Turnover: 110000 EUR (2018)

Country: France

  • K&P Finance is a wealth management consultancy established in 2006.
  • The independent company specializes in tax exemption and savings, offering its customers solutions in the following areas: investment property, tax optimization, savings and financial investments, advice and long-term support.
  • K&P Finance is 100% owned by its management and employs 11 advisors, 7 of whom specialize in real estate and 4 in financial investments.

november 13, 2017 - K&P Finance continues to expand - source(Boursedirect)

  • The company acquires Olivio
  • K&P Finance's assets under management now total 185 million euros
  • K&P's 2020 target: to increase assets under management to 400 million euros

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