Apex Conseils
Wealth advisory in Annecy for private clients and families, covering planning, financial management, real estate and wealth transfer
Highlights
- New on EvolcAdded 2026-11-10
About Apex Conseils
Apex Conseils is a wealth advisory firm based in Annecy, France. It helps clients organise, develop and transfer their assets, with services covering patrimonial advice, financial management, real estate, and retirement and wealth transfer.
The firm's approach runs in three steps: analysing a client's situation and priorities, building a financial and wealth strategy suited to their goals and time horizon, and adjusting it as circumstances change. Its clients are private individuals and families, and the firm has worked with several generations of them.
The company was founded in 2021. The business itself dates back to 1996 in Annecy, according to its own website.
Product: Wealth advisory: patrimonial advice, financial management, real estate advice, and retirement and wealth transfer planning.
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