Company Information

Get to know Novalia Patrimoine

Novalia Patrimoine is a wealth management consultancy based in Lyon, France. The firm specializes in developing bespoke, long-term asset strategies for its clients, covering financial investments, real estate, insurance, retirement planning, and tax optimization. Founded by experts from the banking and insurance sectors, the company emphasizes an independent and holistic approach to managing and growing their clients' wealth, guided by their individual goals and risk tolerance. They are a regulated entity, registered with ORIAS as a Financial Investment Advisor (CIF), Insurance Broker (COA), and Banking Services Intermediary (MIOBSP).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Novalia Patrimoine

France

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.