100 leading financial services firms in Auvergne-Rhône-Alpes

APRILapril.com

Designs, manages, and distributes insurance solutions across 22 countries, focusing on loan, health, personal protection, and property and casualty insurance.

Caisse d'Epargne Rhone Alpescaissedepargnerhonealpes.fr

A prominent banking institution in the Rhône-Alpes region serving individuals, businesses, social economy, housing, local authorities, real estate professionals, and protected individuals

Banque Populaire Auvergne Rhône Alpesbanquepopulaire.fr

A regional bank in Auvergne Rhône Alpes region welcoming candidates, clients, and members They recruit hundreds of employees annually and are active on LinkedIn for recruitment

Crédit Agricole Centre-estca-centrest.com

A regional banking institution with a cooperative and mutualist foundation, providing various financial services to over 1 million clients and supporting regional economic development

Groupama Rhone-Alpes Auvergnegroupama.fr

Provides insurance services through a mutualist model emphasizing proximity, solidarity, and responsibility with extensive regional presence and community involvement.

Crédit Agricole Centre Francecredit-agricole.fr

Provides banking and financial services to individuals and businesses across five departments, emphasizing local engagement and cooperative values.

Crédit Agricole des Savoietous-acteurs-des-savoie.coop

Regional mutual bank with 166 agencies and 2200 employees serving 705,000 clients, focused on innovation, customer relationships, and local presence.

Groupe APICILgroupe-apicil.com

A leading French social protection group offering tailored solutions in health, insurance, savings, and retirement, with a focus on client well-being and social responsibility

CIC Lyonnaise de Banquecic.fr

A local bank focusing on client service and supporting the economy with over 160 years of experience, promoting innovation, entrepreneurship, and community involvement

OPTEVENfr.opteven.com

A European group providing tailored warranties and services for mobility, including mechanical breakdown coverage, maintenance contracts, and assistance to 3 million beneficiaries

Relyens en Francerelyens.eu

Manages and prevents risks for healthcare and territorial actors in Europe, combining steering, prevention solutions, and insurance to secure their activities.

Groupe MGgroupemg.com

For over 60 years, the MG group supports entrepreneurs by offering a range of services to help them focus on their core business, such as accounting, notary, and wealth management

Caisse d'Epargne d'Auvergne et du Limousin (CEPAL)caisse-epargne.fr

Regional cooperative bank providing banking and insurance services, supporting economic, social, and environmental needs of local communities.

Crédit Agricole Loire Haute-Loirecredit-agricole.fr

Provides tailored financial solutions through extensive local presence and expertise, serving communities in Loire and Haute-Loire departments.

Caisse d'Epargne Loire Drome Ardechecaisse-epargne.fr

Provides regional banking services including savings accounts, loans, and financial advice to individuals and businesses in Loire, Drome, and Ardeche.

Valorityvalority.com

Specialized in real estate, credit, property management, and financial investments, providing comprehensive support throughout the investment process.

Stellantis Finance & Services - CREDIPARstellantis-finance-services.fr

Offers financing solutions for purchasing and leasing vehicles across 11 Stellantis brands in France, plus associated services like insurance and maintenance.

ALPTISalptis.org

A Lyon-based wholesaler specializing in individual and group health insurance, loan insurance, funeral insurance, and providence products, distributed through a network of 6000 independent insurance advisors and a dedicated website

LOCAMlocam.fr

financial institution providing leasing and credit financing solutions tailored for industrial and commercial businesses across various sectors since 1976

VOUSFINANCER - Groupe ASSU 2000vousfinancer.com

Specializing in mortgage brokerage, we provide personalized guidance to individuals throughout the loan process, focusing on transparency and finding the best financing solution

Banque de Savoiebanque-de-savoie.fr

La Banque de Savoie supports individuals, professionals, and businesses in realizing their projects for over 100 years through trust, commitment, and personalized services

Santévetsantevet.com

Leader in pet health insurance in France, Belgium, Germany, Spain, and Italy Offers comprehensive annual coverage for illnesses, accidents, and prevention

L'Auxiliaire BTPauxiliaire.fr

Mutual insurer offering comprehensive professional insurance solutions for construction and public works companies, including liability, equipment, property, and personal risk coverage.

