With offices in Paris and Bordeaux, Netinvestissement is the first global wealth management consultancy site offering all the solutions on the market in terms of financial investments (life insurance, SCPI, etc.) and real estate investments (Pinel, LMNP, etc.).
Its model for generating qualified contacts, unique in the wealth management sector, is based on four pillars: (i) powerful natural referencing on search engines, (ii) omnichannel communication, (iii) an adapted content strategy and (iv) a business model based on user experience and customer satisfaction.
With a team of 30 wealth management professionals, Netinvestissement expects to achieve organic revenue growth of 40% per annum thanks to a continuous increase in traffic to its site, which already has 3 million visitors per year.
After a competitive process led by Pax Corporate Finance teams, the managers finally chose to join forces with Primonial, a leading group in the design, management and advice of investment solutions.
Still based on an open architecture model, the Netinvestissement platform will benefit in particular from a multiplied physical relay based on Primonial’s team, territorial network and expertise in asset engineering.
Karl Toussaint du Wast and Stéphane van Huffel, co-founders of the marketplace, will remain at the helm of Netinvestissement and will continue to develop the company while maintaining the independence, particularly in terms of the solutions offered, that has made the wealth management platform so successful.