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Insurance & Wealth Management

Fintech : Shares acquiert Treezor, plateforme de paiement en marque blanche, auprès de Société Générale
23/10/2026

Fintech: Shares acquires Treezor, a white-label payments platform, from Société Générale

Shares, a French fintech specialising in investment and savings, has completed the acquisition of 100% of the share capital of Treezor from Société Générale. The transaction follows the satisfaction of all conditions precedent, eight months after exclusive negotiations opened on 29 January 2026. With more than €145 billion in transaction flows processed and 8.5 million […]

Wealthcome lève 15 M€ auprès de Breega et BlackFin Capital Partners
16/10/2026

Wealthcome raises €15 million from Breega and BlackFin Capital Partners

Wealthcome, a Gironde-based publisher of software for wealth management professionals, is raising €15 million in a Series B round. The transaction is led by Breega, which is joining the shareholder base, with the participation of BlackFin Capital Partners, a shareholder since March 2025. Wealthcome thus brings the total amount raised to €22 million. The funds […]

Courtage d'assurance : 27 500 courtiers, une concentration qui s'accélère en France
06/10/2026

Insurance broking: 27,500 brokers and accelerating consolidation in France

French insurance broking has never had so many players. As at 31 August 2026, the Orias register lists, across all activities, 73,545 intermediaries and 125,165 registrations. Among them are 27,500 brokers, up 2% year on year, and 12,035 general agents, up 1.3%. The market remains highly fragmented: more than 20,000 entities are registered, the majority […]

Suire-Sogeas acquiert EMG Courtage, première opération de croissance externe depuis l'arrivée de Meanings Capital Partners
06/10/2026

Suire-Sogeas acquires EMG Courtage, its first external growth transaction since Meanings Capital Partners came on board

The personal insurance broking group Suire-Sogeas has announced the acquisition of the entire share capital of EMG Courtage, a firm specialising in group health and protection insurance based in La Canourgue, in Lozère. The shares are being sold by Frédéric Galtier, founder and co-manager of the firm. This is the first external growth transaction carried […]

Lumnis Gestion Privée acquiert Sateco Assurance et s'implante à Tours
07/09/2026

Lumnis Gestion Privée acquires Sateco Assurance and opens in Tours

Lumnis Gestion Privée, the shared brand of the firms integrated by Finare Patrimoine, has announced the acquisition of Sateco Assurance, a brokerage firm based in Tours and specialising in advising self-employed healthcare professionals. The transaction marks the group’s first location outside the Île-de-France region. Analysis by the experts at Auris Finance, advisers in mergers and […]

Lapi Groupe accueille trois courtiers supplémentaires dans son réseau
02/07/2026

Lapi Groupe strengthens its insurance broking network with three new deals

Lapi Groupe, a national network of multi-specialist insurance brokers, has announced that it has taken stakes in three new broking firms: Kaducea Protection Sociale, based in Lorient (Morbihan); Kern Assurances, based in Loire-Atlantique; and Cabinet Quinto, located in Sainte-Maxime (Var). The three deals, effective as of 31 December 2025, take the number of brokers in […]

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