Name

AGPC

Legal name

ASSOCIATION DES ANCIENS ELEVES EN GESTION DE PATRIMOINE DE CLERMONT-FD (AGPC)

Website

https://agpc.net

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Clermont-Ferrand

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Membership dues: Annual membership fees charged to graduates (adhérents) and other member categories. Fees are set at the annual general assembly and are the primary recurring revenue stream. Rates vary by category (normal, reduced, couples discount).
2. Donations: Members and supporters can make voluntary donations to the association with no minimum or maximum amount specified.
3. Event and product sales: The association sells tickets and products through its online shop, including event access, subscriptions to professional journals, and other offerings to members and supporters.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

AGPC is a French non-profit alumni association (loi 1901) that operates a private professional social network for graduates of the Master 2 Gestion de Patrimoine at Université Clermont Auvergne. It sells individual memberships (€30-€50/year) and tiered corporate partnership packages (Bronze €500, Silver €1,000, Gold €2,500, Platinum €3,000), and delivers value via a job board, searchable alumni directory, and networking events connecting graduates with wealth-management employers.

Product overview

AGPC operates as a private professional social network for alumni of the Master 2 Gestion de Patrimoine (Wealth Management) program at University Clermont Auvergne. The core platform provides a member directory (Annuaire), curated job board (Offres d'Emploi), community events, and member-to-member exchange. Paid add-ons include access to the Revue Internationale du Patrimoine journal (15% member discount) and temporary Fidroit training platform access. The association offers three membership types (Adhérent, Observateur, Partenaire) and four corporate partnership tiers (Bronze through Platinum). Annual integration weekends and afterwork events across France connect members geographically.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Alumni Membership Annual membership for graduates of the Master 2 Gestion de Patrimoine at Université Clermont Auvergne; priced €30/year for recent graduates and €50/year for established alumni. Includes access to a private professional social network, alumni directory, job board, and events.
• Corporate Partnership Program (Bronze / Silver / Gold / Platinum) Tiered annual corporate sponsorship for wealth-management firms and recruiters: Bronze €500, Silver €1,000, Gold €2,500, Platinum €3,000. Provides visibility, branding, and recruitment access within the alumni community.
• Private Professional Social Network Online private social network restricted to AGPC alumni members, supporting profiles, connections, and peer-to-peer professional networking among wealth-management graduates.
• Alumni Job Board Members-only job board for wealth-management positions, used by alumni to find roles and by corporate partners to post vacancies.
• Alumni Directory Searchable directory of AGPC alumni members, enabling members and partners to find classmates and patrimoine professionals.
• Alumni Networking Events Periodic in-person (and virtual) networking events organized by AGPC for alumni members and corporate partners, supporting community engagement and recruitment conversations.

Quantifiable outcome

• Ranked in the top 20 nationally by Eduniversal for wealth management master's programs for multiple consecutive years

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

30 partnerships are on record, tiered core and minor.

