faros
Faros Patrimoine is a French wealth management firm in Laval providing financial planning and advisory to private clients and professionals, associated with Groupe Valoria Capital, a multi-expertise Paris-based financial advisory platform managing €36 billion across five business lines for over 10,000 clients.
- Company typePrivate
- Founded2011
- HeadquartersLaval, France
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
What faros does
Faros Patrimoine is a French wealth management firm headquartered in Laval providing financial planning and wealth advisory services to private clients and professionals. Direct firmographic data on Faros is limited in the source material; the substantive information pertains to its associated broader platform, Groupe Valoria Capital — a multi-expertise financial advisory group headquartered in Paris at 14 Avenue de la Grande-Armée (with operating offices at 18 avenue Matignon and the Itavera Asset Management operations address).
Valoria Capital operates five business lines: private wealth management, asset management (via Itavera Asset Management, AMF-authorized as a Société de Gestion de Portefeuille since 1990), corporate treasury (via Exclusive Partners, an ACPR-authorized PSI), employee benefits advisory, and M&A advisory. Itavera Asset Management runs thematic equity funds in artificial intelligence (launched 2018) and space technology (launched 2021), plus flexible credit strategies, with €1B in AUM (€700m collective, €300m private). Exclusive Partners manages €20B in corporate treasury assets. The group's stated total AUM is €36 billion across all business lines.
The operating model is relationship-led and bespoke: 100+ wealth advisers, 18 private banking specialists, and 15 wealth engineers serve clients across France through direct advisory engagement, supported by a curated network of 100+ strategic partners spanning tier-1 banks, insurers, and asset managers (Goldman Sachs, Lazard, Edmond de Rothschild, Fidelity, Natixis, Cardif, Generali, SwissLife). The group employs over 300 people, holds multiple regulatory authorizations (CIF, COA, IOBSP, Carte T, SGP, PSI), and is privately held with founder Romain Lefèvre as Président and Clémence Gastaldi as Directrice Générale. PE sponsors IK Partners and TA Associates back the platform, which serves more than 10,000 individual clients, 5,000 business owners (M&A practice), and 1,500 corporate clients (employee benefits). Revenue is generated through recurring AUM-based fees, advisory retainers, and transaction-based M&A fees.
faros firmographics
Firmographics- Name
- faros
- Legal name
- VALORIA CAPITAL
- Website
- https://faros-patrimoine.fr
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Short description
- Faros Patrimoine is a French wealth management firm in Laval providing financial planning and advisory to private clients and professionals, associated with Groupe Valoria Capital, a multi-expertise Paris-based financial advisory platform managing €36 billion across five business lines for over 10,000 clients.
- Ownership category
- akta.pro rank
faros industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where faros is headquartered
LocationHeadquarters
- HQ city
- Laval
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
faros business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Advisory Fees: Fees from providing comprehensive wealth management advisory services including financial investments, real estate investments, tax optimization, and estate planning for high net worth individuals and families.
- Asset Management Fees: Management fees from managing client assets through Itavera Asset Management, including open-end and dedicated funds in equities, bonds, derivatives, and discretionary management mandates.
- Corporate Treasury Management: Fees from managing corporate surplus cash and providing treasury optimization solutions through Exclusive Partners entity.
- Employee Benefits Advisory: Revenue from providing employee benefits solutions including group health cover, protection, retirement schemes, and employee savings for companies.
- M&A Advisory Services: Fees from advisory services for business sales, acquisitions, and succession planning transactions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom advisory packages based on client profile and service scope |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
faros product offering
Product offeringCore offering
Groupe Valoria Capital (associated with Faros Patrimoine) is a French multi-expertise financial advisory group delivering five business lines: private wealth management, asset management through Itavera Asset Management (€1bn AUM across collective and private funds), corporate treasury management through Exclusive Partners (€20bn corporate assets), employee benefits and protection sociale solutions, and M&A advisory. The firm manages €36 billion total AUM, employs more than 300 people, and serves over 10,000 individual clients and 1,500 corporate clients through direct advisers supported by a 100+ partner ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- ITAVERA ASSET MANAGEMENT: Independent asset management firm focused on conviction-based investing and innovation; manages thematic equity funds (AI, space technology) and fixed income credit strategies; assets under management of €1 billion (€700m collective, €300m private)
- EXCLUSIVE PARTNERS
Products and services
- Private Wealth Management (Gestion Privée)
- Asset Management (Itavera Asset Management) Conviction-based asset management delivered through collective and private investment funds in equities (including thematic strategies in artificial intelligence and space technology) and unconstrained flexible credit management on fixed income. Operated by Itavera Asset Management, an AMF-authorized portfolio management company managing €1 billion AUM (€700m collective + €300m private).
- Corporate Treasury Management (Exclusive Partners) Investment services and corporate treasury management for surplus cash held by companies, providing tailored treasury solutions for businesses ranging from small enterprises to international groups. Operated by Exclusive Partners, an ACPR-authorized PSI entity managing €20 billion in corporate treasury assets.
- Employee Benefits (Protection Sociale) Employee benefits and protection sociale solutions for companies including group health cover, employee protection, retirement planning, employee savings schemes, and executive remuneration strategies optimized around net income, social security protection and wealth management considerations.
- M&A Advisory (Conseil M&A) Advisory services supporting business sales, acquisitions and succession planning transactions for entrepreneurs and business owners, including Dutreil Pact structuring, share donations, holding structure design and external growth deals.
