Atara Patrimoine
Independent wealth management advice and investment solutions for individuals and families in Vannes and Rennes
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Atara Patrimoine
Atara Patrimoine advises clients on wealth management, including savings and investment, retirement planning, taxation, insurance and protection. Its solutions include life insurance, real estate, SCPI, securities and provident insurance.
The firm works with clients to develop and monitor a wealth strategy tailored to their goals and resources. It is a member of Groupe Proximité Partenaires Conseils, whose members pool resources and negotiate financial investment and insurance products.
Founded in 2022, Atara Patrimoine is based in Vannes and serves clients in Vannes and Rennes.
Product: Personal wealth management advice and solutions covering investments, retirement, taxation, life insurance, real estate and protection.
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