The 63 largest Financial Services companies in Occitanie

Crystalgroupe-crystal.com

Leading independent wealth management advisor, offering private client services, investment solutions for professionals, and digital platforms for independent wealth managers, with national and international reach.

Yoozgetyooz.com

Cloud-based E-invoicing and AP automation solution leveraging AI and RPA technologies for unmatched savings, speed, and security with global reach

Inovéainovea-group.com

Provides financial education programs, wealth management solutions, and a national network of auditors and consultants for client satisfaction.

Lyralyra.com

Provides secure, omnichannel payment solutions, leveraging certified expertise and a global network to simplify transactions for diverse business sectors and models.

Finzzle groupefinzzle-groupe.com

Distribution of investment products and real estate development through distinct brands, strategic management, and international expansion for wealth creation.

Capitole Finance-Tofinsocapitole-finance.com

specialized credit institution offering tailored leasing and financing solutions for professional equipment, vehicles, and pleasure boats nationwide

UFPIufpi.fr

Financial services company offering savings, health, and real estate solutions to protect independent professionals in France

Banque Dupuy, de Parsevalbanquepopulaire.fr

Established in 1845 by four families, this bank initially focused on local business financing Now serving multiple departments, it offers a range of financial services to a diverse clientele

Olifan Groupolifangroup.com

French leader in wealth management, helping individuals and leaders structure, optimize, and transfer assets. Supports with retirement, vulnerability, and investment strategies.

ICC Financeicc-finance.fr

specialized in personalized mortgage brokerage, professional financing, credit renegotiation, and borrower insurance with a focus on trust and transparency

Filiansefilianse.com

Empowering individuals and families to effectively manage their wealth and achieve life goals through innovative financial education, premium products, and expert guidance

ICA PATRIMOINEicapatrimoine.fr

National wealth creation network offering expert investment advice, tailored financial products, and long-term client support for secure asset growth.

AAMaudit-aam.fr

Audit and accounting firm providing statutory audit and financial oversight services in Paris and the Occitanie region, including Montpellier.

POINT FINANCESpoint-finances.fr

The company offers financing solutions to consolidate clients' current loans, specializing in debt management for individuals and professionals seeking budget relief or funding for projects

Enerfip Groupenerfip.eu

Platform enabling citizens to invest savings securely in renewable energy projects like solar, wind, hydro, biomass, and marine energy.

YRCAMyrcam.com

A 30-year-old company in Occitanie offers customized cash management and customer relationship solutions for businesses in France and internationally

MIDI CENTRE - CONSEIL AUDIT EXPERTISEmidi-centre.com

Offers audit, expertise, and consulting services, supporting leaders of businesses, associations, and public structures in their development through various financial and organizational specialties.

P&G Conseils

Accounting and auditing firm providing tailored, reliable, and responsive financial expertise to support daily operations and strategic development.

Finbizabault.com

Finbiz specializes in providing professional financing advice and assistance in securing funds for a variety of commercial real estate transactions

WiSEEDwiseed.com

Trusted third-party platform offering tailored financing solutions in debt or equity for project owners and SMEs, attracting a wide range of individual and professional investors

C&C Investccinvest.fr

C&C Invest offers a client-centered package of financial services, real estate transactions, and wealth management solutions to optimize clients' assets

Capitole Énergie (by EPSA)capitole-energie.com

Consulting firm specializing in energy purchase strategies, cost reduction, and sustainability for businesses, integrating operational and environmental performance expertise.

Bonjour Patrimoinebonjourpatrimoine.fr

The company offers guidance on building a long-term financial legacy through personalized wealth management strategies tailored to each individual's situation and age

IMMOFINANCES.NET FRANCEimmofinances.net

National network of mortgage brokers providing personalized service for clients across France, offering innovative financing solutions and triple A quality service

GESTION CREDIT EXPERT (FRANCE CREANCES, SFNP, INFORCREDIT, BFR EXPERTS, CASH SPRINT)gestioncreditexpert.com

Provide advisory, debt collection, and credit investigation services to optimize working capital and reduce trade credit risks globally.

Financière du Capitolela-financiere-du-capitole.fr

Providing personalized advice since 1994 to optimize legal, tax, and financial strategies for private and/or professional wealth management needs

B.T. Crédits - Financementsbt-credit-immobilier.fr

Specializing in real estate loans, credit buybacks, and credit brokerage services for individuals and businesses

Junior Investment Management by TBS Educationjim-tbs.com

A student investment fund in France, dedicated to educating future finance professionals through collaboration with professors and alumni

ASB CONSEILasb-conseil.fr

Specialized in supporting small and medium enterprises by providing professional development advice, administrative relief, and responsive assistance.