• AG2R La MondialecoreGTM or Marketing PartnerInsurance and provident fund group. AG2R La Mondiale is listed among the association's official partners, providing preferential access to members and visibility at events. Sector: Assurance/Prévoyance.
• AXAcoreGTM or Marketing PartnerGlobal insurance company. AXA supports the AGPC as an official partner, providing members with preferential access to its products and services. AXA has a significant presence in the wealth management distribution chain in France.
• BNP Paribas Banque PrivéecoreGTM or Marketing PartnerPrivate banking division of BNP Paribas. Listed as a supporting partner providing visibility and preferential access to AGPC graduates for recruitment purposes.
• CardifcoreGTM or Marketing PartnerInsurance and savings subsidiary of BNP Paribas. Cardif is an official partner providing preferential access for members. Sector: Assurance/Epargne.
• Carmignac GestionminorGTM or Marketing PartnerIndependent asset management firm. Listed as a supporting partner of the AGPC and supporters of the 30th anniversary celebrations.
• FidroitcoreGTM or Marketing PartnerProfessional training provider for wealth management. Fidroit provided free access to its Fidnet platform to AGPC members during the COVID-19 lockdown period in 2020, including webinars and training resources. Sector: Formation professionnelle.
• GeneralicoreGTM or Marketing PartnerMajor European insurance group. Generali is an official partner of the AGPC, providing members with preferential access to insurance and savings products.
• NortiacoreGTM or Marketing PartnerDesigner of high-end financial solutions in life insurance, securities accounts, and provident insurance, distributed exclusively through wealth management professionals. Nortia is a long-standing partner of AGPC. As of 31 March 2018, Nortia reported €3.4 billion in assets under management, 500 active partners, and 27,000 end clients. Sector: Assurance-Vie, Gestion de Patrimoine.
• PatrimoniacoreGTM or Marketing PartnerThe premier annual professional wealth management event in France, held in Lyon for over 25 years. AGPC members benefit from free or reduced-cost entry to Patrimonia. AGPC organizes its own dinner event during the salon.
• PrimonialcoreGTM or Marketing PartnerLeading distributor of savings and wealth management solutions. Listed as an official supporter/partner of the AGPC and its 30th anniversary celebrations.
• Société GénéralecoreGTM or Marketing PartnerMajor French banking group with significant wealth management operations. Listed as a supporting partner of the AGPC and supporters of the 30th anniversary celebrations.
• SwissLifeminorGTM or Marketing PartnerSwiss insurance and wealth management group operating in France. Listed as a supporting partner of the AGPC.
• Université Clermont Auvergne (UCA)coreStrategic or Co-development PartnerThe university that awards the Master 2 Gestion de Patrimoine degree. AGPC maintains close ties with the pedagogical team, participates in admissions juries, provides tutoring support to current students, and promotes the diploma nationally. The association was founded to support graduates of this specific program.
• Atelier Formation Pascal PineauminorGTM or Marketing PartnerProfessional training provider run by Pascal Pineau, offering specialized training modules in wealth management for professionals (CGP, bankers, insurers, notaries, accountants, lawyers). Provides preferential access for AGPC members.
• 137 NotairesminorGTM or Marketing PartnerA multidisciplinary team of 70 legal professionals (notaires). Listed as an official partner supporting the AGPC, bridging the connection between wealth management and legal expertise.
• LEGITECH (Revue Internationale du Patrimoine)minorGTM or Marketing PartnerPublisher of the Revue Internationale du Patrimoine, a professional journal covering civil and tax wealth management law. AGPC negotiated a 15% discount on subscriptions for its members and access to one article from the latest issue.
• Banque Populaire Auvergne Rhône AlpesminorGTM or Marketing PartnerRegional bank of the Banque Populaire network. Listed among supporters of the AGPC. Sector: Banque/Assurance/Prévoyance.
• Caisse d'Epargne Auvergne LimousinminorGTM or Marketing PartnerRegional savings bank. Listed as a supporting partner of the AGPC.
• Crédit Agricole Centre FranceminorGTM or Marketing PartnerRegional bank of the Crédit Agricole group. Listed as a supporting partner of the AGPC and supporter of the 30th anniversary celebrations.
• Cardif Lux VieminorGTM or Marketing PartnerLuxembourg-based life insurance subsidiary of BNP Paribas. Listed as a supporting partner of the AGPC.
• AUREPminorGTM or Marketing PartnerProfessional training organization. Listed as an official partner. Sector: Formation professionnelle.
• CGPAminorGTM or Marketing PartnerProfessional liability insurance provider for financial advisors and agents. Listed as a supporting partner. Sector: Assurance Responsabilité Civile Professionnelle.
• Edmond de RothschildminorGTM or Marketing PartnerPrivate banking and asset management group. Listed as a supporting partner of the AGPC. Sector: Gestion Privée/Asset Management/Private Equity.
• Financière de l'EchiquierminorGTM or Marketing PartnerIndependent asset management firm. Listed as a supporting partner of the AGPC and supporter of the 30th anniversary celebrations.
• Décideurs MagazineminorGTM or Marketing PartnerProfessional press publication covering business and finance. Listed as a supporting partner. Sector: Presse spécialisée.
• Family PartnersminorGTM or Marketing PartnerFamily Office service provider. Listed as a supporting partner of the AGPC. Sector: Family Office.
• HerezminorGTM or Marketing PartnerWealth management firm and Family Office. Listed as a supporting partner of the AGPC.
• Crystal FinancesminorGTM or Marketing PartnerIndependent financial advisory group. Listed as a supporting partner. Sector: Conseil patrimonial libéral/Assurance/Prévoyance.
• Witam MFOminorGTM or Marketing PartnerMulti-Family Office. Listed as a supporting partner of the AGPC.
• ScopikacoreTechnology or IntegrationWebsite development and maintenance company. Scopika designed and develops the AGPC website platform (www.agpc.net), headquartered in Clermont-Ferrand. Contact: 15 Rue du Pré La Reine, 63100 Clermont-Ferrand.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• IAE Paris – Master Gestion de Patrimoine alumni network: Alumni community for IAE Paris's wealth management Master's program, the closest direct competitor at another IAE school. Comparable in offering a private professional network, directory, and corporate partnerships for graduates in the same wealth management sector.
• Paris School of Business Alumni (PSB Alumni): Broader alumni association for a Paris business school offering finance and wealth-related programs. Comparable as a French business school alumni community leveraging corporate partnerships and job board services, though not wealth-management-specific.
• ESLSCA Business School Alumni Network: Alumni network of ESLSCA, a Paris business school with finance and asset management programs. Comparable as a private-school alumni association offering member directory, events, and corporate partner access to financial-sector graduates.
• Association des Anciens du Master 203 Gestion de Patrimoine (Dauphine): Alumni association of the rival Master 203 Gestion de Patrimoine at Université Paris-Dauphine — the most direct comparable as a French university wealth management alumni network serving the same employer pool (private banks, CGP firms, family offices).

Broad incumbents

• ANACOFI (Association Nationale des Conseils Financiers): French professional association for financial advisors and wealth management practitioners. Comparable target audience and membership-based structure, though broader in scope than AGPC's alumni-specific remit.
• AFG (Association Française de la Gestion financière): Industry association for French asset management firms, including many of AGPC's largest partners (BNP Paribas, Société Générale, Carmignac). Comparable as a membership/advocacy body serving the same wealth and asset management ecosystem that AGPC alumni operate in.
• CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine): National professional chamber representing independent wealth management advisors in France. Comparable as the umbrella professional body for the same CGP workforce that AGPC alumni enter, but operating at the practitioner-regulator level rather than alumni-community level.

Regional players

• Patrimonia (Salon): The leading French wealth management professional event held annually in Lyon, with which AGPC has a partnership providing members free entry. Comparable ecosystem role connecting wealth management professionals, sponsors, and educators, but event-based rather than alumni-based.
• CIFOG / CGPA (Conseils en Gestion de Patrimoine Professionnels): Professional liability insurer and supporting organisation for French wealth management advisors, listed as an AGPC partner. Comparable as an ecosystem organisation serving the same CGP practitioner audience, though focused on professional liability rather than alumni networking.

Emerging players

• Université Paris-Saclay – Master Gestion de Patrimoine alumni: Newer wealth management program whose alumni network is less established than AGPC's but benefits from a fast-rising institutional brand. Comparable in being a French university alumni network feeding the same private banking and CGP employer pool.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/agpc

Revenue estimate

Valuation estimate

Number of profiles

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 AGPC