A massive market, a fragmented offer
The figures are staggering. According to the CNCGP, the profession counted 4 422 individual members in 2024, up 8%. Firms report average revenue of 650 000€ (+9%), total assets under management of 105 billion euros (+12%) and net inflows of 14,8 billion (+13%). Xerfi puts the total number of CGP in France at more than 4 000, with an upward trend. On the developer side, around 2 650 companies remain active despite a production crisis (59 000 new homes).
Add brokers, private banks, insurers and distribution networks. All these professionals are after the same thing: identifying wealth investors at the right moment, with the right profile, on the right product.
And yet, there is still no structured market for "wealth data" in France today.
How professionals source their leads today
The landscape of wealth lead providers is fragmented. Several models coexist, each with its strengths and its limits.
The lead platforms such as Edilead or Weendeal generate contacts through digital advertising and SEO, then sell qualified records to CGP and developers. The model is simple: pay-per-lead, with geolocated, intent-driven contacts. Main limitation: leads are often shared between several buyers (up to 5 with Weendeal's standard plan), which reduces exclusivity and conversion.
The high-traffic sites such as Netinvestissement (3 million visitors a year, +40% growth) rely on content to attract investors who are actively searching. The volume is there, but qualification often remains declarative — a completed form says little about how mature the project really is.
The digital acquisition agencies such as Hatchr run campaigns on behalf of individual CGP. Quality depends on budget and expertise, but when the campaign stops, the flow stops. No proprietary database behind it.
What they have in common: none of these players combines a large-scale proprietary database, sector expertise in wealth management and advanced behavioural scoring.
GDPR and the AMF are changing the rules of the game
Two regulatory constraints are accelerating the structuring of the market.
The GDPR requires explicit consent, minimisation of the data collected and full traceability of the collection chain. For a regulated CGP, using leads whose consent origin cannot be verified is a real risk of sanction. "Wild" databases — contacts bought without traceability, emails collected outside any wealth-management context — are becoming a legal liability.
Turning to AMF and ACPR, the MiFID II obligations require an assessment of the client profile before any recommendation. A raw lead with no wealth context forces the CGP to redo the entire qualification job. In practice, regulators favour approaches that build scoring and profiling in upstream.
The result: regulation is not holding lead generation back, it is favouring players that are compliant and that own their data. It is an advantage for those who built their database by the book, and a barrier for everyone else.
The profession is ready for data
The 2025 BNP Paribas Cardif barometer confirms that CGP are shifting. 27% already use AI regularly. 79% use it for administrative work, 67% for compliance. 85% are confident about the next 12 months, 67% have won new clients over the past year.
The client base is getting younger too: 49% of CGP see their clients getting younger, and 90% regard the under-45s as a priority issue. A younger client base, more digital, more demanding on responsiveness and personalisation — exactly the profile that data makes it possible to capture and qualify.
A leader has yet to emerge
Every sector analysis reaches the same conclusion: there is no player today identified as the reference point for wealth data in France. Dékuple is targeting a European positioning in generalist data marketing. Netinvestissement dominates on traffic. But nobody combines all three dimensions: a massive proprietary database, sector expertise in wealth management, and large-scale scoring infrastructure.
That is precisely the space Adomos is moving into. 27 years on the wealth market, a database that has gone from 2 to 40 million profiles with the acquisition of SLS Data (27M BtoC, 13M BtoB), a media platform with 90 000 active investors (Club du Patrimoine), audited GDPR compliance, and a Euronext Growth listing that mandates financial transparency.
The wealth data market is structuring itself. The question is no longer whether it needs a leader, but who that leader will be.
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