Origami Groupe

What Origami Groupe does

Origami Groupe is an independent French wealth advisory firm (family office / conseiller en gestion de patrimoine) founded in 2019 and headquartered in Toulouse. It serves business owners, entrepreneurs, and professional athletes through three service pillars: wealth engineering, investment management, and family office services. The firm operates on a fee-based advisory model rather than asset-under-management commissions and caps its client base at approximately 30 clients per advisor, signalling a deliberate boutique positioning rather than scale-driven growth.

The firm has approximately 11 employees and serves clients across multiple French regions including Occitanie, Nouvelle-Aquitaine, and PACA. Its go-to-market relies on direct advisory relationships, with publicly disclosed case studies spanning real estate development, hospitality, equestrian sport, and other entrepreneurial sectors. Origami Groupe has accumulated three industry recognitions — Prix de la Finance Positive (2022), Meilleur CGP (2022), and Association Française du Relationnel (AFR) certification (2024) — and operates supporting technology partnerships with Infomaniak (hosting) and Studio Dot (web). No proprietary technology platform, AI capability, or external funding round is disclosed in available materials.

Name

Origami Groupe

Legal name

ORIGAMI GROUPE

Website

https://origami-groupe.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Origami Groupe is an independent French wealth advisory firm (family office) founded in 2019 in Toulouse, serving business owners, entrepreneurs, and professional athletes through fee-based wealth engineering, investment management, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management & Family Office Advisory

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)

SIC

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

akta.pro industry

PRIMARYFSAAADAC

Family Office Advisory & Outsourced CIO (OCIO)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAADAL

Family Business & Succession Advisory

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Wealth advisory services
• Family office services
• Patrimonial engineering
• Entrepreneur wealth management
• Athlete financial planning

Headquarters

HQ city

Toulouse (Toulouse, France), Midi-Pyrenees

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory/Consulting Fees: The company charges advisory fees (honoraires de conseils) to ensure impartiality in investment recommendations, distinguishing from commission-based models tied to assets under management.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Origami Groupe is a French independent wealth advisory firm headquartered in Toulouse, founded in 2019, that delivers personal wealth management and family office services to business owners and professional athletes. Its core services are Ingénierie Patrimoniale (wealth structuring, tax and legal optimization), Gestion de Fortune (financial asset management), and full Family Office (consolidated wealth coordination and reporting).

Product overview

Origami Groupe is a specialized wealth advisory firm offering three complementary core services: Ingénierie Patrimoniale (Patrimonial Engineering), Gestion de Fortune (Wealth Management), and Family Office. These services are designed for business leaders and professional athletes, providing comprehensive wealth advisory from asset optimization and investment management to business succession planning and treasury management. The company positions itself as a 'Family Office for entrepreneurs and professional athletes,' operating on a philosophy of limited clients per advisor (maximum 30) to ensure quality service and follow-up.

Differentiator

Problem solved

Functional benefit

Products and services

• Ingénierie Patrimoniale Patrimonial engineering service covering personal wealth structuring, tax optimization, legal organization, and financial planning for individual clients. Targeted at business owners and professional athletes whose personal wealth requires integrated engineering across tax, legal, and financial dimensions.
• Gestion de Fortune Discretionary and advisory wealth management of financial assets, including portfolio construction, asset allocation, and ongoing investment monitoring for individual clients.
• Family Office Full family office service providing consolidated wealth reporting and coordination of the client's external advisors (legal, accounting, tax, real estate) to deliver a single, unified view of the client's wealth and affairs.

Quantifiable outcome

• 96.3% reduction in share transfer costs
• +8 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor and core.

• InfomaniakminorOthersWeb hosting provider for the company website. Hosting is located in Switzerland at Rue Eugène-Marziano 25, 1227 Les Acacias.
• Studio DotminorImplementation/ SI/ Consulting PartnerWeb development agency responsible for the company's website design and development. Located at 9bis rue de la colombette, 31000 Toulouse.
• Avocat spécialisé en droit des affairescoreImplementation/ SI/ Consulting PartnerPartner attorney specializing in business law used for legal support in structuring holdings and adapting company statutes for clients.
• Investment Partners (Insurance, FID, FAS, Capital Investment, Real Estate)coreChannel Partner/ Reseller/ DistributorNetwork of financial partners including insurance solutions, Dedicated Internal Funds (FID), Specialized Insurance Funds (FAS), capital investment, real estate solutions (club deals, SCPI shares, nue-propriété), and pleasure investments (art, wine). Used for client investment diversification.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• BPI Patrimoine (formerly Cyrus Conseil): Major French conseil en gestion de patrimoine (CGP) network serving entrepreneurs and HNW families with wealth engineering, fiscal optimization, and investment advisory — closely comparable to Origami's Ingénierie Patrimoniale and Gestion de Fortune offerings.
• UGC Family Office: French multi-family office providing centralized wealth, tax, and succession advisory to entrepreneurial families — directly comparable to Origami's Family Office service pillar and entrepreneur target segment.
• Hawthorn Advisors: UK-based wealth advisory firm specializing in professional athletes, addressing the same short-career, income-protection, and retirement-preparation niche that Origami addresses with footballer William Fontaine and similar clients.
• Stonehage Fleming: International multi-family office providing integrated wealth advisory, investment management, and succession planning to HNW entrepreneurs and families — directly comparable to Origami's three-pillar Family Office model serving business owners across generations.

Broad incumbents

• BNP Paribas Wealth Management: Large incumbent private bank with a dedicated entrepreneur and HNW family advisory franchise in France; competes for the same chef d'entreprise segment as Origami but as part of a much broader product set.
• Pictet Wealth Services: Swiss private bank offering family office and wealth advisory services globally; overlaps with Origami's investor base but operates at much larger scale and broader geographic scope.

Emerging players

• Magnificent (Athlete Wealth): UK wealth manager purpose-built for professional athletes and entertainers, addressing the same specialized niche as Origami's athlete offering with comparable focus on career-window income protection and post-career planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/origami-conseil-patrimonial

Compliance5 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 Origami Groupe