Elioz Patrimoine
Wealth management advice in Nice for private clients on savings, retirement, insurance and investment funds
Highlights
- New on EvolcAdded 2026-11-11
About Elioz Patrimoine
Elioz Patrimoine is a wealth management advisory firm based in Nice. It designs asset allocations for clients after reviewing their objectives and risk profile, using euro-denominated capital-guaranteed funds, paper real estate (SCI, SCPI, OPCI), selected OPCVM funds and thematic funds. It also advises on retirement savings (PER) and savings products.
Its clients are private individuals in Nice and the Côte d'Azur. The firm works with asset management companies including Carmignac, Rothschild, Fidelity, H2O, M&G and DNCA. It is registered with ORIAS as an insurance broker and is a non-exclusive intermediary for banking and payment services.
The firm was founded in 2019 by Fabrice Farhi, who previously worked for seven years at Swiss Life. It is based in Nice and describes itself as a small, client-focused practice. It is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine.
Product: Wealth management advisory on savings, retirement (PER), insurance and investment products such as funds, capital-guaranteed investments and paper real estate.
Jobs at Elioz Patrimoine
More fintech companies
Elitt
Payment and identity testing, certification and interoperability services for payment-industry businessesEloficash
B2B receivables collection software for credit managers and finance teams, automating payment reminders and dunningNew on EvolcElthys
Provides independent wealth-management advice and financial planning to individuals, entrepreneurs and investors in FranceYoung companyNew on EvolcElvest
Investment solutions in private equity, structured products and tax-reduction schemes for French wealth managers and their clientsElyseum Investment
Investment group providing private equity, real estate and family office services to institutional investors and familiesYoung companyNew on EvolcEmineo Finance
Independent wealth management and investment advice for entrepreneurs and private investors in FranceYoung companyNew on Evolc
Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Content management
- WordPressHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
Forms
- Contact Form 7High confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
Frontend frameworks
- jQueryHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
Hosting
- ApacheHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Response headerserver
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.