Quantifiable outcome
- €36 billion in assets under management
- +4 more outcomes
Companies that use faros
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
faros technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
faros partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered minor.
- Adequity - Société GénéraleminorFinancial institution partner providing investment solutions and services within Valoria Capital's comprehensive wealth management offerings.
- Edmond de RothschildminorPrestigious private banking partner contributing to Valoria Capital's diversified investment solutions for clients.
- Goldman SachsminorGlobal investment banking partner providing access to capital markets and sophisticated financial solutions.
- LazardminorFinancial advisory and asset management partner contributing to Valoria Capital's comprehensive service offerings.
- AxiomminorPartner in providing financial services and solutions within Valoria Capital's ecosystem.
- BDLminorPartner contributing to Valoria Capital's diversified financial solutions network.
- CardifminorInsurance partner providing protection and savings products integrated into client wealth strategies.
- DNCAminorAsset management partner offering investment funds within Valoria Capital's portfolio solutions.
- Eleva CapitalminorAsset management partner contributing investment expertise to client portfolios.
- FidelityminorGlobal asset management partner providing access to international investment strategies.
- GeneraliminorInsurance group partner providing life insurance and protection products.
- IntencialminorFinancial services partner in Valoria Capital's comprehensive solution network.
- La Financière de l'EchiquierminorIndependent asset management partner contributing to investment solutions.
- NatixisminorBanque之神 partner providing corporate and investment banking services.
- PrivaltominorPartner contributing to Valoria Capital's financial solutions ecosystem.
- SwissLifeminorInsurance and wealth management partner providing savings and protection solutions.
- SyquantminorPartner contributing to Valoria Capital's investment solution offerings.
- UAFminorPartner in Valoria Capital's financial services network.
- Varenne CapitalminorAsset management partner providing investment expertise.
- Vie PlusminorInsurance partner specializing in savings and retirement solutions.
Scale indicators11 records
Recent moves7 records
Expansion highlights6 records
faros competitors and assessment
Company assessmentBroad incumbents
- Rothschild & Co: Global private banking and wealth advisory group with deep French heritage. Comparable as a multi-line wealth, asset management, and advisory platform serving HNW/UHNW clients, but with significantly larger scale and international reach than Valoria Capital.
- Lazard: Global financial advisory and asset management firm with significant French private banking presence. Comparable across the M&A advisory and asset management lines, though broader and more international than Valoria.
- Société Générale Private Banking: Private banking arm of one of France's largest banks, serving HNW clients across wealth, investment, and financing solutions. Competes for the same HNW French client base as Valoria but with bank-balance-sheet scale.
- BNP Paribas Wealth Management: Private banking division of France's largest bank, with one of Europe's biggest HNW AUM pools. Competes head-on with Valoria in French private wealth advisory, with substantially deeper product and credit capabilities.
Direct peers
- Edmond de Rothschild: Swiss-headquartered private banking and asset management group with strong French roots. Directly competes in HNW wealth advisory and asset management, and is also listed as a Valoria strategic partner, illustrating the overlap.
- Crystal Finance: French independent wealth management network grouping regional advisers under a national brand. Directly comparable as a multi-affiliate French wealth platform serving HNW clients with a relationship-based advisory model.
- Cyrus Capital (formerly Cyrus Conseil): French independent wealth management firm offering private wealth advisory, asset management, and corporate advisory to entrepreneurs and families. Closely mirrors Valoria's multi-expertise French wealth proposition.
- Astoria Finance: French independent wealth management group combining private wealth advisory with asset management and corporate services. Comparable as a multi-business French platform serving business owners and HNW families.
- UAF Patrimoine: French life insurance and wealth advisory group serving individual and professional clients. Comparable business mix (wealth structuring, asset management, partner-network distribution) and also listed as a Valoria partner.
- Intencial Patrimoine: French wealth advisory network focused on independents and multi-affiliate wealth managers. Comparable as a partner-network-distributed wealth advisory model in France and also listed as a Valoria partner.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
faros social profiles
Digital presencefaros financial estimates
Financial estimateRevenue estimate
Valuation estimate
faros leadership team
Management profileNumber of profiles
Profiles12 records
faros subsidiaries and ownership
Company hierarchySubsidiaries2 records
faros funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
faros 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 faros
What does faros do?
Groupe Valoria Capital (associated with Faros Patrimoine) is a French multi-expertise financial advisory group delivering five business lines: private wealth management, asset management through Itavera Asset Management (€1bn AUM across collective and private funds), corporate treasury management through Exclusive Partners (€20bn corporate assets), employee benefits and protection sociale solutions, and M&A advisory. The firm manages €36 billion total AUM, employs more than 300 people, and serves over 10,000 individual clients and 1,500 corporate clients through direct advisers supported by a 100+ partner ecosystem.
Is faros a public or private company?
faros is a private company. It is classified as venture growth investor backed and is currently operating.
When was faros founded?
faros was founded in 2011.
Where is faros based?
faros is headquartered in Laval, France, in the Europe region.
How does faros make money?
Five revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are asset Management Fees, corporate Treasury Management, employee Benefits Advisory and M&A Advisory Services.
Who are faros's main competitors?
Broad incumbents on record are Rothschild & Co, Lazard, Société Générale Private Banking and BNP Paribas Wealth Management. Direct peers are Edmond de Rothschild, Crystal Finance, Cyrus Capital (formerly Cyrus Conseil), Astoria Finance, UAF Patrimoine and Intencial Patrimoine.
Does faros have an API?
No public API is recorded for faros.
What industry is faros in?
faros's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.