peeters patrimoine
Peeters Patrimoine is a Lyon-based French independent wealth management advisory firm founded in 2006 by Edouard Binet, serving 200+ individuals, expatriates, professionals, and business owners across fiscal, retirement, real-estate, and Family Office engagements, and distributing via a nationally expanding independent commercial-agent network.
- Company typePrivate
- Founded2006
- HeadquartersLyon, France
- Headcount—
- GTM typeB2C
- OfferingServices
What peeters patrimoine does
Peeters Patrimoine is a Lyon-based French independent wealth management advisory firm (CGP, Conseiller en Gestion de Patrimoine) founded in 2006 by Edouard Binet and operating as a single-shareholder SASU. The firm is registered with ORIAS under number 24004325 and is a member of the CNCGP (MB9428BIED), holding the full CIF/COA/COBSP accreditation set that authorises regulated investment, insurance, and credit intermediation advice in France.
The practice serves a retail and HNW client base of approximately 200+ households spanning individuals, professionals, business owners, and expatriates, with a dedicated ExpatInvest sub-brand addressing non-resident clients. Service lines span fiscal optimisation, retirement and life-insurance engineering, real-estate strategy, transmission/succession planning, and a Family Office tier. The firm references 548+ partner investment solutions and exposes a digital stack of CRM, fiscal/retirement simulators, e-signature, and a client portal, while distributing via an independent commercial-agent ("agent commercial") network expanded nationally in 2024.
The business model is hybrid: time-based advisory fees billed at €360/hour TTC with a €1,500 floor for diagnostic studies, layered onto recurring retrocessions on insurance wrappers, UCITs, and structured products placed with partner providers. The firm is monetarily bootstrapped (€15,000 share capital), operates with a team of approximately five, and is led end-to-end by founder Edouard Binet, whose recurring mainstream-media appearances (BFM TV, France 2) and 5/5 Google rating form the principal brand assets.
peeters patrimoine firmographics
Firmographics- Name
- peeters patrimoine
- Legal name
- PEETERS PATRIMOINE SASU
- Website
- https://peeterspatrimoine.fr
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Short description
- Peeters Patrimoine is a Lyon-based French independent wealth management advisory firm founded in 2006 by Edouard Binet, serving 200+ individuals, expatriates, professionals, and business owners across fiscal, retirement, real-estate, and Family Office engagements, and distributing via a nationally expanding independent commercial-agent network.
- Ownership category
- akta.pro rank
Where peeters patrimoine is headquartered
LocationHeadquarters
- HQ city
- Lyon
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
peeters 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
- Fee-for-Service (Honoraires): Hybrid compensation model combining retrocessions from asset management companies (Sociétés de Gestion) and time-based fees. Time-based fees are charged at €360/hour TTC. Flat-fee packages are offered for specific services (consultations, tax declarations, patrimonial studies). This model aims to ensure impartiality in investment recommendations.
- Retrocessions de Commission: The advisor receives commissions (retrocessions) from financial product providers (assurance companies, asset managers, etc.) whose products are recommended to clients. This is transparent and does not generate additional cost for the client.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Time-based fees: €360 TTC per hour |
| One time/ perpetual license | Pay-as-you-go | Consultation (1 hour) — €360 TTC |
| One time/ perpetual license | Pay-as-you-go | Tax declaration assistance — starting at €500 TTC |
| One time/ perpetual license | Pay-as-you-go | Personalized patrimonial study — starting at €1,500 TTC |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
peeters patrimoine product offering
Product offeringCore offering
Peeters Patrimoine is an independent wealth management advisory firm providing comprehensive patrimonial services including savings optimization, tax reduction, retirement planning, and estate transmission for private individuals, French expatriates, liberal professions, and business owners. The firm distributes and advises on 548+ investment solutions across assurance-vie, PER, PEA, SCPI, private equity, private debt, and structured products through an open-architecture model. Compensation combines retrocessions from product providers with time-based fees of €360/hour TTC and flat-fee packages, designed to ensure impartial advisory.
Product overview
Peeters Patrimoine is an independent wealth management advisory firm (Cabinet de Conseil en Gestion de Patrimoine) based in Lyon, France, operating since 2006. The firm offers a comprehensive suite of wealth management services centered around its core wealth management advisory practice, supplemented by a broad portfolio of financial products and tax optimization solutions. The core offering includes detailed patrimonial studies, investment strategy, retirement planning, tax optimization, and estate planning. The financial product lineup encompasses savings vehicles (assurance-vie, PER, PEA, compte-titres, contrats de capitalisation), real estate investments (SCPI, direct property, LMNP, nue-propriété), alternative investments (private equity, private debt, forestry, vineyards, agricultural land), and tax reduction products (Loi Malraux, Denormandie, FCPI, FIP, Girardin). The firm also provides specialized services for expatriates and operates a Family Office division for high-net-worth clients. Services are delivered through independent advisors with a hybrid fee model combining management retrocessions and hourly fees.
