Investisseur Prive
Curated by SignalFinancial planning platform offering personalized investment advice and tools.
Overview
Investisseur Prive is a fintech company that focuses on providing financial planners and advisors with a suite of tools designed to assist in client management and investment strategy development. The platform includes features for personalized investment advice, financial planning, and access to a variety of investment products, primarily targeting individuals interested in wealth management services. It incorporates predictive analytics, robo-advisory capabilities, and secure client portals to offer insights into client portfolios and facilitate communication. The company has partnerships with Quantalys and Bourse Direct, which contribute to its service offerings. Additionally, Investisseur Prive aims to address issues in wealth management through personalized assistance and transparent fee structures.
Key facts
- Founded
- 2015
- Headquarters
- Paris, France
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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