin SRL is a Belgian financial advisory firm founded in 2021, headquartered in Mont-Saint-Guibert in the Walloon Region. Operating as a multi-family and business office, the firm provides bespoke financial consulting to approximately 50 families and businesses in Belgium. Agifin is registered with the FSMA (Financial Services and Markets Authority) under number 61912 as an insurance broker, enabling it to distribute regulated insurance products across Branch 21, 23, and 26, alongside savings plans.

The company's service portfolio spans financial planning advisory billed on hourly or fixed fees, insurance intermediation sold via an annual subscription, and commission-based insurance distribution. Agifin has developed myFaro, a proprietary digital platform for financial mapping of client portfolios. The firm operates with a lean team of approximately 8 personnel, anchored by three partners: Bruno Ferrier (co-founder, serial entrepreneur with 20+ years of experience), Tanguy Devroye (co-founder, Master's in Management from ICHEC, 10+ years experience), and Géraldine Callens (joined as Partner in 2024 with 20+ years in banking), supported by five additional staff.

Agifin generates revenue through three streams: advisory fees, recurring subscription income from insurance intermediation, and commissions on insurance product sales. The firm operates exclusively in the Belgian market and is privately held with no external funding. To extend service capabilities, Agifin has established partnerships with NN Insurance (pension and insurance products), RSM Belgium (company valuation), Funds For Good (investment management), ORBA FAMILIA (fiscal and administrative succession procedures), and Sowalfin (business transmission support).

Name

Agifin

Legal name

AGIFIN SRL

Website

https://agifin.be

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Agifin is a Belgian FSMA-regulated financial advisory firm serving approximately 50 families and businesses with bespoke financial planning, insurance intermediation, and investment services, supported by its myFaro digital financial-mapping platform and institutional partnerships.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Administrative Management and General Management Consulting Services (541611)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Financial planning advisory
• Wealth management consulting
• Estate planning services
• Insurance intermediation
• Family office advisory

Headquarters

HQ city

Mont-Saint-Guibert

HQ country

Belgium

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning Advisory Fees: Charged on an hourly or fixed fee basis according to the type of study conducted. A mission letter is established and signed by the client. This represents the core advisory service revenue.
2. Insurance Intermediation Subscription: Annual subscription contract for insurance and financial product intermediation services. Entry commissions may apply depending on the subscription type chosen. Volume-based or new production revenues that cannot be individualized may also be received.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Agifin is a Belgian financial organization consultancy and family/business office that delivers bespoke multidisciplinary financial planning to individuals, families, entrepreneurs, and liberal professionals. Its services span financial organization diagnostics, insurance and credit intermediation, estate and succession planning, legal and fiscal optimization, real estate investment advisory, and pension/investment strategy. The firm supports clients through signed mission letters on an hourly or fixed-fee basis, complemented by the proprietary myFaro digital platform for financial mapping, scenario modeling, and secure document storage.

Product overview

Agifin operates as a financial organization consultancy offering comprehensive advisory services through its myFaro digital platform. The core services encompass insurance and credit intermediation, estate planning, legal and fiscal advisory, real estate investments, investment strategy, and business services. The myFaro platform enables clients to map their complete financial situation, project future scenarios, and securely store financial documents, functioning as a digital vault that brings clarity to household financial planning.

Differentiator

Problem solved

Functional benefit

Brands

• myFaro: A digital platform offered by Agifin that allows clients to map their financial situation, project financial scenarios into the future, and securely store and share documents in a digital vault.

Products and services

• Financial Organization and Patrimonial Advisory (Analyse patrimoniale)
• Insurance and Credit Intermediation Services
• myFaro Digital Financial Planning Platform
• Estate Planning and Succession Advisory
• Business Advisory and Company Valuation Services

Quantifiable outcome

• Over 50% reduction in succession taxes through proper structuring with insurance products

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered supporting and minor.

• ORBA FAMILIAsupportingStrategic or Co-development Partner · 22 October 2025Partnership with ORBA FAMILIA, a company specializing in support for fiscal and administrative procedures following a succession. Collaboration allows cross-referencing expertise and sharing work with reliable partners.
• NN InsurancesupportingTechnology or Integration · 16 May 2025Partnership with NN Insurance for pension and insurance products. Agifin shares partner content about EIP and liquidation reserves comparison.
• RSM BelgiumsupportingImplementation/ SI/ Consulting Partner · 15 January 2025Collaboration with RSM for company valuation services. Thomas Ghigny (Audit Partner) and Daniel Kroes (Transaction Partner) provide analysis on business valuation in the context of capital gains tax.
• SowalfinminorChannel Partner/ Reseller/ DistributorAgifin is approved by Sowalfin for business transmission support and labeled for enterprise checks (chèques-entreprises). Bruno Ferrier provides business creation and transmission advisory services.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Capital at Work: Belgian independent wealth manager offering discretionary portfolio management and investment advice to private clients and entrepreneurs. Comparable to Agifin in its independent, Belgium-focused, entrepreneur-and-family-office positioning.
• Walter & Waltner: Belgian family-owned wealth advisory firm serving private individuals and entrepreneurs with holistic financial planning. Directly comparable to Agifin as a small, relationship-driven Belgian wealth advisor.
• Puilaetco Private Bankers: Belgian private bank focused on wealth management, estate planning, and investment advisory for high-net-worth individuals and entrepreneurs. Closely comparable to Agifin's holistic wealth advisory offering, though at a larger scale.
• Bolden Wealth Management: Belgian independent wealth advisory firm offering holistic financial planning, investment, and estate services to entrepreneurs and families. Direct competitor to Agifin in the Belgian boutique wealth advisor segment.

Regional players

• Banca Monte Paschi Belgio: Belgian subsidiary of an Italian banking group providing private banking and wealth advisory services to individuals and businesses. Comparable as a Belgium-based private wealth advisor serving entrepreneurs.
• Van Lanschot Kempen: Dutch-headquartered independent wealth manager with private banking, asset management, and investment advisory across the Benelux. Comparable in its independent, entrepreneur-focused wealth advisory model, though serving a broader geography.

Broad incumbents

• DELEN Private Bank: One of Belgium's largest independent private banks, serving wealthy families and entrepreneurs with portfolio management and wealth structuring. Operates in the same Belgian wealth advisory space as Agifin but at significantly greater scale.
• KBC Private Banking: Private banking arm of one of Belgium's largest banking-insurance groups, offering wealth management, investment, and pension advisory to affluent clients. Competes with Agifin for Belgian entrepreneur and liberal-professional clients but as a large incumbent.

Emerging players

• Meesman Indexbeleggen: Dutch low-cost index-investment platform serving self-directed retail investors with a transparent, low-fee model. Comparable to Agifin as an independent, transparency-led investment offering, though operating in the Netherlands and in a pure-D2C/digital model.
• BinckBank (Saxo Bank Belgium): Belgian online investment platform (now part of Saxo Bank) offering brokerage and investment services to retail and professional clients. Represents the digital-adjacent competitive set to Agifin's traditional advisory model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/agifin

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Agifin