Aurelien Le Quere

As the manager of CLEA PATRIMOINE, I assist individuals and investors in structuring, optimizing, and developing their wealth, with a global and strategic approach.

Main activities:

• Real estate transactions (residential and investment)

• Support for real estate investors

• Wealth management consulting

• Analysis, structuring, and monitoring of wealth projects

• Tailored approach focused on performance and wealth security

A professional in real estate and wealth management consulting, I support industry players in optimizing and automating their activities using AI agents.

Expertise:

• Automated prospecting (lead generation and qualification)

• Processing and follow-up of contacts and clients

• Automated appointment setting and follow-ups

• Activity monitoring, organization, and reporting

• Custom AI solutions tailored to business needs

Objective:

To enable professionals to save considerable time, structure their activities, and refocus on high-value sales and consulting.

💡 AI for performance, designed by an industry expert.