La Crèmerie©

What La Crèmerie© does

La Crèmerie is a French responsible-investment advisory firm, operated under the legal entity En Privé SAS (a Société par Actions Simplifiée with €1,000 share capital, registered in Paris under RCS PARIS 879 167 344), founded in 2019 and co-led by Maëlle Caravaca (Paris) and Gaël Berthélémé (Bordeaux). The firm is registered with ORIAS (#20000968) as a Conseiller en Investissement Financier (CIF) and Intermédiaire en Assurance (IAS), placing it firmly within the regulated private wealth management perimeter rather than the technology-product market. Its service portfolio consists of three HNW advisory offerings: Conseil à l'honoraire (hourly-billed ad-hoc consulting for autonomous wealth managers), Gestion Privée (an annual subscription covering full wealth advisory, portfolio allocation, and ongoing monitoring, with a €1M entrusted minimum), and a Workshop format (structured investment planning tied to a 10-year life-goal trajectory). Pricing is bespoke and not publicly disclosed, and revenue is generated from advisory fees and from fee rebates (rétrocommission) on underlying investment products selected for Gestion Privée clients.

The firm's commercial differentiation is its proprietary 'Double Écrémage' (Double Skimming) method, which combines a financial-performance filter with a four-pillar ESG/impact filter: (1) controversy-sector exclusion, (2) ISR/Greenfin/Finansol label screening on a Best-in-Universe basis, (3) scrutiny of asset-manager practices (mission-driven status, shareholder engagement, RSE policy, philanthropy), and (4) prioritization of Art.9 SFDR funds with systematic Art.6 SFDR exclusion. Around this core sits a curated ecosystem of approximately 100 responsible-investment partner organizations, an integrated network of four avocat firms (Alerion, Marcus, LNQV, Perspectives) plus Fidroit as a technology partner, and memberships in Impact France, Collectif Finance Responsable, and 1% for the Planet (the latter committing 1% of revenue to certified environmental organizations). The firm maintains no proprietary software platform; its 'platform' is the codified methodology, the regulatory authorizations, and the partner network.

Customer acquisition is content-led and top-of-funnel: Epinard (Gaël's climate-transition newsletter) and Hello Friday (Maëlle's feminist finance newsletter) collectively reach 10,000+ subscribers via Substack, supported by recurring appearances on La Martingale, Finary Talk, Le Grand Bain, BSmart Smart Patrimoine, and Femmes d'Actions, plus an Académie du Climat panel and ebook lead magnets. The firm exclusively books business through Calendly-driven direct advisory sessions. Targeted client segments are HNW entrepreneurs (especially pre- and post-exit), management-package holders (AGA, stock-options, BSA, ADP), senior executives and liberal professionals, and individuals with inherited or significant capital requiring transmission planning. The firm employs 8 people across its Paris headquarters (128 rue la Boétie, 75008) and Bordeaux office, and discloses no institutional investor, private equity backing, or external funding.

Name

La Crèmerie©

Legal name

En Privé SAS

Website

https://lacremerie.co

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

La Crèmerie (En Privé SAS) is a Paris-based French responsible-investment advisory firm that helps HNW entrepreneurs, executives, and families align their wealth with ecological and social values via subscription-based Gestion Privée, hourly consulting, and a proprietary Double Écrémage ESG screening method.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Consulting Fees (Honoraires de conseil): One-time consulting missions billed by the hour for time spent on research and restitution, suitable for clients who wish to remain autonomous in managing their wealth.
2. Gestion Privée (Private Wealth Management) Subscription: Annual subscription-based comprehensive advisory service covering the full range of services. Billed via fixed fees or complexity-linked honoraries based on the size and complexity of the client's wealth. Minimum entry threshold of €1M entrusted.
3. Fee Rebates (Rétrocession de frais): A share of the fees associated with managed investments under Gestion Privée are rebated back to the firm from the investment products selected. The firm selects partners independently without conflicts of interest.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels11 records

Core offering

La Crèmerie is a French boutique wealth advisory firm that sells responsible-investment advisory services to high-net-worth individuals, entrepreneurs and families. The firm's core offer is delivered through three service tiers — hourly Conseil à l'honoraire consulting, an annual Gestion Privée wealth-management subscription (starting at €1M entrusted), and structured investment-planning workshops — with all investment selections filtered through the proprietary Double Écrémage method that combines financial performance analysis with rigorous ESG and impact evaluation.

Product overview

La Crèmerie is a responsible investment advisory firm operating as a unified consulting practice, not a software product company. Its service portfolio comprises three core advisory offerings: (1) Conseil à l'honoraire — hourly-billed one-on-one consulting sessions for autonomous wealth management; (2) Gestion Privée — comprehensive annual-subscription private wealth management for clients starting at €1M, encompassing fiscal engineering, investment advisory, portfolio allocation, and professional asset management; and (3) Workshop — a structured investment planning workshop. Complementing its advisory services, La Crèmerie produces content and media including the Epinard newsletter on ecological transition investing, the Hello Friday feminist financial newsletter, an ebook on responsible investing, and a post-exit roadmap guide. The firm is registered as a CIF (Financial Investment Advisor) and IAS (Insurance Broker) with ORIAS and is not a technology product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Conseil à l'honoraire (Hourly advisory consulting) One-on-one hourly-billed advisory sessions for individuals who want to remain autonomous in managing their wealth. The firm frames each mission by a mission letter and bills by the time spent on research and deliverables, covering fiscal engineering and investment research specific to the client's situation.
• Gestion Privée (Private wealth management subscription) Comprehensive annual-subscription private wealth management service for entrepreneurs and families starting at €1M entrusted. Covers ongoing advisory, fiscal engineering, portfolio allocation and monitoring, ESG-filtered investment selection (via the Double Écrémage method) and implementation of recommendations. Pricing is via fixed forfaits or complexity-linked honoraries based on wealth size and complexity.
• Workshop (Investment planning workshop) Structured investment-planning workshop for individuals who want to design their own wealth trajectory. Clients leave with a numerical trajectory aligned with the life they want to lead in 10 years, reflexes for piloting their patrimony, and a methodology for investing (and for challenging their existing advisors).

