Ingefii

What Ingefii does

Ingefii is a privately held, capital-independent wealth management advisory firm and multi-family office headquartered at 7 Cours du Chapeau Rouge in Bordeaux, France. The firm combines four integrated service poles — financial (asset allocation), legal (structuring, transmission, taxation), real estate (property strategy), and credit (Lombard, mortgage, asset financing, holding financing) — under a single coordinated advisory model. It serves high-net-worth individuals, business owners, executives, families, and expatriates in Gironde, across France, and internationally, employing a four-step method (diagnostic, strategy, execution, follow-up) and positioning itself as the 'chef d'orchestre' of each client's patrimony, coordinating notaries, accountants, lawyers, and tax counsel.

The firm's underlying 'platform' is an open-architecture sourcing model: Ingefii selects investment solutions from leading French and Luxembourg insurers and a broad range of financial and real estate management companies, without proprietary products or captive relationships. It holds required French intermediary registrations (ORIAS n° 22002565; ANACOFI n° E011236). Ingefii delivers its services through direct human advisory consultations, supported by a content ecosystem (Ingefii Media: YouTube, Spotify podcast, TikTok, Instagram, LinkedIn, blog, weekly market report) that functions as a top-of-funnel client acquisition channel. The firm reports having accompanied more than 400 families and advised on more than €110 million of assets since its founding, and maintains a 5/5 Google rating across 63 reviews.

Ingefii's business model is advisory fee-based and recurring: pricing is not publicly disclosed but discussed at a free initial patrimonial assessment (bilan patrimonial offert), with ongoing mandates following. Customer acquisition combines organic content, direct referrals, and the website appointment booking system. The firm has 1-10 reported employees with approximately 12 named professionals on its leadership and advisory bench, co-founded by Jean-Philippe Perrin (after 15 years at leading private banks) alongside Chauncey Schmitt and Stéphane Van Huffel.

Name

Ingefii

Legal name

Ingefii

Website

https://ingefii.fr

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Ingefii is a capital-independent wealth management and multi-family office in Bordeaux combining financial, legal, real estate, and credit advisory for high-net-worth individuals, business owners, families, and expatriates across France and internationally.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

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

Keywords

• Wealth management advisory
• Multi-family office
• Patrimony management
• Estate planning
• Tax advisory

Headquarters

HQ city

Bordeaux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Wealth Management & Multi Family Office Advisory: Ingefii charges fees for comprehensive patrimonial advisory services spanning financial, legal, real estate, and credit expertise. The firm operates on an independent, open-architecture basis — it does not belong to any bank, insurer, or network — and selects solutions from across the market in the sole interest of clients. Pricing and fee structure are not publicly disclosed and are discussed at the first meeting.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Ingefii is an independent wealth management advisory firm and multi-family office that conceives holistic patrimonial strategies by coordinating four expertise poles: Financial (open-architecture asset allocation), Legal (structuring, taxation, transmission), Real Estate (property strategy), and Credit (Lombard credit, mortgages, leverage). The firm serves high-net-worth individuals, business owners, executives, families, and expatriates from its Bordeaux headquarters across France and internationally, accompanying clients through a four-step method (diagnostic, strategy, execution, follow-up). It selects solutions from French and Luxembourg insurers and financial/real estate management companies on an open-architecture basis, without captive or proprietary products.

Product overview

Ingefii is a multi family office and independent wealth management advisory firm that combines four integrated service poles: Financial (investments and asset allocation), Legal (wealth structuring and transmission), Real Estate (property strategy), and Credit (leverage and financing). Rather than a software product platform, Ingefii delivers personalized human advisory services through its expert team, coordinating with notaries, accountants, banks, and tax lawyers. The firm operates an open architecture model, selecting optimal solutions across the entire market without proprietary products, and accompanies clients through a four-step method: diagnostic, strategy, execution, and follow-up. Core services include portfolio management, legal structuring, real estate advisory, and specialized credit solutions such as Lombard credit, asset financing, premium mortgages, and holding company financing.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• More than €110 million of assets advised since creation
• +2 more outcomes

