Conseil en financement pour entreprises & professionnels, clients patrimoniaux, particuliers résidents & non-résidents Courtier en crédit sur mesure aussi bien pour les particuliers résidents ou non résidents dans le cadre d'un projet immobilier que pour les entreprises ou professionnels pour les aider à financer tout type de projet (croissance externe, immobilier, fonds de commerce, trésorerie...). Nos métiers : 1 - Le courtage en crédit immobilier traditionnel pour les particuliers français achetant de l’immobilier. Nous intervenons sur tout type de projet immobilier (résidence principale, secondaire, investissement locatif, défiscalisation...) 2 - Le courtage en crédit pour une clientèle patrimoniale/fortunée recherchant un service …

86 similar entities Type: Startup Activities: fintech

Actualité de la banque fintech néobanque Stratégie bancaire, l'actualité et l'innovation des banques françaises ! Développez votre culture financière et dynamisez votre réseau professionnel. banque, finance, épargne, and innovation

Type: Media Startup Activities: fintech

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

Arden Partners is a dedicated corporate adviser and multi-service stockbroker. The absolute core of our business is to best represent our significant base of corporate clients, and their relationships with existing and potential shareholders. This relationship is a function of the quality of corporate finance advice we provide to our corporate clients, the high quality of our industry research, and the voice in the market that our sales and trading teams have.

56 similar entities Type: SMB Activities: fintech

Bridging the due diligence gap between financial institutions. BankBridge is designed to streamline the onboarding and due diligence processes for complex financial relationships. Our mission is to empower financial institutions to establish safe and secure relationships with confidence.

58 similar entities Type: SMB Activities: fintech

Save, Plan and Invest for your family. Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach, prioritising excellent service and expertise above all else, and inspiring the next generation of investors to build the financial foundations for the future they deserve. ISAs, SIPPs, Advisory Stockbroking, Managed and Discretionary Stockbroking, Financial Planning, Tax and Trustee Services, Fixed Income Investing, Offshore Services, Wealth Planning, and Investment Management

58 similar entities Type: SMB Activities: fintech

Twój partner w finansowaniu biznesu FaktorOne jest spółką, która powstała w wyniku przekształcenia Idea Money. The experience gained since 2012 has allowed us to offer high-quality factoring products for businesses operating on the market, such as small and medium-sized companies and owners of sole proprietorships. Wśród obsługiwanych podmiotów znajdują się przedstawiciele branż takich jak transportowa, spożywcza, usługowa, budowlana czy handlowa. The quality of services offered by the experts currently creating FaktorOne, as well as the high level of service, have been repeatedly appreciated by both the market and customers. This was confirmed by numerous awards such as Financial Brand of …

64 similar entities Type: Startup Activities: fintech

With friendship, for your business dream! With over 14 years of experience in the Romanian market, OTP Leasing Romania IFN SA supports companies in Romania to develop long-term projects through personalized financial leasing solutions adapted to each business sector. Our team offers consultancy for the acquisitions through financial leasing for legal entities and authorized individuals of: #cars #commercial vehicles #equipment Financial Leasing, Agricultural Leasing, Equipment Leasing, Auto Leasing, and Leasing

46 similar entities Type: SMB Activities: fintech

Incentive FM Group Our Vision - To have staff who love working for us and clients who love working with us. Incentive FM Group is a dynamic independently owned facilities management company that regularly helps clients save at least 20% from their facilities and maintenance costs, whilst working closely with them to achieve considerable service improvements. Its unique 'Risk & Reward'​ proposition, which is based on cost savings matched against compliance and service delivery goals being achieved, guarantees customers an open and mutually incentivised relationship. The company has a number of clients in the retail, finance, prestige head office and …

37 similar entities Type: SMB Activities: fintech

Superannuation aligned with Christian beliefs. Industry super fund, pioneers in ethical and impact investing. Operating since 1984, Christian Super is a not-for-profit industry fund that provides members with all profits made. We apply Christian stewardship principles to your retirement savings; We currently have over 30,000 members (including employees, self-employers and pensioners); We are the fund of choice for over 3,500 ministry organisations across Australia; We invest all assets with a Christian ethical focus; You can stay with us as you transition from working life to retirement; We offer a broad range of competitive investment and insurance choices; We manage over …

54 similar entities Type: SMB Activities: fintech

Our main asset, the confidence of our partners. Founded by Dominique OZANNE (Chairman) and Gaël LE LAY (Deputy CEO), both having more than 25 years of experience in the European hotel sector. One year later, the company was strengthened following Elsa TOBELEM (Deputy CEO) arrival, with 17 years of experience in the sector. ​ The management is strong of their expertise in the hotel real estate investment market having closed more than 100 transactions for a total of € 13 billion hotel assets across Europe. ​ Their complementarity and their capacity understanding the expectations and specificities of each of their …

53 similar entities Type: SMB Activities: fintech

Long-standing partners, LB&AF and CALAO FINANCE merged on September 1, 2024, under the umbrella brand Acer Finance, to enrich their diversity and consolidate their historical know-how in financial management, real estate and private equity. ACER FINANCE is an independent and entrepreneurial financial institution. We are an agile, creative and committed collective that listens to private, professional and institutional clients, for whom we build tailor-made investment solutions. Our know-how is based on the complementarity of our expertise in the fields of real estate, private equity and financial management. Our business model combines security, sustainability and risk control to serve our clients …

145 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Expert financial advisory in M&A, Fundraising & Outsourced CFO services Impulse Corporate Finance is an investment bank specializing in financial advisory. Since 2016, we have been supporting high-growth companies – industrial groups, startups, family businesses, and investment funds – in their strategic operations. Our team, composed of experienced professionals and senior advisors from top-tier financial institutions, provides tailored support built on trust and proximity. Looking for financial advice? Let’s talk! Mergers & Acquisitions, Fundraising, Strategic & Financial Advisory, High tech, Real Estate, Media, TMT, Corporate Finance, Energy, Internet, Venture Capital, Fusions, Cessions, and Acquisitions

