Agora Finance - Gestion Privée - Finance, Financial Services Company Profile, Funding Rounds and Investors

General Information

Company Name

Agora Finance - Gestion Privée

Founded Year

2007

Location (Offices)

France +1

Founders / Decision Makers

Number of Employees

Industries

Finance, Financial Services, Wealth Management

Funding Stage

Social Media

Agora Finance - Gestion Privée - Company Profile

AGORA Finance Gestion Privee is a France based company founded in 2007 that specializes in financial and real estate wealth management, approved by the AMF (Autorité des Marchés Financiers). As an independent Private Wealth Management firm and a member of the Chambre des Indépendants du Patrimoine, AGORA Finance prioritizes impartial advice and selecting the most efficient solutions for their clients. The company offers multidisciplinary services for both individuals and professionals.

For professionals, AGORA Finance assists in implementing Employee Savings Plans, cash flow management, and optimizing executive remuneration. For individuals, the company provides expertise in financial investments, real estate, retirement planning from legal and tax perspectives, and tailored solutions for professional athletes, addressing international investment, wealth building, and tax optimization challenges.

AGORA Finance emphasizes on providing impartial and personalized investment advice, backed by expert insights in real estate and financial investments.

Taxonomy: Wealth Management, Financial Planning, Investment Advisory, Private Wealth Management, Estate Planning, Tax Strategy, International Investment, Retirement Planning, Cash Management, Real Estate Investment, Corporate Finance, Expertise Immobilière, Conseil Financier, Gestion de Patrimoine