The product & services dedicated to wealth management consulting La Financière d'Orion was created in June 2009 around a specific founding axis: People and Innovation. Human reflects the simple observation of the wealth management consulting profession in France. The salaried CGP enjoys real professional security but at the cost of a pressurization of objectivity that is difficult to manage and lives with the awareness of a job that is not always well done. The CGPI (Independent Asset Management Consulting) fully enjoys its real freedom but finds itself hampered and isolated in the face of changes in its market. How to …

160 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Your go-to funding partner. Leumi UK is a specialist lender and the European subsidiary of the A-rated international banking group, Leumi Group. Founded on three pillars: Relationships. Expertise. Execution. Established in 1902, our unrivalled sector experts on the property finance, hotel finance, and asset-based lending teams empower and support ambitious businesses to maximise opportunities efficiently and flawlessly across the UK and Europe. Our ambition is built on 120 years of solid foundations in sectoral expertise, an unstinting commitment to long-term relationships and a culture that values a speedy turn- around and first-class execution – everything that a best-in-class funding partner …

106 similar entities Type: SMB Activities: fintech

Your Business Partner in Finance and Logitics FINOPIA 🔴offers a more relevant perspective than traditional accounting professionals, thanks to our combined expertise in Finance and Operational Efficiency. Our commitment: To be your Business Partner for growth and strategic decisions. We support you in enhancing your growth and profitability as a true business partner through our two areas of expertise: finance and operational efficiency. We alleviate the isolation of leaders and facilitate resistance to change. Our goal is to support you as a Business Partner, guiding you in making the best decisions such as cost optimization and profitability analysis, while strengthening …

46 similar entities Type: Startup Activities: fintech

NS CONSEILS Patrimoine et finance is a center specializing in investments Advice on the creation, management, optimization and transfer of private and professional assets. Created in 2008 by Nebojsa SRECKOVIC, NS CONSEILS PATRIMOINE ET FINANCE has since experienced regular growth at a sustained pace with the creation of CREDIATM in 2012 and the takeover of FRANCONSEIL in 2013. Values and Missions The multiplicity and structural rotation of different financial intermediaries most often confront our clients with a pile of products without real asset coherence, thus depriving you of any constructive relationship over time. The strength of our company is that …

234 similar entities Type: Startup Activities: fintech proptech legaltech

There is life beneath your numbers PBFI (Pascale BRUYAT FInance) supports the financial structuring of fast-growing companies, for a transition phase until the recruitment of their full-time DAF. Our role is to set up and manage the budgetary reporting necessary for cash flow and profitability projections, which are essential for managing teams and communicating with financiers. In French and English. We also support financial departments to help structure and manage financial processes, replace a management controller at short notice or support an information system migration. Present on the market of SMEs and groups of SMEs in the South and Paris …

82 similar entities Type: SMB Activities: fintech

Voice of Independent Financial Services Firms and Independent Financial Advisors The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSI’s total concentration on advocacy in …

67 similar entities Type: SMB Activities: fintech Technologies: SaaS

Build Wealth. Live Better. Stay Dynamic. Dynamic Wealth Solutions LLC is a registered investment advisory firm that provides fee-only retirement plan administration, investment management and financial planning services for clients across the country. We hold ourselves to the highest set of fiduciary principles. We believe in transparency and honesty. Our mission is to enrich and strengthen long-term relationships with our clients in order to achieve their wealth objectives. Specialties include: Comprehensive Retirement Planning Investment Management Wealth Preservation Strategies Exchange-Traded Funds (ETFs) Practice Development Financial Technology Consulting 29777 Telegraph Rd. Suite 2417 Southfield, MI 48034 Investment advisory services offered through Dynamic …

167 similar entities Type: SMB Activities: silvertech fintech

Facilitate the administrative management of landlords We work to simplify the lives of 18 million landlords in Europe. We provide the tools needed to: - 🏗️ optimize and automate the tax declaration (choice of regime, support in preparing the declaration, etc.) - 🕵️‍♀️ optimize return on investment (analysis of overall performance, insurance costs, etc.). We do not replace the landlord in the relationship with his tenant, we equip him so that each minute spent on his rental investment is a minute well spent! Our prices are transparent: the application is free, we only charge €599 for support in preparing the …

60 similar entities Type: Startup Activities: fintech

Accounting Expertise & Strategy at the service of notaries Who are we? It’s a simple and precise desire! Create a company that provides precise solutions adapted to the needs expected by notaries for the support and development of their business. These solutions focus on business management, optimization and strategy. This is the opportunity to provide new support The Growth law promulgated in 2015 caused a major change in the notarial market. -> A massive creation of several thousand notary offices -> A modification of the capital holding rules -> A new way of managing the notary business​​ The CREOSIA teams …

