Capital Patrimoine
Wealth management and tax advisory for individuals, cross-border workers and businesses
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Capital Patrimoine
Capital Patrimoine provides wealth management advice, including tax optimisation, property investment, retirement planning, succession, employee savings and executive protection. Its services also cover French, Swiss and Luxembourg tax declarations and cross-border financial needs.
The company is a SARL founded in 2022 and headquartered in Joncherey, France. It has 1–9 employees.
Product: Wealth management, tax planning, investment, retirement and succession advisory services.
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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- ApacheHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.