Crédit Mutuel du Sud-Estcreditmutuel.fr

Mutualist regional bank serving 650,000 clients with 143 branches, supporting local economy, social values, and community partnerships.

Valorityvalority.com

With 25 years of experience, Valority Investissement offers comprehensive real estate advice, financial investment solutions, mortgage brokerage, and property management services

CFDP Protection Juridique Indépendantecfdp.fr

Provides independent legal protection services with strong broker relationships, local presence, and innovative solutions across 30 regional offices.

CORHOFIcorhofi.com

A leading independent French finance company specializing in leasing capital equipment and offering tailored financing solutions to businesses nationwide

Radiance Mutuelle - Groupe Malakoff Humanisradiance.fr

Provides regional health insurance, retirement, and protection services with strong local presence and innovative digital and human customer support.

Tetris Assurancetetris-assurance.com

Innovative wholesale broker providing high-quality insurance products with a focus on technology, service, and human relationships Tailored solutions for various industries

La Nef, pour la banque éthiquelanef.com

Cooperative financial institution providing savings and credit solutions supporting social, ecological, and cultural projects with full transparency and citizen participation.

Groupe Alptisalptis-groupe.org

An independent, entrepreneurial group providing insurance, prevention, and financing solutions to individuals, self-employed workers, and companies, focusing on collaboration, solidarity, and community participation

APRIL Entrepriseapril-entreprise.fr

Consulting firm providing tailored insurance and social protection services to businesses of all sizes across various sectors internationally.

CREDIT MUTUEL SAVOIE-MONT BLANCcreditmutuel.fr

With 1,000 employees, this company offers a diverse range of banking services to individuals, professionals, and businesses in Haute-Savoie and Savoie

CrediProcredipro.com

specializes in credit brokerage services for entrepreneurs, supporting business leaders with financing solutions across France and Africa since 2009

Repam Assurancesrepam.fr

Design, distribution, and management of health and welfare insurance contracts for individuals, professionals, and businesses across France.

Axeriaaxeria.fr

Provides specialized commercial property insurance and technical underwriting expertise to brokers, MGAs, and insurtechs through technologically efficient systems and financial stability.

NEGOCIALnegocialfinance.fr

Specialized broker offering tailored services in mortgage loans, credit refinancing, project financing, borrower insurance, and wealth management with a collaborative and supportive approach

Cabot Financial Francecabotfinancial.fr

Specializes in credit management, providing innovative, customized solutions and high-value services to improve client account performance for businesses.

ASSURIMOassurimo.fr

Insurance brokerage company established in 1991, providing insurance intermediary services with offices located in Lyon and Paris La Défense.

Branchetbranchet.fr

Specialized broker providing professional medical liability insurance and legal assistance exclusively for practitioners using heavy technical medical equipment.

Expert & Financelaplace-groupe.com

Provides wealth management, structuring, optimization, and transmission services for private and professional assets across generations, for entrepreneurs and liberal professionals.

Groupe Entisgroupe-entis.fr

Provide technical, financial, and regulatory support to mutual insurance groups, preserving their autonomy and enhancing their healthcare services.

Santander Francesantanderconsumer.fr

Provides financial services for consumers and businesses, primarily focusing on automotive financing, with ambition to expand into broader consumer credit markets in France.

Matafmataf.net

Specializing in foreign exchange, this French company offers a currency converter, partners with online bureaus de change, money transfer companies, and builds tools for Forex traders

Antinea Courtage d'Assurancesantinea-courtage.fr

Provides insurance brokerage services with a focus on proximity, expertise, advice, negotiation, and responsiveness since 1926.

NousAssuronsnousassurons.com

National network of insurance brokers specializing in business and personal risk coverage, offering tailored, competitive solutions with expert advice.

Avicapavicap.fr

Offers bank affiliation contracts without franchise fees, allowing professionals to collaborate with banks for developing financial activities. No entry or annual royalties, or advertising costs.

Banque Cantonale de Genève SAbcgef.fr

A banking institution in France specializing in private banking services for real estate professionals, offering personalized and comprehensive financial strategies and solutions

AEW Patrimoineaewpatrimoine.com

Manages 23 SCPIs and 2 OPCIs, over 8.4 billion euros in assets, assisting approximately 119,000 clients with their real estate investments.

