What Figen AI does

Figen AI SAS is a French AI software company founded in 2024 (legal entity RCS Nanterre 939 277 752) that builds a specialized AI platform for wealth management and financial advisory professionals in France and French-speaking markets. The company's core product is a multi-agent AI system composed of 17 specialized assistants covering fiscal, legal, estate planning, insurance, SCPI (real estate funds), fund analysis, ESG, and regulatory compliance domains. These agents draw exclusively from a curated proprietary knowledge base of over 15,000 pages of French and European regulatory content (Code Monétaire et Financier, Code Civil, BOFiP, case law, SFDR/MiFID II/DDA documentation, financial product bulletins), updated weekly, and orchestrated across multiple foundation models (Mistral, Llama, Gemini, OpenAI) on a technology-agnostic stack. The platform is offered as a tiered SaaS product (Starter €199/month, Premium €399/month, Max €449/month, with annual discounts and per-seat add-ons), with custom enterprise deployments for banks, insurers, groupements, and family offices, plus API access for embedding into CRM and aggregation platforms (Wizio, Wealthcome).

The business has scaled rapidly since its first AI agent product launched in January 2025: the company reports reaching 100 client companies within four weeks of launch and 530+ active CGP (Conseiller en Gestion de Patrimoine) cabinets by June 2025. Revenue mechanics combine self-serve SaaS subscriptions, per-seat licensing inside cabinets and groupements, channel revenue via embedded integrations (Wizio serves 1,000+ cabinets, Wealthcome reaches 300 companies / ~2,500 professionals / €20B aggregated assets), and bespoke enterprise contracts with large distributors (notably Métagram, a national-scale CGP with €1B advised assets, 5,000 clients, and 50 collaborators). The company is registered as a Société à Mission (mission-driven company) and runs European data infrastructure in Roubaix and Frankfurt, certified GDPR, SOC 2 Type II, and ISO 27001. As of late 2025, headcount stood at approximately 15 people with three co-founders (Vincent Aurez, Nicolas Paulus, Maxime Perdu), and no institutional funding round has been publicly confirmed beyond an initial ~€500K pre-seed from founders' own funds.

Name

Figen AI

Legal name

Figen AI

Website

https://figenai.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Figen AI is a Paris-based SaaS company that builds a multi-agent AI platform of 17 specialized assistants for French wealth management advisors (CGP), automating fiscal, legal, ESG, and regulatory compliance research and reporting, delivered via subscription, API, and white-label enterprise deployments.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industries

AI Governance, Risk & Compliance (GRC) Platforms (HDAAAMAA), Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH), Audit, Explainability & Accountability Tooling (traceability, reporting) (HDAAAKAL), Responsible AI, AI Governance & Compliance Services (BPAEAHAJ)

Keywords

• Wealth management software
• AI compliance tools
• Financial advisor platform
• Portfolio allocation AI
• Regulatory automation software

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscriptions: Subscription-based access to the Figen AI platform with three standard tiers (Starter, Premium, Max) offering AI assistants for wealth management expertise, fiscal, legal, and extra-financial research. Additional per-seat licenses available. Self-serve onboarding with 14-day free trial and no commitment.
2. Per-Seat Licensing (Multi-User): Organizations purchasing multiple seats pay additional per-seat fees on top of the base subscription. Starter: +€49/mois/seat; Premium: +€69/mois/seat; Max: +€89/mois/seat. Designed for teams and cabinets deploying across multiple advisors.
3. Custom/Enterprise Implementations: Bespoke AI deployment within client intranets, extranets, or existing software systems (CRM, ERP, aggregation platforms). Pricing via custom quote. Involves connecting the AI to the client's own databases for customized use cases. Includes customized institutional voice and tone.
4. API Access Fees: Organizations integrating Figen AI modules into their own tools via API pay for API access. Used for embedding AI capabilities into existing platforms (Wizio, Wealthcome, etc.).
5. SCPI.AI Platform Subscription: SaaS and API access to the SCPI.AI platform covering all real estate funds. Initial version 0.1 offered to ~800 clients with regular data enrichment. Revenue from platform subscription and API integration fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels6 records

Core offering

Figen AI provides a SaaS platform combining 17 specialized AI agents with a proprietary knowledge base of 15,000+ pages of fiscal, legal, and regulatory content to support French wealth management professionals (CGP), private banks, insurance companies, and asset managers. The platform automates regulatory compliance (MiFID II, DDA, SFDR), generates adequacy reports, performs fund/portfolio analysis, simulates estate and tax planning scenarios, and captures/transcribes client meetings. It is delivered via tiered subscriptions (Starter, Premium, Max), enterprise white-label deployments, API integrations, and specialized modules such as SCPI.AI and Pack Courtier.

