About Primonial
Primonial is a company based in Paris (France) founded in 1989 was acquired by Latour Capital in September 2019.. Primonial has completed 3 acquisitions, including La Financiere de l Echiquier, Netinvestment and Roche-Brune. Primonial offers products and services including Financial Placements, Real Estate Placements, Providence Solutions, and Tax Optimization. Primonial operates in a competitive market with competitors including Edmond de Rothschild, Rothschild & Co, FIXAGE, Scala Patrimoine and 570easi, among others.
- Headquarter Paris, France
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$473.3 M (USD), Debt – Conventional
Oct 27, 2020
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Investors
Société Générale
& 4 more
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Employee Count
Employee Count
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Investments & Acquisitions
La Financiere de l Echiquier
& 2 more
- Acquired by
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Products & Services of Primonial
Primonial offers a comprehensive portfolio of products and services, including Financial Placements, Real Estate Placements, Providence Solutions, and Tax Optimization. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Services for managing financial assets and portfolios.
Options for real estate investments and related loans.
Plans for health, retirement, and international prevoyance.
Strategies to optimize fiscal planning for individuals.
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Funding Insights of Primonial
- Total Funding Total Funding
- Total Rounds 2
- Last Round Debt – Conventional — $473.3M
- First Round First Round
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2020 | Amount | Debt – Conventional - Primonial | Valuation |
investors |
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| Apr, 2015 | Amount | Private Equity Round - Primonial | Valuation | Latour Capital |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Primonial
Primonial has secured backing from 5 investors, including institutional and venture fund investors. Prominent investors backing the company include Société Générale, Raiffeisen Bank International and Bridgepoint Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Latour Capital is engaged in private equity investments.
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location | |
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Middle-market businesses up to €1 billion are acquired pan-Europe.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Primonial
Primonial has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include La Financiere de l Echiquier, Netinvestment and Roche-Brune. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth management services are offered to clients in France.
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2006 | ||||
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Diversified investments are managed across various asset classes.
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2004 | ||||
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Investment management focused on mutual funds is provided.
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1991 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Primonial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Primonial Comparisons
Competitors of Primonial
Primonial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Edmond de Rothschild, Rothschild & Co, FIXAGE, Scala Patrimoine and 570easi, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
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| domain | founded_year | HQ Location |
Multinational private and alternative asset investments are managed globally.
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| domain | founded_year | HQ Location |
Actuarial consulting and wealth management services are provided by FIXAGE.
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| domain | founded_year | HQ Location |
Provides wealth management, advisory, and financial services for families and professionals.
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| domain | founded_year | HQ Location |
Provides ethical financial services including investments, financing, and consultations.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Primonial
Frequently Asked Questions about Primonial
When was Primonial founded?
Primonial was founded in 1989 and raised its 1st funding round 26 years after it was founded.
Where is Primonial located?
Primonial is headquartered in Paris, France.
What does Primonial do?
Primonial was established in 1989 in Paris, France, as a firm specializing in wealth management. Services including investment advisory, asset allocation, and financial planning are offered to private clients and institutions. Operations are centered in the European financial sector, with a focus on long-term portfolio management. The company maintains its headquarters in Paris, supporting regional activities across France and beyond.
Who are the top competitors of Primonial?
Primonial's top competitors include Edmond de Rothschild, Rothschild & Co and Bourrelier Group.
What products or services does Primonial offer?
Primonial offers Financial Placements, Real Estate Placements, Providence Solutions, and Tax Optimization.
How many acquisitions has Primonial made?
Primonial has made 3 acquisitions, including La Financiere de l Echiquier, Netinvestment, and Roche-Brune.
Who are Primonial's investors?
Primonial has 5 investors. Key investors include Société Générale, Raiffeisen Bank International, Bridgepoint Capital, Latour Capital, and BlackFin.
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