Selfepargne is a brand of SELF INVEST, an independent wealth management advisory firm founded in 2023. The company's mission is to simplify savings and investment for its clients by providing personalized support from a dedicated wealth advisor. They assist clients in defining their financial objectives and building tailored strategies using a range of products, including life insurance (assurance vie), retirement savings plans (PER), and real estate investment trusts (SCPI). Selfepargne is registered with ORIAS as a financial investment advisor and insurance broker, and is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP), an association approved by the French financial markets authority (AMF).

Founded in

France