COPILOTE GESTION is an independent wealth management consulting firm based in Paris. Founded by former private bankers, the company provides a comprehensive and personalized approach to managing the assets of its clients, which include entrepreneurs, executives, and families. Their mission is to act as a trusted "co-pilot" for their clients' financial journey, offering tailored advice across financial investments, insurance brokerage, retirement planning, and asset structuring. The firm is registered as a Financial Investment Advisor (CIF) and is regulated by French authorities.

Founded in

France