Profitys
Family officeLyon
Investment thesis
Profitys is an independent wealth-management family office in Lyon serving entrepreneurs, executives and liberal professionals. It positions itself against traditional banks by offering independent advice with no in-house products or hidden retrocessions, full fee transparency and a single responsive point of contact. Services span financial investments (public markets, private equity, crypto), real estate investment (rental property, LMNP, tax schemes), and tax optimization and retirement structuring. Engagements are offered as annual packages starting at 500 euros, eligible for a 50% French tax credit, with a bespoke, data-driven approach and digital tools such as an optimization simulator and interactive client portal.
Source: firm website, verified Aug 3, 2026.
Frequently asked questions
- What sectors does Profitys focus on?
- Profitys focuses on Sector Agnostic.
- Where is Profitys located?
- Profitys is headquartered in Lyon, FR.
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