Company profile
WealthPlanner
- Industry
- Technology, Information and Internet
- Employees
- 2
- Headquarters
- Paris, Île-de-France
- Founded
- 2025
- LinkedIn followers
- 292
- Office locations
- 1
WealthPlanner company summary
WealthPlanner is a company in the Technology, Information and Internet industry, headquartered in Paris, Île-de-France, founded in 2025. On LinkedIn the company has around 2 employees and 292 followers. Its listed specialties include ingénierie patrimoniale, I.A., gestion de patrimoine, logiciel, bilans patrimoniaux.
What technology does WealthPlanner use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About WealthPlanner
WealthPlanner le seul logiciel qui gère l'ensemble du processus de conseil patrimonial. Il aide tous les conseillers ainsi que les experts à qualifier, auditer, recommander et piloter le cycle patrimonial (tous les moments de vie) — avec des moteurs de calculs niveau ingénierie patrimoniale des livrables pédagogiques et des indicateurs commerciaux et une IA propriétaire (Seldon) entraînée à produire des recommandations patrimoniales.
Specialties
Where is WealthPlanner located?
WealthPlanner lists 1 location.
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|---|---|---|---|---|
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Frequently asked questions about WealthPlanner
What does WealthPlanner do?
WealthPlanner le seul logiciel qui gère l'ensemble du processus de conseil patrimonial. Il aide tous les conseillers ainsi que les experts à qualifier, auditer, recommander et piloter le cycle patrimonial (tous les moments de vie) — avec des moteurs de calculs niveau ingénierie patrimoniale des livrables pédagogiques et des indicateurs commerciaux et une IA propriétaire (Seldon) entraînée à produire des recommandations patrimoniales.
How many employees does WealthPlanner have?
WealthPlanner has around 2 employees on LinkedIn.
Where is WealthPlanner headquartered?
WealthPlanner is headquartered in Paris, Île-de-France.
When was WealthPlanner founded?
WealthPlanner was founded in 2025.
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