85 similar entities Type: SMB Activities: fintech legaltech

Nortia, a multi-specialist BtoBtoC marketplace that distributes open architecture heritage solutions. Distributor of high-end financial solutions in Life Insurance, Securities Account and Protection, NORTIA has chosen to work exclusively through wealth management professionals. In 24 years of existence, NORTIA has continued to evolve its range so that advisors and their clients benefit from the latest developments in terms of financial investments. To best support its CGPI partners in the modernization of their profession, it also integrates all the technological innovations aimed at simplifying their daily procedures. NORTIA is also regularly rewarded by professionals and the specialized press, both for the …

80 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Voted best wealth management firm in France in 2025. Wealth management & Family office. 🥇Voted best wealth management firm by professionals in 2025. 💡Do you want to optimize your assets, your taxes, and generate performance? You have knocked on the right door: Cheval Blanc Patrimoine is a firm that is structured around 4 areas of expertise: 👉 The financing center to negotiate credits & insurance at the best conditions 👉 The engineering center for heritage strategies and overall vision 👉 The financial center, to optimize your performance using the freedom offered by open architecture 👉 The real estate center to …

58 similar entities Type: Startup Activities: fintech

Liberal activity using financial techniques The CCEF is open to all those who carry out a liberal activity using financial techniques and who want to share their skills. The activity of financial advice and experts covers the field of missions linked to economic and financial operations carried out by a legal entity or a natural person. The professions concerned: actuaries, lawyers, diagnostic advice, retirement savings advice, business valuation and transfer advice, mergers and acquisition advice, wealth management advice, chartered accountants, real estate experts, notaries (...).

65 similar entities Type: SMB Activities: fintech

The heritage engineering platform serving professionals LaBienveillanceFinanciere is a Fintech based in Paris which 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. His specialty is succession preparation. 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 certainty, personalized heritage recommendations at the heritage engineering level. LaBienveillanceFinancière democratizes this type of wealth advice previously reserved for the wealthy. fintech, wealth management, transmission, retirement, wealth action …

92 similar entities Type: SMB Activities: fintech Technologies: SaaS

Stonehage Fleming is now Corient. To see what's new, visit corient.com Stonehage Fleming is now Corient. To see what's new, visit corient.com Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: - Helping define the …

81 similar entities Type: SMB Activities: fintech legaltech

Local management and finance consulting Stratorial has been present since 2003 alongside local authorities to help them understand the financial changes they are facing. The firm offers them complete support in the definition and concrete implementation of their financial strategy. The firm also advises public entities in the implementation of their complex contracts, such as PPPs, DSPs, partnership markets, etc. Our interventions cover in particular the areas of water and sanitation, waste management and recovery, energy renovation, large sports and event facilities, tourist resorts, but also the installation of public or parapublic structures, or even development and economic real estate. …

55 similar entities Type: SMB Activities: fintech

The Netfonds Group: Your broker pool, liability umbrella, multiple agent and asset manager. We live advice. Welcome to Netfonds’ network of top advisors In order to be able to work successfully in a goal-oriented manner as an independent consultant in the finance and insurance industry, you need a competent service provider at your side. Netfonds is a financial platform that enables maximum service quality and process efficiency in financial advice. The combination of broker pool, multiple agent, liability umbrella, asset manager, fund manager and product provider covers a large part of the value chain and realizes synergies and economies of …

85 similar entities Type: SMB Activities: fintech Technologies: SaaS

Accounting - Management - Specialist in the agricultural sector AS-CENTRE LOIRE supports and advises agricultural business leaders in Loir-et-Cher and Loiret. Its activities (Accounting Expertise, Tax Optimization, Social Expertise, Economic Management, Social Protection, Heritage) are carried out by our accounting colleagues and specialist advisors. In order to meet the needs of managers, to ensure the proximity of our services, to strengthen the relationship of trust between our accounting advisors and their members, we benefit from 3 sites: Blois, Orléans and Montereau. Our team is at your disposal for any information.

