Rinsa is a French financial technology company that has developed a comprehensive software-as-a-service (SaaS) platform tailored for wealth management professionals (Conseillers en Gestion de Patrimoine - CGP). The company's mission is to simplify wealth management by providing advisors with a unified tool for account aggregation, portfolio analysis, reporting, and client relationship management. Founded to modernize the tools available to financial advisors, the platform allows them to consolidate data from various banks and insurers, providing a holistic view of their clients' financial situations. Rinsa SAS is a registered entity in France, holding licenses as a Financial Investment Advisor (CIF) and Insurance Broker, regulated by ORIAS.

Founded in

Andorra