# EnvestBoard

> AI-powered technology platform for investment advisory professionals.

EnvestBoard accelerates wealth management advisory with artificial intelligence. The platform enables financial advisors and private banks to diagnose portfolios, build optimal allocations, and generate pedagogical client explanations — all in minutes instead of hours.

## Company

- Founded by Yufeng Xie (CEO, 21 years in investment strategy, ENSAE Paris)
- Headquartered in Paris, France
- Serves independent financial advisors (CGP/Family Offices) and private banks
- Website: https://envestboard.com

## Key Pages

- Homepage: https://envestboard.com/fr/
- For Independent Advisors (CGP): https://envestboard.com/fr/pour-qui/cgp/
- For Private Banks: https://envestboard.com/fr/pour-qui/banques-privees/
- About Us: https://envestboard.com/fr/nous/qui-sommes-nous/
- Client Testimonials: https://envestboard.com/fr/avis-clients/
- Blog (financial analysis): https://envestboard.com/fr/blog/
- Financial Glossary (90+ terms): https://envestboard.com/fr/glossaire/
- Webinars: https://envestboard.com/fr/webinaires/
- Contact: https://envestboard.com/fr/contact/

## Core Features

1. Portfolio Diagnostics — 360-degree portfolio analysis in 1 second
2. Solution Building — Optimal allocation generation in 1 minute
3. Client Explanations — Pedagogical reports generated in 1 click
4. Fund Selection — Best-in-class fund selection across all categories

## Target Audience

- Independent wealth management advisors (Conseillers en Gestion de Patrimoine)
- Private banks and their advisory teams
- Family offices

## Languages

- French (primary): /fr/
- English: /en/