Komori
Capital Asset Planning (3965) · InitiativeFirst stated

Matching Financial and Tax Professionals through 財活コネクト

First written in FY2022. . Latest entry: FY2022.

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Financial and Tax Professional Matching Service “財活コネクト”A theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2022First statedAnnual report

    「個人が心配、不安を感じる金融資産運用、保険、税務、リタイアメントプラン、相続財産承継、相続税納税準備、財産分割等の８つの領域について簡単な質問に答えることにより、ＩＦＡ、生保代理店、ＦＰ、公認会計士、税理士等のプロフェッショナルのベストチームを紹介するマッチングサイトの運営を行っております。」

    個人の金融・保険・税務・相続等の相談に応じ、IFA、生保代理店、FP、公認会計士、税理士等を紹介する「財活コネクト」の運営を新たな事業として明示した。
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