Company Information

Get to know SMART PATRIMOINE

Founded in 2015, SMART PATRIMOINE is an independent wealth management consulting firm ("cabinet de conseil en gestion de patrimoine") located in Aix-en-Provence, France. The company offers personalized strategies and comprehensive support for both private individuals and business owners. Its services are built around a holistic approach to managing assets, encompassing financial investment advice, real estate investment strategies, retirement planning, insurance solutions, and tax optimization. As a regulated entity, it is registered with France's ORIAS as a Financial Investment Advisor (CIF) and an insurance broker.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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SMART PATRIMOINE

France

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.