Allocations Plurielles
Financial and wealth-management advice for finance professionals and affluent individuals
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Allocations Plurielles
Allocations Plurielles advises on asset allocation and provides methods and tools for finance professionals, including risk and sustainability suitability calculations. It also advises individuals on wealth structuring, financial investments, insurance, retirement and related matters.
Its clients include financial advisers, brokers, private banks, asset managers and affluent individuals. Services range from newsletters and asset-allocation systems with client monitoring to tailored wealth advice.
Founded in 2022, the company is based in Paris. It partnered with VALOREA in September 2024, when Adrien Fiat became its president.
Product: Asset-allocation support and systems for finance professionals, plus wealth-management and investment advice for individuals.
Jobs at Allocations Plurielles
Leadership
- Olivier BLITZ · FounderSource: company website
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Website technologies
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Content management
- SquarespaceHigh confidence
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Detection evidence
- Website resourcedeclared script/iframe or software asset
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