Founded in 2004, Finaxio is a firm of independent wealth management advisors (Conseillers en Gestion de Patrimoine - CGP) located in Toulouse and Paris. The company provides a holistic and personalized approach to managing the assets of private and professional clients. Its mission is to support clients through all stages of their financial life by offering independent advice on financial investments, real estate, retirement planning, tax optimization, and wealth transfer, free from the influence of any single banking or insurance institution.

Founded in

Switzerland