Ivy Patrimoine
Ivy Patrimoine is a Paris-based hybrid wealth advisory firm founded in 2022 that combines accounting expertise with financial planning to serve affluent individuals and families in France across traditional finance, real estate, tax, insurance, and cryptocurrencies.
- Company typePrivate
- Founded2022
- HeadquartersParis, France
- Headcount—
- GTM typeB2C
- OfferingServices
What Ivy Patrimoine does
Ivy Patrimoine is a Paris-based wealth management advisory firm founded in 2022 that delivers a hybrid advisory model combining accounting expertise with traditional wealth and patrimonial consulting. The firm serves affluent individuals and families primarily in the Île-de-France region, providing personalized guidance across traditional finance, real estate investments, insurance products, tax planning, and cryptocurrency investments. Each client engagement begins with a comprehensive audit of the client's financial situation and ambitions, and ongoing communication is maintained through WhatsApp. There is no proprietary technology platform underlying the service.
The company is organized as a SAS (Société par Actions Simplifiée) with a registered share capital of €1,000 (RCS Paris 913 660 197) and is led by three co-founders: Yohan Guy (Président), Titouan Le Devin (Directeur Général), and Vincent Bégin (Associé). The go-to-market is sales-led and relationship-driven, with in-person advisory consultations delivered from a single headquarters at 5 rue Lebouteux, 75017 Paris. Marketing relies on organic content across LinkedIn, Facebook, Instagram, and X (Twitter) plus website content, with no disclosed paid acquisition or partnership-sourced pipeline.
The revenue model combines advisory fees (honoraires) with commissions on financial instruments under the firm's CIF (Conseiller en Investissements Financiers) activity, supplemented by IOBSP and IAS intermediation. Pricing is not publicly disclosed but is described as transparent and explained during consultations, with multi-year contractual cadence. The firm holds all required French regulatory registrations — CIF, IOBSP, IAS, ORIAS (n°22004398), CNCGP membership, and ACPR registration — and is GDPR/CNIL compliant. No revenue, client count, or assets-under-management figures are disclosed.
Ivy Patrimoine firmographics
Firmographics- Name
- Ivy Patrimoine
- Legal name
- IVY PATRIMOINE, SAS
- Website
- https://ivypatrimoine.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Short description
- Ivy Patrimoine is a Paris-based hybrid wealth advisory firm founded in 2022 that combines accounting expertise with financial planning to serve affluent individuals and families in France across traditional finance, real estate, tax, insurance, and cryptocurrencies.
- Ownership category
- akta.pro rank
Ivy Patrimoine industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Ivy Patrimoine is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Ivy Patrimoine business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Fees (Honoraires): The company charges fees (honoraires) for financial advisory services, with non-independent advice based on a restricted analysis of financial instruments. Fees are explained and transparent.
- Commissions on Financial Instruments: Additional revenue generated through commissions on financial instruments as part of the CIF (Conseiller en Investissements Financiers) activity. The remuneration is made through honoraries or commissions on financial instruments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-based advisory services with transparent pricing explained during consultations |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Ivy Patrimoine product offering
Product offeringCore offering
Ivy Patrimoine provides wealth management advice, financial investment intermediation, and insurance and banking brokerage services through a hybrid model that pairs accounting expertise with patrimonial consulting. The firm begins each engagement with a comprehensive audit of the client's financial situation and ambitions, then delivers personalized guidance across traditional finance, cryptocurrencies, real estate investments, insurance products, and tax optimization.
Product overview
Ivy Patrimoine is a hybrid wealth advisory firm that combines accounting expertise with patrimonial consulting services. The core offering is a unified advisory platform built around personalized wealth management, starting with professional and personal financial audits. The firm provides comprehensive services covering traditional finance, real estate investments, insurance products, tax optimization, and cryptocurrency investments. All services are delivered through a custom hybrid approach that pairs accounting rigor with investment advisory, with client communication facilitated through WhatsApp for ongoing partnership.
Differentiator
Problem solved
Functional benefit
Products and services
- Conseil Patrimonial Hybride (Hybrid Wealth Advisory) A flagship hybrid wealth advisory service combining accounting expertise with financial planning. Each engagement begins with a comprehensive audit of the client's financial situation and ambitions, then delivers personalized guidance across traditional finance, cryptocurrencies, real estate investments, insurance products, and tax optimization. Targeted at affluent individuals and families seeking 360° wealth coverage rather than standardized product placements.
- Conseil en Investissements Financiers (CIF — Financial Investment Advisory) Regulated financial investment advisory service under the CIF (Conseiller en Investissements Financiers) registration. Provides non-independent advice based on a restricted analysis of financial instruments, with remuneration through fees (honoraires) and/or commissions on financial instruments. Targeted at individual clients and corporate executives building investment portfolios.