Product overview

Figen AI is a platform-plus-modules architecture offering a suite of 16 specialized AI assistants for wealth management and finance professionals. The core platform (ChatCGP) provides expert research and advisory capabilities, which is supplemented by specialized packs: Starter includes Expertise and Communication modules; Premium adds Fund & Allocation, Simulations, and Calculators; Max adds Meeting Recording and Presentation modules. Standalone products include SCPI.AI for real estate fund analysis, Pack Courtier for credit brokers, and Figen AI Recorder for meeting capture and transcription.

Differentiator

Problem solved

Functional benefit

Brands

• ChatCGP: AI assistant platform for wealth management professionals
• SCPI.AI
• Pack Courtier
• Figen AI Recorder

Products and services

• Figen AI Platform SaaS platform offering 16 specialized AI assistants for wealth management and finance professionals covering tax, legal, financial, and regulatory compliance. Built on a multi-agent architecture with 17 cooperating AI agents and a 15,000+ page proprietary knowledge base. Sold via tiered subscriptions (Starter €199/month, Premium €399/month, Max €449/month) with 14-day free trial.
• SCPI.AI SaaS and API platform covering 100% of publicly accessible French real estate funds (SCPI, OPCI, sociétés civiles) with over 200 financial and ESG indicators and 10 years of quarterly data history. Users can converse with a fund to compare, establish personalized scoring, and track ESG commitments. Targeted at CGP advisors, asset managers, and investors analyzing real estate funds.
• Pack Courtier Suite of 9 specialized AI assistants plus an AI recorder, co-developed with Courtia, designed for French insurance and mortgage brokers (IOBSP) to accelerate professional and consumer credit file processing and regulatory compliance.
• Figen AI Recorder Chrome extension for recording and transcribing online meetings (Google Meet, Zoom, Microsoft Teams) with explicit user consent. Provides real-time transcription with AI-powered meeting assistance in a side panel and automated summary generation stored in the Figen AI workspace.
• White-Label Enterprise Deployment Bespoke enterprise deployment of Figen AI under the client's own brand for a unified customer experience. Includes customized institutional voice and tone, integration with client intranet/extranet/CRM/aggregation systems, and connection to client proprietary databases. Targeted at banks, insurance companies, and large financial institutions (e.g., Métagram). Pricing via custom quote.
• Figen AI API Access Robust API architecture enabling partner platforms (e.g., Wizio CRM and Wealthcome SaaS) to embed Figen AI modules and specialized agents into their existing advisory tools, CRM systems, and aggregation platforms.

Quantifiable outcome

• Up to 1 day of work saved per week per advisor (reported by users)
• +7 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability9 records

Feature13 records

Partnerships

Seven partnerships are on record, tiered minor, flagship and core.

