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Isis Wealth Management

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provides tax and investment assistance on the following assets: - listed shares - precious metals - unlisted (vc, private equity, private debt) but also on the following products: - life insurance - pea (european securities account) - private equity funds - ucits - etc. total assets of advised clients = €30m

Headquarters:
-
Industry:
Financial Services
Founded:
2022
Employees:
1
Annual Revenue:
-
Type: Private
Ticker: -
France 1

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Isis Wealth Management is in the industry of: Financial Services

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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