87 similar entities Type: SMB Activities: fintech

Forward Thinking since 1982 Wealth | Law | Tax | Finance Belluzzo International Partners is a multidisciplinary, international and independent firm operating in the fields of Wealth, Law, Tax and Finance. The teams are based in our offices in Milan, Verona, Rome, London, Singapore, Lugano and Abu Dhabi. We have established affiliations with an extended network of international correspondents in many countries to support us in assisting our Clients, locally and internationally. . We are a family business firm for business families, investors, corporate and private clients, banking and institutionals.. Belluzzo International Partners is: PROFESSIONAL ADVISORY & LITIGATION We provide …

253 similar entities Type: SMB Activities: fintech legaltech

Let’s make your sales easier FINXO, an entity of the LOCAM Group, is a subsidiary of Crédit-Agricole Loire Haute-Loire specializing in financing solutions for equipment, stock and consumables. FINXO supports the development of businesses with a flexible and personalized BtoB financing offer. This solution facilitates payment between professionals and promotes the purchasing decision of the end customer. 🔸 + 45 years working alongside businesses 🔸 Since our creation, we have been committed to supporting the development of businesses. Beyond the mission we have set for ourselves, our teams are committed to supporting your success. By working with FINXO, you benefit …

153 similar entities Type: SMB Activities: fintech

Defending your private interests Witam MFO positions itself as a player with high added value for assets that do not find the necessary support in private management banks. Benoist Lombard (tax lawyer, 18 years of teaching at ESCP Europe, heritage columnist) is responsible for heritage engineering. Financial engineering relies in particular on the resources of Wiseam, (portfolio management company approved by the AMF) under the responsibility of François Jubin (actuary and teacher at Paris IX Dauphine). Witam MFO, coordinator of complementary professions, brings to fruition any complex heritage project that requires transversal skills. The Witam MFO asset engineering unit brings …

70 similar entities Type: SMB Activities: fintech

A coach for your heritage! Wealth Management Consulting Firm founded in 2019 by Eugène Constant. With 27 years of experience in banking and management companies, we serve a varied clientele of individuals, liberal professions, business leaders, associations and companies. Our name and our visual identity draw their source from the symbolism of amber, a gem with numerous virtues and often very useful in asset management: * Protection against bad influences * Fight against depression and anxiety * Bring joy of life and happiness * Balance and success The firm's logo represents a stylization of a precious stone combining blue, a …

343 similar entities Type: SMB Activities: fintech Technologies: NFC

Your Heritage Trust! For more than 30 years, OPTI FINANCE has supported and advised professionals and individuals in their wealth, financial and real estate strategy. Managed today by 6 partners, Dominique PAYEN, Olivier LHERMITTE, Christophe LEBOURG, Franck RIGAUDEAU, Frédéric ESNAULT and Denis CHIRON. OPTI FINANCE, always closer to you, Made up of around forty employees spread across 11 offices in the Greater West (Rouen, Rennes, Paris, Le Mans, Vannes, Tours, Cholet, Nantes, La Rochelle, Morlaix and Brest), OPTI FINANCE provides its clients with expert advice in personalized wealth management adapted to each situation. The OPTI FINANCE teams aim to always …

58 similar entities Type: SMB Activities: fintech proptech consulting

For more than 25 years, Orféor consultants have supported, assisted and advised local public actors (communities, EPS, OLS, EPL) in the management of their debt, their cash flow and in the financing of their projects. For every need, we have the Solution: an innovative platform, PerfOrm and personalized advice Orféor's 15 employees have complementary and multi-sectoral skills, as well as in-depth knowledge of the daily life of local finance stakeholders. Via its monitoring and publications activity (E-Markets, Observatory, Flash Actu, Panorama Media and E-Hebdo), Orféor listens to market trends to give its clients a head start. Thanks to its offices …

58 similar entities Type: SMB Activities: fintech Technologies: SaaS

Linked by territory, United for success. There are the investment banks that you know and there is the bank that knows you. The one that operates in the same territory, that shares the same values. The one that understands your concrete issues today as well as your major challenges to come. The one who will support you for the best, Including in difficult times, and who will be able to give you, when the time comes, the means to achieve your ambitions. A bank which knows the history of this territory, which lives it and which draws its strength from …

145 similar entities Type: Startup Activities: fintech

Consulting firm in innovation and R&D financing strategy Finovatis is a Strategy Consulting firm based in Lyon with national and international influence. Our added value lies in our ability to offer global financing (and management) strategies adapted to our clients by articulating all financing levers, both public (subsidies, advances, loans, etc.) and private (capital investment, bank financing, etc.). We position ourselves as a true partner (and not a supplier of financing supports) alongside the Business Manager, offering long-term support and a tailor-made approach. Our areas of differentiation compared to other market players are mainly the following (in addition to our …

63 similar entities Type: SMB Activities: consulting fintech legaltech

Local finance expertise Consulting firm in local and intermunicipal finances. With more than 100 missions and 9 years of experience, the EXFILO firm specializes in expertise and advice in local finances, for local authorities and their public establishments. Our objective is to provide you with a high degree of expertise and pedagogy in order to support local authorities and their establishments in understanding their financial, fiscal and institutional issues in a turbulent context. Personalized approach, expertise, responsiveness and teaching are at the heart of our motivations. Whether it involves retrospective financial audits of the main or additional budgets, satellites of …