• CourtiaminorStrategic or Co-development Partner · 25 March 2026Figen AI co-developed the 'Pack Courtier' with Courtia, a specialist in credit brokerage. The pack includes 9 specialized broker AI assistants and an AI recorder, designed to accelerate professional and consumer credit file processing. Courtia contributed domain expertise in mortgage and credit brokerage workflows to shape the AI assistant functionality.
• MétagramflagshipStrategic or Co-development Partner · 13 January 2026Métagram (national-scale CGP with €1B in advised assets, 5,000 clients, 50 collaborators) signed a strategic agreement to equip all current and future collaborators with Figen AI. Following 6 months of experimentation and comparison of AI tools, Métagram selected Figen AI for its regulatory compliance automation and client experience enhancement capabilities. The first production deployment launched on January 21, 2026 at Rencontres Métagram. Figen AI provides a unified platform covering expertise, simulations, compliance, and client experience, integrated with Métagram's existing tools and aggregation platforms.
• Club PatrimoinecoreStrategic or Co-development Partner · 20 October 2025Club Patrimoine (leading media for wealth management professionals) entered a strategic content partnership with Figen AI. All content published by Club Patrimoine (articles, analyses, videos, podcasts, graphics) now feeds directly into Figen AI's intelligent newsletter. This creates a content flywheel: Club Patrimoine's expert content becomes the knowledge source for Figen AI's operational tools, while Figen AI's newsletter distributes Club Patrimoine's content to CGP in an AI-augmented, traceable, and immediately actionable format.
• WiziocoreTechnology or Integration · 15 October 2025Partnership with Wizio, a CRM platform leader adopted by 1,000+ CGP cabinets. Figen AI integrates its AI tools natively into the Wizio CRM environment, enabling automated conversion of CRM data into wealth analyses, automated synthesis generation, and streamlined client communication. The integration aims to accelerate AI adoption in wealth management advisory.
• AduneacoreStrategic or Co-development Partner · 24 June 2025Adunea, a business club of independent CGP founded end 2024 (110 cabinets), equips all its members with Figen AI through a negotiated group agreement. This enables Adunea members to access AI tools at preferential conditions, supporting the club's mission to preserve CGP independence while offering competitive tools. Members reportedly achieve 30-50% savings on software costs and 10-20% increases in remuneration.
• WealthcomecoreTechnology or Integration · 24 March 2025Wealthcome (Bordeaux-based SaaS suite for financial advisors, 300 companies, ~2,500 professionals, €20B in aggregated assets) partnered with Figen AI to embed AI tools into its platform. The combined offering (~€99/month in the first year) aims to halve time spent analyzing information. Features include: automatic detection of tax opportunities, generation of regulatory reports, specialized conversational agents, and upcoming 'digital twin' functionality for simulations based on real client allocations.
• Hypérion StrategyminorGTM or Marketing PartnerHypérion Strategy (fiscal and wealth engineering firm founded by Antoine Aufrand) publishes expert fiscal content on the Figen AI platform/blog, positioning Figen AI as a content hub for the wealth management community. Content covers topics such as anti-CumCum measures, estate planning, and fiscal optimization. This attracts CGP readers to the Figen AI platform and demonstrates the platform's expertise depth.

Scale indicators14 records

Recent moves6 records

Expansion highlights7 records

Emerging players

• Practifi: Practice management platform for financial advisors with CRM, reporting, and client engagement capabilities. Comparable as an emerging productivity platform for wealth advisors, competing for similar SMB and mid-market segments.
• Wealthbox: Modern CRM platform purpose-built for financial advisors, offering contact management, workflow automation, and integrations. Comparable as an advisor-facing productivity tool, though CRM-focused rather than AI-native; potential integration partner or alternative to Figen AI workflows.

Broad incumbents

• Advisor360°: Integrated technology platform for wealth management firms providing CRM, portfolio management, and advisor workflows. Comparable as a horizontal platform serving wealth advisors with embedded AI capabilities, competing for the same institutional buyer budget as Figen AI.
• Envestnet: Large US wealth management platform offering advisor technology, data analytics, and asset management solutions. Comparable as a broad incumbent in wealth management technology, though focused on US markets and substantially larger in scale.
• Addepar: Wealth management technology platform serving RIAs, family offices, and private banks with portfolio analytics and reporting. Comparable as an enterprise wealth-tech incumbent with overlapping capabilities in reporting, analytics, and client engagement, though broader in scale and US-focused.

Direct peers

• Conquest Planning: AI-driven financial planning platform for advisors, focused on goals-based planning, cash flow analysis, and client engagement. Directly comparable as an AI-enabled productivity and planning tool for financial advisors, though focused on planning rather than regulatory compliance.
• TIFIN: AI platform creating personalized investment and wealth management experiences, including advisor tools and consumer-facing wealth applications. Comparable as a vertical AI for wealth management, though broader in scope and consumer-oriented in some products.
• Aveni: UK-based AI platform providing compliance, NLP, and risk analytics for wealth managers and financial advice firms. Closely comparable as a vertical AI tool for financial advisors with strong regulatory-compliance orientation, though focused on UK FCA rather than French AMF/MiFID.
• Boosted.ai: AI platform for asset managers and wealth managers providing portfolio analysis, investment insights, and research automation. Closely comparable as an AI-driven research and analytics tool for financial professionals, with similar multi-agent LLM orchestration.
• Behavox: AI platform for financial services compliance, surveillance, and regulatory reporting. Comparable in regulatory AI specialization for financial institutions, though focused on conduct surveillance and risk monitoring rather than advisor productivity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/figenai

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Figen AI