iVESTA Family Office

Background

Founded in 2017, iVESTA Family Office is a leading multi-family office based in Paris, France. The firm specializes in providing comprehensive wealth management services tailored for first-generation entrepreneurs. With a mission to empower clients to manage their wealth as they manage their businesses, iVESTA emphasizes transparency, alignment of interests, and a client-centric approach.

Key Strategic Focus

iVESTA's strategic focus centers on delivering personalized financial advisory services, including wealth planning, asset allocation, and administrative support. The firm leverages a holistic and methodological approach to anticipate client needs, acting as a sparring partner to facilitate informed decision-making. By fostering a community of entrepreneurs, iVESTA enables clients to pool their interests, forming a powerful syndicate capable of positioning among the largest investors.

Financials and Funding

As of 2023, iVESTA manages approximately €5 billion in advised assets for over 100 entrepreneurs. The firm operates on a fee-based remuneration model, ensuring transparency and alignment with client interests. In February 2019, iVESTA secured an angel investment of $1.89 million from six investors, including notable entrepreneurs such as Olivier Duha, co-founder of Webhelp, and Celine Lazorthes, co-founder of Leetchi and Mangopay.

Technological Platform and Innovation

iVESTA distinguishes itself through a proprietary investment selection methodology, conducting in-depth due diligence to identify solutions capable of delivering sustainable performance. The firm integrates advanced analytical tools and leverages collective expertise from its entrepreneurial community to offer innovative and tailored investment strategies.

Leadership Team

Pierre-Marie de Forville: Co-Founder & President. Brings extensive experience in wealth management and financial services.

Christine Vu Thien: Co-Founder & Chief Operating Officer. Oversees operations and strategic initiatives.

Rémi Douchet: Co-Founder, specializing in financial markets.

Ariane Darmon: Co-Founder, contributing to the firm's strategic direction.

Olivier Locufier: Co-Founder, involved in key decision-making processes.

Competitor Profile

Market Insights and Dynamics

The multi-family office sector in France is characterized by a growing demand for personalized wealth management services among high-net-worth individuals, particularly first-generation entrepreneurs. The market emphasizes transparency, alignment of interests, and sustainable investment practices.

Competitor Analysis

Key competitors include:

Sapians: A digital family office offering hybrid services combining human expertise and digital tools. Sapians is a subsidiary of iVESTA, extending services to clients with a minimum investment of €100,000.

Strategic Collaborations and Partnerships

iVESTA's collaboration with Sapians allows the firm to extend its wealth management services to a broader client base, leveraging digital platforms to provide accessible and efficient solutions. This partnership enhances iVESTA's market reach and innovation capacity.

Operational Insights

iVESTA's competitive advantage lies in its entrepreneurial culture, transparent fee structure, and commitment to sustainability. By aligning client interests with its own and fostering a community of entrepreneurs, iVESTA differentiates itself in the multi-family office landscape.

Strategic Opportunities and Future Directions

Looking ahead, iVESTA aims to expand its client base by leveraging digital platforms and enhancing its service offerings. The firm's commitment to sustainability positions it to attract clients seeking responsible investment strategies. Continued innovation and strategic partnerships will be key to maintaining its leadership position in the market.