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Financial advisors

Don't miss out
on tomorrow's
asset class

Cryptocurrencies are a new asset class that is constantly gaining credibility. We help you to support your clients with confidence in this market.

Delegated assets +250M€

Number of users +100 000

Active since 2017

Since 2021 VASP

An indispensable
diversification

For several years, cryptocurrencies have been attracting individual and professional investors looking for performance.
Today, this new asset class is a legitimate part of diversifying a portfolio.

Don't kick the can down the road!

Your clients want to invest in cryptocurrencies but you don't know how to support them?

Our teams are lined up alongside you to guide your clients through their crypto investments.

Train in cryptocurrencies

We have designed a training exclusively for CIFs & CGPs in collaboration with Coliseum Ingénierie and Minute Courtier.

12 modules

10 hours DDA compliant

Discover the training

Several solutions A wide range of solutions for your customers' needs

Transparency Full transparency on our commissions

Reliable partner Registered with the AMF as a VASP (E2021-16)

Our solutions for your customers

Let our experts pilot the portfolios

Discover many projects allowing you to make your clients' cryptocurrencies grow.

Generate interest on cryptocurrencies

Solutions adapted for autonomous management, for private individuals and professionals.

These financial advisors already trust us

As an approved CGP and CIF firm, we choose Meria to invest our clients in cryptocurrencies via their fully delegated discretionary management.

Anthony C. Calci Patrimoine

A trusted partner registered in France and competent in its field. The teams are available and allow investors to apprehend this new asset class serenely.

Stéphane M. VIA Wealth Management

Meria is a key player in the crypto ecosystem. They are among the pioneers and have been witnessing the evolution of the market since the beginning for better and for worse. This position gives them a very informed look at both the opportunities and the risks inherent to this new asset class.

Jérémy B. Legalfi Trinity | Tresoflow (crypto training for CIF)

Questions about your investment?

I am an FIA, am I allowed to recommend cryptocurrencies to my client?

It is quite possible for a FIA to recommend cryptocurrencies to his client.

However, before any recommendation, the FIA has a triple duty towards his client, defined by the AMF. In the context of investing in cryptocurrencies, the FIA must ensure that the investment corresponds to the objectives of his client, but also that it is appropriate according to several criteria. The FIA will also be required to inform his client of any remuneration he will receive from the third-party organization.

As part of the good practices established by the regulator, just as in traditional finance, the advisor will fulfill his "due diligence" obligations, to direct his client to an investment professional in line with his needs and objectives.
How is the customer experience and follow-up structured at Meria?

The FIA professional must first register on the platform and fill in his KYB (Know Your Business) before any contact with his client(s). Once this step is validated, the client(s) brought by the advisor will have to register themselves by filling in their KYC (Know Your Customer) before any investment or fund transfer operations. Once these two steps have been completed, the client(s) brought in will be attached to the advisor's profile.
How is the follow-up of my client's investments organized?

The follow-up is organized in a tripartite way between the client, the contributor and Meria. Nevertheless, the follow-up and the management differ according to the management mode chosen by the client.
Can Meria participate in the education of my clients through educational sessions?

Depending on your needs, Meria can provide your clients with educational resources to give them the keys to serenely understand investing in cryptocurrencies. For this, several formats are possible (Webinar, physical intervention ...). We invite you to contact our teams to define the appropriate solution.