List of financial services firms in Lyon

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

Groupama Rhone-Alpes Auvergnegroupama.fr

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

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

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.

Valorityvalority.com

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

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

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.

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.

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

ASSURIMOassurimo.fr

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

Expert & Financelaplace-groupe.com

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

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

Mon Petit Placementmonpetitplacement.fr

Makes investing simple, accessible to all, starting from 300€, offering life insurance or PER with personalized support and a simplified interface.

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

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

VERALTI Courtageveralti.com

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

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

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

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

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.

Gedeongedeon.io

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

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

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

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

Miltismutuelle-miltis.fr

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

Cabinet Monotcabinetmonot.fr

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

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.

Lycéalycea.fr

Insurance brokerage specializing in transportation, industrial, condominium, and sports monitor insurance Lycéa provides tailored insurance programs and comprehensive advice to clients

OPTIMEA CRÉDIToptimea-credit.com

Specialized advisors at Optimea Crédit assist investors with tailored financial solutions for project financing, leveraging their expertise in local regions across France

CAP CREDITcapcredit.fr

Cap Crédit's team assists with real estate and business financing projects as a franchise of the Artémis Courtage network

Foncières & Territoiresfoncieres-et-territoires.com

Management of local real estate investment funds focusing on collective investment, environmental quality, innovative construction, and full asset lifecycle control.

AGENCE DE GESTION DES SINISTRES MEDICAUX

Financial services company in Lyon, France specializing in managing medical claims through AGENCE DE GESTION DES SINISTRES MEDICAUX

HOKEN SAShoken.fr

Provides innovative insurance brokerage services combining technology and human relationships, offering tailored solutions for co-ownership insurance intermediaries.

12151215.fr

A group of wealth management advisors offering expert advice and guidance on financial matters and asset management

CredoFundingcredofunding.fr

CredoFunding specializes in funding projects within the Christian community through various financial sources and crowdfunding tools

FCG Private Finance (France)fcg-france.fr

Specialist in financial planning and wealth management, providing neutral and professional advice to clients in France on retirement, insurance, investments, and tax optimization

Garibaldi Participationsgaribaldi-participations.com

Regional venture capital firm providing minority equity investments between one and ten million euros for SME development and corporate shareholder restructuring projects.

France Active Auvergne-Rhône-Alpesfranceactive-ara.org

France Active Auvergne-Rhône-Alpes supports entrepreneurs in obtaining financing and creating sustainable businesses through financial assistance, loan guarantees, and partnerships

i-9 CAPITALi-9.fr

Dynamic team offering pragmatic wealth solutions, bridging financial goals with regulatory landscape Specializing in tax optimization, asset management, and retirement planning

Arcus Solutionsarcus-solutions.fr

Managing general agent in Lyon distributing financial guarantee insurance solutions via partner brokers to professional clients, specifically serving those in tourism industries.

Araf - Agence Rhône-Alpes de Financementaraf.fr

ARAF specializes in providing tailored solutions for individuals and businesses facing rapid and concerning debt situations through credit consolidation and restructuring

L'Auxiliaire Vie BTPauxiliaire.fr

Specializing in insurance for individuals in the BTP sector since 1982, providing coverage for risks associated with people in the industry

GERI.FRgeri.fr

Providing personalized services to help businesses reduce and prevent insolvencies, with expertise in debt recovery and expanding internationally Founded in Lyon in 2013

SAPIENTA GESTION

The company specializes in asset management and fiduciary management services, offering expertise in managing financial assets and trust funds

PFC Patrimoine - Maison Pregevole 1968🌏↗️Gestion Privée & Retraite du Français de l'étranger - OSCImaisonpregevole1968.com

A consultancy firm specializing in wealth management, insurance, and retirement planning for expatriates and companies operating internationally Expertise in global assets and pensions

KMH Gestion Privéekmh.fr

Provide financial, legal, and tax coherence for individuals, companies, and foundations in investment, protection, and financial planning projects.

