From a free letter to swarms of agents deployed at your company.
Investors: our research and our AI lessons. Wealth advisers (CGP), asset managers, family offices, private banks: an AI that prepares your files, within your rules.
Individuals
To learn to build with AI, and get our reading of the markets every week.
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Private lesson · 1 hour
One hour with a founder, by video call or in Paris: you build a first autonomous system on your project, and you leave with a written plan.
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The research letter
Every week, our reading of the markets: our analyses and market notes, in your inbox.
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Premium research
To go further: our macro letter every two weeks and our investment cases. €39 per month, or €390 per year, on Substack.
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Our free skills
The tools we work with, from investment research to video, shared freely for Claude Code.
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Wealth advice for individuals
Educational content, not personalised investment advice.
Enthusiasts and independents
To build on your own, with our method and our tools.
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Individual sessions
One or more sessions to set up your own agents on your own files, with a founder at your side.
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Claude Code plugin
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Tool guides
Wealth management firms
For wealth advisers and firms that want an AI trained in their trade, without a technical team.
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Quick Start AI Agent
A first agent trained with you on your processes, several skills and routines in place, which prepares your files within your rules. Starts within 1 to 2 weeks of signing, 30 days of follow-up included.
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AML/CFT (LCB-FT) checks and the firm's website
Your AI prepares and documents your AML/CFT checks, and the decision stays yours. We also build your firm's website, in its name, with the AMF's communication rules in mind.
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GDPR support
Led by Jade, six years of audit and consulting: technical and organisational, on the compliance of your AI uses (data-flow mapping, settings, technical documentation). Legal documents are validated by your counsel or your DPO.
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List of politically exposed persons
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Market and allocation reading for firms
Companies and asset managers
For asset managers, family offices, private banks and companies that want an agent, or a whole department, at work in-house.
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Agent deployed at your company
Installed at your company, with the model of your choice, or connected to your AI. It works within your rules, you approve.
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Team session · 2 hours
Two hours with your whole team, to bring everyone up to the same level, on your own use cases.
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Bespoke development
When your need falls outside our packages, we build it with you. The quote follows the diagnostic.
Torn between two offers?
Thirty minutes with the founders, on a real case: together we choose how you can best benefit from AI. No commitment: you decide what comes next.