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927 2,254 205 2,242Activities
Entity types
Location
19 Rue du Maréchal Gallieni, 78000 Versailles, France
Versailles
France
Employees
Scale: 11-50
Estimated: 11
SIREN
819229162Engaged catalyst
20Added in Motherbase
6 years, 6 months ago[Automatic translation follows] Digital and human -sized wealth management firm in Versailles
#gestion of apatitage #patitage
Grisbee Private Management is a firm in digital wealth management which offers you 360 ° experience: a dedicated advisor, high -end investments and services as well as a unique tool.
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Grisbee Private Management supports individuals and business leaders in the management of their wealth and their finances.
Grisbee relies on a unique online wealth management tool in France which allows you to:
- Consolidate and follow your entire heritage in one place. Exit the Excel file for monitoring your finances!
- Discover a complete diagnosis of your financial health! Diversification, return, risk, income tax, IFI, retirement pension, succession costs, savings capacity and borrowing capacity: all your financial indicators are calculated automatically. Your money will no longer have secrets for you!
- Improve each of these indicators, depending on your goals and priorities.
www.grisbee.fr!
Finance, finance, wealth, taxation, taxes, savings, real estate, life insurance, tax exemption, SCPI, wealth management, succession, cash, treasury association, 150 0 bter, and private equity
Cabinet en gestion de patrimoine digital et à taille humaine à Versailles
#gestiondepatrimoine #patrimoine
Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi qu'un outil unique.
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Grisbee Gestion Privée accompagne des particuliers et des chefs d'entreprise dans la gestion de leur patrimoine et de leurs finances.
Grisbee s'appuie sur un outil de gestion de patrimoine en ligne unique en France qui vous permet de :
- consolider et suivre l'ensemble de votre patrimoine en un seul lieu. Exit le fichier Excel de suivi de vos finances !
- découvrir un diagnostic complet de votre santé financière ! Diversification, rendement, risque, impôt sur le revenu, IFI, pension retraite, frais de succession, capacité d'épargne et capacité d'emprunt : tous vos indicateurs financiers sont calculés automatiquement. Votre argent n'aura plus de secrets pour vous !
- améliorer chacun de ces indicateurs, en fonction de vos objectifs et de vos priorités.
www.grisbee.fr !
Fintech, Finance, Patrimoine, Fiscalité, Impôts, Epargne, Immobilier, Assurance vie, Défiscalisation, SCPI, Gestion de patrimoine, Succession, Trésorerie, trésorerie association, 150 0 bter, and Private Equity
Conseil en gestion de patrimoine en ligne et Outil Grisbee : gérez votre patrimoine en ligne grâce à nos conseillers et notre outil
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