Carat Capital
Wealth management and financial planning for individuals and families in France
Highlights
- New on EvolcAdded 2026-10-30
About Carat Capital
Carat Capital advises clients on wealth management and develops tailored strategies covering investment, tax, retirement, protection and succession planning.
Its services address individuals and families managing assets, including people navigating business sales, inheritance, retirement and international mobility. The company works with partner professionals such as notaries, lawyers and accountants.
Founded in 2006, Carat Capital is headquartered in Paris and belongs to the Allen group.
Product: Personalized wealth management advice and financial planning across investment, tax, retirement, protection and succession.
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