You have questions. We have answers.

By default, and unless you request otherwise, Oui Financial invests only in socially responsible stocks on the equity side of portfolios.

Investment Portfolio

  • Mix of ETFs and stocks
  • Personalized portfolios based on your profile
  • Choice of strategies (TAA and/or SAA): Tactical Asset Allocation / Strategic Asset Allocation align to your values.
  • Option to exclude specific companies and markets
  • Socially responsible investing
  • Tax optimization on stock trading

Wealth Management

If you have millions to invest, our wealth management solutions offer specific investment strategies to optimize your assets, wealth, and holdings in both France and the United States.

Cryptocurrency Wallet

  • Certified RIA-DAC in Blockchain and Digital Assets®
  • Willow crypto partner
  • Long term investment
  • No “meme” cryptos
  • Crypto investment consistent with use cases and identified needs
  • Investment in crypto with a large developer community


Are you interested in a shorter-term investment of one to two years? We find the best high-yield savings account for your needs.

401k Management

We optimize and actively manage your 401k.

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.