VYP FINANCE
VYP FINANCE is a French independent wealth management advisory firm founded in 2007 by Yvan VIALLON, serving 200+ business owners, liberal professionals, and high-net-worth families via its proprietary Gestion Patrimoniale Séquentielle® methodology across offices in Paris, Lyon, and three additional French cities.
- Company typePrivate
- Founded2007
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2C
- OfferingServices
What VYP FINANCE does
VYP FINANCE is a French independent wealth management advisory firm founded in 2007 by Yvan VIALLON and headquartered in Lyon, with an additional headquarters presence in Paris and consulting offices in Clermont-Ferrand, Aix-les-Bains, and Aix-en-Provence. The firm advises business owners, liberal professionals (notably healthcare practitioners via a partnership with SNARF), and high-net-worth families on comprehensive patrimoine matters — financial investments, asset allocation, family wealth management, retirement planning, executive compensation, transmission, and insurance structuring. The core intellectual asset is Gestion Patrimoniale Séquentielle®, a registered proprietary methodology developed by the founder that delivers a structured, multi-dimensional analysis of client wealth across legal, financial, fiscal, and social dimensions, with every engagement personally validated by Yvan VIALLON.
The firm operates a professional-services revenue model — advisory fees on supervised assets, audit missions, and ongoing follow-up — and has built a small but credentialed team (6–10 staff) in which every advisor holds CGPC certification and several hold ISO 22222 personal finance certification. Distribution is relationship-led: physical office consultations, on-site client visits, and referral generation through professional networks and trade-body recognition (multi-year laureates of the Grand Prix du Patrimoine Experts Certifiés and Trophée de la Gestion de Patrimoine). Public scale signals include 200+ professionals and companies under advisory, €350M+ in assets supervised, and an average of 30 family audits and 40+ retirement missions per year.
The firm emphasizes juridical and financial independence (no parent company, no external investors, founder-owned) and positions founder Yvan VIALLON as both the brand and the quality guarantor. It is not a technology product company: there is no disclosed technology stack, no digital self-serve channel, no API or app, and no AI/ML capability. Operating geographies are limited to three French regions (Île-de-France, Auvergne-Rhône-Alpes, Provence-Alpes-Côte d'Azur).
VYP FINANCE firmographics
Firmographics- Name
- VYP FINANCE
- Legal name
- VYP FINANCE
- Website
- https://vypfinance.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- VYP FINANCE is a French independent wealth management advisory firm founded in 2007 by Yvan VIALLON, serving 200+ business owners, liberal professionals, and high-net-worth families via its proprietary Gestion Patrimoniale Séquentielle® methodology across offices in Paris, Lyon, and three additional French cities.
- Ownership category
- akta.pro rank
VYP FINANCE industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Finance and Insurance (52)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where VYP FINANCE is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices5 records
Markets served
VYP FINANCE business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Wealth Management Advisory Fees: VYP FINANCE generates revenue through advisory fees for comprehensive wealth management services including financial investment advice, family wealth management, asset allocation, retirement planning, and executive compensation consulting.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
VYP FINANCE product offering
Product offeringCore offering
VYP FINANCE is an independent French wealth management advisory firm providing comprehensive personal wealth management services to business owners, liberal professionals, and high-net-worth families. The firm applies its proprietary Gestion Patrimoniale Séquentielle® methodology to deliver holistic advisory across legal, financial, fiscal, and social dimensions, including patrimonial audit, investment advice, asset allocation, retirement planning, family transmission, and insurance solutions.
Product overview
VYP FINANCE is a wealth management advisory firm founded in 2007 by Yvan Viallon, offering a unified service centered around its proprietary Gestion Patrimoniale Séquentielle® methodology. The core offering encompasses comprehensive wealth management consulting (Conseil en Gestion de Fortune), supported by specialized service modules including financial investment advisory, family wealth management, asset allocation, providence strategy, and compensation advisory. Additional expertise covers multi-disciplinary wealth engineering, patrimonial audit, wealth organization, and insurance solutions. The firm serves business executives, liberal professionals, and high-net-worth families with an ultra-personalized approach where every client engagement is validated by the founder himself.
