The firm
Independent, precise and committed advice, at the service of a discerning international clientele.
The founder
Wealth Management Adviser, Paris & London
At Kapitalia, we believe that financial success is not improvised: it is structured.
After several years working alongside entrepreneurs, liberal professionals and independent business owners, I identified a clear need: a reliable, independent partner capable of transforming a complex wealth situation into a clear, coherent and sustainable strategy.
Kapitalia was born from this commitment. We support those who have built on their own, but no longer wish to navigate their wealth management alone. Every engagement is bespoke, designed to serve your personal and professional ambitions with method, professionalism and responsiveness.
clients served
years of experience
client satisfaction
Our values
Structured and accessible explanations. Every recommendation is documented, quantified, with its rationale, risks and costs made explicit.
Proven methodologies, continuous market monitoring and recommendations calibrated to your real challenges. No compromise on quality of advice.
Being your trusted partner over the long term, in step with your projects and priorities. An advisory relationship that evolves with you.
Our difference
No product catalogue. A bespoke architecture, well-reasoned choices, a single point of contact and oversight that truly matters.
A single contact manages every step through open architecture, alongside your advisers: notary, accountant, solicitor.
Clear reporting and scheduled reviews to adjust at the right moment: cash flows, taxation, succession.
Testimonials
Thanks to the restructuring proposed by Kapitalia, I reduced my annual tax burden by €47,000 while securing the succession of my business.
Bertrand C.
CEO, IT Consulting Firm
After selling my company, Kapitalia guided me through a 150-0 B ter deferral scheme. My capital is now reinvested in a diversified portfolio with controlled taxation.
Stéphane G.
Entrepreneur, Former SaaS Founder
Every recommendation is documented, quantified and tailored to my risk profile. This is the level of rigour I expected from a wealth advisory firm.
Dr. Marie L.
Medical Specialist, Paris
Accreditations & regulatory compliance
AMF
French Financial Markets Authority
ANACOFI-CIF
Financial Investment Adviser
ACPR
Prudential Control and Resolution Authority
ORIAS
Register of Insurance, Banking and Finance Intermediaries
