Company Information

Get to know GestionPartenaire

GestionPartenaire is a French technology company that has developed a comprehensive online software solution specifically for wealth management professionals (Conseillers en Gestion de Patrimoine). The platform aims to centralize and simplify daily operations by offering tools for client data aggregation, portfolio analysis, compliance management (KYC/AML), reporting, and secure document sharing. Founded in 2019, the company's mission is to provide an intuitive, powerful, and secure digital environment to help financial advisors enhance their productivity and client service.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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GestionPartenaire

Switzerland

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.