AESOPEaesope.fr

Since 1999, Aesope provides comprehensive portfolio and wealth management services to individuals and business owners, offering tailored investment strategies with independence and flexibility

SATEC Rhône-Alpessatecassur.com

SATEC Rhône-Alpes offers tailored risk management services for SMEs, focused on understanding their environment and core activities to ensure business sustainability and growth

DLCP Gestion de Patrimoinedlcp.fr

We guide individuals and businesses in financial investments and wealth management, providing personalized advice from multiple experts based on individual needs

BYCap Advisoryby-cap.com

Advisory firm specializing in capital transactions, supporting companies, shareholders, and investment funds with tailored financing, acquisition, and fundraising solutions.

CAPIUMcapium.fr

A specialized firm in wealth management with over 25 years of experience in the Rhône-Alpes region, offering assistance in real estate and financial projects

Lycéa Risks Solutions (Chomel Dumas Chavane)chomel-dumas-chavane.fr

A Lyon-based insurance company with agent underwriter status, specializing in transport and logistics insurance, offering innovative solutions for various niche risks

MON ACCORDmonaccord.com

A disruptive network in brokerage of credits and insurance, offering personalized advice and solutions with advantageous conditions for individuals and professionals

ASSURANCES GELPIgelpi-assurances.fr

An insurance brokerage firm founded in 1966, managing various insurance contracts for businesses across different sectors to optimize coverage and pricing

CF ASSURANCEScfassurances.com

A company based in Lyon, France, providing insurance services in the CF domain

Millésime Family Officemfo.agency

A private wealth management and family office firm dedicated to simplifying and anticipating major life events for clients and businesses

Vivienne Investissementvivienne-investissement.com

Innovative asset-management company utilizing Artificial Intelligence for active management, focusing on rigorous risk management and performance in the long term

Arias Patrimoinearias-patrimoine.fr

Independent Wealth Management Firm specialized in advising business leaders, providing tailored strategies and quality guidance for their unique wealth management needs

CDVG Assurances - MMAmma.fr

Dynamic team supporting businesses with insurance solutions for continuity, with a focus on liability, financial protection, and social benefits Locations in Lyon and Villeurbanne, serving over 3000 clients

KMH Benefitskmh.care

Designs tailor-made healthcare, life insurance, retirement plans, and wealth management solutions while ensuring compliance with French regulations through expert guidance and personalized audits.

APRIL Entreprise Prévoyanceapril-entreprise-prevoyance.fr

An insurance company located in Lyon, France, specializing in business and personal insurance services

BALMONT CONSEILastralprojectionfinance.com

Established in 2013 in Lyon, the company provides wealth management and insurance brokerage services to individuals, businesses, and professionals, focusing on financial growth and asset protection

3A Assurances3a-assurances.com

Insurance broker based in Lyon for 45 years, offering accessible and personalized insurance solutions for everyone

Groupe VIPEOvipeo.fr

A leading independent group specializing in white label third-party management and digital solutions for personal insurance, focusing on health, individual, and collective coverage

Keynikeyni.eu

A leading digital insurer for property owners, providing comprehensive insurance coverage and innovative services to support real estate investors at every step

ASCOT INSURANCEascot-insurance.eu

A financial services company located in Lyon, France, specializing in insurance services

PRESTA FINANCEprestafinance.com

A Lyon-based brokerage firm offering tailored financing solutions and expert advice since 1996 Specializing in real estate projects, loan refinancing, and insurance

EURADIA PATRIMOINEeuradiapatrimoine.com

An insurance company located in Lyon, France, providing insurance services and solutions to individuals and businesses

BLACK BIRD

Proprietary trading firm specializing in Futures markets, utilizing long/short strategy to analyze price action and market microstructure, aiming to build a diversified portfolio for investors

Alexander Beard (France)abg.net

Financial services company located in Lyon, France, offering a range of financial solutions and expertise to individuals and businesses

PURCONSEIL

An insurance company in Lyon, France specializing in various insurance services and products to meet the needs of individuals and businesses

AMOPHYSamophys.fr

An insurance company located in Lyon, France, specializing in providing insurance services to individuals and businesses

My Retraitemyretraitesas.fr

Company specializing in retirement planning, focusing on both quantitative and qualitative aspects to help clients organize and manage their retirement effectively

2Pence Patrimoine2pence-patrimoine.fr

Financial planning, retirement preparation, and tax optimization for individuals alongside treasury management, employee savings schemes, and insurance solutions for professional businesses.