Entity
  • LaBienveillanceFinancière

    Created in 2017
  • BETA

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

    1,988
  • Activities

  • Technologies

  • Entity types

  • Location

    75015 Paris, France

    Paris

    France

  • Employees

    Scale: 11-50

    Estimated: 23

  • SIREN

    828719773
  • Engaged corporates

    7
    1 7
  • Added in Motherbase

    1 year, 1 month ago
Description
  • Value proposition

    [Automatic translation follows] The wealth engineering platform for professionals

    LaBienveillanceFinanciere is a Fintech based in Paris that has developed an augmented wealth advice platform for financial advisors and wealth management advisors.
    Its clients are institutional networks (banks, insurance companies, CGP networks) and independent professional advisors. Its specialty is succession planning.
    Thanks to its platform, advisors offer their clients a simple, fluid and educational phygital (digital and human) experience. They easily produce, and with complete legal security, personalized wealth engineering level wealth recommendations.

    LaBienveillanceFinancière democratizes this type of wealth advice, which was previously reserved for large fortunes.

    fintech, wealth management, transmission, retirement, wealth action plan, augmented advisor, BtoBtoC, wealthtech, wealth engineering, and wealth planning

  • Original language

    La plateforme d'ingénierie patrimoniale au service des professionnels

    LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers en gestion de patrimoine.
    Ses clients sont les réseaux institutionnels (banques, compagnie d'assurance, réseaux de CGP) et les conseillers professionnels indépendants. Sa spécialité est la préparation de la succession.
    Grâce à sa plateforme, les conseillers offrent à leurs clients, une expérience phygitale (digitale et humaine) simple, fluide et pédagogique. Ils produisent facilement, et en toute sécurité juridique, des recommandations patrimoniales personnalisées de niveau ingénierie patrimoniale.
    LaBienveillanceFinancière démocratise ce type de conseil patrimonial jusqu’ici réservé aux grandes fortunes.

    fintech, gestion de patrimoine, transmission, retraite, plan d'action patrimonial, conseiller augmenté, BtoBtoC, wealthtech, ingénierie patrimoniale, and wealth planning

  • LaBienveillanceFinancière - Conseil patrimonial augmenté

    La Fintech LaBienveillanceFinancière offre aux conseillers professionnels des services clé-en-main de conseil patrimonial augmenté

  • https://www.labienveillancefinanciere.fr/
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