258 similar entities Type: Incubators & VCs Startup Activities: fintech proptech

Your trust is our best investment. Solventis is an independent financial group founded in 2002 by a team of professionals from different areas of investment banking. Solventis represents a new concept when it comes to financial services. This circumstance is reflected in its guiding principles: - Agility: In contrast to the slowness of organizations that, due to their size, cannot address dynamic decision-making. This is of special relevance in the financial sector, linked to a market with very changing conditions, as has been demonstrated in recent years. - Specialization: Unlike other more global organizations, Solventis focuses on very specific aspects …

55 similar entities Type: SMB Activities: fintech

Naventus is a boutique investment bank and transaction manager, based in Stockholm Naventus is a boutique investment bank and transaction manager based in Stockholm and provides financial advice in private acquisitions and M&A. Naventus focuses on three key sectors: Renewables, Technology and Healthcare. The team has a proven track record and strong investment power through an extensive network of institutions, asset managers, Family Offices and HNWIs. Our investment banking team has wide experience and extensive skills increasing the understanding of our clients'​ needs. ECM, M&A, Initial Public offerings (IPO), Capital raisings, Reconstructions, Analysis, Valuations, DCM, and Fairness opinions

261 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

A financial services company that offers a combination of clever technologies, market-leading products and straightforward personal advice. Our services cover financial planning, wealth management and Listed Bond ISAs. Financial Services , Personal Finance, Financial Planning , Wealth Management, Listed Bonds , ISAs, Pension Advice, Retirement Planning, and Investments

80 similar entities Type: SMB Activities: fintech

Recognized expert, internationally certified, in strategy and valuation of companies and their intangible assets Recognized experts in the financial valuation of companies and their intangible assets, we support our clients in any legal, accounting, tax, capital or negotiation context around their creations, often the fruit of their labor and their R&D. Indeed, 60 to 90% of the value of companies is based on their intangible assets (brands, patents, software, digital projects, know-how, contracts, secrets, etc.), guarantors of their capital for development and innovation. Mastering the legal, technical, financial, commercial and strategic aspects, Finantis Value supports you, like an independent one-stop …

54 similar entities Type: SMB Startup Activities: legaltech consulting Technologies: SaaS

Flossbach von Storch is Germany's largest independent asset manager. In 1998, Bert Flossbach and Kurt von Storch founded Flossbach von Storch SE in Cologne. Both connect the desire for independence and the demand to carry out first-class investment management. The company's roots lie in serving wealthy private individuals; is today the company is the largest independent asset manager in Germany and is one of the largest German managers of multi-asset funds. Together with Prof. Dr. Thomas Mayer founded the Flossbach von Storch Research Institute in 2014. The institute conducts research particularly on economic and monetary policy topics. Flossbach von Storch …

47 similar entities Type: SMB Activities: fintech

FNZ Bank SE is a member of FNZ Group. As a full-service bank for financial advisory companies, insurances, asset manager and investment companies, FNZ Bank offers an extensive range of fund brokerage solutions as well as financial portfolio management and deposit banking services. ebase is a specialist in professional wealth management and offer its partners tailor-made solutions for asset accumulation, investment and withdrawal for private, corporate and institutional investors alike. Our strengths - innovative account solutions and attractive banking products, also available with partner-specific configurations and branding. Terms and conditions: http://www.fnz.de/impressum/ Depotlösungen, Kontolösungen, Vermögensverwaltung, Vermögensanlage, Vermögensmanagement, Depot, Aktiendepot, ETFs, and …

176 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

The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform Etops is the pan-European technology platform for wealth and asset management. We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics. Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, …

269 similar entities Type: SMB Activities: fintech Technologies: A.I.

We articulate businesses and promote savings and investment; trust and transparency for the development of the country. The Association of Trustees of Colombia is the union entity that is the spokesperson for the affiliated Trust Companies and their associate members. Its main objective is to work with different interest groups, promoting ethical and legal development of fiduciary activity and Collective Investment Funds, which generates confidence in those who use these instruments to contribute to the development of the country. The Association began its functions in 1986 and currently has 25 affiliated Trust Companies, of which 3 offer the custody service …

45 similar entities Type: SMB Activities: fintech

Unsere Mitarbeiterinnen und Mitarbeiter machen uns zu einer der führenden Fondsleitungen in der Schweiz. Swisscanto Holding Ltd. is a Zürcher Kantonalbank group company. Swisscanto Fund Management Ltd., Swisscanto Pensions Ltd. and Swisscanto Asset Management International S.A. (Luxembourg) are wholly owned subsidiaries of Swisscanto Holding Ltd. Fondsleitung, Fonds, Funds, Private Label Fonds, Buchführung, Anlagestiftungen, and Fondsadministration für Dritte

59 similar entities Type: SMB Activities: fintech

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. Banking, Software, CRM, Reporting, Asset Management, Portfolio Management System, Onboarding, Advisory, Core Banking, Front Office, Digital Banking, Front to Back, Prospect Management, private banking, electronic document management, wealth management, Investment proposal, CLM, Client lifecycle management , Private banking, Investment management, financial services, core-to-digital, onboarding, KYC, AML, Equalizer, Apsys, Banker's front, ebanking, Relationship manager, Fintech, regtech, and Client acquisition

526 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

enabling value from effective asset management Operating as a non profit organisation, the Asset Management Council is committed to the promotion and education of optimal asset management practices in industrial, commercial, academic and government organisations. Purpose = Enabling value from effective asset management

