GestionPartenaire is a French technology company that has developed a comprehensive online software solution specifically for wealth management professionals (Conseillers en Gestion de Patrimoine). The platform aims to centralize and simplify daily operations by offering tools for client data aggregation, portfolio analysis, compliance management (KYC/AML), reporting, and secure document sharing. Founded in 2019, the company's mission is to provide an intuitive, powerful, and secure digital environment to help financial advisors enhance their productivity and client service.

Founded in

Switzerland