About Magnacarta
Magnacarta is a Financial Services company based in Lyon (France) founded in 2016, and was acquired by APRIL in July 2022. Investment management services are provided by Magnacarta in France. It operates on a Professional Services model. Magnacarta offers products and services including Wealth Management Consulting, Patrimonial Audit, and Retirement Planning. Its focus areas include Financials, Wealth Management and Advisory Services.
Company details
Wealth management and financial advisory services are offered by Magnacarta across France. Clients are supported in building and developing their patrimony, creating patrimonial audits, protecting themselves and their loved ones, planning for retirement, reducing tax burdens, and transferring wealth. With a network of 71 offices and 110 experts, solutions are tailored to individual life projects and financial needs in the wealth management sector.
- Headquarters Lyon, France
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website magnacarta.fr
- Social LinkedIn X
- Acquired by APRIL (Jul 2022)
Products & Services of Magnacarta
Magnacarta offers a comprehensive portfolio of products and services, including Wealth Management Consulting, Patrimonial Audit, and Retirement Planning.
Wealth management strategies are developed for individual clients.
Patrimonial audits are conducted to assess financial status.
Retirement plans are created to secure future finances.
Investors in Magnacarta
Magnacarta has secured backing from 1 investor. Prominent investors backing the company include APRIL.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Insurance brokerage services are facilitated for clients by APRIL. | 1988 | april.com | Lyon, France |
Investor details for Magnacarta
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Timeline of Magnacarta
2 dated milestones of Magnacarta across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Magnacarta is founded.
- Exit Acquired by APRIL.
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Frequently Asked Questions about Magnacarta
Magnacarta was founded in 2016.
Magnacarta is headquartered in Lyon, France. It is registered at Lyon, Auvergne-rhone-alpes, France.
Wealth management and financial advisory services are offered by Magnacarta across France. Clients are supported in building and developing their patrimony, creating patrimonial audits, protecting themselves and their loved ones, planning for retirement, reducing tax burdens, and transferring wealth. With a network of 71 offices and 110 experts, solutions are tailored to individual life projects and financial needs in the wealth management sector.
Magnacarta offers Wealth Management Consulting, Patrimonial Audit, and Retirement Planning.
Magnacarta has 1 investor. Key investors include APRIL.
Yes. Magnacarta was acquired by APRIL in July 2022.