OPTIA FINANCE is an independent wealth management consulting firm based in Saint-Germain-en-Laye, France. The company's mission is to support clients in the construction, development, and transmission of their wealth through a personalized and long-term approach. It is registered with ORIAS as a Financial Investment Advisor (CIF), a member of a professional association approved by the French Financial Markets Authority (AMF), and also acts as a real estate agent and insurance broker. Their services cover financial investments, tax optimization, retirement planning, and real estate investment advice.

Founded in

France