# HEXA FINANCE & PATRIMOINE

- **Website:** <https://hexa-finance.com>
- **Primary alias:** `hexa-finance.com`

## Description

Hexa Finance & Patrimoine is a wealth management advisory firm based in Auxerre, serving individuals, business owners and medical professionals, with a presence spanning Burgundy and Paris. The firm helps clients organize and develop their personal and professional assets, plan for retirement, protect their families and prepare for the transfer of wealth. Its approach begins with a discussion of clients’ plans, followed by an assessment of their objectives and circumstances, tailored recommendations, and ongoing support as needs evolve.

Its services cover wealth planning, social protection and investments. Offerings include health insurance, personal and collective protection, borrower insurance, retirement reviews and savings plans, life insurance, capitalization products, PEA and securities accounts. The firm also advises on tax planning and property investment, with options such as SCPI, LMNP, and property tax schemes. For entrepreneurs, it addresses remuneration, employee savings, retirement preparation and business succession, helping consider private and professional assets together. Hexa Finance & Patrimoine states that recommendations are based on each client’s situation, goals, investment horizon and risk profile, using solutions referenced by the firm.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/HexaFinance)
- [linkedin](https://linkedin.com/company/hexa-finance)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idG9erVb6R/w/938/h/938/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792837495444)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idG9erVb6R/w/1064/h/1064/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792837498867)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| International Klein Blue | #0031c7 | accent |
| Jade | #00b974 | dark |
| Regent St Blue | #aac6e3 | light |

## Fonts

- sans-serif — asset _(custom)_
- Open Sans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idG9erVb6R/w/5312/h/3542/idgS8nkCta.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792837498262)

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_Source: <https://brandfetch.com/hexa-finance.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._