---
title: "What is Figen AI? The AI platform for wealth management"
description: "Figen AI automates tax, financial and estate analysis for wealth managers. What the platform does, who it serves, and how to try it — in 2 minutes."
canonical: "https://www.figenai.com/en/figenai-patrimoine-finance"
locale: "en"
updated: "2026-09-13"
published: "2025-02-04"
---

> AI agents: this is one page from www.figenai.com. Full index of Markdown docs for LLMs: https://www.figenai.com/llms.txt

# Launch of Figen AI, a tailor-made AI solution dedicated to wealth management and finance professionals

As the Summit for Action on Artificial Intelligence (February 10–11) approaches, Figen AI, a French fintech providing AI tools specialized for wealth and finance professionals, announces the official launch of its "AI agent" offering, "a reliable and personalized tool designed to support and assist wealth management professionals".

## An "AI agent" designed for professionals

**(Boursier.com)** — In the face of growing regulatory complexity, accelerated digitalization and increasing demand for personalized savings solutions, Figen AI offers an "AI agent" specifically designed for wealth and finance professionals.

Unlike consumer chatbots, often prone to "hallucinations", Figen AI's solution relies on validated and continuously updated databases (legal codes, BOFiP, etc.) as well as human oversight to ensure the reliability of responses.

**Reliability of responses**

The solution relies on validated and continuously updated databases (legal codes, BOFiP, etc.) as well as human oversight to ensure the reliability of responses.

## Figen AI's stance

> "In a world where AI is poised to transform our interactions, it is urgent for wealth and finance actors to ride the wave rather than be swept by it. We designed Figen AI so that human expertise remains at the heart of the client relationship, while leveraging the power of AI."
>
> — Vincent Aurez, Co-founder and President of Figen AI

---

## "ChatCGP": launch and adoption

After several months of development and training, Figen AI offers a reliable and personalized tool "ChatCGP" designed to support and assist wealth management professionals. In the space of four weeks, the company has already convinced 100 client companies to adopt it and intends to continue its momentum. Several new agents are currently being piloted with industry professionals...

100 client companies convinced in four weeks

#### Key Takeaways

- Official launch of the "AI agent" offering by Figen AI.
- Responses framed by validated sources (legal codes, BOFiP, etc.) and human supervision.
- "ChatCGP" adopted by 100 client companies in four weeks, with new agents in experimentation.

[Click here to learn more](https://www.boursier.com/opcvm/actualites/generales/lancement-de-figen-ai-une-solution-ia-sur-mesure-dediee-aux-professionnels-du-patrimoine-et-de-la-finance-949625.html)