Our years of experience have allowed us to build relationships with experienced, committed, and reliable partners. The offers we provide are the result of our collaboration with these partners and our expertise to ensure that we obtain the best outcomes for you.
Established in 1993, AXA Thema is an AXA France Vie expertise in open architecture dedicated to Wealth Management Advisors. The offering, driven by a team of sales experts, consists of high-end insurance and provident products as well as banking products and dedicated retirement products (PER).
For over thirty years, Vie Plus, headquartered in Brest, has been developing savings, protection and retirement products that are exclusively distributed through independent wealth management advisors (CGPI). As a subsidiary of Suravenir, the life insurance company of Crédit Mutuel Arkéa, Vie Plus benefits from the expertise and strength of a solid group while maintaining a human approach to wealth management.
Cardif is a commercial brand of BNP Paribas Cardif, which includes the life insurance and property and casualty subsidiaries of the BNP Paribas group. It specializes in the design of savings and protectionproducts and services.
La Financière de l’Arc is an entrepreneurial asset management company, majority-owned by its founding managers and based in Aix en Provence. The multidisciplinary expertise of the team led by Amandine Gérard allows them to build tailored investment solutions for a clientele of professionals and individuals.
The founder of Entrepreneur Invest, Frédéric Zablocki, is an entrepreneur who has successfully experienced various stages of a company's life: creation, development, turnaround, sale, or IPO.
In 2000, he decided to create his own asset management company authorized by the AMF to leverage his network and experience for the benefit of other entrepreneurs and meet the financing needs of growing SMEs.
This approach, combined with the quality of management, has allowed Entrepreneur Invest to position itself as a leader in equity and convertible bond financing for growth SMEs, with over one billion euros raised, 200 supported SMEs, and several thousand jobs created.
AFI ESCA designs insurance solutions for borrower insurance and individual protection. Based in Lille, AFI ESCA, which has maintained its family character (the Burrus family is an industrial family originating from Alsace), has been in existence for 90 years and has capitalized on the liberalization of loan insurance delegation with the enactment of the Lagarde law in 2010, followed by the Hamon law reform in 2014 and the Lemoine law in June 2022, which provides for the removal of the medical questionnaire under certain conditions.
CERENICIMO is an independent platform dedicated entirely to investment real estate. It selects and distributes a range of diversified and carefully selected investment options exclusively for wealth management professionals: managed real estate (LMNP-LMNP Censi Bouvard) and residential rental properties.
Credifinn is a credit broker specializing in financing for wealth management clients and non-resident or expatriate investors.
Established in 2002, the company has developed expertise and solutions tailored to financing rental investment projects such as Pinel, managed real estate (LMNP), standard rental properties, SCPI, historical monuments, or bare ownership.
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