FAMILIANCE
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FAMILIANCE - overview
Established
2017
Location
Lyon, -, France
Primary Industry
Financial Services
About
Based in France, Familiance operates as a family office, delivering specialized financial services tailored for high-net-worth individuals and families, ensuring transparency and trust in wealth management and governance solutions. Founded in 2017 and headquartered in Lyon, France, Familiance provides a comprehensive suite of services for affluent families. The firm has successfully completed a deal as of January 9, 2026. The founder's history and previous ventures are not disclosed.
Familiance operates as a family office, offering a suite of services designed to cater to the financial and personal needs of high-net-worth individuals and families. The firm emphasizes transparency in its operations, ensuring that clients have a clear understanding of the remuneration structures for their advisors, which fosters a sense of trust and neutrality. Their services include wealth management, investment advice, and family governance, aimed at enhancing asset longevity and family cohesion. These offerings are particularly suited for affluent clients across France, who are seeking an independent partner to navigate complex financial landscapes and secure their wealth for future generations.
Familiance's approach combines multi-disciplinary expertise, enabling them to address diverse financial needs while maintaining confidentiality and minimizing conflicts of interest. The revenue structure of Familiance is primarily derived from fee-based services provided to their clients, which may include tailored wealth management consultations and strategic investment placements. Transactions typically occur on a B2B basis, where clients engage the firm for its advisory capabilities, often involving ongoing service agreements that align with the client’s financial goals. The pricing model may incorporate a retainer or a percentage fee based on the assets under management, reflecting the firm's commitment to aligning its performance with client outcomes.
By focusing on long-term relationships, Familiance ensures that its revenue is generated through sustainable, trust-based engagements rather than one-time transactions, thereby reinforcing its strategic role in the financial well-being of its clientele. The 2026 acquisition by Groupe Premium will enable Familiance to accelerate its growth and broaden its advisory and investment capabilities through access to a national wealth‑management platform, while preserving its independence, identity, and founder‑led client approach.
Current Investors
Groupe Premium
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.familiance.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
FAMILIANCE - financials
| Fiscal Year Ended | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 |
|---|---|---|---|---|---|---|---|
| Revenue (USD) | 392,560 | - | - | - | - | - | - |
| % Revenue Growth (YoY) | - | - | - | - | - | - | - |
| EBITDA (USD) | 85,686 | - | - | - | - | - | - |
| Operating Income (USD) | 84,724 | - | - | - | - | - | - |
| Operating Margin | 21.6% | - | - | - | - | - | - |
| % EBITDA Margin | 21.8% | - | - | - | - | - | - |
| NET Income (USD) | 68,323 | - | - | - | - | - | - |
| % Net Margin | 17.4% | - | - | - | - | - | - |
FAMILIANCE - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | FAMILIANCE | - |
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