Founded in 2004 and based in Lyon, France, OPTIM'FINANCE is an independent wealth management firm (cabinet de conseil en gestion de patrimoine). Its mission is to provide clients with tailored, long-term support for building, managing, and passing on their personal and professional assets. The firm emphasizes its independence from banking and insurance networks, allowing it to offer objective advice across various services, including financial investments, real estate, tax optimization, and retirement planning.

Founded in

France