ARTHUS Conseil
- Company typePrivate
- Founded2003
- HeadquartersBeaune, France
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
ARTHUS Conseil firmographics
Firmographics- Name
- ARTHUS Conseil
- Legal name
- ARTHUS Conseil
- Website
- https://arthus-conseil.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
ARTHUS Conseil industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where ARTHUS Conseil is headquartered
LocationHeadquarters
- HQ city
- Beaune
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
ARTHUS Conseil business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Wealth Management Advisory Services: ARTHUS Conseil generates revenue through fees for personalized wealth management advice, including estate planning, retirement preparation, real estate investment, and financial portfolio management. The firm offers independent, objective advice selecting products from a wide range of financial and insurance partners.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
ARTHUS Conseil product offering
Product offeringCore offering
ARTHUS Conseil is an independent wealth management advisory firm that delivers personalized heritage, real estate investment, and private financial portfolio advisory to individuals and businesses. Founded in 2003, the firm operates with 5 multidisciplinary experts across offices in Beaune and Paris, selecting products from a network of 35+ institutional partners including major insurers, asset managers, and real estate developers to serve clients across retirement, transmission, tax optimization, and investment needs.
Product overview
ARTHUS Conseil is a wealth management advisory firm (Société par Actions Simplifiée) founded in 2003, operating as a single unified advisory practice rather than a platform-plus-modules architecture. The company offers three core service pillars: Conseil en Stratégie Patrimoniale (heritage/wealth strategy advisory), Conseil en Investissement Immobilier (real estate investment advisory), and Conseil en Gestion Privée (private wealth management). These core services are delivered through specialized offerings for two client segments: Conseils aux Particuliers (individual clients covering previsional protection, taxation, savings, real estate, retirement, and transmission) and Conseils aux Entreprises (corporate clients covering executive protection, treasury optimization, employee savings, social engineering, succession, and retirement). The product portfolio also includes supporting services such as Assurance-Vie, Construction de Portefeuille, Ingénierie Juridique et Fiscale, and Crédit et Financement, alongside communication products (quarterly Lettre d'Informations Patrimoniales newsletters) and a client portal (Espace Personnalisé) for accessing partner platforms. The firm employs 5 experts across offices in Beaune and Paris.
Differentiator
Problem solved
Functional benefit
Products and services
- Conseil en Stratégie Patrimoniale Core advisory service providing personalized heritage and wealth management strategies. Protects, develops, values, and prepares the transmission of client wealth in optimal financial and human conditions.
- Conseil en Investissement Immobilier Real estate investment advisory including rental solutions, property split structures, Pinel law, and property deficit strategies. Includes sourcing, partner selection, financing optimization, and ongoing operation monitoring.
- Conseil en Gestion Privée Private wealth management offering a wide choice of financial investment services and vehicles, including life insurance, capital contracts, and PEA accounts, with objective-driven portfolio management and risk control.
- Conseils aux Particuliers Advisory services for individual clients covering previsional protection, taxation optimization, savings and investment, real estate, retirement planning, and heritage transmission.
- Conseils aux Entreprises Corporate advisory services including executive protection, cash flow optimization, employee savings schemes (participation, PEE, PERCO), social engineering, business succession, and retirement planning.
- Assurance-Vie Life insurance advisory leveraging the firm's independence to objectively select the best savings contracts for clients.
- Construction de Portefeuille Portfolio construction and management advisory, accompanying clients in building and managing their investment portfolios while accounting for market constraints.
- Ingénierie Juridique et Fiscale Legal and fiscal engineering providing tailored optimization solutions through a holistic approach to heritage management and application of legal and fiscal rules.
- Crédit et Financement Financing advisory assisting clients in securing financing for their investment projects.
Companies that use ARTHUS Conseil
Customer profileSegments2 records
Ideal customer profiles2 records
ARTHUS Conseil technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ARTHUS Conseil partnerships and signals
Strategic signalPartnerships
36 partnerships are on record, tiered minor and core.
- 123 Investment ManagersminorReal estate investment partner providing property investment solutions to ARTHUS Conseil clients
- AG2R La MondialecoreMajor insurance partner for life insurance, health insurance, and retirement products
- AXAcoreMajor insurance partner for protection, health, and savings products
- CardifcoreInsurance partner specializing in credit protection and employee benefits
- CarmignaccoreAsset management partner providing access to equity and fixed income funds
- ComgestcoreInternational asset management partner specializing in growth equity investments
- DNCAcoreAsset management partner providing multi-asset investment solutions
- Edmond de RothschildcorePrivate banking and asset management partner for high-net-worth clients
- GeneralicoreMajor insurance partner for life, property, and casualty insurance products
- Banque PopulaireminorBanking partner for banking products and services referral
- H2O Asset ManagementcoreAsset management partner providing fixed income and multi-strategy funds
- Groupe HennerminorInsurance partner specializing in health insurance and employee benefits
- Lazard Frères GestioncorePrestigious asset management partner for wealth management clients
- M&G InvestmentsminorEuropean asset manager providing retail and institutional investment funds
- NatixiscoreBanking and financial services partner providing investment and financing solutions
- NortiacoreInsurance and investment platform partner for wealth management solutions
- Primonial REIMminorReal estate investment management partner for property investment solutions
- Privalto BNP ParibasminorBanking network partner under BNP Paribas for financial products distribution
- SofidycoreReal estate investment partner specializing in SCPI (real estate investment trusts)
- Swiss LifecoreMajor insurance partner for life insurance, savings, and retirement solutions
- CerenicimominorReal estate investment partner specializing in specialized lodging investments
- DomitysminorSenior residence operator partner for retirement real estate investments
- Green CityminorEco-friendly real estate developer partner for sustainable property investments
- LP PromotionminorProperty developer partner for new construction investments
- MedicisminorReal estate partner for property investment solutions
- EresminorInsurance and provident institution partner for employee savings schemes
- Malakoff HumanisminorRetirement and provident institution partner for corporate solutions
- VoisinminorReal estate partner for property management and investment services
- Sycomore AMcoreAsset management partner specializing in responsible and sustainable investing
- Amundi SunnycoreAsset management partner providing diversified investment funds
- OrpeaminorSenior care residence operator for retirement property investments
- JP MorgancoreGlobal investment bank partner for access to international investment products
- Inter InvestminorInvestment partner for deficit reinvestment and SME investment solutions
- FonciaminorProperty management partner for real estate investment services
- EquitimminorAsset management partner for investment solutions
- EcofipminorInvestment partner for forestry and environmental investment solutions
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
ARTHUS Conseil competitors and assessment
Company assessmentBroad incumbents
- Société Générale Private Banking: Major French/European private bank offering wealth advisory, asset management, and financing to HNW clients. Comparable across the same core service set as ARTHUS with materially larger scale, broader geographic reach, and integrated capital-markets capabilities.