56 similar entities Type: SMB Activities: fintech

Ideas Happen Here. As an enabler of ideas, we help our clients realise their goals. RBC BlueBay Asset Management represents RBC Global Asset Management outside of North America. We're an active asset manager across equities, fixed income and alternatives – in a world where markets are more complex and fast-changing than ever. Your outcomes depend on partners who continuously learn what works and have the conviction to pursue it. As such, our purpose is to make a positive difference for our clients, optimising their outcomes through long-term active investment. We test, learn, and adapt our approach – whether through disciplined …

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

The leading financial organization that individuals and firms turn to for their advanced professional development. The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States and beyond. We are dedicated to serving the educational and professional development needs of the financial advice industry’s most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the world’s most successful wealth managers and advisors, RIA teams and ensemble practices, and enterprise-level decision makers in the financial advice industry. In addition to our …

56 similar entities Type: SMB Activities: fintech

Here to help you fulfill your ambitions We are an established, well‐funded and capitalised UK retail bank with a 74‐year trading track record. Secure Trust Bank operates principally from its head office in Solihull, West Midlands with further offices in London, Manchester and Cardiff. Secure Trust Bank Group's diversified lending portfolio currently focuses on two sectors: - Business finance through our combined Business Finance division. - Consumer finance through our Retail Finance division. Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Get in touch with …

70 similar entities Type: SMB Activities: fintech

Oversight & Selection Specialists: Helping you navigate your financial world IC Select provides pension schemes with the detailed due diligence necessary to ensure that the highest standards of scheme governance are achieved when selecting and overseeing fiduciary managers and investment advisers. IC Select is part of Independent Governance Group and has no affiliations to investment consultants and FM service providers, so our conflict-free approach puts pension trustees and their boards firmly in control. This places us in a unique position amongst third party evaluator firms, as the only organisation that can conduct in depth research of both the advisory and …

57 similar entities Type: SMB Activities: fintech

Your Financial Innovation Partner TheLogicValue is a Fintech that offers B2B solutions to organizations looking to digitize and automate businesses and processes in the financial field. The company has its main focus on financial institutions and insurance companies, while supporting organizations from related industries. We are technological partners of financial and insurance institutions that we accompany in their digitization, we boost business and financial processes by making them more efficient and scalable. Our team of professionals have a multidisciplinary and multicultural profile, with vast experience in the field of IT and technological developments, as well as great expertise in financial …

138 similar entities Type: Startup Activities: fintech

Kvika einfaldar fjármál viðskiptavina með fjölbreyttri fjármálaþjónustu We are a specialized bank focusing on asset management and investment services. Voted as Best Bank in Iceland in 2018 by The Banker We place emphasis on developing long term partnerships with clients through responsive and versatile services. Our focus is on specific groups and clients, emphasizing exceptional, tailor-made services and our size enables us to adapt to this environment with the aim of maintaining profitability and customer service. We are prepared to make use of our infrastructure and balance sheet to generate income, e.g. by utilizing our loan processes to loan in …

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

Conseil en Crédit d'Impôt Recherche (CIR), Crédit d'Impôt Innovation (CII) et Statut de Jeune Entreprise Innovante (JEI) NEVA, founded in1995, is one of the industry leaders in acquiring the maximum French R & D Tax Credit for small and mid-size French & international businesses. Neva’s team has over 15+ years of experience assisting companies in the entire R & D Tax Credit process - from the initial stage of establishing eligibility, to calculating and following up on claims with the French tax authorities, through the final approval and receipt of the Research Tax Credit. NEVA’s compensation is calculated exclusively on …

45 similar entities Type: SMB Activities: fintech

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our client’s confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® …

491 similar entities Type: Startup Activities: fintech Technologies: SaaS

Investieren mit Prospery - der digitalen Vermögensverwaltung der ABN AMRO Prospery is reinventing wealth management with a modern and personal approach. Our digital platform allows users to get a grip on their total wealth and supports them in building a sustainable wealth strategy to reach their goals. By charging a fixed instead of a variable fee for our services, we challenge traditional wealth management. We combine the strength and experience of a bank with the fresh, innovative mindset of an independent new company. Prospery is a German subsidiary of the ABN AMRO Bank N.V. founded in 2016 and is based …

265 similar entities Type: Startup Activities: fintech Technologies: SaaS

Principia Management Group is a leading Indonesian investment firm. Founded in 2006, Principia was established as the portfolio-servicing arm of Quvat Management, a private equity firm based in Singapore which had US$500 million of assets under management across Indonesia, Singapore, and Malaysia. Principia is both an investor and local strategic partner for international companies looking to expand into Indonesia. This is achieved through Principia’s excellence in three areas: the private sector, public sector, and thought leadership. Principia believes in hard work, pragmatism, and long-term value creation as the most important components in creating sustainable business models. Portfolio Management, Due Diligence, …

56 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

662 similar entities Type: Startup Activities: fintech Technologies: SaaS

Support for investments in Piedmont, through financing, guarantees and public grants. Finpiemonte is an in-house company of the Piedmont Region. It supports investments in Piedmont of companies and institutions, through the provision of incentives such as: subsidized loans, guarantees and contributions. Incentivi pubblici, Credito alle imprese, Finanziamenti, Start up, agevolazioni pubbliche, credito agevolato, pubblica amministrazione, pmi, grandi imprese, professionisti, garanzie, fintech, crowdfunding, finanza alternativa, progettazione europea, contributi, Banche, finanziarie regionali, and ppp

57 similar entities Type: SMB Activities: fintech

Helping SMEs access fast funding to improve cash flow A dynamic SME finance business giving you fast access to the money tied up in your unpaid invoices. Optimum has a high-performance culture, providing excellent and highly responsive service - supporting you in good times and bad, helping you grow, prosper and fulfil your aspirations. Factoring, Invoice Discounting, Invoice Finance, Cash Flow, Working Capital, Bad Debt Protection, Debtor Protection, Credit Insurance, Credit Control, Invoice Factoring, Confidential Invoice Discounting, SME Finance, SME Funding, Sales Ledger Management, and Invoice Funding

