10 June 2023

Patrimea joins Meilleurtaux.

Cession

sector Financial Services

Meilleurtaux continues to develop its investment offering by acquiring Patrimea.

Customer Patrimea

An independent wealth management, investment consulting, and insurance brokerage firm, Patrimea provides individuals with unique expertise in advising both French residents and non-residents, including expatriates.

Counterparties Meilleurtaux

Meilleurtaux is a financial products brokerage company. It was created in 1999 as an internet site by Christophe Crémer.

Meilleurtaux announces a new acquisition in the savings sector with the acquisition of Patrimea, a company specializing in wealth management and investment advisory. With nearly €430 million in assets under management, this operation increases Meilleurtaux Placement’s total assets under management to €3.7 billion. Mediated by the specialized teams at Pax Corporate Finance, this move strengthens Meilleurtaux Placement’s position as an independent player in digital savings and investments.

Founded in 2009 by Philippe Gourdelier and Nicolas Sost, Patrimea manages €430 million in assets for 8,000 savers, both in France and internationally. Patrimea’s strategy is to promote high-performing products with low fees. With a strong web presence and physical offices, this approach aligns perfectly with that of Meilleurtaux Placement.

Patrimea has 14 investment experts based in three offices in France: Paris, Bordeaux, and Aix-en-Provence. Its strengths include:

Adapting services and support to meet each client’s needs;
Offering attractive products with controlled fees;
Strong responsiveness.
This operation represents an important step for Meilleurtaux and solidifies its diversification strategy. Meilleurtaux Placement, the savings division of the Meilleurtaux Group formed in 2019, has experienced significant growth in recent years and now represents more than 10% of the Group’s revenue.

The clients and services of Patrimea will be gradually integrated into Meilleurtaux Placement’s offerings to consolidate the tools and investments developed by both companies, including:

High-quality content, such as the Morning Zapping, written daily by Marc Fiorentino for his 400,000 readers, and numerous other pieces produced by Patrimea;
A broad product range with partners like Spirica (Crédit Agricole Group), Suravenir (Crédit Mutuel Arkea Group), Generali, and from Patrimea, Oradea (Société Générale Group);
Digital journeys: online subscriptions, arbitrage, reinvestment, and buybacks, with real-time asset tracking via the Meilleurtaux Placement mobile app launched in 2023.

For Guillaume Autier, President of Meilleurtaux: "I am proud today to announce this new step in the development of our investment offering, which is now central to the Meilleurtaux Group. The acquisition of a solid and dynamic company like Patrimea is a testament to our success in the investment distribution and wealth management landscape. This is also Meilleurtaux's second acquisition in 2023, an announcement that solidifies the validity of our model in serving our clients."

For Eric Girault, President of Meilleurtaux Placement: "The investment business of the Meilleurtaux Group continues its rapid development. We welcome the clients and teams of Patrimea to the Meilleurtaux Group. We are proud to offer them all the services and digital journeys developed by the group, and we will be able to rely on the expertise developed by Patrimea since its creation, particularly with regard to non-resident or wealth management clients."

For Philippe Gourdelier and Nicolas Sost, co-founders of Patrimea: "We are particularly happy to join the Meilleurtaux Group, a dynamic and visible player in the savings market. The Patrimea team will benefit from the strength of the Meilleurtaux brand in the market to develop the company and enable it to continue its growth and development."