UFA Assurance
UFA Assurance is a privately held French insurance and financial services group founded in 1942, providing tailored life, health, property/casualty, equity-release, and high-net-worth solutions to affluent individuals and corporate clients across seven verticals, with a global footprint spanning Europe, the GCC, the Americas, the Middle East, and Africa.
- Company typePrivate
- Founded1942
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What UFA Assurance does
UFA Assurance is a privately held French insurance and financial services group founded in 1942, headquartered at 80 Avenue d'Iéna in Paris (75116), with a stated operational footprint spanning the GCC, the Americas, the Middle East, and Africa. The firm offers a portfolio of tailored insurance and financial solutions organized around four core product lines: Life, Accident & Health Financial Services; Property & Casualty; Equity Release – Monetization (a "Monetize, Don't Liquidate" philosophy that unlocks liquidity from property and other assets); and High Net Worth Global Solutions for affluent individuals and families. These are complemented by sub-products including Comprehensive Motor Insurance and Life & Personal Accident Insurance, with worldwide territorial coverage.
The company serves a dual customer base of high-net-worth individuals (its primary segment) and corporate clients across seven verticals — Manufacturing & Industrial, Technology & Digital Innovation, Financial & Investment Services, Real Estate & Construction, Healthcare & Pharmaceuticals, and Hospitality & Tourism. Its go-to-market is consultative and sales-led, relying on direct advisor engagement, website-driven consultation requests, and bespoke plan design. Revenue is generated primarily through insurance premiums across multiple categories (life, accident, health, property, casualty, wealth protection), supplemented by tiered subscription pricing of $29.99–$79.99 per month for managed-account and investment solutions. The team is small (45 employees) and led by Chairman Jean Claude Henri Chalhoub, Chief Executive Maria Andaloro, and CSO & Co-founder Mike Dooley; the firm is independent with no parent entity or institutional investor disclosed.
UFA positions itself as a global insurance partner combining 75+ years of expertise with personalized, cross-border risk advisory, supported by 426 completed cases over the last five years. Public material shows no proprietary technology stack, no AI/ML capabilities, no mobile app, no public API, no patents, no disclosed funding rounds, and no M&A activity — leaving the firm's underlying technology and scale economics as material diligence gaps.
UFA Assurance firmographics
Firmographics- Name
- UFA Assurance
- Legal name
- UFA Assurance
- Website
- https://ufaassurance.com
- Company type
- Private
- Founded year
- 1942
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- UFA Assurance is a privately held French insurance and financial services group founded in 1942, providing tailored life, health, property/casualty, equity-release, and high-net-worth solutions to affluent individuals and corporate clients across seven verticals, with a global footprint spanning Europe, the GCC, the Americas, the Middle East, and Africa.
- Ownership category
- akta.pro rank
UFA Assurance industry classification
Industry- Product category
- Multi-line Insurance & Financial Services
- NAICS
- Direct Life, Health, and Medical Insurance Carriers (52411), Direct Insurance (except Life, Health, and Medical) Carriers (52412), Insurance Carriers and Related Activities (524)
- SIC
- Life Insurance (6311), Accident & Health Insurance (6321), Fire, Marine & Casualty Insurance (6331)
- akta.pro primary industry
- Guaranteed Issue Term Life Insurance (FSAIAAAG)
- akta.pro secondary industries
- Guaranteed Issue Whole Life Insurance (FSAIABAG), Standalone Hospital Indemnity Insurance (FSAIAKAB), Large Commercial Package (National Accounts) (FSAJAFAC)
Keywords
Where UFA Assurance is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
UFA Assurance business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Premiums: UFA generates revenue through insurance premiums across multiple insurance categories including life, accident, health, property, casualty, and wealth protection solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter Plan for basic investors |
| Subscription | Monthly | Professional Plan for advanced investors |
| Subscription | Monthly | Business Plan for comprehensive coverage |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
UFA Assurance product offering
Product offeringCore offering
UFA Assurance is an independent private French insurance group that designs and distributes tailored insurance and financial solutions across life, accident and health, property and casualty, equity release/monetization, and high-net-worth wealth protection. It serves individuals, families, and businesses across multiple verticals with cross-border expertise, offering bespoke coverage, risk mitigation, and asset-monetization strategies backed by 75+ years of brand heritage.
