Founded in 2017, AdvEyes is a financial technology (FinTech) firm that develops and provides a software-as-a-service (SaaS) platform for wealth management advisors (Conseillers en Gestion de Patrimoine - CGP) and their clients. The company's mission is to simplify and digitize wealth management by offering a unified solution that includes features for account aggregation, performance reporting, customer relationship management (CRM), and regulatory compliance. The platform aims to enhance the efficiency of advisors and improve the digital experience for their end-clients.

Founded in

Israel