56 similar entities Type: SMB Activities: fintech

Opening up areas of opportunity For ORCOM, consulting is a state of mind. Since its creation in 1979, the group has been committed to giving customers the means to succeed by prioritizing the quality of the relationships maintained with them. The accounting, auditing and business advisory group is located in different regions of France and now has 22 sites, 37 associated accountants/auditors and more than 600 employees! The business world is evolving, and so is the accounting profession. ORCOM is always developing and offering new innovative services in response to the needs and challenges of its customers. The ORCOM group …

249 similar entities Type: SMB Activities: fintech legaltech

“The future cannot be predicted, it is prepared” (Maurice Blondel) I Member of Croissance+ ------------------- The Family Office, advice and independence serving entrepreneurs and family assets. ------------------- AGAMI Family Office, a real facilitator and coordinator of assets, is an independent consulting company (financial, legal, tax, private secretarial) for clients residing in Europe. The company intervenes globally in the structuring, daily monitoring and development of assets, from the definition of long-term objectives to their application. The methods and pooling of experiences developed over nearly 15 years make it possible to respond in a personalized manner to local and international issues. From …

57 similar entities Type: SMB Activities: fintech legaltech proptech Technologies: Geolocation

What matters most to us are people and their projects! 🚀 FIMECO Walter France – Your partner to develop, secure and transform your business. FIMECO is a multidisciplinary group that supports entrepreneurs, managers and VSEs/SMEs with proximity, responsiveness and tailor-made advice, for each stage of business life. 📍 Located in Charente-Maritime, Charente, Gironde, Dordogne, Vendée and Haute-Vienne, our local teams are committed on a daily basis to simplify your management and strengthen your performance. 💼 Our expertise: 📊 Accounting expertise & management, performance & piloting ✅ Audit & Audit office 🤝 Advice & support of the manager 🧾 Social & …

159 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Give meaning to your heritage. AGORA Finance is a firm specializing in financial and real estate asset management advice approved by the AMF (Financial Markets Authority). AGORA Finance is an Independent Private Management firm, member of the Chambre des Indépendants du Patrimoine. We have chosen independence in order to provide impartial advice while selecting the most efficient solutions for our clients. AGORA is a multidisciplinary company which works with both individuals and professionals. > For professionals we are involved in the implementation of Employee Savings Plans, cash management and the optimization of executive remuneration. > For individuals our skills cover …

86 similar entities Type: SMB Activities: fintech

Success is within you We know from experience that the professional life and private life of an entrepreneur are closely linked. The decisions you make as a business manager can impact your family assets and vice versa. Because our private bankers mainly come from the business world, they understand your professional and personal issues and expectations. Personalized support Your personal situation and your financial needs evolve, the economic, legal, tax environment and financial too. At Banque Populaire Banque Privée, we put a range of experts at your service and skills to meet your needs and support you in your projects …

60 similar entities Type: SMB Activities: fintech

The CNAF provides advice and assistance to notaries for their issues relating to tax procedures. The CNAF is made up of lawyers, specialized in tax law, whose expertise covers all categories of taxation. Through their experience and skills, these specialists assist notaries in their relations with the tax administration. taxation

57 similar entities Type: SMB Activities: fintech legaltech

Do you want to create, take over, develop or sell your business in France or abroad? Our Experts are here... We created the AUVERCO Group with the desire to support companies in their development. A true trusted partner of the manager, we advise our clients on business management, optimization and compliance with regulations. Our areas of expertise: ✔️ Accounting & Taxation ✔️ Management Consulting ✔️ Payroll Management ✔️ Audit ✔️ Legal Assistance ✔️ Tax management of LMP & LMNP We have made customer satisfaction our priority and each mission you entrust to us is carried out with responsiveness and quality... …

246 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Improve every financial decision you make. Omney was created to give you awareness and autonomy in management of your investments. We help people make informed financial decisions, with concrete tools, structured training and the support of an active community. Not generic content on finance: a complete path for build the skills and tools to manage your assets autonomously. We operate in three dimensions. 1. Training. A structured path to become an informed investor. From theory to practice: objectives, tools, strategy with the direct support of experts. 2. Technology. Asset trackers, simulators and operational tools to have a clear vision of …

