Capfinances

About Capfinances

WHO ARE WE? The Capfinances Group is the leading independent broker in France, specializing in wealth management, life insurance, savings, retirement, real estate, provident insurance, and borrower insurance for individuals and professionals. Founded in 2004, Capfinances is a major player in wealth management in France: 🏆 LABEL EXCELLENCE awarded to the product “Perfutura Premium” in 2024 (Les Dossiers de l’Épargne) 🏆 Top 10 of the 100 best French brokers in 2023 (La Tribune de l’Assurance) 🏆 1st in the Top 10 Life & Savings in 2020 (La Tribune de l’Assurance) 🏆 6th in the Top 10 specialist brokers in 2020 (L’Argus de l’Assurance) The company has shown very positive results for over 20 years: • More than 63,000 clients throughout France; • Revenue growth of +28% in 2024. ✅ THE ASSURANCE OF A FUTURE ✅ Whether you are an individual, an employee, self-employed, or retired, the Capfinances Group meets all your wealth management needs: ▶️ Wealth transmission ▶️ Retirement preparation ▶️ Family protection ▶️ Personal enrichment ▶️ Tax optimization ▶️ Real estate ▶️ Real estate credit ▶️ Loan insurance ▶️ Provident insurance OUR BUSINESS CENTERS Present nationwide, Capfinances has 19 business centers: ▶️ Amiens ▶️ Angers ▶️ Besançon ▶️ Biarritz ▶️ Bordeaux ▶️ Brest ▶️ Caen ▶️ Dijon ▶️ Lille ▶️ La Rochelle ▶️ Lorient ▶️ Montpellier ▶️ Nantes ▶️ Nice ▶️ Niort ▶️ Rennes ▶️ Rouen ▶️ Tours ▶️ Toulouse More than 890 independent Insurance Intermediary Representatives support our clients daily throughout France. At Capfinances, people and expertise are at the heart of our approach, to build a solid financial future together.