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The Services of Our Wealth Management Office
Founded in 2017 by four Wealth Management Advisors, INOVÉA is a network of independent professionals dedicated to democratizing wealth management. The goal is to empower its members to support their clients with innovative tools tailored to their needs. With this fresh approach, INOVÉA has launched the Filianse program!
What’s the goal? To democratize wealth management for the 30 million French savers who are not familiar with this wealth management approach or believe they do not have sufficient financial means to be considered by traditional market players.
With the FILIANSE program, INOVÉA enables everyone to access professional advice, tailored wealth solutions, and personalized long-term support to help them achieve their life goals.
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