La Compagnie des CGPI is a group dedicated to federating and supporting independent wealth management advisors (Conseillers en Gestion de Patrimoine Indépendants - CGPI) in France. It functions as a B2B service platform, offering its members resources such as regulatory and legal compliance support, professional training, digital tools, and a network of partners (insurers, asset managers, etc.). The company's mission is to help independent advisors develop their businesses and navigate the complexities of the financial advisory landscape, rather than providing direct financial advice to the public itself.

Founded in

France