Differentiator
Problem solved
Functional benefit
Brands
- ExpatInvest: A sub-brand focused on serving French expatriates and non-resident clients, offering investment advisory, credit, tax assistance, retirement planning, and health services for non-residents.
Quantifiable outcome
- Clients can achieve wealth enrichment of €50,000 to several hundred thousand euros over an investment cycle, potentially up to €1 million on longer cycles
- +4 more outcomes
Companies that use peeters patrimoine
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
peeters patrimoine technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
peeters patrimoine partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine)corePEETERS PATRIMOINE is a registered member of CNCGP under registration number MB9428BIED. CNCGP is an association approved by the Autorité des Marchés Financiers (AMF). The firm commits to the CNCGP Code of Déontologie. This membership provides regulatory oversight, professional standards, and institutional credibility.
Scale indicators6 records
Recent moves5 records
Expansion highlights4 records
peeters patrimoine competitors and assessment
Company assessmentDirect peers
- Cyrus Conseil: Independent French wealth management advisory (CGP) serving private clients and entrepreneurs with open-architecture solutions, multi-specialist teams, and CIF/COA/COBSP credentials — closely comparable independent CGP model.
- Quintet (ex-Notaries) / Patrimony & Cie family of CGPs: Mid-sized independent French CGP network offering wealth, tax, and estate advisory with similar multi-advisor structures and open-architecture product distribution.
- Haussmann Patrimoine: Independent Paris-based CGP offering wealth engineering, tax optimization, and real estate advisory to private clients and business owners — comparable boutique CGP positioning.
- Optimind Patrimoine: Independent French wealth advisory firm providing personalized patrimonial strategies, retirement and estate planning with a similar mid-sized boutique structure.
- Patrimonos Groupe: Network of independent CGPs across France distributing wealth advisory via affiliated agents — comparable independent CGP with a multi-advisor / agent distribution model.
Broad incumbents
- UFF (Union Financière de France): Long-established French wealth advisory network providing similar patrimonial advisory and retirement/tax products, but with significantly larger scale and a more standardized distribution model.
- SwissLife Banque & Patrimoine (France): Insurance group offering wealth advisory and assurance-vie products in France; overlaps with Peeters on life insurance brokerage and broader wealth services but at far larger scale with captive product bias.
Emerging players
- Harvest (Fintech): French fintech providing wealth advisory software, simulators, and digital tools to CGPs and advisors — a technology enabler/competitor whose tools overlap with Peeters' digital simulator/guide stack.
- Yomoni: French robo-advisor offering automated wealth management, PEA/assurance-vie allocation at low fees — represents the digital advisory competitive threat to traditional CGPs.
- Nalo: French automated wealth advisory platform offering goal-based, personalized portfolio management with life insurance/PER wrappers — competing for the same affluent client segment with a lower-fee, tech-driven model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
peeters patrimoine social profiles
Digital presencepeeters patrimoine financial estimates
Financial estimateRevenue estimate
Valuation estimate
peeters patrimoine leadership team
Management profileNumber of profiles
Profiles1 record
peeters patrimoine funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
peeters 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 peeters patrimoine
What does peeters patrimoine do?
Peeters Patrimoine is an independent wealth management advisory firm providing comprehensive patrimonial services including savings optimization, tax reduction, retirement planning, and estate transmission for private individuals, French expatriates, liberal professions, and business owners. The firm distributes and advises on 548+ investment solutions across assurance-vie, PER, PEA, SCPI, private equity, private debt, and structured products through an open-architecture model. Compensation combines retrocessions from product providers with time-based fees of €360/hour TTC and flat-fee packages, designed to ensure impartial advisory.
Is peeters patrimoine a public or private company?
peeters patrimoine is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was peeters patrimoine founded?
peeters patrimoine was founded in 2006.
Where is peeters patrimoine based?
peeters patrimoine is headquartered in Lyon, France, in the Europe region.
How does peeters patrimoine make money?
Two revenue lines are on record. Fee-for-Service (Honoraires) is the primary driver. The others are retrocessions de Commission.
Who are peeters patrimoine's main competitors?
Direct peers on record are Cyrus Conseil, Quintet (ex-Notaries) / Patrimony & Cie family of CGPs, Haussmann Patrimoine, Optimind Patrimoine and Patrimonos Groupe. Broad incumbents are UFF (Union Financière de France) and SwissLife Banque & Patrimoine (France). Emerging players are Harvest (Fintech), Yomoni and Nalo.
Does peeters patrimoine have an API?
No public API is recorded for peeters patrimoine.