IVESTA FAMILY OFFICE — Family offices — PARIS 1, France

Fondée en 2017 par 3 jeunes entrepreneurs et déjà dans le Top 3 des multi family offices avec plus d’un milliard d’actifs conseillés, Notre mission : offrir aux entrepreneurs la possibilité de piloter leur patrimoine comme ils pilotent leur société. Notre positionnement bouscule les codes en se fondant sur un nouveau paradigme : remettre le client au centre de la relation, avec transparence et alignement d’intérêts.

Family offices · Wealth Investors (LP)

Activities

  • Multi family offices

Location

PARIS 1, France

IVESTA FAMILY OFFICE logo
Company avatar

IVESTA FAMILY OFF…

Wealth Investors (LP)

Family offices

Source
Active and certified member
Account administered by the member
I'M A TEAM MEMBER
General information

PHONE

+XX XXX XX XX XX

EMAIL

contact@company.com

WEBSITE

www.company.com

ADDRESS

12 PL VENDOME
PARIS 1
France
Social media

COMPANY

ACTIVITIES

Multi family offices

Description

Fondée en 2017 par 3 jeunes entrepreneurs et déjà dans le Top 3 des multi family offices avec plus d’un milliard d’actifs conseillés, Notre mission : offrir aux entrepreneurs la possibilité de piloter leur patrimoine comme ils pilotent leur société.

Solutions & philosophy

Engagement, discipline, stratégie : S’engager à vos côtés, pour bâtir une stratégie patrimoniale globale mise en oeuvre avec la plus grande discipline

COMPANY INSIGHTS

RANKINGS

(LAST UPDATE DATE : 12/05/2026)

Hubfinance analyses thousands of signals to assess a company’s reputation, partner performance, and talent attractiveness. Each module is based on a dedicated set of indicators, allowing precise benchmarking against your peers.

B2B SCORING

Indicators: 24

Ranked companies: 6416

Not available for this company

EMPLOYER BRAND STRENGTH

Indicators: 11

Ranked companies: 9903

Not available for this company

NEXTGEN ATTRACTIVITY

Indicators: 11

Ranked companies: 2915

Not available for this company

COVERAGE

Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.

Marché liquide

2 detected

Among: Actifs numériques (accès coté) • Actions (marchés développés) • Actions (marchés émergents) • Actions thématiques • ETF & gestion indicielle • Monétaire & courte durée • Obligations HY • Obligations IG • Produits structurés • Rendement absolu & fonds alternatifs (hedge funds)

Marchés privés

1 detected

Among: Buyout • Capital-développement • Capital-risque • Club deals • Co-investissements • Dette privée (private debt) • Plateforme PE/Fonds de fonds • Private markets à impact • Secondaires • Situations spéciales / actifs en difficulté (distressed)

Actifs réels

2 detected

Among: Collections (art/vin/voitures) • Fonds immobiliers & REIT/SIIC (SCPI/OPCI) • Immobilier alternatif (étudiant/senior/santé) • Immobilier commercial • Infrastructures matures (brownfield) • Infrastructures numériques • Logistique & industriel • Résidentiel • Ressources naturelles (forêts/terres/métaux précieux) • Transition climatique / renouvelables

Solutions patrimoniales (structuration)

4 detected

Among: Assurance-vie (France) • Assurance-vie luxembourgeoise • Contrat de capitalisation • Enveloppes retraite • Gouvernance familiale • Optimisation fiscale • Philanthropie • Planification retraite • Stratégie retraite • Structuration transfrontalière • Transmission / succession • Trusts & fondations

Digital & Tech

0 detected

Among: Cloud & infrastructures • Cybersécurité & gestion des identités • Expérience digitale & transformation • IA & apprentissage automatique • Intégration & API • Plateforme data & analytics • Plateformes d’entreprise (CRM/CMS/marketing automation) • Plateformes wealthtech (PMS/OMS/EMS) • Regtech & conformité (KYC/AML) • Tokenisation / RWA

PARTNERS

1 company has mentioned this
company as partner.

MEMBERS

3 active members on the
platform.

Join the exclusive circle of decision-makers in finance and wealth management

Networking. Connections. Benchmarks

Find your company and save time registering

Increase

Your visibility and your network of contacts

Promote your services and expertise by exploring a rich universe of thousands of players and companies at your fingertips. Take advantage of an intuitive interface to strengthen your presence within an elite network of finance and wealth management experts, and boost your professional profile.

SIGN UP

Generate

Leads and create private groups

Define your preferences to create customized connections including participant categories, common interests or location. Our constantly updated suggestions help you to quickly establish relevant connections, fostering meaningful contacts and exclusive exchanges within private circles.

EXPLORE SOLUTION

Analyze

Your market scores and rankings

Access key indicators to assess your performance in customer service, communication, ESG, financial engineering or tax regulations. Benefit from a 360° view with real-time updates, helping you to continuously optimize your business and achieve your professional goals.

BOOK A DEMO

Attend

50 conferences, lunches and cocktail parties

Take part in over fifty prestigious events every year, held in major cities such as Luxembourg, Paris, Geneva and Monaco. Hubfinance also enables you to create and manage your own online thematic circles, boosting your networking and collaboration opportunities.

SEE AGENDA