Métagram Gestion Privée
- Company typePrivate
- Founded2023
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
Métagram Gestion Privée firmographics
Firmographics- Name
- Métagram Gestion Privée
- Legal name
- METAGRAM
- Website
- https://metagram-gp.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Métagram Gestion Privée industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), 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
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Métagram Gestion Privée is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices6 records
Markets served
Métagram Gestion Privée business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth management advisory fees: The firm generates revenue through advisory fees for its wealth management services, including patrimony strategy design, product selection, and ongoing portfolio monitoring. Revenue is derived from fees charged to approximately 5,100 clients for comprehensive patrimonial services covering strategy, investment selection, social protection, and financing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized wealth management advisory |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Métagram Gestion Privée product offering
Product offeringCore offering
Métagram Gestion Privée provides personalized private wealth management advisory services to individuals, business owners, and self-employed professionals across France. Its offering covers a three-step methodology: a detailed audit of personal and professional wealth across legal, fiscal, and social dimensions; the design of a customized patrimony strategy; and the open-architecture selection of investment envelopes and products (life insurance, OPCVM, structured products, real estate, private equity), complemented by social protection planning and financing advisory. Services are delivered through four regional poles and a partner program for independent advisors.
Product overview
Métagram Gestion Privée operates as a unified wealth management advisory firm offering a comprehensive suite of services organized around three core pillars: strategic patrimonial planning (Stratégie patrimoniale), rigorous product selection (Sélection de produits), and social protection planning (Protection sociale). These are supported by specialized investment services in financial products (Investissements Financiers), real estate (Investissements Immobiliers), and financing solutions (Financement). The firm also produces the 'Patrimoine à 360' educational podcast series. Services span from initial client listening and goal formalization, through detailed personal and professional wealth audits covering legal, tax, and social dimensions, to the selection of appropriate financial products, envelopes, and investment vehicles—all delivered through regional poles across France with a focus on sustainable and responsible finance.
Differentiator
Problem solved
Functional benefit
Brands
- Vauban Patrimoine (Nouvelle-Aquitaine): Regional pole of Métagram Gestion Privée serving Nouvelle-Aquitaine region, operated by Emmanuelle Thouanel and Stéphane Lenoir.
- Valeurs & Conseils (Hauts-de-France)
- Métagram Île-de-France
- Métagram Sud-Ouest
- Patrimoine à 360
Products and services
- Stratégie patrimoniale
Companies that use Métagram Gestion Privée
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Métagram Gestion Privée technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Métagram Gestion Privée partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine)coreMétagram is a member of CNCGP, the professional chamber for wealth management advisors, which is approved by AMF. This membership provides regulatory oversight and professional standards alignment.
- MMA IARDminorMMA IARD provides professional liability insurance (Responsabilité Civile Professionnelle) and financial guarantees (Garantie Financière) under policy number 112.786.342, adherent number 031406.
- UN Global Compact (Pacte mondial des Nations Unies)minorSince 2026, Métagram Gestion Privée is committed to the UN Global Compact initiative and its ten principles covering human rights, labor standards, environment, and anti-corruption.
- SBTi (Science Based Targets initiative)minorScience Based Targets initiative validated Métagram's commitment to reduce Scope 1 and 2 emissions by 60% by 2034 (from 2024 baseline) and to measure and reduce Scope 3 emissions.
- SME Climate HubminorMétagram has integrated the SME Climate Hub and submitted its report and future perspectives for climate action.
- Product and investment providers (120 partners)coreNetwork of approximately 120 partners providing investment products, insurance solutions, and financial services across open architecture.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Métagram Gestion Privée competitors and assessment
Company assessmentDirect peers
- Groupe Crystal: French independent wealth management and family office advisory network operating across multiple French regions with a multi-pole partner structure. Highly comparable to Métagram in terms of multi-regional CGP model, open-architecture product selection and target client base of business owners and HNW families.
- Cyrus Conseil: Independent French wealth management firm historically structured around partner-led regional poles serving private individuals and business owners. Closely comparable in business model (partner-led CGP), advisory offering (strategy + product selection + protection) and target HNW/UHNW segments.