Product overview
UFA Assurance is a premier French insurance group with 75+ years of expertise, headquartered in Paris with strategic hubs across the GCC, Americas, Middle East, and Africa. The company offers a portfolio of tailored insurance and financial solutions organized around four core products: Life, Accident & Health Financial Services; Property & Casualty insurance; Equity Release – Monetization; and High Net Worth Global Solutions. These are complemented by specialized sub-products including Comprehensive Motor Insurance and Life & Personal Accident Insurance, serving individuals, families, high-net-worth clients, and business owners with cross-border expertise.
Differentiator
Problem solved
Functional benefit
Products and services
- Life, Accident & Health Financial Services Tailored insurance solutions that protect families, secure futures, and enhance financial well-being, covering natural and accidental death, disability, and medical expenses with worldwide territorial coverage. Designed for individuals, families, and groups seeking cross-border life and health protection.
- Property & Casualty Insurance
- Equity Release – Monetization
- High Net Worth Global Solutions
- Comprehensive Motor Insurance
- Life & Personal Accident Insurance
Quantifiable outcome
- 426 Successful Cases in the Last 5 Years
- +1 more outcomes
Companies that use UFA Assurance
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles2 records
UFA Assurance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
UFA Assurance partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
UFA Assurance competitors and assessment
Company assessmentBroad incumbents
- Generali: European-headquartered global insurer with deep life and P&C franchises and growing HNW/global solutions practice. Competes with UFA for cross-border European and emerging-market HNW clients.
- Allianz: Global insurance and asset management group with strong presence in life/health and P&C and established HNW offerings. Comparable to UFA as a broad multi-line incumbent competing for the same affluent and corporate clients internationally.
- Zurich Insurance Group: Swiss global insurer offering life, P&C, and specialty lines for personal and commercial clients. Overlaps with UFA in multi-line coverage and HNW/specialty positioning.
- AXA: French-headquartered global insurance and financial services group offering life, health, P&C, and wealth management across multiple geographies. Most directly comparable to UFA by domicile and product breadth, though operating at vastly greater scale.
Regional players
- Old Mutual: Multi-line life and wealth group with strong presence in Africa and emerging markets. Comparable to UFA's stated emerging-market hubs and life/wealth focus, though operating from a different domicile.
- SCOR: French global reinsurer providing life and P&C reinsurance solutions. Adjacent to UFA's underwriting exposure and a potential capital partner, though operating on the reinsurance side of the value chain.
Direct peers
- Covéa: French mutual insurance group (MAAF, MMA, GMF) providing P&C, life/health, and asset management domestically and selectively internationally. Comparable French multi-line peer to UFA.
- Swiss Life: European life insurer and wealth manager with significant HNW and pensions offerings. Highly comparable to UFA's HNW Global Solutions and life insurance focus.
- BNP Paribas Cardif: French life and protection insurer affiliated with BNP Paribas, focused on life, health, and creditor insurance. Comparable to UFA in life/accident/health and bancassurance-adjacent distribution.
- CNP Assurances: Major French life and personal-risk insurer with strong group and individual life, and growing international footprint. Closest French peer to UFA in life/accident/health emphasis.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
UFA Assurance social profiles
Digital presenceUFA Assurance financial estimates
Financial estimateRevenue estimate
Valuation estimate
UFA Assurance leadership team
Management profileNumber of profiles
Profiles7 records
UFA Assurance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UFA Assurance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UFA Assurance
What does UFA Assurance do?
UFA Assurance is an independent private French insurance group that designs and distributes tailored insurance and financial solutions across life, accident and health, property and casualty, equity release/monetization, and high-net-worth wealth protection. It serves individuals, families, and businesses across multiple verticals with cross-border expertise, offering bespoke coverage, risk mitigation, and asset-monetization strategies backed by 75+ years of brand heritage.
Is UFA Assurance a public or private company?
UFA Assurance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was UFA Assurance founded?
UFA Assurance was founded in 1942. It employs 11 to 50 people.
Where is UFA Assurance based?
UFA Assurance is headquartered in Paris, France, in the Europe region.
How does UFA Assurance make money?
One revenue line is on record: insurance Premiums.
Who are UFA Assurance's main competitors?
Broad incumbents on record are Generali, Allianz, Zurich Insurance Group and AXA. Regional players are Old Mutual and SCOR. Direct peers are Covéa, Swiss Life, BNP Paribas Cardif and CNP Assurances.
Does UFA Assurance have an API?
No public API is recorded for UFA Assurance.
What industry is UFA Assurance in?
UFA Assurance's product category is Multi-line Insurance & Financial Services. Its primary akta.pro industry code is FSAIAAAG, Guaranteed Issue Term Life Insurance, with a secondary code of FSAIABAG, Guaranteed Issue Whole Life Insurance. Its NAICS code is 52411 and its SIC code is 6311.