Founded in 2004, Transversale Conseil is a Paris-based firm specializing in independent wealth management and consulting. The company's mission is to provide personalized, long-term support to its clients, including business leaders, professionals, and families, in structuring, managing, and passing on their wealth. They emphasize an open-architecture approach, ensuring their advice is not tied to any specific financial institution, and their services cover financial investment advice, insurance brokerage, real estate investment, and asset allocation strategies.

Founded in

France