Cashbee - investir simplement

Put aside easily, to better invest (booklet, life insurance, PER, etc.)

Cashbee is the app that gives you access to the best possible investments, via a 100% mobile experience, without paperwork.

Imagine: the potential of a wealth manager, in an app that offers you hand-picked savings and investment solutions, without the constraints (and fees) that are usually associated with them.
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How does it work?

In just a few minutes, you have access to a wide range of investment products, which you can subscribe to without leaving your phone.
You then manage your savings with one hand, while monitoring the status of your external accounts, synchronized with the app.

Obviously, you can take advantage of automatic transfers, simulations, and many other features to make your life easier. Or contact our experts to obtain personalized advice.
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What investments are available?

There is something for everyone:

A great bank account for your daily savings, which always remains accessible, without taking risks

Life insurance that offers one of the most effective euro funds (with guaranteed capital) on the market as well as numerous socially responsible investments to boost your savings. It also provides access to thematic investments in real estate, precious metals and private equity to diversify your portfolio.

A Retirement Savings Plan (PER) to enhance your retirement, while benefiting from tax advantages straight away. The money set aside on the PER can be deployed according to your risk profile, either to secure it, or to seek higher potential returns, by taking measured risks. The mandate management option allows you to entrust the management of your portfolio to experts, who will take your objectives into account.

All at the lowest possible costs.
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And security level?

Cashbee is a payment institution approved by the ACPR (Banque de France). This subjects us to the highest requirements in terms of security and respect for your personal data.

Our investments are offered in partnership with CFCAL, Generali, and MIF, leading financial institutions, allowing our users to be covered by the Deposit Guarantee and Resolution Fund (FGDR) and the Personal Insurance Guarantee Fund (FGAP).