62 similar entities Type: Startup Activities: fintech

Credimi, fintech leader in digital financing for SMEs Founded with the mission of simplifying credit access for Italian SMEs, Credimi is the fintech leader in digital financing for businesses in Europe. Since 2017, they have achieved record results with 100k financial requests processed, and over €2billions in funds granted across all Italian industries. Credimi is a financial intermediary monitored and supervised by Banca d'Italia (Testo Unico Bancario, art. 106). Servizi Finanziari, finance, credit risk, business finance, digitalization, and business growth

68 similar entities Type: Startup Activities: fintech

Independent financial planning delivered with exceptional customer service across the entire UK Red Star Wealth Management is a dedicated and client-focused financial planning firm, passionate about helping individuals and families achieve their financial goals and aspirations. With a strong emphasis on trust, honesty, and authenticity, the firm provides personalised financial advice and coaching, empowering clients to take control of their financial futures. From simplifying complex money matters to offering relatable, jargon-free guidance, Red Star Wealth Management is committed to improving clients' lifestyles, well-being, and long-term peace of mind. Red Star Wealth Management Limited is directly authorised and regulated by the …

73 similar entities Type: Startup Activities: fintech

We are focused on providing Financial and Asset Protection solutions. At Global Solutions Life S.C. We are focused on providing financial and asset protection solutions according to the particular characteristics and conditions of each of our clients.

60 similar entities Type: SMB Activities: fintech it services

Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance

75 similar entities Type: Startup Activities: fintech

Maison d'épargne et de valeur DNCA Investments* est reconnue pour sa gestion de convictions. Elle rassemble des spécialistes expérimentés qui mettent en œuvre une approche patrimoniale de la gestion au service d’investisseurs privés et institutionnels. L’équipe de gestion (67 gérants) emmenée par François Collet est reconnue pour la qualité de son "stock-picking"​ et organisée autour de cinq pôles d’excellence : les actions européennes ("long only"​ et "absolute return"​), la gestion diversifiée, les obligations convertibles, les obligations de la zone euro et les investissements socialement responsable (Sustain). La qualité de sa gestion est régulièrement récompensée par la presse spécialisée. La gamme …

87 similar entities Type: SMB Activities: fintech

The framework of trust when money is managed by several people. Finense is an impactful fintech that provides secure, trusted infrastructure for the shared management of money for elderly, vulnerable people or people under legal protection, in conjunction with their caregivers and representatives. Our mission: to provide a clear, transparent and traceable framework for families, caregivers, professionals, legal protection stakeholders and the organizations that support them. What Finense allows: • establish a framework of trust: move from bad habits, from vague management to an organized, clear and protective framework for all. • Reduce risks: family conflicts, accusations, financial abuse. • …

70 similar entities Type: Startup Activities: fintech Technologies: SaaS

BPSIs Naoassur is a fully digital wholesale broker which manages Naoassur borrower contracts. Founded by three borrower insurance experts, BPSIs is a Fintech that has developed industrial partnerships with leaders in insurance and reinsurance. Borrower insurance, insurance and reinsurance brokerage, bancassurance, provident insurance, and fintech

60 similar entities Type: Startup Activities: insurtech fintech

Support for managers of VSEs and SMEs. Corporate Finance Consulting. RESOLVYS is a specialist in business transfers and takeovers. We intervene in the following cases: - business transfer - business takeover - external growth - corporate finance - governance business sale, business takeover, external growth, corporate finance, and governance

58 similar entities Type: SMB Activities: fintech

A GLAS Company Pristine is an asset management and trust management firm based in Paris, France. It is regulated by the Autorité des Marchés Financiers (AMF) under the number GP-16000035. Pristine is part of the GLAS group. The firm provides services of : - Structuring and management of fiducies (trusts under French law), used to secure complex corporate transactions in the fields of restructuring, financing, M&A and gouvernance control. - Asset management as a service (ManCo / Fund hosting), offering its funds structuring and management capabilities. Fiducie, Financement des entreprises, Restructuration de dette, Restructuring, Financement collatéralisés, Fiducie sûreté, Monétisation d'actifs, …

65 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

The savings solution that democratizes luxury assets with high return potential 🍇💎⌚ Fractible is the French savings solution that democratizes investment in luxury assets with high return potential such as watches, art, wine, collector's vehicles and much more. Our objective: To help you easily and without commitment access returns on investments previously reserved for the wealthiest, thanks to our offer accessible from a few hundred euros. Investment services, Luxury, and Collectibles

68 similar entities Type: Startup Activities: fintech

We help French SME and Startups to fuel their development. M&A deals for SMEs Financial & strategic advisory services for startups stratégie, transmission, acquisition, levée de fonds, conseil financier, analyse financière, Private Equity, Venture Capital, and Investissement

96 similar entities Type: SMB Activities: fintech

At your side, at the heart of the markets Promepar Asset Management (Promepar AM), a 100% subsidiary of BRED, specializes in asset management. We manage 3.8 billion euros (as of 12/31/2025). We serve private, institutional, corporate and association clients to whom we provide tailored investment solutions through open-ended funds, tailor-made funds or mandates (securities account, PEA, life insurance contracts). Since 1992, we have built ourselves around a team of experienced, committed and complementary managers. Our identity is based on strong commitments to transparency, listening and availability towards our clients, with the objective of sustainably increasing the capital entrusted to us. …

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

Louvre Banque Privée mobilizes its expertise every day to serve your assets. Louvre Banque Privée, created in 1963 and a subsidiary of La Banque Postale, offers a global offering aimed at a wealthier clientele of families, business leaders, executives and family offices. Unique in its private banking model anchored in the territories, Louvre Banque Privée is present in more than 90 cities in mainland France and DROM-COM. Louvre Banque Privée offers its clients its different areas of expertise: - heritage engineering - wealth management - management under 100% ESG mandate - heritage financing solutions - direct real estate investment with …

