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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 +1
Employees 9
Industries Financial Services, Wealth Management
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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.

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

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Expert-Invest Alternatives & Competitors

Expert-Invest vs
L'Espace Patrimoine
L'Espace Patrimoine France

Vivre son patrimoine

6 employees
Financial Services, Real Estate
Expert-Invest vs
3P CONSEILS
3P CONSEILS France

Simplifying Wealth: Expert Financial Guidance, Tailored Investment Strategies, and Comprehensive Sup...

2 employees
Finance, Wealth Management
Expert-Invest vs
Grisbee Gestion Privée
Grisbee Gestion Privée France

Cabinet en gestion de patrimoine digital #gestiondepatrimoine #patrimoine #Wealthtech #Digital

11 employees
Financial Services, Life insurance

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 the following industries: Financial Services, Wealth Management.
Expert-Invest has approximately 9 employees.
Top alternatives and competitors to Expert-Invest include L'Espace Patrimoine, 3P CONSEILS, Grisbee Gestion Privée, Agora Finance - Gestion Privée, Calci Patrimoine. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Expert-Invest and L'Espace Patrimoine 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.

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