Grisbee Gestion de patrimoine

Grisbee is the mobile application you need to track and manage your entire assets online, simply and securely.

With Grisbee, aggregate all your accounts and investments in one place:

- Accounts and passbooks: bank accounts, passbook A, LDD, deferred debit card, etc.
- Long-term savings: life insurance, securities accounts, PEA, PER, PEL, etc.
- Real estate: primary and secondary residence, car, parking, SCPI, LMNP...
- Alternative investments: cryptocurrencies, crowdfunding, wine, etc.
- Professional property: shares held in companies, holding companies, etc.
- Civil societies
- Real estate loans and personal loans

Gone are the days of tedious Excel files to update manually!

Grisbee simplifies your wealth management with an account aggregator that connects to hundreds of financial institutions, including:
- Network banks: Crédit Agricole, BNP Paribas, Société Générale, LCL, Crédit Mutuel…
- Online banks: Boursorbank, Fortuneo...
- Private banks: BNP Paribas Wealth Management, Rothschild Martin Maurel, Banque Privée 1818…
- Investment brokers: Linxea, Mesplacements, Altaprofits…
- Stock brokers: Binck, Easybourse, de Giro…
- Insurers: AG2R la Mondiale, Generali, Allianz…
- PEE management companies: Amundi, Axa Epargne Retraite, Natixis Interentreprises, etc.
- Crowdfunding / crowdlending platforms: October, Anaxago, Lendosphere, Bolden…

Grisbee is much more than an aggregator! Grisbee provides you with a comprehensive tool that allows you to carry out an asset assessment of your financial situation and analyze in detail:

- Diversification of your assets,
- The return and risk of your investments,
- Your income tax and IFI
- Your inheritance costs,
- Your level of debt and your savings capacity

Personalized advice

Grisbee offers you tailor-made recommendations based on your investor profile and your financial objectives.

In addition, you have the possibility of implementing these solutions directly online with our wealth management advisors.

And if you prefer to use the tool alone, that's also possible! Grisbee adapts to your needs: you can choose to benefit only from the functionalities of the tool, without support, and manage your assets in complete autonomy.

Security and Privacy

Your financial data is protected by cutting-edge technologies, ensuring the security and confidentiality of your personal information.

Download the Grisbee application now and benefit from modern wealth management, adapted to all profiles: accompanied or completely autonomously.

With Grisbee, say goodbye to Excel and move on to smarter wealth management!

Learn more about the company:

Grisbee Gestion Privée is a digital wealth management firm launched in 2016, which offers you a 360° experience: a dedicated advisor, high-end investments and services as well as a unique tool in France.

The firm has nearly 3,000 individual clients and business leaders and manages more than 170 million euros in assets.