Groupe Allen Overview

  • Year Founded
  • 2006

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 3

Groupe Allen General Information

Description

Provider of wealth management, family office, and legacy planning services intended for high-net-worth individuals and families. The company offers wealth & investment strategy, family office solutions, international wealth management,legacy & succession planning with a global and human-centered approach.

Contact Information

Website
www.groupe-allen.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 85 Boulevard Haussmann
  • 75008 Paris
  • France
+33 01
Primary Industry
Specialized Finance
Corporate Office
  • 85 Boulevard Haussmann
  • 75008 Paris
  • France
+33 01

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Groupe Allen Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Groupe Allen Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Groupe Allen Investments (3)

Groupe Allen’s most recent deal was a Buyout/LBO with Altyx Financial Planning. The deal was made on 13-May-2026.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Altyx Financial Planning 13-May-2026 Buyout/LBO Other Financial Services
Saint-Martin Heritage 11-Mar-2026 Buyout/LBO Asset Management
RIMATORIS Patrimoine & Finance 26-Feb-2026 Buyout/LBO Other Financial Services
To view Groupe Allen’s complete investments history, request access »

Groupe Allen Affiliates

Subsidiaries (4)

Name Industry Location Year Founded
RIMATORIS Patrimoine & Finance Blagnac, France 2015
Altyx Financial Planning London, United Kingdom 2009
Saint-Martin Heritage Montélimar, France 2006
Carat Capital (Asset Management) Paris, France 2006

Groupe Allen FAQs

  • When was Groupe Allen founded?

    Groupe Allen was founded in 2006.

  • Where is Groupe Allen headquartered?

    Groupe Allen is headquartered in Paris, France.

  • What industry is Groupe Allen in?

    Groupe Allen’s primary industry is Specialized Finance.

  • Is Groupe Allen a private or public company?

    Groupe Allen is a Private company.

  • What is the current valuation of Groupe Allen?

    The current valuation of Groupe Allen is .

  • What is Groupe Allen’s current revenue?

    The current revenue for Groupe Allen is .

  • Who are Groupe Allen’s investors?

    Qualium Investissement has invested in Groupe Allen.

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