Valority

Valority is a wealth management and investment services provider, specializing in asset building and management for diverse clientele, including individual investors and property owners. Valority is a wealth management firm based in Lyon, France, focused on providing investment and financial advisory services. It was founded by Francisco Calvet, who has a history of entrepreneurial ventures. The company received an investment from Azulis Capital in June 2006, marking a significant step in its growth trajectory.

Valority specializes in wealth management and investment services, offering a comprehensive suite of products designed to assist individuals in building and managing their assets effectively. Core product offerings include real estate investment advisory, particularly in rental properties, student housing, and various property management services. Additionally, the company provides financial placement services encompassing life insurance, retirement savings plans, stock investments, and corporate investments. Valority’s target clientele includes individual investors, families looking to diversify their financial portfolios, and property owners seeking management solutions.

Their services are available throughout France, catering to a diverse customer base that ranges from first-time investors to seasoned property owners, thereby addressing a variety of asset management needs. In 2023, Valority reported a revenue of USD 22. 24 mn, with an EBITDA of USD -6. 16 mn.

Valority plans to leverage its recent funding from Azulis Capital to enhance its service offerings and expand into new markets. The firm is focusing on the development of innovative financial products aimed at improving asset management efficiencies, with expected launches by the end of the fiscal year. Additionally, Valority aims to broaden its market presence beyond France, targeting investments in emerging European markets by 2025.