Discover and understand cryptocurrencies through our educational content
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From theory to practice, CIF and CGP, discover our complete, free dossier.
We have written a white paper for Financial Investment Advisors (CIF) and Wealth Management Advisors (CGP), aimed at guiding them in their approach to crypto assets. This document serves as an operational manual, providing financial advisors with a practical tool for implementation, to serve their clients.
This is the amount invested by the French in cryptocurrencies in 2024
an increase of 60 % compared to 2023of French people hold cryptocurrencies
a 28 % increase over 2023Cryptocurrencies are increasingly popular, but are they really a credible asset class to consider in wealth diversification?
Discover the different ways to invest in cryptocurrencies, how to approach them and which partners are available to support you in this direction.
Stand out by effectively answering the questions of clients who are increasingly intrigued by the topic of cryptocurrencies.
An overview of the regulatory framework, from the position of regulators to the fiscal framework, including accounting for your professional clients.
OAK Invest is an independent investment media offering informative content with an innovative and dynamic approach. Our aim is to bring together a community of investors at all levels in search of clear, accessible knowledge. We also make our expertise available to financial professionals to help them develop their audience.
Since 2022, Meria has been supporting Financial Investment Advisors (FIAs) and Wealth Management Advisors (WMAs) to meet their clients' growing cryptocurrency needs. We have designed a guided management offering, built around three risk profiles, which has met with a particularly favorable reception within the profession.
Would you like to discuss with one of our advisors?
As an independent financial consultant, you must first register on the platform and complete your KYB (Know Your Business) verification.
Once this step is validated, the clients you introduce proceed with their own registration by providing the necessary information as part of the KYC (Know Your Customer) verification process.
After completing these formalities, each of your clients is linked to your Advisor profile, enabling optimal tracking of various operations.
Tracking is organized in a tripartite manner between the client, the advisor, and Meria.
This tracking depends on the management mode chosen by the client: advised management or managed mandate. Meria ensures transparency and real-time access to essential information for continuous control and supervision of investments.
Meria offers educational resources tailored to your clients' needs to help them understand the specifics of cryptocurrency investments.
We provide various training formats, such as webinars or in-person sessions, to meet your clients’ expectations. Our teams are available to explore the most suitable solution.
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