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Expert-Invest logo — Cabinet de conseil en Gestion de Patrimoine. Spécialiste des...

Expert-Invest

Cabinet de conseil en Gestion de Patrimoine. Spécialiste des placements financiers et immobiliers

Founded 2010 France France 9 employees Financial Services, Wealth Management

General Information

Company Name Expert-Invest
Founded Year 2010
Location France France
Employees 9
Industries Financial Services, Wealth Management
Social

BounceWatch is an independent company data service, not affiliated with Expert-Invest. To contact Expert-Invest, visit expert-invest.fr.

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About Expert-Invest

Expert-Invest is a French financial services and wealth management consultancy firm, founded in 2010. The company's slogan, "Cabinet de conseil en Gestion de Patrimoine," reflects its expertise in financial and real estate investments. The firm's mission revolves around optimizing legal, tax, and financial strategies related to the management of private and/or professional assets. Expert-Invest provides assistance in investment and wealth development, robust savings accumulation, tax optimization, retirement preparation, family protection, estate planning, and corporate finance management. The firm boasts an experienced team committed to helping clients achieve their financial goals through tailored solutions. Expert-Invest is renowned for its high-quality expertise, including certifications such as the AMF (Autorité des Marchés Financiers), and other reputable industry qualifications. For investors seeking opportunities in the financial services and wealth management sector, Expert-Invest presents a compelling potential for investment due to its established presence and specialized offerings within the French market. Although specific details regarding the latest investment and investors are currently unavailable, the firm's track record and market positioning make it an intriguing prospect for consideration.

Business keywords: Financial Planning, Estate Planning, Wealth Management, Tax Optimization, Retirement Planning, Investment Advisory, Real Estate Investment, Structured Products, Life Insurance, SCPI Investments, Business Finance Management

No funding data available for Expert-Invest yet.

Expert-Invest Alternatives & Competitors

View All Alternatives
Expert-Invest vs
Agora Finance - Gestion Privée
Agora Finance - Gestion Privée France

Donnez du sens à votre patrimoine.

17 employees
Finance, Financial Services
Expert-Invest vs
Bridge Investment Advisors Private Limited
Bridge Investment Advisors Private Limited India

Your Guide To Empowered Investments

11 employees
Finance, Financial Services
Expert-Invest vs
Altus Wealth Group, LLC
Altus Wealth Group, LLC United States

We give the same advice to you, as we do our own families and friends.

9 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Expert-Invest

Cabinet de conseil en Gestion de Patrimoine. Spécialiste des placements financiers et immobiliers
Expert-Invest was founded in 2010.
Expert-Invest is headquartered in France.
Expert-Invest operates in Financial Services and Wealth Management. Its work centres on Financial Planning, Estate Planning, Wealth Management and Tax Optimization.
Expert-Invest has approximately 9 employees.
Top alternatives and competitors to Expert-Invest include Agora Finance - Gestion Privée, Bridge Investment Advisors Private Limited, Altus Wealth Group, LLC, K&P Finance, 1st Choice Financial Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Expert-Invest and Agora Finance - Gestion Privée are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Expert-Invest, https://bouncewatch.com/company/expert-invest, updated 14 March 2025. When citing, please name BounceWatch and link this page.

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