WealthMind is an autonomous AI that does what a private banker does. Portfolio monitoring, tax optimization, estate planning. Running 24/7, for a fraction of the cost.
Private banking used to require €500,000 minimums and a personal relationship with a banker who manages 200 other clients. WealthMind changes the math.
An AI wealth agent that knows French tax law, understands your full financial picture, and works around the clock. Not a dashboard. Not a chatbot. An autonomous financial mind.
What WealthMind Does
01
Portfolio Intelligence
Continuously monitors your investments across all accounts. Spots risks, identifies opportunities, and rebalances before you even think about it.
02
Tax Optimization
Navigates French fiscalité with precision. Assurance-vie, PEA, PER, SCPI. Finds deductions and structures your wealth to keep more of what you earn.
03
Estate Planning
Models succession scenarios, donation strategies, and family wealth transfer. Plans for decades ahead, not just next quarter.
04
Always-On Advisory
Markets don't sleep. Neither does WealthMind. Sends you personalized updates when something matters, stays quiet when it doesn't.
Robo-Advisors Today
Pick a risk profile from 1-10
Allocate ETFs, forget about it
No tax optimization
No estate planning
Generic quarterly reports
VS
WealthMind
Understands your full financial life
Manages across all asset classes
Active tax strategy, year-round
Succession planning built in
Real-time insights when they matter
Private banking for the next generation
The future of wealth management isn't more human advisors. It's intelligence that scales, never sleeps, and works exclusively for you.