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
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website primonial.com
- Social LinkedIn X Facebook YouTube
- Acquired by Latour Capital (Sep 2019)
- Latest Funding Round$473.3M (USD), Debt – Conventional
Oct 2020
- InvestorsSociété Générale
& 4 more
- Investments & AcquisitionsLa Financiere de l Echiquier
& 2 more
- Acquired by
Products & Services of Primonial
Primonial offers a comprehensive portfolio of products and services, including Financial Placements, Real Estate Placements, Providence Solutions, and Tax Optimization.
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.
Apps and channels of Primonial
Primonial publishes 1 mobile app with over 10K+ downloads; its YouTube channel Laplace has 2.52K subscribers and 30 videos.
Videos from Primonial
The most watched videos on Primonial's YouTube channel, Laplace (2.52K subscribers). Click a video to play it here.
More on Laplace.
Funding Insights of Primonial
- Total Rounds 2
- Last Round Debt – Conventional — $473.3M
- Investors Count 3
All 2 funding rounds of Primonial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2020 | $473.3M | Debt – Conventional | – | – | |
| Apr 2015 | – | Private Equity Round | – | Latour Capital |
5 investors in total: 5 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Latour Capital is engaged in private equity investments. | 2011 | latour-capital.fr | Paris, France | |
- | – | blackfin.com | - | |
Middle-market businesses up to €1 billion are acquired pan-Europe. | 1984 | bridgepoint.eu | Frankfurt, Germany | |
Investment banking operations are conducted across multiple sectors. | 1996 | rbinternational.com | Vienna, Austria | |
Full-service corporate advisory is provided to global clients. | 1864 | societegenerale.com | Paris, France |
Investor details for Primonial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Primonial
3 people are tracked at Primonial (1 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Stéphane Vidal | Chairman & CEO | Leadership |
Yasmine Hafiz | Chef De Projet Senior | Team |
Zahida Bucksun | Digital Development Manager | Team |
Complete people profiles for Primonial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are offered to clients in France. | net-investissement.fr | Bordeaux, France | 2006 | Jan 2021 | •••• | |
Investment management focused on mutual funds is provided. | lfde.com | Paris, France | 1991 | Dec 2017 | •••• | |
Diversified investments are managed across various asset classes. | roche-brune.com | Paris, France | 2004 | Oct 2012 | •••• |
Complete acquisition details for Primonial
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Primonial
8 dated milestones of Primonial across 32 years, from founding to its latest funding, stage changes and deals.
- Founded Primonial is founded.
- Acquisition Acquires Roche-Brune.
- Funding First funding round.
- Exit Acquired by Bridgepoint Capital.
- Acquisition Acquires La Financiere de l Echiquier.
- Exit Acquired by Latour Capital.
- Funding Latest funding round, Debt – Conventional, of $473.3M.
- Acquisition Acquires Netinvestment.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| edmond-de-rothschild.com | 1953 | Paris, France | – | – | Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors | |
| rothschildandco.com | 1798 | Paris, France | – | 378 | Multinational private and alternative asset investments are managed globally. | |
| fixage.com | 1992 | Paris, France | – | – | Actuarial consulting and wealth management services are provided by FIXAGE. | |
| scala-patrimoine.fr | 2012 | Paris, France | – | – | Provides wealth management, advisory, and financial services for families and professionals. | |
| 570easi.fr | 2011 | Paris, France | – | 29 | Provides ethical financial services including investments, financing, and consultations. | |
| bourrelier-group.com | 1975 | – | – | – | Investment management services are provided by Bourrelier Group. | |
| net-investissement.fr | 2006 | Bordeaux, France | – | – | Wealth management services are offered to clients in France. |
Detailed competitors of Primonial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Primonial
Websites that share an audience with Primonial (primonial.com).
Websites whose visitors overlap most with Primonial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ganpatrimoine.fr | 100% | 34K | #565,589 | View details | |
expertetfinance.fr | expertetfinance.fr | 91% | – | – | – |
praemiareim.fr | praemiareim.fr | 89% | – | #1,008,776 | – |
laplace-groupe.com | laplace-groupe.com | 83% | – | #1,523,282 | – |
intrapril.fr | intrapril.fr | 82% | – | #1,456,061 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Primonial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Primonial
Complete news archive for Primonial
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Primonial
10 companies that operate in the same segment as Primonial (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Primonial
Primonial was founded in 1989 and raised its 1st funding round 26 years after it was founded.
Primonial is headquartered in Paris, France.
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.
Primonial's top competitors include Edmond de Rothschild, Rothschild & Co and Bourrelier Group.
Primonial offers Financial Placements, Real Estate Placements, Providence Solutions, and Tax Optimization.
Primonial has made 3 acquisitions, including La Financiere de l Echiquier, Netinvestment, and Roche-Brune.
Primonial has 5 investors. Key investors include Société Générale, Raiffeisen Bank International, Bridgepoint Capital, Latour Capital, and BlackFin.
Yes. Primonial was acquired by Latour Capital in September 2019.
Yes. Primonial publishes ALL'IN, with over 10,000 downloads.