FA CONSEILS PATRIMOINES

What FA CONSEILS PATRIMOINES does

FA Conseils Patrimoines (also operating as FA Conseils Patrimoines et Entrepreneurs, registered in France under RCS 53884962100031) is a privately held wealth management advisory firm headquartered in Bordeaux, France. Founded in 2012 and operating with 1–10 employees under director Erwan RENAUX, the firm serves private individuals (particuliers) and entrepreneurs/professionals through seven integrated service lines: tax optimization, retirement and protection planning, wealth transfer and estate transmission, real estate investment advisory (covering Déficit Foncier, Malraux, and LMNP mechanisms), financial investment advisory, loan brokerage, and IARD (incendie, accidents, divers) property-and-casualty insurance.

The firm's product surface combines advisory service lines with a curated real estate investment opportunity selection offering (Sélection d'opportunités d'investissement immobilier). Underlying technology is limited to third-party tooling: a Wizio-powered CRM, an Espace Client client portal at my.wizio.fr, standard website forms, and OVH-hosted web infrastructure. The firm conducts client intake through a website-hosted assessment quiz, contact form, and online calendar booking; no proprietary technology, AI capability, or mobile application is disclosed.

The business model is professional services revenue from consultation-based advisory engagements and ongoing retainers, with no publicly disclosed pricing. Distribution is direct consultation-led, supplemented by organic Facebook and LinkedIn presence and a digital intake funnel. The firm is independently owned, with no disclosed venture, private equity, or institutional backing, and operates exclusively in the French domestic market. RGPD/GDPR compliance is declared for personal data handling.

Name

FA CONSEILS PATRIMOINES

Legal name

FA CONSEILS PATRIMOINES

Website

https://facpe.fr

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

FA Conseils Patrimoines (Bordeaux, France) is an independent wealth management advisory firm led by Erwan RENAUX, serving private individuals and entrepreneurs with tax optimization, retirement planning, wealth transfer, real estate investment, loan brokerage, financial advisory, and IARD insurance services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAACAB

Financial Planning–Led RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAACAE

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAACAH

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Wealth management advisory
• Tax optimization services
• Retirement planning
• Real estate investment
• Insurance brokerage

Headquarters

HQ city

Bordeaux

HQ country

France

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Wealth management advisory fees likely structured as consultation-based or ongoing advisory retainers for services including fiscal optimization, retirement planning, wealth transfer, real estate investment, and financial investment management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

FA Conseils Patrimoines provides personalized wealth management advisory services for individuals and entrepreneurs, spanning tax optimization, retirement planning, estate/wealth transfer, real estate and financial investments, loan brokerage, and property & casualty insurance. The firm guides clients through the full lifecycle of their private and professional assets — creation, growth, optimization, and cession-transmission — supported by direct consultations and a dedicated client portal.

Product overview

FA CONSEILS PATRIMOINES ET ENTREPRENEURS operates as a wealth management advisory firm offering a comprehensive suite of services for private and professional asset management. The core offering consists of seven integrated service lines: fiscal optimization, retirement planning, wealth transmission, real estate investments, financial investments, loan brokerage, and insurance services. The firm provides both advisory services and access to curated real estate investment opportunities, supported by a client portal (Espace Client powered by Wizio CRM) for ongoing client relationship management. The company positions itself as a 'Patrimoine Creator' guiding clients through creation, growth, optimization, and transfer of their private and professional assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Optimisation Fiscale (Tax Optimization Advisory) Tax optimization advisory service helping clients minimize their tax burden through strategic planning aligned with their overall financial situation, for private individuals and professionals.
• Prévoyance & Retraite (Retirement and Protection Planning) Retirement planning and protection service covering pension preparation, lifestyle security at retirement, and protection of loved ones in case of unforeseen events, for private individuals.
• Transmission du Patrimoine (Wealth Transfer and Estate Planning) Wealth transfer and estate planning service helping clients prepare for the succession of their private and professional assets.
• Placements Immobiliers (Real Estate Investment Advisory) Real estate investment advisory covering mechanisms such as Déficit Foncier, loi Malraux, and LMNP status to help clients build a solid real estate portfolio.
• Placements Financiers (Financial Investment Advisory) Financial investment advisory providing long-term performance strategies while managing risk and giving meaning to clients' savings, for private individuals and professionals.
• Financements et Courtage (Loan Brokerage) Loan brokerage and financing service for primary/secondary residence purchases, investment financing, and monthly payment optimization including insurance terms.
• Assurances IARD (Property & Casualty Insurance) Property and casualty (Incendie, Accidents et Divers) insurance brokerage offering optimal protection and personalized coverage for individuals and professionals.
• Sélection d'Opportunités d'Investissement Immobilier (Curated Real Estate Opportunities) Selection of curated real estate investment opportunities presented to clients for potential acquisition, supporting the Placements Immobiliers advisory service.
• Espace Client (Client Portal powered by Wizio CRM) Secure client portal enabling FA Conseils Patrimoines clients to access their accounts, documents, and manage their wealth management relationship with the firm.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Direct peers

• Andese: Independent French wealth management and financial advisory firm serving individuals and entrepreneurs with retirement, tax, and estate planning services — directly comparable to FA Conseils Patrimoines in scope and target clientele.
• Montségur Finance: Independent French wealth management group serving private individuals and business owners with diversified advisory and asset management services — directly comparable business model.
• Optimind Solutions: French wealth management advisory firm providing tax optimization, retirement, transmission, real estate investment, and financing services — almost identical service mix to FA Conseils Patrimoines.
• Cyrus Conseil: One of France's largest independent wealth advisory (CGP) networks offering patrimonial, tax, and retirement services to private clients and entrepreneurs — same offering categories as FA Conseils Patrimoines but at materially greater scale.
• La Financière d'Orsay: French independent wealth advisory firm focused on private and professional wealth management, including tax, retirement, and transmission planning — directly comparable offering.

Peers

• Indosuez Wealth Management:

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/https:www.facebook.comfacpe.fr
• LinkedInlinkedin.com/company/fa-conseils-patrimoines

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 FA CONSEILS PATRIMOINES