đ Wealthcome | La solution digitale 360° au service du patrimoine The technological ecosystem bringing CGPs closer to their customers thanks to two modern, ergonomic interfaces in tune with the times. đ» Wealthcome Pro, the software dedicated to CGPs - ACPR-approved data aggregation, AMF and CNIL approved - Automated regulatory compliance - Automated & innovative EDM - Client tracking and wealth data - Investment and arbitrage campaigns - Export for optimized wealth auditing - Interconnectivity with the Wealthcome application for the end client - A secure, intelligent solution - Key partnerships for the security and performance of our solution Join us and look to the future of wealth management, resolutely digital.
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Company Details
- Employees
- 38
- Founded
- -
- Address
- Bordeaux, Fr
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://wealthcome.fr
- Keywords
- Gestion de patrimoine, Fintech, Start-up, Agrégateur financier, CGP, Solutions digitales, Conseiller en gestion de patrimoine, Conformité réglementaire, Agrégation de données patrimoniales, CRM patrimonial, KYC, Outil métier, Documents d'adéquation, Plateforme patrimoniale, Family Office, Courtiers, Cabinet de gestion de patrimoine.
- HQ
- Bordeaux
Wealthcome Questions
Wealthcome's website is https://wealthcome.fr
Wealthcome's LinkedIn profile is https://fr.linkedin.com/company/wealthcome
Wealthcome has
38 employees.
View email and phone details for 38
employees at Wealthcome.
Wealthcome's industry is
Software Development
Wealthcome's top competitors are
Figen Ai,
Renaissance Fusion,
Flowdesk,
Kleio,
Karbonalpha, Solution De Gestion Privée Augmentée,
Wizio.fr,
Spash,
Blackfin Capital Partners,
Watches Trading,
Comet.
Wealthcome's categories are Software Development
Wealthcome's founding year is 2021