AMDGam-dg.fr

Specialized in managing real estate investment funds, focusing on asset acquisition and investment in major French metropolitan areas.

UTWIN Assurancesutwin.fr

Design, manage, and distribute borrower and health insurance solutions with a focus on digital innovation and excellent customer service.

Securimutsecurimut.fr

A growing company in the field of loan insurance distribution and management, offering innovative insurance solutions and developing distribution channels

ETIK Assuranceetik-assurance.com

Specialized insurer in construction and professional insurance Experts in risk coverage for businesses and construction projects Providing Decennial and Professional Liability insurance, Dommages Ouvrage, and partnership opportunities

Synalp Groupesynalp.fr

Financial investment advice, private wealth management, property management and rental services, mutual insurance, retirement planning, and professional liability insurance.

Radiance Groupe Humanisradiance.fr

Radiance Mutuelle provides comprehensive health, retirement, and insurance products with a focus on customer proximity, expertise, innovation, and regional presence

Bibby Factor Francebibbyfactor.fr

Bibby Factor France is an independent financing company providing tailored cash flow solutions to small and medium-sized enterprises with a focus on customer satisfaction and financial expertise

VIGNY DEPIERRE Assurancesvigny-depierre.com

Specialized insurance and finance brokerage offering tailored solutions for individuals, professionals, and companies with expert advisors and multiple specialized departments.

VERALTI Courtageveralti.com

Distribution subsidiary offering a multi-insurer catalog of insurance products and services exclusively dedicated to brokers within a group.

GROUPE VALRIMgroupe-valrim.com

Construction of individual houses, land development, real estate promotion, social rental housing, and property services with social mission focus.

Groupe UITSEMsmerra.fr

UITSEM Group is a mutual insurance company providing social protection to over 200,000 students and 25,000 education personnel, dominating regional markets

Agence France Localeagence-france-locale.fr

Specialist credit institution providing cost-efficient loans to French local authorities through pooled funding and strong financial structure.

Genttogentto.com

A leading French provider of complementary social protection, Gentto combines insurance and digital trust expertise for secure, accessible services for individuals and businesses

iVESTA Family Officeivesta-fo.com

Supports entrepreneurs manage wealth, aligning financial, social, environmental goals, fostering a powerful syndicate, leading sustainable investment for a better world.

Mutuelle Entrenousmutuelle-entrenous.fr

Provides complementary health insurance, provident coverage, and tailored insurance solutions for individuals, families, seniors, and businesses in Isère and Savoie.

Mutuelle MBTPmutuelle-mbtp.com

Providing tailored complementary health insurance and risk prevention services specifically designed for BTP professionals, including businesses and retirees.

FIDUCIAL Conseilfiducial.fr

FIDUCIAL Conseil provides comprehensive wealth management advice to business leaders, offering solutions for social protection, retirement planning, and overall asset management

BPCE Finances & Territoiresfinances-territoires.fr

Specialized consulting firm supporting local public sector and French businesses/associations in accessing financial solutions, grants, and subsidies for investment and development projects

ASSELIOasselio.com

Insurance brokerage company providing tailored services and products with specialized teams offering personalized advice and support to help clients achieve their goals

MMA Roanne Hôtel de Villeagence.mma.fr

A French agency located in Roanne specialized in insurance services, offering a wide range of products to individuals and businesses

Merieux Equity Partnersmerieux-partners.com

Multistage investment manager specialized in healthcare and nutrition, supporting over 45 companies with sector-expertise and industrial network access.

La Première Briquelapremierebrique.fr

Connects investors to real estate projects, offering avenues for both lending to developers and acquiring commercial rental properties for rental income.

Union Industrielleunion-industrielle.fr

Specializes in corporate insurance covering liabilities, property, employee benefits, and international programs, with strategic risk prevention support across various industries.

Axelliance Conseilaxelliance-conseil.com

Axelliance Conseil is a leading French insurance broker specializing in business insurance, offering personalized services through 9 areas of expertise

GAIA- Grenoble Alpes Initiative Activegaia-isere.org

Supporting local economy through tailored solutions, funding, training, and cooperation in Isère since 1998 Believing in collective action and promoting a more inclusive economy

Banque Saint Olivebanquesaintolive.com

Private bank specializing in wealth management, offering personalized investment strategies and asset transmission services with a focus on client trust and agility.

