Tissier de Mallerais & Associés

Name

Tissier de Mallerais & Associés

Legal name

Tissier de Mallerais & Associés

Website

https://www.tm-associes.fr

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Finance Services (6199)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth management advisory
• Private asset management
• Tax optimization services
• Retirement planning advisory
• Estate planning services

Headquarters

HQ city

Paris

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

Revenue model

1. Wealth Management Advisory Fees: Fee-based advisory services for private wealth management targeting executives, senior managers, and high-net-worth individuals. Revenue is generated through personalized financial advisory, investment recommendations, and portfolio management services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Tissier de Mallerais & Associés is a French independent wealth management advisory firm (conseil en gestion de patrimoine) founded in 1983 that delivers personalized financial advisory, investment selection, tax optimization, retirement planning, and estate protection services. The firm serves high-net-worth individuals, executives, and business owners with a comprehensive suite of wealth management solutions, including access to Luxembourg-based cross-border financial products.

Product overview

Tissier de Mallerais & Associés is a wealth management advisory firm founded in 1983, offering a comprehensive suite of financial services for private clients, business owners, and executives. The core offering centers on personalized wealth management advisory, complemented by independently selected financial products (Supports & Produits), retirement planning, tax optimization, and estate protection services for individuals, as well as corporate treasury and professional asset structuring for business clients. The firm also provides access to Luxembourg-based financial products for cross-border wealth planning. With over 1.5 billion euros in assets under management and more than 6,000 clients, the firm operates as a unified advisory practice rather than a modular platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Supports & Produits Rigorous and independent selection of the best financial and real estate solutions available on the market, providing clients with access to diversified investment opportunities.
• Conseils pour les Particuliers Tailor-made advisory support for individual clients to optimize taxes, prepare for retirement, and protect loved ones through comprehensive personal financial planning.
• Conseils pour les Entreprises Dedicated strategies for business leaders and executives to optimize corporate cash flow and structure professional assets, including treasury management and professional wealth organization.
• Produits Financiers Financial products including investment vehicles, savings plans, and capital allocation solutions tailored to client risk profiles and financial objectives.
• Offre Luxembourgeoise Luxembourg-based financial and insurance products offering cross-border wealth management solutions with favorable regulatory frameworks for French clients.
• Conseil en Gestion de Patrimoine Comprehensive wealth management advisory services for high-net-worth individuals, business leaders, and executives, offering personalized financial guidance and strategic asset allocation.

Named customers1 record

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.

• Various Financial Product ProvidersminorOthersThe firm maintains relationships with various financial product providers to offer a rigorous and independent selection of financial and real estate solutions. They also offer Luxembourg-based products through partnerships with international financial institutions.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Ricol Lasteyrie: Paris-based independent corporate finance and wealth advisory firm serving HNW individuals, executives, and business owners. Closely comparable to TMA as a French independent advisory practice targeting the same executive/HNW segment with similar service mix.
• Oudart Gestion Privée: French independent private wealth management firm serving HNW clients and executives across France. Direct peer as another independent CGP with comparable target clientele, advisory-led model, and French market focus.
• Cyrus Conseil: Leading French independent wealth management advisory firm (CGP) serving HNW clients and business owners across France. Direct peer in business model (independent CGP), client segment (HNW/executives), and geographic focus (France), with comparable scale and offerings.
• Banque Privée 1818 (CIC Group): French private bank providing wealth management services to HNW clients and business owners in France. Comparable target market and service offering to TMA, though affiliated with the Crédit Mutuel group rather than fully independent.

Broad incumbents

• Rothschild & Co Wealth & Asset Management: Global advisory group with substantial private wealth and asset management operations in France and Europe serving HNW families and entrepreneurs. Comparable in serving HNW/executive segment with comprehensive advisory, though at materially larger scale.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole serving HNW clients globally with strong French franchise. Comparable target market and comprehensive wealth advisory offering, though bank-affiliated rather than fully independent like TMA.
• Lazard Wealth Management: Global financial advisory firm with a significant European wealth management practice serving HNW individuals, families, and executives. Overlaps with TMA in target clientele and advisory style, though broader in scope including investment banking.
• Edmond de Rothschild: Major European private wealth and asset management group headquartered in Geneva with significant French operations serving HNW and ultra-HNW clients. Directly comparable to TMA in target segment (HNW/executives) and advisory offering, but materially larger and operating across multiple jurisdictions.

Emerging players

• Yomoni: Leading French robo-advisor providing automated wealth management to mass-affluent and HNW clients. Adjacent competitor illustrating the digital wealth management trend in France that TMA's traditional advisory model must navigate.
• Nalo: French digital wealth management platform offering automated and advised investment solutions to French clients including HNW segments. Partial overlap with TMA in target market and wealth advisory offering, but differentiated by digital-first delivery and lower fee structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Tissier de Mallerais & Associés