Segments2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• French and Luxembourg InsurerscoreTechnology or IntegrationIngefii's open architecture relies on principal French and Luxembourg insurers for insurance-based investment and wealth structuring solutions. These partners provide the product shelf from which Ingefii selects tailored solutions for clients, without any exclusive or captive relationship.
• Financial and Real Estate Management CompaniescoreTechnology or IntegrationIngefii draws on a broad range of financial and real estate management companies to source optimal solutions across investment management, portfolio allocation, and real estate structuring. The open architecture approach allows selection of the most relevant solutions from the full market.
• Notaries, Accountants, and Tax CounselcoreImplementation/ SI/ Consulting PartnerIngefii positions itself as the 'chef d'orchestre' (orchestrator) of each client's patrimony, coordinating notaries, accountants, lawyers, and tax counsel to ensure full coherence across every strategic decision. The firm orchestrates these external professionals rather than replacing them.
• Banking Partners (French and International Private Banks)coreChannel Partner/ Reseller/ DistributorIngefii negotiates credit and financing solutions by presenting optimized dossiers to multiple partner banks, both French and international, in a competitive process. This includes private banking institutions for credit Lombard, mortgage, and asset financing solutions.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Grant Alexander: French independent wealth advisory and family-office firm targeting business owners, executives, and families. Comparable to Ingefii in integrated multi-pole offering and HNW focus, with deeper executive-compensation and corporate advisory specialisms.
• Cyrus Conseil: French independent wealth management and family-office advisory firm offering multi-disciplinary patrimonial services to HNW clients and business owners. Closely comparable to Ingefii in independent positioning, multi-pole offering (financial, legal, real estate), and HNW/expat target segments.
• Talence Gestion: Independent French wealth management firm offering portfolio advisory and patrimonial engineering to private clients. Closely comparable in size, independence model, and HNW/expat clientele, though focused primarily on financial allocation rather than full 4-pole integration.
• Haussmann Patrimoine: Paris-based independent wealth management advisor serving HNW individuals, executives, and families with patrimonial, tax, real estate, and financial advisory. Comparable to Ingefii in independent positioning and integrated advisory scope, though operating at larger national scale.

Broad incumbents

• UFF (Union Financière de France): Large French wealth management network owned by Abeille Assurances, serving mass-affluent and HNW clients across France. Overlaps with Ingefii in financial advisory and patrimonial services but operates at significantly greater scale and within a captive insurance group.
• Rothschild & Co Wealth & Asset Management: Global private bank and wealth manager with a French HNW/UHNW franchise offering integrated advisory, credit, and real estate services. Comparable 4-pole breadth to Ingefii but at vastly greater scale, geographic reach, and balance-sheet capability.
• Indosuez Wealth Management (Crédit Agricole): French-headquartered private bank within Crédit Agricole group serving HNW/UHNW clients with investment, credit, real estate, and structuring services. Comparable in multi-disciplinary service model but with embedded bank distribution and capital.
• Banque Privée 1818: French private bank within Natixis group targeting HNW clients with patrimonial advisory, credit, and investment solutions. Comparable client segment and integrated offering to Ingefii but with captive group distribution.
• BNP Paribas Wealth Management: European private bank with a large French HNW franchise offering financial advisory, lending, and estate planning. Comparable target segment and4-pole breadth to Ingefii, but with captive product shelf and institutional distribution.

Emerging players

• Yomoni: French digital wealth manager and robo-advisor offering automated portfolio management to mass-affluent and HNW clients. Indirectly comparable to Ingefii as an alternative for the financial pole of patrimonial advisory, representing the digital threat to traditional advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Ingefii
• LinkedInlinkedin.com/company/ingefii
• Instagraminstagram.com/ingefii
• TikToktiktok.com/@ingefii

Revenue estimate

Valuation estimate

Number of profiles

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 Ingefii