Founded in 2005, WI FINANCE is an independent wealth management consulting firm (cabinet de conseil en gestion de patrimoine) located in Paris. The company offers a global and personalized approach to wealth management for a clientele of entrepreneurs, executives, and private individuals. Their services are built on independence, expertise, and long-term client relationships, covering areas such as financial investments, real estate, tax optimization, and retirement planning. They are regulated in France and registered with ORIAS as a Financial Investment Advisor (CIF) and insurance broker.

Founded in

France