- Primonial (Latitude / Primonial Ingénierie Patrimoniale): Major French wealth management group offering patrimonial engineering, asset allocation and protection solutions through a network of partner advisors. Comparable to Métagram on the integrated personal/professional wealth offering and reliance on a distributed advisor network.
- UFF (Union Financière de France): BNP Paribas-owned French wealth advisory group serving mass-affluent and HNW clients with personalized patrimonial advice. Comparable in client segmentation and product breadth, though typically larger and more standardized in delivery than Métagram.
- Banque Privée 1818 (Natixis Wealth Management): French private bank within Natixis serving HNW clients with personalized advisory across financial products, real estate and financing. Comparable in target segment and integrated wealth offering, though structured as a regulated bank rather than an independent CGP network.
Broad incumbents
- SwissLife Gestion Privée: Insurance-integrated wealth management arm of SwissLife in France, combining insurance wrappers with advisory and financing solutions for HNW clients. Comparable on the insurance-integrated wealth proposition and financing add-ons, though within a larger financial group.
- BNP Paribas Banque Privée: Private banking arm of BNP Paribas serving HNW and UHNW clients across France with full-service advisory and product capabilities. Comparable on target HNW segment and breadth of products, but operates at materially larger scale and as part of a universal bank.
- Rothschild & Co Wealth & Asset Management (France): Wealth management arm of Rothschild & Co serving UHNW French families and business owners, including advisory, investment and financing services. Comparable on the integrated personal/professional wealth offering, though positioned at the UHNW end of the market.
- Pictet Wealth Management (France): Swiss private bank's wealth management franchise serving French HNW/UHNW families with discretionary and advisory mandates. Comparable on bespoke patrimonial advisory and international reach, but competing at the higher end of the wealth spectrum than Métagram.
Emerging players
- Nalo: French digital wealth management platform offering automated asset allocation and life insurance to mass-affluent clients. Comparable as a French wealth advisory addressing individuals, but competing with a technology-led rather than human-advisor model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Métagram Gestion Privée social profiles
Digital presenceMétagram Gestion Privée compliance and trust
Trust signalCompliance2 records
Métagram Gestion Privée financial estimates
Financial estimateRevenue estimate
Valuation estimate
Métagram Gestion Privée leadership team
Management profileNumber of profiles
Profiles17 records
Métagram Gestion Privée funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Métagram Gestion Privée 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 Métagram Gestion Privée
What does Métagram Gestion Privée do?
Métagram Gestion Privée provides personalized private wealth management advisory services to individuals, business owners, and self-employed professionals across France. Its offering covers a three-step methodology: a detailed audit of personal and professional wealth across legal, fiscal, and social dimensions; the design of a customized patrimony strategy; and the open-architecture selection of investment envelopes and products (life insurance, OPCVM, structured products, real estate, private equity), complemented by social protection planning and financing advisory. Services are delivered through four regional poles and a partner program for independent advisors.
Is Métagram Gestion Privée a public or private company?
Métagram Gestion Privée is a private company. It is classified as management employee owned and is currently operating.
When was Métagram Gestion Privée founded?
Métagram Gestion Privée was founded in 2023. It employs 11 to 50 people.
Where is Métagram Gestion Privée based?
Métagram Gestion Privée is headquartered in Paris, France, in the Europe region.
How does Métagram Gestion Privée make money?
One revenue line is on record: wealth management advisory fees.
Who are Métagram Gestion Privée's main competitors?
Direct peers on record are Groupe Crystal, Cyrus Conseil, Primonial (Latitude / Primonial Ingénierie Patrimoniale), UFF (Union Financière de France) and Banque Privée 1818 (Natixis Wealth Management). Broad incumbents are SwissLife Gestion Privée, BNP Paribas Banque Privée, Rothschild & Co Wealth & Asset Management (France) and Pictet Wealth Management (France). Nalo is listed as an emerging player.
Does Métagram Gestion Privée have an API?
No public API is recorded for Métagram Gestion Privée.
What industry is Métagram Gestion Privée in?
Métagram Gestion Privée's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.