Alliance Courtage
A support network and shared services for independent wealth advisers in France and Luxembourg
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-09
About Alliance Courtage
Alliance Courtage is a membership group for independent wealth management advisers (CGPs). It pools insurer agreements, regulatory compliance support, digital tools, training and peer networking while members retain their legal and client independence.
Members pay for access to services, including a compliance back office, negotiated CRM, client-data aggregation and an adviser extranet. The group says it has 23 partner firms and offers access to insurer agreements for life insurance, retirement savings, protection and property funds.
The company was founded in 2023 and is headquartered in Paris, France. Its founder, Laurent Serre, has more than 20 years of experience in finance and serves as an administrator of ANACOFI.
Product: Membership services for independent wealth advisers, including insurer agreements, compliance support, digital tools, training and peer networking.
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- PHPHigh confidence
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- Response headerx-powered-by
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Content management
- WordPressHigh confidence
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