Quantifiable outcome

• 7x greater climate impact through €25,000 of responsibly directed capital versus dietary changes (1.63T eqCO2/year from reducing meat consumption vs. 11.1T eqCO2 from €25,000 of poorly directed capital)

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Ten partnerships are on record, tiered core and minor.

• Collectif Finance Responsable (CFR)coreStrategic or Co-development PartnerThe CFR group federates a community of professionals promoting Sustainable Finance and contributing to the development of best practices around social and environmental issues. A finance serving the Living world.
• Coral GuardianminorOthersAnnual donation to Coral Guardian, the French association actively working for the protection of coral reef ecosystems in Indonesia and the Mediterranean. Coral reefs could disappear by 2050 without intervention.
• 1% for the PlanetcoreOthersLa Crèmerie is a member of the 1% FTP movement, committing to donate 1% of annual revenue to environmental organizations certified by the collective (700+ associations including WWF, Surfrider, Sea Shepherd).
• EcotreeminorOthersLa Crèmerie plants one tree for every 100 new Instagram followers via Ecotree, engaging their community in climate action and biodiversity preservation in France and Europe.
• Impact France (MIF)coreStrategic or Co-development PartnerMember of Impact France, the network of French entrepreneurs and leaders putting ecological and social impact at the heart of their business. Objective: transform the economy alongside 30,000 member companies for a more just, solidary, and sustainable society.
• Share the Meal (UN World Food Programme)minorOthersAnnual donation to Share the Meal, the UN World Food Programme's emergency food aid initiative providing meals to children and families in need in conflict zones and disaster areas.
• Alerion AvocatsminorImplementation/ SI/ Consulting PartnerLegal partner (avocat) firm specializing in M&A and transaction advisory, part of La Crèmerie's partner network providing integrated legal support for complex client situations.
• Marcus AvocatsminorImplementation/ SI/ Consulting PartnerLegal partner firm integrated into La Crèmerie's ecosystem of professional partners supporting wealth management advisory.
• LNQV AvocatsminorImplementation/ SI/ Consulting PartnerLegal partner firm in La Crèmerie's network of professional partners.
• Perspectives AvocatsminorImplementation/ SI/ Consulting PartnerLegal partner firm in La Crèmerie's partner network.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Nalo: French automated wealth management and life-project investment platform serving individuals and households with goal-based, ESG-aware portfolios — competes for the same French HNW and entrepreneur client base with a tech-led delivery model.
• Goodvest: French responsible investment platform offering ESG-screened portfolios and life-cycle planning to individuals and HNW clients; closest direct competitor to La Crèmerie's RI-focused wealth advisory, though delivered digitally rather than via human advisors.
• Ramify: French digital private wealth management firm combining ESG/SRI portfolio construction with personalized advisory for affluent clients, including entrepreneur and executive segments directly overlapping La Crèmerie's personas.
• Ecofi Investissements: French SRI-specialist asset manager and a historical reference for responsible investing in France; comparable on RI methodology depth, label expertise (ISR, Greenfin, Finansol), and SFDR classification fluency that La Crèmerie's filter relies on.
• Yomoni: French robo-advisor and online wealth manager offering diversified portfolios with ESG options to retail/HNW investors; comparable on responsible investment positioning and French HNW targeting, though fully digital.
• Louis Pasteur Finance: French independent wealth management firm specializing in responsible investment and fiscal engineering for private clients; directly comparable on HNW advisory, SRI philosophy and the entrepreneur/family client segments.

Broad incumbents

• Mirova: French ESG/sustainable investment affiliate of Natixis Investment Managers; comparable on responsible investment methodology, SFDR label fluency, and impact fund selection that anchors La Crèmerie's investment universe.
• Cyrus Conseil: Large French independent wealth management group serving HNW clients with private equity, real estate, and financial investment offerings; broader portfolio but directly comparable on French HNW advisory, fiscal engineering, and post-exit wealth structuring.
• Meeschaert Gestion Privée: Established French family-owned private wealth manager with a long-standing SRI/ISR heritage; broader and more institutional than La Crèmerie, but competes for the same French HNW/entrepreneur wealth advisory mandates.

Emerging players

• Perlib: Newer French wealth management platform offering SRI-aligned portfolios and personalized advisory to HNW clients; emerging digital challenger with overlapping persona and ESG value proposition to La Crèmerie.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lacremerieco
• Instagraminstagram.com/lacremerie.co

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 La Crèmerie©