LaBienveillanceFinancière
Created in 2017
Up & running (A)
Existing signals show a regular activitySocial networks
2,033Activities
Technologies
Entity types
Location
75015 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 24
SIREN
828719773Engaged catalyst
10
0 0Added in Motherbase
1 year, 4 months ago
Value proposition
[Automatic translation follows] The heritage engineering platform at the service of professionals
LabienVenceFinanciere is a fintech based in Paris which has developed an increased heritage consulting platform for financial advisers and wealth management advisers.
Its customers are the institutional networks (banks, insurance company, CGP networks) and independent professional advisers. His specialty is the preparation of the succession.
Thanks to its platform, the advisers offer their customers, a simple phygital (digital and human) phygital experience). They easily produce, and in any legal certainty, personalized heritage recommendations of the heritage engineering level.
LabienVelverancanière democratizes this type of heritage advice so far reserved for large fortunes.
Fintech, wealth management, transmission, retirement, heritage action plan, augmented advisor, btoBTOC, wealthtech, heritage engineering, and wealth planningOriginal language
La plateforme d'ingénierie patrimoniale au service des professionnels
LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers en gestion de patrimoine.
Ses clients sont les réseaux institutionnels (banques, compagnie d'assurance, réseaux de CGP) et les conseillers professionnels indépendants. Sa spécialité est la préparation de la succession.
Grâce à sa plateforme, les conseillers offrent à leurs clients, une expérience phygitale (digitale et humaine) simple, fluide et pédagogique. Ils produisent facilement, et en toute sécurité juridique, des recommandations patrimoniales personnalisées de niveau ingénierie patrimoniale.
LaBienveillanceFinancière démocratise ce type de conseil patrimonial jusqu’ici réservé aux grandes fortunes.
fintech, gestion de patrimoine, transmission, retraite, plan d'action patrimonial, conseiller augmenté, BtoBtoC, wealthtech, ingénierie patrimoniale, and wealth planning
LaBienveillanceFinancière - Conseil patrimonial augmenté
La Fintech LaBienveillanceFinancière offre aux conseillers professionnels des services clé-en-main de conseil patrimonial augmenté
https://www.labienveillancefinanciere.fr/
| Catalyst | Type | Tweets | Articles | |
|---|---|---|---|---|
 Amundi Startup accelerator & VC, Financial Services | Amundi Startup accelerator & VC, Financial Services | Other 16 Mar 2025 | | |
 Bpifrance Bank, Banking | Bpifrance Bank, Banking | Other 16 Mar 2025 | | |
 France FinTech Media, Software Development | France FinTech Media, Software Development | Other 23 Mar 2025 | | |
 La Place Fintech | DeFi Startup accelerator & VC, Events Services | La Place Fintech | DeFi Startup accelerator & VC, Events Services | Other 22 Sep 2024 | | |
 Deloitte Consulting, audit, Business Consulting and Services | Deloitte Consulting, audit, Business Consulting and Services | Other 31 May 2024 | | |
 Paris Europlace Finance, Non-profit Organizations | Paris Europlace Finance, Non-profit Organizations | Other 12 Jun 2024 | | |
 CCI Paris IdF Chamber of commerce, Government Administration | CCI Paris IdF Chamber of commerce, Government Administration | Other 2 May 2024 | | |
 Summit Electric Supply Wholesale | Summit Electric Supply Wholesale | Other 8 Apr 2024 | | |
 Infopro Digital IT services, Software Development | Infopro Digital IT services, Software Development | Other 31 Mar 2024 | | |
 Finance Innovation Public business cluster, French Cluster, Financial Services | Finance Innovation Public business cluster, French Cluster, Financial Services | Other 27 Oct 2024 | | |