DLCM Finances
Wealth management and investment advice for individuals and families in France
Highlights
- New on EvolcAdded 2026-11-02
About DLCM Finances
DLCM Finances provides tailored wealth assessments, investment allocation, retirement planning, estate planning and ongoing portfolio advice. Its strategies can include financial and real-estate solutions, insurance and savings products, and succession planning.
The firm serves clients seeking wealth management, working exclusively with new clients by recommendation. It coordinates with notaries, lawyers, accountants and financial specialists.
Founded in 2001, DLCM Finances is headquartered in Limoges. It joined Groupe Cyrus in 2023.
Product: Personalized wealth management, investment allocation, retirement and succession planning, and ongoing 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.
Backend
- PHPHigh 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.