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About Capfinances
Capfinances is a leading independent wealth management firm in France, founded in 2004 by Didier and Laurent Zerbib. It specializes in life insurance, retirement, and wealth management solutions for individuals and professionals. Capfinances offers personalized financial services through a network of over 650 independent advisors across France. Their unique selling proposition lies in providing tailored advice and proximity to clients, ensuring each client is within 50 kilometers of a business center. Capfinances is part of the Groupe Premium and has seen significant growth, with a turnover of 81 million in 2022[1][3][5].
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