Finzzle Groupe, a leading wealth management consultancy, has announced it has entered into exclusive negotiations with Bridgepoint, one of the world’s leading quoted private asset growth investors, with the latter to acquire a majority stake in the company.
The current management team and the founder will remain core shareholders alongside Bridgepoint Development Capital V - a fund focused on supporting fast-growing businesses across Europe - ensuring the stability and continuity of the business plan.
Founded in 1992, Finzzle Groupe has established itself as a recognised specialist in wealth management in France. Today, with €2.8 billion in assets under management, the group generates an annual gross inflow of €1.585 billion, driven by its exclusive network of over 3,300 independent wealth consultants, including 750 investment advisers (CIF) and 1,600 tied agents. The company also employs 330 staff, comprising product and wealth structuring specialists, middle and back-office teams, and functional support services.
Finzzle Groupe combines two complementary elements within its business model, benefitting both customers and advisers alike:
A pivotal transaction for Finzzle Groupe
The partnership with Bridgepoint opens a new chapter in the history of Finzzle Groupe. It is a key strategic step in the growth of the company and its long-term future. The deal will accelerate the company's development and market expansion, consolidate its institutional base and significantly advance its entrepreneurial project.
By capitalising on Bridgepoint's global platform and deep sector expertise, particularly in scaling specialist advisory businesses in finance and asset management spaces, Finzzle Groupe will be able to assert its position as a benchmark company in France, explore opportunities for external growth, and expand internationally.
Bertrand Demesse, Partner at Bridgepoint, commented:
“Finzzle Groupe is a pioneering player with a unique proposition in the wealth management market. With its innovative platform, strong growth and efficient distribution model, the company is ideally placed to meet the ever-increasing expectations of all clients for wealth management advice. We are delighted to be supporting the group and its teams in their next phase of development, so that together we can build a key industry leader.”
Philippe Lauzeral, Managing Director of Finzzle Groupe, adds:
“With Bridgepoint, we share the ambition of unleashing entrepreneurial energy and making wealth accumulation more accessible and better understood by everyone. Through this merger, we are laying the foundations for a new structural stage: institutionalising Finzzle Groupe and accelerating its development through the backing of a leading player. It's a way of anchoring our collective project to serve our consultants, our clients and all our partners in the long term, while bringing in new resources to take us even further.”
Xavier Chausson, Chairman and Founder of Finzzle Groupe adds:
“I am delighted to be joining forces with Bridgepoint, and also to be handing over the operational and managerial chairmanship of the Group to Philippe Lauzeral, who has been at my side for 18 years. As Chairman of the Supervisory Board, I will continue to be the guarantor of the business model that has made the company so successful over the past 33 years.”
The transaction is expected to be completed in Autumn 2025, subject to the usual regulatory approvals.