Acci Plus Patrimoineacciplus-patrimoine.com

The company specializes in providing expert advice on wealth management, investment, tax optimization, and succession planning for individuals throughout their lives

Allopassallopass.com

The company is a leading carrier billing aggregator in Europe, connecting digital merchants with mobile operators to optimize payment flow and increase revenues globally

Gestiondepatrimoine.comgestiondepatrimoine.com

Generalist website in France for wealth management and representation of affiliated Independent Wealth Management Consulting firms Provides tailored solutions for clients' financial needs

Acrédit Courtageacredit-courtage.fr

Get top-notch advice, support, and the lowest rates for your credit with Acrédit Courtage Free & no-obligation study provided

Crédit Avenuecredit-avenue.fr

A independent credit brokerage firm focused on providing tailored advice and client satisfaction, offering free feasibility studies and competitive market rates

Waltiowaltio.com

Helps cryptocurrency owners calculate, report capital gains, answers technical questions, develops features, and offers free tax guides for European investors.

Quaestiosforsis.family

Specialized in wealth management and tax optimization, the company focuses on socially responsible investments, real estate, and financial products to meet client's financial goals

Oxion assurances & patrimoineoxion.fr

We assist individuals in planning and achieving their life projects, including finding optimal financing, preparing for retirement, and managing asset transmission efficiently

Credit Selectocreditselecto.com

A brokerage firm reinventing client relationships in finance with a focus on personalized service, friendly advisors, humor, and expertise recognized by clients and banks

Cabinet JOSScabinetjoss.fr

This company specializes in mortgage brokerage, focusing on personalized service and negotiation, emphasizing human connections and tailored financial solutions for each client

Crédit 2Lgroupecredit2l.fr

The company specializes in loan consolidation for individuals and offers tailored solutions for tax optimization and home improvement since 2008

Centre du Patrimoinecentrepatrimoine.fr

Established in 2002, this private wealth management firm in France provides tailored solutions and builds lasting relationships based on trust with over 450 families

Jiminimyjimini.com

Jimini is a next-generation financing brokerage network that prioritizes fair compensation for brokers, offering up to 95% revenue share Gain independence and high earnings

Finances&Moifinancesetmoi.com

Established in 2011, a client-focused financial company offering services such as real estate loans, credit consolidation, insurance, investments, and SCPI solutions

Claux & Boscaryclaux-boscary.fr

Established in 1973, this accounting firm assists entrepreneurs with accounting, management, tax, and social issues, offering services across various industries nationwide

Captain Watt

A company driving ecological and energy transition through renewable energy, innovation economics, and responsible real estate on a local scale

Expert-Investexpert-invest.fr

The Expert-Invest firm provides tailored legal, tax, and financial strategies for private and professional wealth management, including investment, tax optimization, and retirement planning

AFC

Our team accelerates global, sustainable projects aligned with the United Nations' 17 Sustainable Development Goals

COLL FINANCEMENT

Founded in 2009, this company is a regional leader in construction materials, aggregates, and concrete products, with a team of 350 employees across 7 PMEs

Investo

This company specializes in providing comprehensive wealth management services with a focus on delivering impeccable advice and independent solutions for clients

INFINITY CONSEILSinfinity-conseils.fr

Infinity Conseils is an independent consulting firm specialized in wealth management, finance, real estate, and tax optimization

ELEX MIDI-PYRENEES

Financial services company in France, specializing in areas such as investment, financial planning, and wealth management Located in L Union

KViTKA by Global Ukraine || www.kvitka.frglobal-ukraine.org

Offers modern crypto payments, including EUR vIBAN, crypto wallet, and virtual VISA card. Also provides crowdfunding, crowdlending, and diaspora banking solutions.

AUDIT ASSOCIES MEDITERRANEEaudit-aam.fr

Accounting firm based in Montpellier, Occitanie, specializing in auditing services

L'OFFISsynalp.fr

Wealth management firm specializing in financial asset management, investment planning, and providing advice on managing personal wealth and assets

DTB Wealth Managementdtbwealthmanagement.com

Specializing in legal and financial services for British expats in France and French inpatriates, offering expertise in tax, banking, insurance, and real estate

GP Consultingplacedelinvestissement.com

Financial services consulting company with expertise in wealth management, credit brokerage, insurance, and business transfer, offering innovative solutions for personal and professional projects

LV Courtagelvcourtage.fr

A Toulouse-based real estate brokerage firm assisting clients in finding the right mortgage rate and renegotiating their borrower insurance for major life events

Patrim'Pôlepatrimpole.fr

Specialized financial and wealth management consultancy for businesses and their leaders

GLORY LEASEglorylease.fr

Financial equipment rental and non-bank leasing solutions for startups and businesses facing credit limitations or restructuring to facilitate essential professional investment projects.

UP CAPITAL

A family-owned company providing support to entrepreneurs, leaders, and shareholders in developing, growing, and transferring businesses in the consulting and business services sector

TRANSAXIALLtransaxiall.com

A financial services company based in Toulouse, France specializing in providing a range of financial solutions to individuals and businesses

SAS RE.DI.FINredifin-courtage.fr

A company specializing in banking financing and insurance solutions, with expertise in real estate, commercial, and professional loans, focused on optimizing terms for clients

Cabinet EXPEAexpea-expertise.fr

Consulting and accounting firm offering expert advice and services in financial matters