Overview

PRISMA Conseil

Information by Research TrustFinance

https://www.prisma-conseil.com/

Founded in 2011, PRISMA Conseil is an independent wealth management advisory firm (Cabinet de Conseil en Gestion de Patrimoine) based in Lyon, France. The company specializes in providing bespoke financial advice and asset management strategies for private individuals and business leaders. Its core mission is to assist clients in building, managing, and passing on their wealth through services that include financial investment planning, tax optimization, retirement planning, and estate management. As a registered Financial Investment Advisor (CIF) in France, they emphasize a long-term, client-centric approach to financial planning.

Founded in
France

France


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service