59 similar entities Type: SMB Activities: fintech proptech

A Verspieren Group company - Factoring with confidence - L'affacturage en toute confiance Tresoptim is celebrating 15-year existence in 2025 and has been a Verspieren group company since 2022. Verspieren is the leading family-owned insurance broker in the French market, established for over 135 years, employing 2310 colleagues and generating a turnover of 460 million euros in 2023. Tresoptim is a factoring consulting and brokerage company. We provide tailored solutions to our customers and can manage all kind of factoring programmes : with or without recourse (off-balance sheet); domestic, export and international ; undisclosed; syndicated; hybrid... Our portfolio is made …

67 similar entities Type: Startup Activities: fintech

Insuffler une dynamique de performance Oxigen is a financial consultancy that assists senior executives, shareholders and investors in their decisions on transactions, restructuring and the streamlining of finance department functions. We provide clients with operational and bespoke solutions to manage sensitive situations and complex transactions using a cross-disciplinary approach structured around the following three functions: - Financial audit and restructuring - Streamlining and strengthening finance department functions - Mergers and acquisitions In addition to our technical know-how, we apply our collective experience of more than 200 assignments conducted in circumstances of upheaval or major strategic and financial challenges. Audit financier …

63 similar entities Type: SMB Activities: fintech

Pionnier du family office depuis 2001 - Membre AFFO et ENFO In 2001, We founded financière MJ-family office To build a burgeoning profession. In 2014, Our new name, MJ & Cie, Reflects how far we have come, While remaining true to our values. Based in Paris and Geneva, MJ & Cie has been France’s multi-family office par excellence Since its creation. Family Office, Investment advisory (listed, non listed, alternatives) - supervision - control, Family governance, philantropy, education, and Wealth and family planning, tax and estate

45 similar entities Type: SMB Activities: proptech fintech

Invest like an institutional investor. Invest like an institutional 1. Access the best investment solutions on the market, previously inaccessible to individuals. 2. Invest on the same conditions as large institutions. 3. Benefit from tailor-made support from a private management reference. Financial engineering, Tax engineering, Notary, Law, Asset management, Real estate investments, Asset transfer, Financial advice for business leaders, and Wealth management

180 similar entities Type: Startup Activities: fintech

No Limit ASNOLI is a management consulting company based out of 10 RUE DE PENTHIEVRE, Paris, Îledefrance, France. ventes, B2B, sales, Finance, investissement, Business Angels, conseil, intelligence émotionnelle, Emotional intelligence, start-up, and success fees

80 similar entities Type: SMB Activities: fintech

Much more than a rate, the expert for all your credits 🦁 AFR FINANCING Welcome to the official network page! Heritage, Professional loans, Credit consolidation, Real estate loan, Loan renegotiation, and Insurance

107 similar entities Type: Startup Activities: fintech insurtech proptech

Natixis Partners is the Natixis Subsidiary dedicated to M&A advisory services in France. Natixis Partners is fully independent in its execution of deals, whilst also benefiting from the support of a world class financial institution. Our partners founded the company together in 2009 and have been working alongside each other for over 20 years. They are entrepreneurs at heart and are fully involved at every stage of each transaction. Our team has a recognised expertise in Mergers & Acquisitions advisory, over 500 transactions worth of experience and accompanies clients on all types of transactions. Natixis Partners works on more than …

49 similar entities Type: SMB Activities: fintech

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

Invest alongside you Ampere.Ginisty was born from the merger of the Ampère Notaires and Ginisty & Associates in 2023. The firm has seven associated notaries supported by around thirty collaborators. Corporate Real Estate, Family Law, Asset Management, Promotion, Taxation, Business, Customer Service, Sales, Negotiation, Family Law, Due Diligence, Real Estate Transactions, Investments, Strategy, Legal Advice, and Merger and Acquisition

60 similar entities Type: SMB Activities: fintech legaltech proptech

And your dreams take on another dimension With Swiss tradition and French heritage, our approach consists of managing your assets and your assets in accordance with your objectives, prioritizing risk management, to reconcile prudence and performance, serenity and profitability. Built over time, your assets are above all the result of a story and the reflection of your personal investment. By placing your trust in us, we will share this story with you and you will benefit from all the know-how of our financial institution, focused on a single profession: private banking. The diversity of our centers of expertise, the proximity …

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

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

Let’s unite our talents, consolidate our future! Founded in 1994, the accounting, consulting and auditing company Denjean & Associés supports a clientele of large French and foreign groups. With 16 partners and 170 employees, the firm brings together high-level financial consultants. Eager to support its clients internationally, Denjean & Since 2005, Associés has also developed an international network of trusted correspondents located in 24 countries and on 5 continents. Our preferred sectors: Real Estate, Banking, Insurance, Energy. The specificity of the firm: its independence. The capital is held entirely by the founder and his partners, accountants, auditors or lawyers. Integration …

205 similar entities Type: SMB Activities: fintech legaltech

Your trust, our performance. MTD Finance is a wealth management consulting and property tax exemption group since 1997. We are the ideal partner to support you and help you discover or deepen your knowledge of the field of tax exemption laws. Our founder and CEO Mathieu Toulza-Dubonnet is a member of the National Chamber of Financial Experts. Défiscalisation, Loi Pinel, Immobilier, Gestion de patrimoine, SCPI, Loi Malraux, Loi Girardin Industriel, Loi LMNP, and Gestion d'actifs

