Cart-fi financement & patrimoine

Founded in 2017, Cart-fi financement & patrimoine is an independent wealth management consulting firm based in France. The company offers a comprehensive range of services tailored to individuals and professionals, including financial investment advice, real estate investment strategies (including tax optimization), retirement planning, and brokerage for financing solutions such as mortgages and professional loans. They are registered as a Financial Investment Advisor (CIF), insurance broker, and banking operations broker, providing a holistic approach to managing and growing their clients' assets.