Fidroit Harvest Group
Entity

  • Fidroit Harvest Group

    Created in 1994
  • BETA

    Up & running (A)
    Existing signals show a regular activity

  • Social networks

    1,148 860 81 36 12,608

  • Activities

    legaltech

  • Technologies

    SaaS

  • Entity types

    SMB

  • Location

    9 All. Evariste Galois, 63170 Aubière, France

    Aubière

    France

  • Employees

    Scale: 11-50

    Estimated: 30

  • SIREN

    417556222

  • Engaged corporates

    30
    8 24

  • Added in Motherbase

    4 years, 9 months ago
Description
  • Value proposition

    [Automatic translation follows] Fidroit offers operational support to wealth professionals who develop a consulting activity.

    Organizing and managing your wealth means making the right decisions in the face of the multitude of deadlines that punctuate our lives: real estate, marriage, retirement, children, business, investments, inheritance, etc.
    Organizing and managing your wealth allows you to calmly anticipate these deadlines, whether they are predictable or not.
    It is a way of giving meaning to your wealth while protecting yourself against risks that concern us all.

    The approach is long-term and requires a comprehensive understanding of the legal and financial aspects involved; even support, which will help you make the right decisions.

    Fidroit has been working for 20 years to enable everyone to organize and manage their wealth
    in a fair and virtuous manner.
    Our tools, whether designed for professionals or individuals, decipher, organize and make
    accessible the essential information to inform wealth decisions.

    Wealth management consultancy, training, CGP support, consulting, communication, digital, and information

  • Original language

    Fidroit propose un accompagnement opérationnel aux professionnels du patrimoine qui développent une activité de conseil.

    Organiser et gérer son patrimoine, c’est prendre les décisions opportunes devant la multitude d’échéances qui ponctuent nos vies : immobilier, union, retraite, enfants, entreprise, placements, succession, etc.
    Organiser et gérer son patrimoine permet d’anticiper sereinement ces échéances, qu’elles soient prévisibles ou non.
    C’est une manière de donner un sens à son patrimoine tout en se prémunissant contre des risques qui nous concernent tous.

    La démarche s’inscrit dans la durée et demande une compréhension globale des aspects juridiques
    et financiers en jeu ; voire un accompagnement, qui aidera à prendre les bonnes décisions.
    Fidroit oeuvre depuis 20 ans pour permettre à chacun d’organiser et de gérer son patrimoine
    de manière juste et vertueuse.
    Nos outils, qu’ils soient conçus pour les professionnels ou les particuliers, décryptent, ordonnent et rendent
    accessible l’information indispensable pour éclairer les décisions patrimoniales.

    Conseil en organisation patrimoniale, formation, Accompagnement des CGP, consulting, communication, digital, and information

Corporate interactions BETA
Corporate TypeTweets Articles
MAIF
MAIF
Insurance, Health, Mutual insurance
MAIF
Insurance, Health, Mutual insurance 		Not capitalistic
Not partnership
Event

30 Dec 2017


AG2R LA MONDIALE
AG2R LA MONDIALE
Insurance, Mutual insurance
AG2R LA MONDIALE
Insurance, Mutual insurance 		Not capitalistic
Not partnership
Event

7 Nov 2018


Ouest-France
Ouest-France
Media, Newspaper Publishing
Ouest-France
Media, Newspaper Publishing 		Other

5 Mar 2021


L'Argus de l'assurance
L'Argus de l'assurance
Insurance, Newspaper Publishing
L'Argus de l'assurance
Insurance, Newspaper Publishing 		Other

24 Sep 2015


L'Express
L'Express
Media, Newspaper Publishing
L'Express
Media, Newspaper Publishing 		Other

9 Jun 2021


Le Figaro
Le Figaro
Media, Newspaper Publishing
Le Figaro
Media, Newspaper Publishing 		Other

29 Mar 2019


BFM Business
BFM Business
Media, Broadcast Media Production and Distribution
BFM Business
Media, Broadcast Media Production and Distribution 		Not capitalistic
Not partnership
Event

3 Feb 2022

17 Jul 2023



Bpifrance
Bpifrance
Bank, Banking
Bpifrance
Bank, Banking 		Not capitalistic
Partnership
Event

10 Jun 2020


Cegid
Cegid
IT services, Software Development
Cegid
IT services, Software Development 		Not capitalistic
Partnership
Not event

17 Jan 2022


NCE Notaires Conseils d'Entreprise
NCE Notaires Conseils d'Entreprise
Law Practice, Legal Services
NCE Notaires Conseils d'Entreprise
Law Practice, Legal Services 		Not capitalistic
Partnership
Event

23 Feb 2022


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