75 similar entities Type: SMB Activities: fintech

WE ARE RECRUITING JUNIOR AND SENIOR EMPLOYED WEALTH MANAGEMENT ADVISORS **CENTAURE INVESTISSEMENTS** offers global and personalized management of private and professional assets, adapting to the unique needs of each of our clients. Since our creation in 2010, we have continued to grow and our ambitious plans to open new offices are now supported by the Ciclad investment fund. Our project is to develop a consolidation platform with our teams of experts who make it a point of honor to listen to our clients and provide them with sound advice, supported by innovative technological tools that are still little used in …

225 similar entities Type: SMB Activities: insurtech legaltech Technologies: SaaS

L'Esprit de conquête strives for your successes. Headquartered in Paris, Group Banque Richelieu is a wealth & asset manager player. Our international reach in France, Switzerland, Monaco and UAE, enables us to combine extensive complementary expertise across 3 business lines: Private Banking, Asset Management and Investment Banking. Our values underpin everything we strive for our client’s successes: experience, agility, commitment, timely execution. Our services, strong areas of expertise that make us stand out: wealth planning, life insurance solutions, discretionary portfolio & advisory management, collective investment solutions, private banking lending solutions, direct markets access, cash management, private equity, M&A and advisory …

95 similar entities Type: SMB Activities: fintech

Asset management HOMA CAPITAL is an independent asset management boutique. Independently of issuer analysis, its management team relies on proprietary models that exploit the information contained in the risk for allocation purposes. As a signatory of the PRI agreements, HOMA CAPITAL is committed to responsible investment. As the first manager of a green fund to finance impact projects in France, HOMA CAPITAL is also the first manager of a fund aiming to improve the “Social” rating of the companies in which it is a shareholder. Since its AMF approval in 2011 and AIFM approval in 2014, the management company, HOMA …

58 similar entities Type: SMB Activities: fintech

“Choose Excellence”​ Selexium Patrimoine Finance Conseil, a Wealth Management Firm, is essentially oriented towards real estate tax exemption due to the relevance of this market, we have brought our expertise to the Robien, Borloo and today SCELLIER investments of our clients. To enable you to make the most of tax and legislative opportunities as well as a global approach to the management of your assets, we have strengthened our skills and diversified our offer on the subjects which are of your concern: • Retirement • Heritage • Foresight • Taxation • Succession Since January 2010, Selexium Rental Management has been …

62 similar entities Type: SMB Activities: fintech proptech

NOTARIES + LAWYERS JOUFFROY & FILEAS is a multi-professional company of notaries and lawyers. We support managers and their business, from its creation to its transmission, and throughout its life. We operate throughout France and also support our clients in their international operations. SELL YOUR BUSINESS OR ACHIEVE EXTERNAL GROWTH, SUPPORT THE GROWTH OF THE BUSINESS AND THE PERSONAL ASSETS OF THE MANAGER, ANTICIPATE DIFFICULTIES, DEFEND THE INTERESTS OF THE COMPANY AND THE MANAGER, APPEASE AND RESOLVE FAMILY RELATIONS LINKED TO THE BUSINESS, RESOLVING CONFLICTS BETWEEN ASSOCIATES, Donations, real estate sales, and complex real estate

66 similar entities Type: SMB Activities: fintech

Protecting your deposits, that's what we do. Protéger vos dépôts, c’est ça qu’on fait. Protecting your deposits. That's what we do. CDIC was established by the Government of Canada to protect deposits in case of bank failure. Coverage is free and automatic when you bank with a member institution. Protéger vos dépôts. C'est ça qu'on fait. La SADC a été créée par le gouvernement du Canada pour protéger vos dépôts en cas de faillite bancaire. La couverture est gratuite et automatique dans les institutions membres. Risk assessment, Banking, Resolution, Broker education, Financial Stability, Deposit Insurance, assurance-dépôts, règlement de faillite, banques, …

55 similar entities Type: SMB Activities: fintech insurtech

The box of our land. Caja Rural de Extremadura is a Credit Institution that aims to provide the best service and the widest range of financial products to its members and clients. Being aware that its financial intermediation work is carried out within the Extremaduran economy, with whose development it is especially committed, and to which it contributes added value in the creation of wealth. It is a Fund open to all sectors, and to all types of clients, individuals, companies and institutions.

57 similar entities Type: SMB Activities: fintech

Stronger relationships, smarter wealth management: meaningful outcomes. Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes. To view more of our financial tips, why not visit our YouTube channel: https://www.youtube.com/@saltusfp Investment …

196 similar entities Type: SMB Activities: fintech

FRP is a leading national business advisory firm. We’re honest, clear and considered. It’s how we get tangible results for our clients. Specialising in forensics, corporate finance, debt, restructuring and financial advisory, we deliver strategic solutions across a broad range of situations. Our five pillar services complement each other, we draw on experts within each of our service areas to put the best people in place for each circumstance. Working across the board, from multinational organisations to small enterprises, we develop effective strategies for all kinds of businesses. For more information please visit our website: frpadvisory.com. Commercial & Asset Finance, …

264 similar entities Type: SMB Activities: fintech

Your partner for the future The BGFIBank Group is an African group for the world made up of a young team focused on performance. It is present in 12 countries and today brings together more than 2,000 employees around the notion of Excellence. Commercial Banking, Investment Banking, Insurance, and Specialized Financial Services

102 similar entities Type: SMB Activities: insurtech fintech

At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: …

56 similar entities Type: SMB Activities: fintech silvertech

A fresh take on risk and valuation Finalyse is a Europe-wide leading consultancy founded in 1988. We are here for you when it comes to incorporating changes and innovations in valuation, risk management and regulatory compliance. Empowering you to make good decisions and ensuring you can focus on your core business. Bringing a unique mix of financial and technological skills, we offer a fresh perspective, unbiased analyses and modern answers to all your questions. Our distinctive blend of expertise, pragmatism, team spirit and fairness has already contributed to more than 30 years of successful projects and trustful relationships. structured products …

