profilis conseil
Profilis Conseil is an independent French wealth management advisory firm based in Rouen, established in 1981. It serves individuals, families, and professional referrers across France with eight advisory service areas spanning tax, retirement, estate, and portfolio planning.
- Company typePrivate
- Founded1981
- HeadquartersRouen, France
- Headcount1–10
- GTM typeB2C
- OfferingServices
What profilis conseil does
Profilis Conseil is an independent French wealth management advisory firm (cabinet de conseil en gestion de patrimoine) headquartered at 22 Boulevard de la Marne in Rouen, France. Established in 1981 and registered with RCS Le Mans under SIRET 933 031 726, the firm operates with 1-10 employees and serves individual clients, families, and a professional referral network of notaries and accountants across the Normandy region and broader France. Its offering comprises eight distinct advisory service lines: family protection, heritage transmission planning, real estate investment advisory, tax optimization, retirement planning, financial portfolio valorization, life insurance analysis, and comprehensive heritage engineering (ingénierie patrimoniale). The firm is registered with ORIAS as both Mandataire d'Intermédiations d'Assurances (MIA) and Mandataire d'Intermédiations en Opération de Banque et de Service de Paiement (MIOBSP), and emphasizes its independence from financial institutions as a core positioning element.
The business model is traditional and human-delivered: revenue is generated through advisory fees and/or commissions on financial products, with no public pricing disclosure. Go-to-market is sales-led and relationship-driven, relying on direct appointments, professional referrals, a company website with content marketing, a LinkedIn presence, and a newsletter subscription channel. Customer testimonials evidence long-tenured client relationships of 7-9 years, and the firm publishes ongoing financial and patrimonial thought leadership content. No proprietary technology platform, software system, AI capability, or API is disclosed; the service is entirely advisory and consultative.
No funding rounds, external institutional ownership, parent company, subsidiaries, M&A activity, or leadership transitions are evidenced. Ownership is described as owner-operated and partnership-style, consistent with a mid-sized independent French advisory cabinet. Detailed shareholder identities, equity structures, and revenue figures are not publicly disclosed.
profilis conseil firmographics
Firmographics- Name
- profilis conseil
- Legal name
- Profilis Conseil
- Website
- https://profilis.fr
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Profilis Conseil is an independent French wealth management advisory firm based in Rouen, established in 1981. It serves individuals, families, and professional referrers across France with eight advisory service areas spanning tax, retirement, estate, and portfolio planning.
- Ownership category
- akta.pro rank
profilis conseil industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where profilis conseil is headquartered
LocationHeadquarters
- HQ city
- Rouen
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
profilis conseil business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Financial Advisory Fees: Profilis Conseil generates revenue through advisory fees for personalized wealth management services, including retirement planning, estate planning, tax optimization, life insurance analysis, real estate investment advisory, and portfolio management. As an independent advisory firm, they provide fee-based or commission-based advice on financial products without ties to specific financial institutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
profilis conseil product offering
Product offeringCore offering
Profilis Conseil is an independent wealth management advisory firm that provides personalized conseil en gestion de patrimoine services to individual clients and families. The firm offers eight advisory service lines covering the full spectrum of heritage management: protecting loved ones, organizing estate transmission, real estate investment advisory, tax optimization, retirement planning, financial portfolio valorization, life insurance contract analysis, and comprehensive heritage engineering. Services are delivered through an interprofessional team combining legal, financial, and tax expertise without ties to financial institutions.
Product overview
Profilis Conseil is a traditional wealth management consulting firm operating since 1981, offering a comprehensive suite of heritage management services. The firm provides eight distinct service offerings covering the full spectrum of wealth management: protecting loved ones, organizing heritage transmission, real estate investment, tax optimization, retirement planning, financial portfolio valorization, life insurance advisory, and comprehensive heritage engineering. As an independent firm (confirmed by their stated 'Indépendance' value), they position themselves as free from ties to financial institutions, offering personalized advice. The services are delivered through an interprofessional team capable of intervening in all areas of heritage management, emphasizing their 'Proximité' (proximity), 'Expertise' (expertise), and 'Indépendance' (independence) values.
Differentiator
Problem solved
Functional benefit
Products and services
- Protéger mes proches (Protecting Loved Ones) Wealth protection advisory services focused on safeguarding family members and dependents through appropriate insurance arrangements, legal structures, and financial planning solutions tailored to family protection objectives.
- Organiser et anticiper la transmission de votre patrimoine (Estate Transmission Planning) Heritage transmission planning and organization services to ensure smooth wealth transfer to heirs while optimizing tax implications and aligning with family succession objectives.
- Investir dans l'immobilier (Real Estate Investment Advisory) Real estate investment advisory services to help clients build and diversify their wealth through property investments, including selection, structuring, and fiscal optimization of real estate holdings.
- Optimiser votre fiscalité (Tax Optimization) Tax optimization services helping clients minimize their tax burden while remaining compliant with French tax regulations across income, wealth, and inheritance tax dimensions.