- SwissLife Banque Privée: Insurance-anchored wealth and private banking franchise in France combining assurance-vie, retirement, and wealth advisory. Comparable as both a product partner and competitor, leveraging the SwissLife brand and proprietary insurance wrappers that ARTHUS recommends to clients.
- Lazard Frères Gestion: Prestigious French/European private banking and asset management franchise serving HNW and institutional clients. Comparable as a high-end wealth-management competitor and an existing ARTHUS product partner, with materially deeper product capabilities and brand prestige.
- BNP Paribas Wealth Management: One of Europe's largest private banking franchises with a substantial French HNW practice. Comparable as a competitor across the full patrimoine value chain and as a partner via Privalto BNP Paribas, with the structural advantage of integrated banking, brokerage, and custody.
- Edmond de Rothschild (Private Banking & Asset Management): Major Swiss/European private bank and asset manager with a long-standing HNW/UHNW offering in France. Comparable as both a competitor and one of ARTHUS's product partners; offers broader institutional scale, discretionary management, and global wealth services that ARTHUS cannot replicate.
Emerging players
- Épargnissimo: French independent wealth advisory firm focusing on life insurance, SCPI, and investment products for retail/HNW savers. Comparable in independent product-selection model and CNCGP-adjacent positioning, though with a narrower product specialization than ARTHUS.
Others
- Harvest: French fintech providing software and digital tools to wealth advisors (CGP) and their clients for portfolio, CRM, and reporting. Adjacent ecosystem player — ARTHUS is a typical Harvest-style customer profile and Harvest's tools directly shape the productivity of French CGPs.
Direct peers
- Netinvestissement: French online wealth management advisory offering personalized patrimoine and investment advice to individuals and business owners. Directly comparable in target segment and core services (gestion privée, immobilier, transmission, fiscalité) with a digital-led GTM versus ARTHUS's office-led model.
- Linxea: Independent French wealth and life-insurance advisory platform serving retail and HNW clients with product-comparison and advisory services across assurance-vie, PEA, and SCPI. Comparable as a French independent intermediary competing for the same patrimoine client wallet, with a stronger digital channel orientation.
- Magnolia Patrimoine: Independent French wealth management advisory (conseil en gestion de patrimoine) serving individuals and business owners with multi-disciplinary patrimoine strategy. Directly comparable in service mix (transmission, fiscalité, immobilier, épargne) and in CNCGP-style positioning as a boutique independent CGP.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
ARTHUS Conseil social profiles
Digital presenceARTHUS Conseil financial estimates
Financial estimateRevenue estimate
Valuation estimate
ARTHUS Conseil leadership team
Management profileNumber of profiles
Profiles7 records
ARTHUS Conseil funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ARTHUS 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 ARTHUS Conseil
What does ARTHUS Conseil do?
ARTHUS Conseil is an independent wealth management advisory firm that delivers personalized heritage, real estate investment, and private financial portfolio advisory to individuals and businesses. Founded in 2003, the firm operates with 5 multidisciplinary experts across offices in Beaune and Paris, selecting products from a network of 35+ institutional partners including major insurers, asset managers, and real estate developers to serve clients across retirement, transmission, tax optimization, and investment needs.
Is ARTHUS Conseil a public or private company?
ARTHUS Conseil is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ARTHUS Conseil founded?
ARTHUS Conseil was founded in 2003. It employs 1 to 10 people.
Where is ARTHUS Conseil based?
ARTHUS Conseil is headquartered in Beaune, France, in the Europe region.
How does ARTHUS Conseil make money?
One revenue line is on record: wealth Management Advisory Services.
Who are ARTHUS Conseil's main competitors?
Broad incumbents on record are Société Générale Private Banking, SwissLife Banque Privée, Lazard Frères Gestion, BNP Paribas Wealth Management and Edmond de Rothschild (Private Banking & Asset Management). Épargnissimo is listed as an emerging player. Harvest is listed as an others. Direct peers are Netinvestissement, Linxea and Magnolia Patrimoine.
Does ARTHUS Conseil have an API?
No public API is recorded for ARTHUS Conseil.
What industry is ARTHUS Conseil in?
ARTHUS 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 FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.