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

THE FSMA SEEKS FAIR AND PROPER TREATMENT OF FINANCIAL CONSUMERS AND PROMOTES PROPER FINANCIAL SERVICES AND MARKETS. The Financial Services and Markets Authority (FSMA) is one of the two authorities, along with the National Bank of Belgium (NBB), entrusted with the supervision of the Belgian financial sector. As a supervisory authority, the FSMA strives to ensure the honest and equitable treatment of financial consumers. It aims at the fair and orderly operation and the transparency of the financial markets by ensuring that listed companies provide correct and complete information. It promotes proper provision of financial services by verifying that financial …

58 similar entities Type: SMB Activities: fintech

Wealth Managers Business Club /// Together let’s boost your growth Club Adunéa is an exclusive business club, dedicated to wealth management advisors driven by an entrepreneurial vision. Much more than a simple commercial group, we are a real club, with the unique mission of offering our members tailor-made services, solutions and tools, designed to support their growth, whether organic or external. We are committed to preserving the independence, history, autonomy and remuneration model of each of our members. ADUNEA is a true growth ally for entrepreneurial wealth management advisors. Wealth Advice, Financial Investment Advice, Financial Investments, Life Insurance, Financial Investments, …

63 similar entities Type: Media SMB Activities: fintech

Municipality Credit Iceland Plc. (MCI) is a statutory limited liability company. The company is established on the basis of Act No. 150/2006 on the Incorporation of MCI as a Statutory Limited Liability Company and operates pursuant to Act No. 161/2002 on Financial Undertakings; cf. the Companies Act No. 2/1995 and is supervised by the Icelandic Financial Supervisor, FME. As a credit institution MCI is bound by the regulation of the Central Bank of Iceland regarding minimum reserve requirement, liquidity ratio and foreign exchange balance. The share capital of the company is ISK 5,000,000,000. Shares may only be owned by Icelandic …

50 similar entities Type: SMB Activities: fintech

Savings and Insurance Solutions Established since 1991 in Lorraine, S.E.A. Portfolio Management Company approved by the supervisory authorities is independent of any financial organization. Our managers and financial advisors are free in their investment choices and guided by the sole concern of best valuing your financial assets based on your personal aversion to risk defined within the framework of a management mandate. SEA is distinguished by a “traditional” management style has now become very original again in the face of the “ready to invest” banking networks. The management team makes its choices based on shared economic convictions and a strict …

74 similar entities Type: SMB Activities: fintech

Evaluation et modélisation financière Olifin is a reference in the field of financial modeling, providing valuation and financial consulting services to private equity firms and small-to-medium-sized companies. The firm was founded in 2022 by Brice Palayer as a spinoff from his position as Head of Valuation at Group Siparex, one of France's leading independent investment funds. Our aim is to provide expert financial advice and assistance to our clients in a comprehensive way that meets the highest professional standards. We have an experienced team of experts who understand the needs of both private equity companies and small-to medium-sized businesses, and …

199 similar entities Type: SMB Activities: fintech

Poulmaire is The Fiduciary Partner! PGF, 1st firm dedicated to the fiduciary engineering of rights and property. Poulmaire Gestion Fiduciaire is a leading law firm in the field of fiduciary asset management. It acts as a fiduciary manager of exceptional rights and assets in all areas of economic life with recognized expertise in the worlds of media, sport and Entertainment. Through mastery of fiduciary techniques, PGF finds innovative solutions for the benefit of economic actors, guaranteeing them optimal and secure exploitation of their rights or their property. Our areas of activity: - M&A - Management of intellectual property rights (management …

57 similar entities Type: SMB Activities: legaltech Technologies: Cybersecurity

Your capital deserves more than a dialogue Carat Capital is the leader of a new generation of wealth consulting. The firm is distinguished by the right balance of its different components: its human scale, its reassuring solidity, its flawless ethics, its agility in a changing world, its freedom and its authentic proximity to its clients. With Carat Capital, the vision is clearer, the projects more solid and the future more exciting. financial assets, real estate assets, protection of family and business, optimization of taxation, and international wealth management

57 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

Mastering the Unpredictable Created in 1985, the Fischer, Tandeau de Marsac Sur & Associés (FTMS) offers multi-skilled legal and judicial assistance. FTMS is organized into activity centers managed by one or more partners. Beyond a demand for excellence, the members of the firm have come together around a common vision of the legal profession, which favors shared trust, proximity and personal commitment. An independent structure, FTMS supports institutions, companies, managers and private clients. The firm advises and represents them in legal and arbitration proceedings. The FTMS organization offers its clients: • adequate professional competence in carrying out the missions entrusted, …

67 similar entities Type: SMB Activities: fintech legaltech

Part of Capgemini Invent | Global management consulting firm dedicated to the financial services CH & Co. is a consulting firm, part of Capgemini Invent, operating globally via 5 main offices in Europe, Asia, and North America (Paris, Geneva, New York, Montreal, Hong Kong) with around 200 consultants. Thinkers & doers, seizing the future of financial services, we specialise in management consulting for the financial services sector. Our Clients, which include the leading European banks and insurers, choose us to oversee projects relating to business development and innovation, operations and risk control. We take pride in proving ourselves to be …

328 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

The financial advisory boutique for Private Equity funds and entrepreneurs Caravel Consulting is a corporate strategy and financial advisory boutique serving Private Equity funds and Entrepreneurs. The proposed services encompass: - Merchant banking advisory - Corporate strategy - Outsourced CFO platform Its clients range from HNWI to some of the largest Private Equity funds in Europe. // Caravel Consulting is a strategy and finance consulting company serving Private Equity funds and entrepreneurs. The services offered are of three types: - Mergers-Acquisitions (support during fundraising or cross-border capital transactions) - Strategy Council - CFO and delegated HR director Its clients include …