- Intermédiation en Opérations de Banque et Services de Paiement (IOBSP / COA — Banking Intermediation) Brokerage service for banking operations and payment services, registered as IOBSP / Courtier en Opérations de Banque. Supports clients in selecting and arranging banking and credit products as part of broader wealth planning.
- Courtage d'Assurance (IAS — Insurance Brokerage) Insurance brokerage service registered as IAS (Courtier d'Assurance). Provides intermediation across insurance products to align coverage with clients' broader wealth and estate-planning objectives.
Companies that use Ivy Patrimoine
Customer profileNamed customers4 records
Segments1 record
Ideal customer profiles1 record
Ivy Patrimoine technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ivy Patrimoine partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine)coreIvy Patrimoine is a member of CNCGP, a professional association approved by AMF (Autorité des Marchés Financiers). This membership is mandatory for CIF (Conseiller en Investissements Financiers) registration and provides professional standards and industry representation.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Ivy Patrimoine competitors and assessment
Company assessmentEmerging players
- Yomoni: French robo-advisor offering UCITS-based managed portfolios for retail and mass-affluent clients. Comparable as a French digital wealth-management entrant addressing retail-savings clients.
- Nalo: French robo-advisor providing automated, goal-based wealth management for retail and mass-affluent investors. Comparable as a French digital wealth platform; differs in being pure-DIY rather than human-led hybrid.
Others
- Linxo: French personal-finance aggregation platform acquired by Crédit Agricole. Adjacent rather than directly competitive — provides account-aggregation tools that complement wealth-advisory workflows in the French market.
Direct peers
- Kéa & Associés: French independent wealth-advisory firm offering global patrimonial engineering and wealth planning services. Comparable as a CIF-registered, B2C-focused advisor targeting French HNW clients with comprehensive wealth solutions.
- Altaprofits: Online French wealth advisory and life-insurance brokerage platform targeting mass-affluent and HNW clients. Comparable as a French CIF-style advisor that combines human advisory with digital channels.
- MesPlacements: French online wealth advisory and life-insurance comparator/advisor serving retail and affluent clients. Comparable as a French advisor that curates financial products and provides hybrid human-digital advisory.
- Cyrus Capital: Independent French wealth management group (Cyrus Conseil) providing CIF/IOA-registered advisory, asset management, and family-office services. Comparable as a regulated French hybrid wealth-advisor competing for the same HNW segment.
Broad incumbents
- Primonial: One of France's largest independent wealth management groups offering advisory, asset management, and real-estate services to HNW clients. Comparable as a broad French wealth manager overlapping Ivy's target segment.
- BNP Paribas Wealth Management: Wealth-management division of BNP Paribas serving private and HNW clients in France and internationally. Comparable as a dominant French incumbent offering comprehensive wealth advisory, banking, and insurance.
- Indosuez Wealth Management: Wealth-management arm of Crédit Agricole CIB serving HNW and family-office clients globally. Comparable as a major French private-bank wealth advisor with cross-border capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Ivy Patrimoine social profiles
Digital presenceIvy Patrimoine compliance and trust
Trust signalCompliance3 records
Ivy Patrimoine financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ivy Patrimoine leadership team
Management profileNumber of profiles
Profiles3 records
Ivy Patrimoine funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ivy Patrimoine 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 Ivy Patrimoine
What does Ivy Patrimoine do?
Ivy Patrimoine provides wealth management advice, financial investment intermediation, and insurance and banking brokerage services through a hybrid model that pairs accounting expertise with patrimonial consulting. The firm begins each engagement with a comprehensive audit of the client's financial situation and ambitions, then delivers personalized guidance across traditional finance, cryptocurrencies, real estate investments, insurance products, and tax optimization.
Is Ivy Patrimoine a public or private company?
Ivy Patrimoine is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ivy Patrimoine founded?
Ivy Patrimoine was founded in 2022.
Where is Ivy Patrimoine based?
Ivy Patrimoine is headquartered in Paris, France, in the Europe region.
How does Ivy Patrimoine make money?
Two revenue lines are on record. Financial Advisory Fees (Honoraires) is the primary driver. The others are commissions on Financial Instruments.
Who are Ivy Patrimoine's main competitors?
Emerging players on record are Yomoni and Nalo. Linxo is listed as an others. Direct peers are Kéa & Associés, Altaprofits, MesPlacements and Cyrus Capital. Broad incumbents are Primonial, BNP Paribas Wealth Management and Indosuez Wealth Management.
Does Ivy Patrimoine have an API?
No public API is recorded for Ivy Patrimoine.
What industry is Ivy Patrimoine in?
Ivy Patrimoine's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 52394 and its SIC code is 6282.