Differentiator
Problem solved
Functional benefit
Products and services
- Conseil en Gestion de Fortune
- Gestion Patrimoniale Séquentielle®
- Conseil en Investissement Financier
- Conseil en Gestion Patrimoniale Familiale
- Conseil en Allocation d'Actifs
- Conseil en Stratégie de Prévoyance
- Conseil en Rémunération
- Ingénierie Patrimoniale Pluridisciplinaire
- Audit Patrimonial
- Conseil en Organisation du Patrimoine
- Solutions Assurantielles
Quantifiable outcome
- €350M+ assets supervised
- +3 more outcomes
Companies that use VYP FINANCE
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
VYP FINANCE technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
VYP FINANCE partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SNARF (Syndicat des anesthésistes réanimateurs de France)corePartnership with the French Anesthesiologist Union providing specialized wealth management services to anesthesiologist members. This partnership allows VYP FINANCE to serve healthcare professionals with specific expertise in their unique professional and financial situations.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
VYP FINANCE competitors and assessment
Company assessmentDirect peers
- Primonial: Larger French wealth management platform serving HNW and UHNW clients through advisory, transmission, and insurance solutions, directly comparable in core service offerings though at greater scale.
- Talence Gestion: Independent French asset and wealth manager serving HNW families, with overlapping services in advisory, allocation, and private wealth structuring comparable to VYP FINANCE's offerings.
- Cyrus Conseil: Independent French wealth management and family office advisory firm serving UHNW families and entrepreneurs, highly comparable to VYP FINANCE in boutique positioning, holistic advisory approach, and HNW target clientele.
- Groupe Patrimofi: French independent wealth advisory group serving business owners, liberal professionals, and HNW families with multidisciplinary patrimonial services directly overlapping VYP FINANCE's segments and methodology.
- H Patrimoine: Boutique French wealth advisory firm focused on HNW clients and business-owners, operating with a similar relationship-driven, founder-led model as VYP FINANCE in the independent channel.
Broad incumbents
- Indosuez Wealth Management: Crédit Agricole CIB's private bank serving HNW/UHNW clients in France and internationally, offering holistic wealth advisory similar in scope to VYP FINANCE but at institutional scale.
- BNP Paribas Wealth Management: One of Europe's largest private banks serving HNW/UHNW clients across France and internationally—a broad incumbent competitor against which VYP FINANCE positions on independence and personalization.
- Natixis Wealth Management: French private bank and wealth manager serving HNW/UHNW clients across France, comparable to VYP FINANCE in core clientele but operating at materially greater scale within a banking group.
- Rothschild & Co: Global independent advisory group with a major French private banking and wealth management franchise serving UHNW entrepreneurs and families—comparable clientele to VYP FINANCE though at substantially higher AUM scale.
- Lazard Frères (Lazard Patrimoine): Global financial advisory and asset management firm with a substantial French private-client wealth practice serving UHNW families and entrepreneurs—broader incumbent that competes for the same end clients as VYP FINANCE.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
VYP FINANCE social profiles
Digital presenceVYP FINANCE compliance and trust
Trust signalCompliance3 records
VYP FINANCE financial estimates
Financial estimateRevenue estimate
Valuation estimate
VYP FINANCE leadership team
Management profileNumber of profiles
Profiles10 records
VYP FINANCE funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VYP FINANCE 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 VYP FINANCE
What does VYP FINANCE do?
VYP FINANCE is an independent French wealth management advisory firm providing comprehensive personal wealth management services to business owners, liberal professionals, and high-net-worth families. The firm applies its proprietary Gestion Patrimoniale Séquentielle® methodology to deliver holistic advisory across legal, financial, fiscal, and social dimensions, including patrimonial audit, investment advice, asset allocation, retirement planning, family transmission, and insurance solutions.
Is VYP FINANCE a public or private company?
VYP FINANCE is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was VYP FINANCE founded?
VYP FINANCE was founded in 2007. It employs 1 to 10 people.
Where is VYP FINANCE based?
VYP FINANCE is headquartered in Paris, France, in the Europe region.
How does VYP FINANCE make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are VYP FINANCE's main competitors?
Direct peers on record are Primonial, Talence Gestion, Cyrus Conseil, Groupe Patrimofi and H Patrimoine. Broad incumbents are Indosuez Wealth Management, BNP Paribas Wealth Management, Natixis Wealth Management, Rothschild & Co and Lazard Frères (Lazard Patrimoine).
Does VYP FINANCE have an API?
No public API is recorded for VYP FINANCE.
What industry is VYP FINANCE in?
VYP FINANCE's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52 and its SIC code is 6199.