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

GESTION 21 is an independent management company created in 2007, whose business consists of managing long-term equities with a Value approach on behalf of investors via UCITS or institutional mandates. It offers its expertise in two asset classes: - French shares of all capitalization sizes and - listed real estate companies in the Euro Zone. Asset Management, Listed Real Estate, and French Equities

80 similar entities Type: Startup Activities: fintech

Independent fund management company specializing in the management of flexible, defensive and bond funds. Created in 2007, Aliénor Capital is an independent Bordeaux portfolio management company approved by the Financial Markets Authority (AMF) and recognized for its free and active management style known as “market strategy”. Since its creation, it has made its know-how available to professional investors, by offering a range of six open-ended funds and tailor-made management mandates. As part of its private management activity and major mandates, Aliénor Capital provides its financial skills to serve regional assets, corporate treasuries and local institutions. We offer a complete range …

61 similar entities Type: Startup Activities: fintech

Filiale de gestion ISR de MAPFRE, La Financière Responsable est une société de gestion de portefeuilles agréée par l’AMF Référence sur le marché de l'Investissement Socialement Responsable (ISR) en France, La Financière Responsable, filiale de MAPFRE, est une société de gestion de portefeuilles de valeurs mobilières cotées, agréée par l'AMF depuis 2008. Nous avons construit cette notoriété par l'expertise sur le marché actions de l'UE et une approche originale ISR, selon une méthodologie propre : la Gestion Intégrale IVA®. L'approche ISR de LFR permet une connaissance approfondie sur le financier ET le non-financier des entreprises dans lesquelles on se propose …

60 similar entities Type: Startup Activities: fintech Technologies: Decarbonization

Conseil en investissement et défiscalisation KACIUS is a wealth management company located in Paris, France. Its operates through 3 divisions: KACIUS Invest, KACIUS Capital and KACIUS Courtage. Conseil en gestion de patrimoine, Immobilier ancien restauré, Immobilier neuf, Epargne et placements, Investissement financier, and Courtage en prêt bancaire

59 similar entities Type: SMB Activities: fintech

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

119 similar entities Type: SMB Activities: fintech

Filiale des groupes AG2R LA MONDIALE et CNP Assurances Avec plus de 17 000 contrats collectifs et 1 300 000 d'assurés couverts, ARIAL CNP ASSURANCES est le premier FRPS exclusivement dédié à la retraite collective supplémentaire en France. En février 2025, Standard & Poor’s maintient la notation à ARIAL CNP ASSURANCES : A perspective stable. Née en 2016 du regroupement des activités de retraite supplémentaire de deux acteurs majeurs de l’assurance de personnes en France, CNP Assurances et AG2R LA MONDIALE, l’intégralité des ressources de ARIAL CNP ASSURANCES est mobilisée pour répondre aux attentes des clients et des partenaires sur …

32 similar entities Type: Startup Activities: fintech silvertech

Ensure your future peace of mind Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor. Finletic offers you a whole new way to manage your life and wealth. Our goal-based investing strategy helps you follow you dreams through the management of your wealth. Thanks to the sum of the clients, Finletic obtains privileged conditions that otherwise would only be accessible to high patrimonies. Our team of professionals has extensive experience in wealth management and they select the best products, take care of investment risks and is close to …

60 similar entities Type: Startup Activities: fintech

The financial solutions expert The company Partners Finances, a subsidiary of the Mentor Group (insurance, real estate, finance, etc.) was created in 1996 by Benoît MICHAUX. In just a few years, Partners Finances has become a key player in financial solutions: loan repurchase, loan restructuring, financing of a project integrated into a reduced overall monthly payment, etc.* Its experience, expertise and seriousness are recognized by all market players and allow it to offer a wide range of financial solutions. The professionalism of Partners Finances' 230 analysts is a guarantee both for its financial restructuring clients and its numerous partners: G.E …

58 similar entities Type: SMB Activities: fintech

A traditional private management bank, Banque Transatlantique is a subsidiary of the Crédit Mutuel CIC group. For more than a century, through the specificity of its services and professions, it has acquired the trust of its customers: families, entrepreneurs, French people posted abroad and foreigners in France, large foundations and associations. Wealth management, Private management, International wealth management, Employee shareholding, Management under mandate, Philanthropy, Real estate, Private equity, Advisory management, Life insurance, Legal and tax engineering, Dedicated funds, and Credits

110 similar entities Type: SMB Activities: fintech proptech

Discover the keys to your success! Specialized in Consulting, Accounting and Social/HR Expertise, PASS Conseils supports: #SMEs; #STARTS UP; #Liberal Professions (Notaries, Medical Professions, etc.); # The CSEs; # Leaders; # Employees and Elected Officials... advice, accounting expertise, taxation, CSE, notary, accounting firm, start-up, evolution of practice structure, SPFPL, SCI, SCP, Notary, Business Plan, Management, and Executive support

49 similar entities Type: SMB Activities: fintech hrtech

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

Leader indépendant sur les marchés de crédit An Independent Vision of the Credit Markets Created in 1991, Octo Finances is a leader in financial intermediation in Europe, specialising in the public and private bond markets. The group is an independent player, operating in four complementary activities: bonds, convertible bonds, corporate finance and credit research. Bonds, Convertible bonds, Corporate Finance, Credit Research, and Asset Management

70 similar entities Type: SMB Activities: fintech

The vocation of the Finance & Strategy is to financially support entrepreneurs in the pivotal phases of the life of their business: creation, takeover, development and transmission. Its team, based in Rennes, is made up of six consultants from banking, venture capital and business transfer firms. Since 2000, the Finance & Stratégie has supported more than 500 business leaders from all sectors of activity in defining their financial strategy, sales and acquisitions, fundraising and bank financing. It carries out regular financial monitoring of many of them, in order to anticipate difficulties, regularly reposition the company's financial policy and encourage decision-making …

90 similar entities Type: SMB Activities: fintech