Insights

Independent Private Bank Potential cross-sell opportunities with family offices and entrepreneurs seeking bespoke wealth management solutions, leveraging Banque Wormser Frères’ independence and alignment of interests as a differentiator.

AUM Growth Pitch With 750 million euros in assets under management and a focus on tailored financing and listed/non-listed investments, target upscale clients seeking clarity and sustainability-aligned investment options.

Mission-Driven Leverage their mission-driven status to engage clients and institutions prioritizing sustainability and social impact; position as a trusted partner for responsible investment mandates and governance-focused services.

Tech Modernization Existing tech stack (iCIMS, Tableau, Drupal, Microsoft 365, Azure AD, DocuSign, Azure) indicates readiness for digital onboarding, client portals, and data-driven advisory workflows; pitch modern onboarding, compliance, and analytics enhancements.

Boutique-Scale Growth Small-to-mid-sized bank with expert staff and a familial management model; opportunities exist to expand private banking capabilities, risk-managed financing solutions, and targeted digital marketing to affluent professionals and real estate professionals.

Similar companies to Banque Wormser Frères

Banque Wormser Frères Tech Stack

Banque Wormser Frères uses 8 technology products and services including iCIMS, Tableau, Drupal, and more. Explore Banque Wormser Frères's tech stack below.

Banque Wormser Frères's Email Address Formats

Banque Wormser Frères uses at least 1 email format:
Banque Wormser Frères Email FormatsExamplePercentage
First.Last@banquewormser.comJohn.Doe@banquewormser.com
100%

Frequently Asked Questions

What is Banque Wormser Frères's phone number?

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You can contact Banque Wormser Frères's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Banque Wormser Frères's official website and social media links?

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Banque Wormser Frères's official website is banquewormser.com and has social profiles on LinkedIn.

How much revenue does Banque Wormser Frères generate?

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As of August 2026, Banque Wormser Frères's annual revenue is estimated to be <$1M.

What is Banque Wormser Frères's SIC code and NAICS code?

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Banque Wormser Frères's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified and NAICS code is 52211 - Commercial Banking.

How many employees does Banque Wormser Frères have currently?

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As of August 2026, Banque Wormser Frères has approximately 104 employees across 3 continents, including Europe, North America and Asia. Key team members include Cfo: F. P., Head Of Sustainable Finance: L. Z. and Directeur Général: M. W. Explore Banque Wormser Frères's employee directory with LeadIQ.

What industry does Banque Wormser Frères belong to?

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Banque Wormser Frères operates in the Banking industry.

What technology does Banque Wormser Frères use?

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Banque Wormser Frères's tech stack includes iCIMS, Tableau, Drupal, Microsoft 365, Azure Active Directory, Microsoft Active Directory, DocuSign and Microsoft Azure.

What is Banque Wormser Frères's email format?

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Banque Wormser Frères's email format typically follows the pattern of First.Last@banquewormser.com. Find more Banque Wormser Frères email formats with LeadIQ.

When was Banque Wormser Frères founded?

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Banque Wormser Frères was founded in 1936.
Banque Wormser Frères logo

Banque Wormser Frères

BankingÎle-de-France, France51-200 Employees

Banque Wormser Frères is a private, family-managed bank based in Paris, Île-de-France, founded in 1936. It specializes in private banking and wealth management, offering tailored financial solutions and a spectrum of investment options, including both listed and unlisted assets, along with financing. The institution remains independently owned and operated by the family, and it manages approximately 750 million euros in assets with a team of expert professionals. 

Its client base comprises entrepreneurs, professionals in consulting and finance, real estate professionals, and families seeking bespoke investment and lending arrangements. The bank emphasizes alignment of interests with its clients as a foundation for trust and durable relationships. In 2024, it was designated as a Société à mission, reflecting a formal commitment to pursuing social objectives alongside its business aims.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52211 - Commercial Banking
Founded
1936
Employees
51-200

Section iconFunding & Financials

  • <$1M

    Banque Wormser Frères's revenue is estimated to be in the range of <$1M

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