Name

Vitruve & Associés

Legal name

Vitruve & Associés

Website

https://vitruvepatrimoine.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Investment Banking and Securities Intermediation (52315), Other Financial Vehicles (52599)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Estate Planning & Trust Structuring Advisory (FSAEAKAC), M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Private wealth management
• Family office services
• Estate planning advisory
• Mergers acquisitions advisory
• Private equity advisory

Headquarters

HQ city

Tourcoing

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels1 record

Core offering

Vitruve & Associés is a French boutique wealth advisory firm providing private wealth management (gestion de fortune), family office services, private wealth management (gestion privée), estate planning (conseil patrimonial), financial and real estate investment advisory, private equity advisory, mergers and acquisitions (fusion acquisition) advisory, leveraged buyout (LBO) advisory, business and wealth transmission planning, and Pacte Dutreil structuring for tax-efficient share transfers. The firm serves high-net-worth individuals, families, and business owners across France through direct personalized consultation.

Product overview

Vitruve & Associés offers a comprehensive suite of wealth management and financial advisory services centered around its core offerings: Gestion de Fortune (wealth management), Family Office, Gestion Privée (private management), Conseil Patrimonial (heritage advisory), Investissement Financier & Immobilier (financial & real estate investment), Private Equity, Fusion Acquisition (M&A), LBO, Transmissions (business transfer), and Pacte Dutreil. The firm operates as a unified advisory practice rather than a software product platform, providing personalized financial services to high-net-worth individuals, families, and business owners seeking integrated wealth planning, investment management, and business succession solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion de Fortune (Wealth Management) Wealth management services for high-net-worth individuals and families covering portfolio oversight, asset allocation, and ongoing financial stewardship.
• Family Office Comprehensive family office services coordinating complex financial and personal affairs for high-net-worth families, including reporting, governance support, and intergenerational wealth oversight.
• Gestion Privée (Private Wealth Management) Private management services tailored to individual client needs, providing bespoke investment and wealth structuring solutions for HNW individuals.
• Conseil Patrimonial (Estate Planning Advisory) Heritage and estate planning advisory services covering wealth transmission, inheritance structuring, and intergenerational planning.
• Investissement Financier & Immobilier (Financial and Real Estate Investment Advisory) Advisory and management services for financial and real estate investments, including sourcing, structuring, and ongoing oversight.
• Private Equity Advisory Private equity investment advisory services providing clients with access to and structuring guidance for private equity opportunities.
• Fusion Acquisition (M&A Advisory) Mergers and acquisitions advisory services supporting business owners through deal structuring, evaluation, and execution.
• LBO Advisory Leveraged buyout advisory and structuring services for business owners and investors undertaking LBO transactions.
• Transmissions (Business and Wealth Transfer Planning) Business and wealth transfer planning services supporting clients through succession, sale, or intergenerational handover of businesses and assets.
• Pacte Dutreil Structuring Advisory on French tax-advantaged Pacte Dutreil share transfer agreements used to optimize business succession and intergenerational share transfers.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Broad incumbents

• Edmond de Rothschild: Major Swiss-French private banking and wealth management group serving UHNW clients with family office, investment advisory, and estate planning services — directly comparable in client segment and service breadth, though at vastly larger scale.
• Natixis Wealth Management: French wealth and asset manager (BPCE group) serving private banking clients with investment advisory, estate planning, and family office offerings — overlaps with Vitruve's advisory scope.
• BNP Paribas Wealth Management: Largest French private bank serving HNW individuals and families with comprehensive wealth management, estate planning, and investment advisory — competes for the same primary customer segments.
• Pictet Group: Swiss private bank and wealth manager with a long-standing European family office practice — comparable on UHNW advisory, estate planning, and multi-generational wealth structuring.
• Rothschild & Co: Global private banking and financial advisory group with deep French roots in family office, wealth structuring, and M&A advisory — comparable across the full suite of services Vitruve offers.
• Indosuez Wealth Management: Crédit Agricole's wealth management arm offering private banking, family office, and asset management to HNW French and European families — overlaps significantly with Vitruve's wealth and family office services.
• UBS Wealth Management: Global wealth manager with a significant French/Cross-Border practice serving UHNW individuals and family offices — directly comparable in advisory scope and target clientele.
• Société Générale Private Banking: French private bank offering wealth management, family office services, and investment advisory to HNW clients — direct competitor for Vitruve's primary customer segments.
• Banque Pictet & Cie (Europe): European wealth advisory arm of Pictet serving HNW French and Benelux families with investment advisory and family office services — closely comparable client base and service mix.
• Lazard: Global financial advisory firm with a strong French M&A and private capital advisory practice serving family-controlled businesses and HNW families — closely comparable on the M&A/LBO/PE advisory side.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Vitruve & Associés