Entity
  • Crystal

    Created in 1992


  • Up & running (A)
    Existing signals show a regular activity
  • Social networks

    1,057 6,117 6,117
  • Activities

  • Entity types

  • Location

    939 Rue de la Croix Verte, 34090 Montpellier, France

    Montpellier

    France

  • Employees

    Scale: 501-1000

    Estimated: 261

  • SIREN

    384956884
  • Engaged corporates

    12
    2 11
  • Added in Motherbase

    4 years ago
Description
  • Value proposition

    [Automatic translation follows] One of the first independent private management groups, with national and international influence.

    An essential player in wealth management advice since 1992, the Crystal group has the national and international development and development, with 33 locations in France, 4 in overseas & amp; 8 internationally.


    Crystal stands out as the French leader in independent private management, with more than € 300 million in turnover, a successful integration of its 29 external growth operations since 2021, consolidated with our historic activities within 3 brands:

    🔹 Laplace: our brand dedicated to private customers
    🔹 Zenith Investment Solutions: our brand for professionals and institutional, dedicated to the design of investment solutions
    🔹 Kwarxio: our fintech dedicated to the design and distribution activities of digital solutions, at the service of wealth management

    Heritage engineering, wealth management, wealth management, investments, financial placements, real estate, tax optimization, life insurance, retirement, provident, social protection, remuneration, credit, and private equity

  • Original language

    L’un des premiers groupes indépendants de gestion privée, au rayonnement national et international.

    Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international, avec 33 implantations en France, 4 en Outre-mer & 8 à l’International.


    Crystal s’impose comme le leader français de la gestion privée indépendante, avec plus de 300 M€ de chiffre d’affaires, une intégration réussie de ses 29 opérations de croissance externe depuis 2021, consolidées avec nos activités historiques au sein de 3 marques :

    🔹 Laplace : notre marque dédiée aux clients privés
    🔹 Zenith Investment Solutions : Notre marque pour les professionnels et les institutionnels, dédiée à la conception de solutions d’investissement
    🔹 Kwarxio : Notre Fintech dédiée aux activités de conception et de distribution de solutions digitales, au service de la gestion de patrimoine

    Ingénierie patrimoniale, gestion de patrimoine, Gestion de fortune, Investissements, Placements financiers, Immobilier, Optimisation fiscale, Assurance-vie, Retraite, Prévoyance, Protection sociale, Rémunération, Crédit, and Private Equity

Corporate interactions
Corporate TypeTweets Articles
Forces Françaises de l'Industrie Forces Françaises de l'Industrie
Other

13 Mar 2025


EY
EY
Consulting, audit, IT Services and IT Consulting
EY
Consulting, audit, IT Services and IT Consulting
Other

27 Sep 2023


KPMG
KPMG
Consulting, audit, Accounting
KPMG
Consulting, audit, Accounting
Other

6 Feb 2024


Région Ile de France
Région Ile de France
National and local authorities, Government Administration
Région Ile de France
National and local authorities, Government Administration
Other

10 Nov 2017


France FinTech
France FinTech
Media, Software Development
France FinTech
Media, Software Development
Not capitalistic
Partnership
Event

26 Jun 2015


Ageas Group
Ageas Group
Insurance
Ageas Group
Insurance
Not capitalistic
Partnership
Event

1 Apr 2019


Village de la Justice
Village de la Justice
Media, Law Practice, Legal Services
Village de la Justice
Media, Law Practice, Legal Services
Not capitalistic
Not partnership
Event

11 Aug 2017


Décideurs Magazine
Décideurs Magazine
Media, Newspaper Publishing
Décideurs Magazine
Media, Newspaper Publishing
Not capitalistic
Not partnership
Event

1 Oct 2021

31 Dec 2024



BMW Group
BMW Group
Automobile, Motor Vehicle Manufacturing
BMW Group
Automobile, Motor Vehicle Manufacturing
Not capitalistic
Partnership
Event

21 Feb 2019


BFM Business
BFM Business
Media, Broadcast Media Production and Distribution
BFM Business
Media, Broadcast Media Production and Distribution
Other

10 Oct 2019

20 Mar 2023



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Social network dynamics