- Préparer votre retraite (Retirement Planning) Retirement planning services including detailed career reconstitution, retirement rights reconciliation, income optimization, survivor pension strategies, and timing analysis of acquired pension rights.
- Valoriser votre portefeuille financier (Financial Portfolio Valorization) Financial portfolio valorization services including portfolio rebalancing analysis, risk/performance ratio improvement, and fiscal reduction strategies aligned to client risk tolerance and objectives.
- Assurance-vie (Life Insurance Advisory) Life insurance analysis and advisory services covering contract review, historical payments assessment, insured capital evaluation, annual fee analysis, management cost review, beneficiary clause optimization, and compliance with heritage objectives.
- Ingénierie patrimoniale (Heritage Engineering) Comprehensive heritage engineering services providing a global and updated view of client assets, including matrimonial regime analysis, fiscal optimization, and inter-generational transfer strategies to deliver an integrated patrimoine strategy.
Quantifiable outcome
- Comprehensive retirement rights analysis including career reconstitution and detailed view of acquired rights
- +2 more outcomes
Companies that use profilis conseil
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
profilis conseil technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
profilis conseil partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ORIAScoreProfilis Conseil is registered with ORIAS (Organisme pour le Registre des Intermédiaires en Assurances) as Mandataire d'Intermédiations d'Assurances (MIA) and Mandataire d'Intermédiai en Opération de Banque et de Service de Paiement (MIOBSP), as required by French financial regulation.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
profilis conseil competitors and assessment
Company assessmentDirect peers
- Crystal Patrimoine: Leading independent French wealth-management (gestion de patrimoine) network advising individuals on retirement, tax, and estate planning — directly comparable model to Profilis Conseil's independent multi-pillar advisory model.
- Cyrus Conseil: Independent French patrimonial advisory firm offering wealth engineering, tax optimization, and estate transmission services — closely aligned on service mix and independent positioning.
- Primonial: Major French independent wealth-management group providing retirement, real estate, and asset advisory to private clients, comparable in service pillars though at much larger scale.
- SwissLife Banque Privée: French private-banking and wealth-advisory arm of insurer SwissLife offering patrimoine engineering, tax, and life insurance advice to HNW individuals — overlaps with Profilis's insurance and estate services.
Broad incumbents
- Lazard Banque Privée: French private-banking arm of Lazard offering discretionary portfolio management and wealth structuring to HNW households — comparable on multi-generational wealth planning though operating at higher scale.
- Société Générale Private Banking: Major French bank private-banking division delivering portfolio, tax, and estate advisory to HNW clients; competing incumbent in the same client segment.
- BNP Paribas Wealth Management: Largest French private-banking franchise serving HNW and family-office clients across retirement, taxation, and estate — relevant incumbent benchmark despite bank-affiliation that contrasts with Profilis's independence.
- Edmond de Rothschild Private Equity / Wealth: Swiss-French HNW/multi-family office serving ultra-wealthy families on patrimoine structuring, taxation, and transmission — relevant incumbent for multi-generational wealth planning.
Emerging players
- Nalo: French digital wealth-advisor (robo-advisor) offering automated portfolio management, life insurance wrappers, and tax-optimized savings — disruptive emerging model competing for the same individual-investor segment.
- Yomoni: French online wealth-management platform providing automated UCITS portfolios and life insurance advice to mass-affluent clients — comparable digital-native threat to traditional advisory firms like Profilis Conseil.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
profilis conseil social profiles
Digital presenceprofilis conseil financial estimates
Financial estimateRevenue estimate
Valuation estimate
profilis conseil leadership team
Management profileNumber of profiles
profilis conseil funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
profilis conseil 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 profilis conseil
What does profilis conseil do?
Profilis Conseil is an independent wealth management advisory firm that provides personalized conseil en gestion de patrimoine services to individual clients and families. The firm offers eight advisory service lines covering the full spectrum of heritage management: protecting loved ones, organizing estate transmission, real estate investment advisory, tax optimization, retirement planning, financial portfolio valorization, life insurance contract analysis, and comprehensive heritage engineering. Services are delivered through an interprofessional team combining legal, financial, and tax expertise without ties to financial institutions.
Is profilis conseil a public or private company?
profilis conseil is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was profilis conseil founded?
profilis conseil was founded in 1981. It employs 1 to 10 people.
Where is profilis conseil based?
profilis conseil is headquartered in Rouen, France, in the Europe region.
How does profilis conseil make money?
One revenue line is on record: financial Advisory Fees.
Who are profilis conseil's main competitors?
Direct peers on record are Crystal Patrimoine, Cyrus Conseil, Primonial and SwissLife Banque Privée. Broad incumbents are Lazard Banque Privée, Société Générale Private Banking, BNP Paribas Wealth Management and Edmond de Rothschild Private Equity / Wealth. Emerging players are Nalo and Yomoni.
Does profilis conseil have an API?
No public API is recorded for profilis conseil.
What industry is profilis conseil in?
profilis conseil's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 523940.