Banque Marzebanquepopulaire.fr

Established in 1886, the company plays a key role in financing various industries in the South Ardèche region of France, remaining active in local economic and social activities

Gedeongedeon.io

Digital platform offering simplified French retirement savings through managed PER accounts starting from 120 euros with a fast twenty-minute setup process.

MATH-PRÉVARISmath-prevaris.com

A partnership offering comprehensive insurance solutions by combining resources and expertise, focusing on proximity, trust, and tailored assistance for clients' social protection needs

CFAcfa.partners

Specializing in financial services, the company provides assistance in optimizing financial situations through insurance, investment, asset management, and tax solutions

AIR COURTAGE ASSURANCESair-assurances.eu

Provides tailored insurance solutions for aviation professionals including pilots, owners, schools, and companies, ensuring risk management and client advocacy.

mvramvra.fr

Specializes in managing risks and providing insurance solutions to clients in need of protection and coverage for unexpected events

Eximiumeximium.fr

Family investment holding managing investments in listed & unlisted companies, real estate, providing capital for growth projects, and support services for portfolio companies

Raffin & Associés - Assurancesraffin-associes.fr

Brokerage firm for individuals and businesses, offering specialized insurance solutions across diverse sectors including industrial, construction, tourism, and sports for various needs.

Mutuelle MERmutuelleepargneretraite.fr

With nearly a century of experience, the company specializes in retirement, savings, and insurance, placing members at the forefront of their values

France Active Auvergnefranceactive-auvergne.org

An association in France that supports, finances, and connects entrepreneurs in the Auvergne region

Magnacarta Groupmagnacarta.fr

A major player in France, Magnacarta provides unique services to independent wealth advisors, supporting their growth with proven expertise and innovative vision

M2M FINANCEMENTm2mfinancement.com

Family-owned financing company providing tailored solutions for entrepreneurs and suppliers across all industries for over 10 years to develop their activities Contact us for more information

Horizon Consultanthorizonconsultant.fr

An independent company in Lyon specializing in insurance brokerage and risk management, providing personalized solutions for professional and personal risk management needs

Court'ea CRÉDITS le courtier de tous vos projetscourtea.com

Court’ea CRÉDITS is an independent network of brokers providing fair and expert services across France, supporting mortgage applicants with necessary functions and positive communication

Valantin Bergervalantin-berger.com

Providing comprehensive insurance brokerage services including negotiation, claims management, and client support for individuals, professionals, and businesses.

Somudimecsomudimec.fr

Somudimec provides financial solutions for businesses at all stages, including creation, development, and transmission, offering leasing, factoring, credit insurance, and balance sheet buyback

Miltismutuelle-miltis.fr

Established in 1995, Miltis is an interprofessional mutual insurance company providing health, provident, and loan insurance for individuals, professionals, and businesses

As du Grand Lyonasdugrandlyon.com

Provides mortgage loan insurance, including comparisons and solutions for aggravated risks, also operating a franchised broker network.

Cabinet Monotcabinetmonot.fr

An omnichannel broker specializing in social protection for self-employed workers and individuals, with a focus on quality client relationships

Barbin Associés Assurancesstartassur.com

A company with 50 years of experience offering personalized insurance solutions for businesses, entrepreneurs, and individuals, in collaboration with various partners and specialists

FlexyCallflexycall.fr

The company specializes in optimizing customer relations for businesses of all sizes through a highly efficient multi-channel contact center They also offer insurance brokerage services

Crédit Municipal de Lyoncredit-municipal-lyon.fr

Provides pawn loans by accepting valuable items as collateral, offering immediate credit across Rhône-Alpes-Auvergne region through multiple agencies.

Cmonassurancec-mon-assurance.com

Comparison of health, borrower, and provident insurance contracts with dedicated advisors for individuals, independents, cross-border workers, and companies.

Koëhl Assurances et Gestion de Patrimoinekoehl-assurances.fr

Established in 1976, this insurance brokerage firm in France focuses on protecting businesses and personal assets, specializing in servicing SMEs in the Rhône-Alps region

SLM - So'Lyon Mutuellesolyon-mutuelle.fr

Nonprofit mutual health organization focused on hospital public sector, providing quality service, social support, and fast reimbursements.