449 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser. Founded in 1983, we are proud to celebrate over 40 years in Asia. As a pioneer in comprehensive financial planning, we have built a strong reputation in the region for our knowledge, advice and service. Emphasis is placed on best advice and on a high level of on-going service, not just product implementation. Clients benefit from IPP’s in-house Investment Division who constantly analyse global markets, funds and economic data. IPP has in excess of $2 Billion of assets under advice and more than 50,000 clients around the world. …

107 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Global Reach. Personal Focus. Lasting Value. RMS Advisory is an independent financial advisory business with the flexibility to find solutions tailored to you and your families needs. We specialize in dealing with Family Offices, UHNW and HNW individuals through our global offering. This includes access to the best Private Banks in the world with booking centers in Switzerland, Mauritius and Europe. We match your requirements to the products provided by our extensive network of partnered service providers to connect the dots and ultimately provide you with peace of mind when it comes to your financial goals. Investments, Trusts, Estate planning, …

70 similar entities Type: SMB Activities: fintech legaltech

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized …

164 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Auditing, Tax Consulting, Advisory, Business Services & Outsourcing, funding advice, and much more. Get a data protection certification for your company. BDO is the first and only certification body in Austria to carry out data protection certifications in accordance with Art. 42 GDPR. The benefits: competitive advantage, security and promoting transparency. This way you can obtain independent proof of the proper implementation of the GDPR. Secure liquidity, innovation and efficiency with BDO #MoreValue - Identification of suitable financing instruments using the BDO financial analysis - In-depth expertise in complex payroll and accounting scenarios - Funding analysis: Have your costs checked …

89 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Financial precision serving the interests of the territories. Since its founding in 2006, PARTENAIRES Finances Locales has established itself as the strategic consultancy of reference in matters of public policy. With its expertise, our firm intervenes in key areas: territorial strategy, financial engineering and project management assistance. Our key areas of intervention include energy transition, digital transformation and territorial development. Aware that the local level is essential for the effectiveness of public policies, we put our technical excellence at the service of local actors, helping them to meet the major challenges of our society. Our commitments are clearly defined: - …

41 similar entities Type: SMB Activities: fintech legaltech

Our vision - to be the world's most respected African bank The Access Bank UK Limited is authorised by the Prudential Regulatory Authority (PRA) and regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority, which puts us in a strong position to support opportunities in Organisation for Economic Co-operation of Development (OECD) markets for Access Bank Plc (our parent) and the Group’s customers. We are parent’s OECD operational hub and support the flow of investment into markets in Nigeria and Africa. We have a strong base in the UK and abroad, which allows us to stay in …

92 similar entities Type: SMB Activities: fintech

At the service of those who bring it to life. Monumia centralizes all heritage funding and identifies, for each monument, those that correspond to it. Subsidies, sponsorship, foundations, public schemes: the resources exist, but they are scattered and often unknown. Monumia brings them together in one place and reveals, for each building, the financing that can be mobilized. Concretely, Monumia allows you to: I identify the financing suitable for a project based on some information on the monument. View all the financiers involved, both public and private. Understand each system thanks to a clear sheet: what it finances, who distributes …

Type: Startup Activities: fintech it services

USAFrance Financials Group se spécialise dans la gestion privée et patrimoniale auprès d'une large clientèle francophone de particuliers et d'entreprises, ainsi que dans les services de gestion patrimoniale sur mesure pour les grandes fortunes transatlantiques et le soutien stratégique aux entreprises. Nous vous aidons à comprendre et gérer toutes les problématiques pouvant affecter votre avenir financier : succession, retraite, placements, stratégies fiscales et prévoyance. "Prenez votre avenir financier en main." OSJ: 150 SOUTH WARNER ROAD, SUITE 120, KING OF PRUSSIA PA, 19406, 267-468-0822. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of …

102 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Our mission is to protect the future financial security of our clients. We are Unio, an established financial Services business backed by Great-West Lifeco. Unio specialises in private wealth management and employee benefits consultancy and has over 30 years’ of experience advising companies and personal investors. With offices in Dublin, Cork, Galway and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management. Unio Financial Services Ltd, trading as Unio, Unio Wealth Management and Unio Employee Benefits is regulated by the Central Bank of Ireland. Pensions & …

59 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

For over 30 years, our core values have guided our services, fostering long-term relationships that span generations. As an independent, employee-owned business, we take immense pride in understanding our customers' aspirations and objectives. Our commitment to quality and excellence is reflected in our team of highly qualified investment and financial planning professionals, dedicated to providing exceptional service and attractive long-term investment returns. Since 1992, we have been based in and around Chipping Norton, where our local community holds great importance to us. We prioritise using local providers and actively support various projects that benefit the community. Our Services: Investment Management …

145 similar entities Type: SMB Activities: fintech