About R'dfi Conseil
R'dfi Conseil is a company based in Lyon (France) founded in 2009 was acquired by Groupe Crystal in February 2024. It operates as a Professional Services and Subscription Services. R'dfi Conseil offers products and services including Wealth Management and Socially Responsible Investment. R'dfi Conseil operates in a competitive market with competitors including Rothschild & Co, Primonial, Edmond de Rothschild, FIXAGE and 570easi, among others.
- Headquarter Lyon, France
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website rdfi-conseil.com
- Acquired by Groupe Crystal (Feb 2024)
- Legal Name R’Dfi
- Investors
- Acquired byGroupe Crystal
(Feb 2024)
Products & Services of R'dfi Conseil
R'dfi Conseil offers a comprehensive portfolio of products and services, including Wealth Management and Socially Responsible Investment.
Wealth management services are provided for personal goals.
Investment solutions focused on socially responsible options are offered.
Investors in R'dfi Conseil
R'dfi Conseil has secured backing from 1 investor. Prominent investors backing the company include Groupe Crystal.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided to clients. | 1992 | groupe-crystal.com | Montpellier, France |
Investor details for Rdfi Conseil
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People of R'dfi Conseil
1 people are tracked at R'dfi Conseil (1 in leadership).
| Name | Role | Group |
|---|---|---|
Christelle Ortiz | Owner | Leadership |
Complete people profiles for R'dfi Conseil
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Timeline of R'dfi Conseil
2 dated milestones of R'dfi Conseil across 15 years, from founding to its latest funding, stage changes and deals.
- Founded R'dfi Conseil is founded.
- Exit Acquired by Groupe Crystal.
Competitors of R'dfi Conseil
R'dfi Conseil 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 Rothschild & Co, Primonial, Edmond de Rothschild, FIXAGE and 570easi, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rothschildandco.com | 1798 | Paris, France | – | 378 | Multinational private and alternative asset investments are managed globally. | |
| primonial.com | 1989 | Paris, France | – | – | Wealth management services are provided from Paris, France. | |
| edmond-de-rothschild.com | 1953 | Paris, France | – | – | Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors | |
| fixage.com | 1992 | Paris, France | – | – | Actuarial consulting and wealth management services are provided by FIXAGE. | |
| 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. | |
| scala-patrimoine.fr | 2012 | Paris, France | – | – | Provides wealth management, advisory, and financial services for families and professionals. | |
| koytchaconseil.com | 1997 | Saint-denis, France | – | – | Provides financial advice, investment services, and real estate consulting in La Réunion. |
Detailed competitors of Rdfi Conseil
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Latest news on R'dfi Conseil
Complete news archive for Rdfi Conseil
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Similar companies to R'dfi Conseil
10 companies that operate in the same segment as R'dfi Conseil (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 R'dfi Conseil
R'dfi Conseil was founded in 2009.
R'dfi Conseil is headquartered in Lyon, France. It is registered at Lyon, Auvergne-rhone-alpes, France.
Wealth management and financial planning are provided by Rdfi Conseil, focusing on personal objectives and socially responsible investments. Services are tailored to individual needs through a trust-based relationship. Strategies are developed collaboratively to address patrimonial goals. Regular follow-ups are conducted to adapt to changing circumstances. The company operates in the financial sector, emphasizing ethical and meaningful investment solutions.
R'dfi Conseil's top competitors include Primonial, Edmond de Rothschild and Rothschild & Co.
R'dfi Conseil offers Wealth Management and Socially Responsible Investment.
R'dfi Conseil has 1 investor. Key investors include Groupe Crystal.
R'dfi Conseil operates through R’Dfi.
Yes. R'dfi Conseil was acquired by Groupe Crystal in February 2024.