Find the professional you need
A free, confidential service with no commitment. We identify the right profile for your situation.
Start the quizWhich professional for you?
Answer 3 questions. We point you to the right person.
What is your situation?
What is your main need?
What is your approximate wealth?
This information helps us identify the right type of professional. It is only kept for the duration of your request.
For this type of need, the professionals typically consulted are:
A simple process, in 4 steps
Describe your need
Fill in the form below. We identify exactly what you need.
We shortlist 2 to 3 profiles
From our network of vetted professionals, we identify the best-suited profiles.
Book a meeting
We set up the introduction. You choose who fits.
Support along the way
We stay available until everything is in place. No hidden fees.
Vetted, independent professionals
Three complementary professions that cover the bulk of your patrimonial needs. Each one is selected through a strict protocol, detailed just below.
Wealth advisor
Structure your wealth, optimise your investments, plan for retirement or a wealth transfer.
Tax lawyer
Tax optimisation, legal structuring, business law and real estate law. The law in service of your wealth.
Chartered accountant
Accounting, business creation, choice of legal status. Expertise for entrepreneurs.
Free for you
Our partners pay us directly. You pay nothing, ever.
Your data is encrypted
Secure storage in Europe (GDPR). Only shared with your consent.
Reply within 48 h
Average turnaround with a shortlist of 2 to 3 suitable profiles.
How we check our partners
No decades of track record to lean on? We make up for it with rigour. Every professional in our network goes through a four-step protocol before being introduced to a single client.
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ORIAS registration verified
Any insurance, finance or banking intermediary must be listed on ORIAS, the official French public registry. We pull the record, note the number and check that the registered activities match what the professional actually offers.
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Credentials checked
Depending on the role — CIF (financial advisor), CGP (wealth manager), COA (lawyer), chartered accountant — we ask for a current licence and an up-to-date professional liability insurance certificate. No valid credential, no introduction.
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Pricing transparency required
Every partner gives us, in writing and in plain language, their full fee structure: flat fees, retrocessions, entry costs if any. The client receives it BEFORE the meeting. No nasty surprise possible.
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Independent from products
We turn down single-brand profiles (people selling one insurance, brokers tied to a single bank). We keep independents who can compare several solutions across the market.
This method is applied to every new partner and re-checked each year. If something falls out of line, we end the relationship immediately.
Not sure which professional fits your need? Tell me your situation, I'll guide you.
Describe your need
* Required fields
Your information stays strictly confidential. No data is shared without your consent.
Only one partner will contact you. No commercial follow-up, no automated email.
What you want to know
Yes. You pay nothing, neither for the introduction nor for the support. Our partners pay us directly via a commission.
Within 48 hours, we come back to you with 2 to 3 suitable profiles. Then you choose.
No. We introduce you to 2 or 3 profiles, but you stay entirely free: you can meet one, several, or none. No commitment, no pushy follow-up.
Never without your consent. Your information is only passed to the professional you have chosen.