Life insurance, Stock market, Retirement savings plan (PER), Tax optimization, Wealth assessment, Equity savings plan (PEA), Retirement planning, Estate planning
Don't know where to start? Connect with the world of finance in the leading wealth management marketplace!
Yomoni, Green-Got, Mon Petit Placement, Baltis, La Première Brique, Prosper Conseil, Optivest, Hectarea, Gedeon, France Valley, Altaprofits, Temys, Vatel Direct, Nyko, Novalia Patrimoine, ADN Family Office, Bolero Music, Merci Prosper, and many more…
Get free access to over 40 wealth management advisors, banks, and fintechs: we put them in competition to offer you the advice and products best suited to your needs.
The spirit of dating apps, plus a touch of AI, to get you started with investing:
1. Whatever the amount you wish to invest
2. You complete your profile in minutes
3. We anonymize it to protect you
4. Experts are matched to meet your needs
5. They come to you directly in the app
6. You match with the one(s) of your choice and then schedule an initial, no-obligation chat outside the app
Don't wait any longer and join the invstore experience: over €1.5 million in matches already!
- Personalized AI analysis: install the app and complete your profile in less than 5 minutes, then immediately get an AI report to understand your situation
- Tailored advice and products: let the world of finance make customized recommendations for you; Professionals are matched to meet your needs.
- Negotiation control: your profile remains anonymous throughout the process, and you are only matched with the advisor(s) of your choice. There is no obligation.
Security and compliance:
- Protected data: all my data is encrypted and hosted on servers located in the European Union in compliance with GDPR regulations.
- Anonymized identity: to protect me, my identity and contact information are anonymized and invisible to professionals operating on the platform, who cannot contact me outside of the application.
- Certified experts: all professionals operating on the platform are authorized to practice in France. Their professional status and situation are systematically checked by Invstore® with the AMF, ORIAS, and ACPR before each registration.
- Secure connection: Connection to my bank accounts (free option) is made using Open Banking technology via a French provider approved by the Banque de France under PSD2 (Powens).
Good to know:
- The Invstore application is a technical operator connecting individuals and independent professionals without advising on or distributing financial products.
- AI-generated analyses may contain errors and do not constitute expert advice; only a qualified professional can provide financial management advice.
- All investments carry a risk of capital loss, and past performance is not indicative of future results.