Primonial

Paris, France Founded: 1989 • Age: 37 yrs Acquired By Latour Capital
Wealth management services are provided from Paris, France.
Annual revenue - Latest available
Total funding - 2 rounds
Employees - Tracked headcount
Investors 5 Known backers
Products 4 Services tracked
Competitors 8 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
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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.

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Primary

Services for managing financial assets and portfolios.

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Options for real estate investments and related loans.

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Plans for health, retirement, and international prevoyance.

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Strategies to optimize fiscal planning for individuals.

People of Primonial

Headcount 1000-5000
Employee Profiles 3
Employee Profiles
People
Yasmine Hafiz
Chef De Projet Senior
People
Zahida Bucksun
Digital Development Manager

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Funding Insights of Primonial

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.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Latour Capital is engaged in private equity investments.
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Middle-market businesses up to €1 billion are acquired pan-Europe.
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Investor details for Primonial

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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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.

Investments
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Investment portfolio details for Primonial

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management services are offered to clients in France.
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Diversified investments are managed across various asset classes.
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Investment management focused on mutual funds is provided.
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Complete acquisition details for Primonial

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Primonial

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Detailed financials for Primonial

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  • Profit trends
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Primonial Comparisons

Primonial Primary company
Description
Wealth management services are provided from Paris, France.
Location
Paris, France
Founded Year
1989
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Primonial

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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 year HQ Location Description
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Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
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Multinational private and alternative asset investments are managed globally.
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Actuarial consulting and wealth management services are provided by FIXAGE.
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Provides wealth management, advisory, and financial services for families and professionals.
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Provides ethical financial services including investments, financing, and consultations.
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Detailed competitors of Primonial

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Latest news on Primonial

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Complete news archive for Primonial

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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.

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