Founded in 2012, La Compagnie des CGP is a business-to-business organization dedicated to supporting and empowering independent wealth management advisors across France. The company's mission is to facilitate the success of its members by providing a platform that includes regulatory compliance support, access to a wide range of financial products and partnerships (real estate, insurance, asset management), digital tools for client management, and continuous professional training. It functions as a central hub, enabling individual advisors to leverage the strength, resources, and collective bargaining power of a larger group while maintaining their independence.

Founded in

France