Wealth Management & Multi Family Office
Manage your entire wealth, anywhere in the world, from a single app
From Lyon, Balmont Conseil supports families and business owners — in France and abroad — with a next-generation wealth management application: automatic aggregation, real vs theoretical projection, simulators, an AI assistant and premium reviews. The power of a Multi Family Office, backed by the human guidance of your advisor.
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Accounts, life insurance, real estate, SCPIs, crypto, companies… over 35 connectors feed your balance sheet automatically, in real time and in multiple currencies.
Real vs theoretical
Our projection engine separates the real value of your assets from their theoretical trajectory, so you can steer your decisions on figures net of fees and tax.
Built-in simulators
Life insurance, retirement, tax optimisation, credit… your simulations are connected to your real situation, not to figures plucked from thin air.
AI wealth assistant
An AI framed by our advisors analyses your wealth, spots your fiscal blind spots and prepares your meetings.
Wealth reviews
Estate, disposal, expatriation, business owner: premium reviews produced in the app and validated by a human advisor.
Bank-grade security
Encrypted data, traced and revocable advisor access, European hosting. Your credentials never leave their vault.
A powerful app, a real human advisor
Technology does not replace advice: it multiplies it. Every recommendation in the app is validated by a Balmont Conseil advisor — an independent firm and member of France’s ANACOFI.
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