Advenis Gestion Privée

General Information

Company Name

Founded Year

1995

Location (Offices)

Founders / Decision Makers

Number of Employees

Industries

Finance, Wealth Management

Funding Stage

Social Media

Advenis Gestion Privée - Company Profile

Advenis Gestion Privée is a subsidiary of Advenis, an independent specialist in wealth management and real estate for over 20 years. With a nationwide network of advisors, the company offers a diverse range of products and services to assist in the management and enhancement of private and professional assets. Through tailored guidance, Advenis Gestion Privée aims to provide solutions aligned with individual wealth objectives, supporting clients throughout their lifetime. The company's open-architecture product selection encompasses numerous offerings such as life insurance, securities accounts, PEA and PEA-PME, real estate investment, PER (Retirement Savings Plan), and SCPI (Real Estate Investment Trusts) chosen from esteemed partners and in-house expertise. Founded in 1995, the company operates within the Finance and Wealth Management industries. Currently, there is no available information on the headquarters, last investment, or last investment investors.

Taxonomy: gestion de patrimoine, conseil en gestion de patrimoine, expert en immobilier, assurance-vie, investissement immobilier, plan épargne retraite, sociétés civiles de placements immobiliers, prévoyance, déficit foncier, LMNP, ingénierie financière, comptes-titres, PEA-PME, gestion privée, monument historique