GEFINEO is an independent wealth management advisory firm, located at 60 rue de Prony in Paris (17th arrondissement). Founded and led by Guillaume Eyssette, the firm brings together a team of six professionals and supports its clients in structuring, enhancing, and transferring their wealth. GEFINEO operates in open architecture, without preconceptions, in order to select for each client the most suitable solutions from among those of its partner insurers and leading asset management companies. The firm currently manages over 130 million euros in assets. Registered with ORIAS (no. 09 049 637) as a Financial Investment Advisor and Insurance Broker, holder of the real estate and business transaction card, and member of the CNCGP association approved by the AMF, GEFINEO operates within a strict regulatory framework, a guarantee of rigor and trust for both its clients and its partners.
1 - 5 years
2 - 10
FR, EN
GEFINEO is registered with ORIAS in the following categories: CIF and COA. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation
GEFINEO also holds a valid Carte T (professional real estate transaction card). This authorization allows them to carry out activities related to real estate transactions within the framework provided by applicable regulations.
GEFINEO is a member of the professional association CNCGP.
GEFINEO thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
