GROUPE CFB

What GROUPE CFB does

GROUPE CFB is an independent French insurance brokerage (cabinet de courtage), structured as a SAS (Société par Actions Simplifiée) and headquartered in Boulazac Isle Manoire in the Nouvelle-Aquitaine region. Founded in 2009 through the merger of Cabinet François Bouis and Cabinet François Bourgeois, the firm acts as a mandated representative (mandataire d'assureurs) of approximately 40 insurance solution providers — including insurers, mutual insurers (mutuelles), and provident institutions (institutions de prévoyance) — and manages 2,654 contracts across 1,041 professional and enterprise clients.

The firm operates across three horizontal segments: Entreprises (collective health, provident, retirement, employee savings, profit-sharing, and severance pay), Professionnels Indépendants (Madelin-law health, professional provident, key person, Article 62 retirement, PER-IN), and Particuliers (individual health, loan insurance, life insurance, capitalization contracts, OBO immobilier, and tax optimization). Since 2022, the firm has extended into wealth management and patrimony advisory through the arrival of partner Antoine Rocchi and the launch of a dedicated CFB EPARGNE subsidiary, with supplementary advisory modules including Bilan Retraite and Audit en Protection Sociale. A separate CFB Risks division is led by associate Lucas Macary.

Commercially, the firm operates a consultative, sales-led model: pricing is bespoke, billing is monthly on enterprise contracts, and revenue is generated exclusively via recurring commissions from partner insurers on a subscription-style basis. Distribution is domestic and sub-regional, conducted through a single office, phone and email-based remote consultation, and a referral network of accounting firms, lawyers, and notaries. GROUPE CFB is ORIAS-registered (number 08040617) and supervised by the ACPR, and is held in part by the Open Conseils holding company.

Name

GROUPE CFB

Legal name

GROUPE CFB

Website

https://groupe-cfb-courtage.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

GROUPE CFB is an independent French insurance brokerage in Boulazac, Nouvelle-Aquitaine, serving enterprises, self-employed professionals, and individuals with social protection, retirement, and wealth management products sourced from 40 partner insurers.

Ownership category

akta.pro rank

Headquarters

HQ city

Boulazac Isle Manoire

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Insurance Brokerage Commissions: GROUPE CFB earns commissions from insurance providers (assureurs, mutuelles, institutions de prévoyance) as an intermediary broker. They are mandated representatives (mandataires d'assureurs) who access the full range of offerings from insurance partners to advise clients on appropriate coverage.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

GROUPE CFB is an independent insurance brokerage firm acting as a mandataire d'assureurs. It distributes and manages personal insurance, collective employee benefits, and wealth management contracts on behalf of approximately 40 partner insurers, mutuelles, and provident institutions for businesses, self-employed professionals, and individual clients in the Périgueux/Nouvelle-Aquitaine region.

Product overview

GROUPE CFB is an insurance brokerage firm operating as a unified platform offering insurance and wealth management services. The core offering includes three main segments: (1) Corporate solutions for businesses covering collective health insurance, provident insurance, retirement plans, employee savings, profit-sharing, and loan insurance; (2) Professional services for self-employed including health insurance, professional provident, general expenses coverage, key person insurance, and retirement savings under PER-IN; (3) Individual products for private clients including health insurance, provident, life insurance, loan insurance, real estate investment, and tax optimization. Supporting services include retirement assessments (Bilan Retraite) and social protection audits (Audit en Protection Sociale). The company acts as an independent broker representing multiple insurers, mutual funds, and provident institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Mutuelle Collective (Collective Health Insurance)

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Assureurs (Insurance Providers)coreOthersGROUPE CFB works with multiple insurers, mutual insurers (mutuelles), and provident institutions (institutions de prévoyance) as mandated representatives (mandataires d'assureurs). They have access to the complete offerings of approximately 40 insurance solution providers.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Verlingue: French corporate insurance and benefits broker serving mid-market and large enterprises. Comparable insurance brokerage model with similar products (collective santé, prévoyance, retraite) but operates at significantly larger scale and national footprint.
• Verspieren: French family-owned independent insurance broker with a multi-specialist approach covering personal, professional, and corporate insurance. Same mandataire/intermediary model with broad product catalog from multiple carriers.
• Marsh France: French arm of global insurance broker Marsh, providing risk, insurance, and employee benefits advisory. Operates as a broader incumbent with overlapping enterprise brokerage services but at a much larger scale.
• Diot-Siaci: One of France's largest independent insurance brokerages, serving enterprises and individuals with similar health, prévoyance, and retirement offerings. Comparable in independent brokerage positioning but at a national scale.
• April Group: Major French insurance brokerage group offering health, prévoyance, and wealth management solutions to individuals, professionals, and enterprises. A direct precedent for what GROUPE CFB could grow into at scale, and operates in the same intermediary/mandataire model.

Direct peers

• SPVIE Assurances: French insurance brokerage specialized in santé, prévoyance, and retirement solutions for professionals and enterprises. A focused niche peer with comparable target segments (TNS, PME dirigeants) and product mix.
• Groupe Cyrus: French independent wealth management and insurance advisory group serving business owners and individuals. Comparable in the patrimonial/épargne and assurance vie offering that GROUPE CFB expanded into post-2022.
• Bessé Courtage: Independent French insurance broker specialized in corporate risks, employee benefits, and wealth management. Most comparable business model to GROUPE CFB as a mid-sized independent brokerage with multi-product insurance and patrimonial offerings.
• Henner: Independent French insurance broker with strong positions in group health, prévoyance, and international mobility insurance. Overlaps with GROUPE CFB's enterprise and individual segments, particularly in complementary health and prévoyance.

Regional players

• Courtanet: Simpler regional insurance brokerage in France serving individuals and small businesses with health and prévoyance products. Comparable in size and regional go-to-market posture to GROUPE CFB.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/groupe_cfb
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/groupe-cfb
• Instagraminstagram.com/groupe_cfb

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

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 GROUPE CFB