Etsa Patrimoine
Wealth management and investment advisory for executives, entrepreneurs, professionals and retirees in France
Highlights
- New on EvolcAdded 2026-11-11
About Etsa Patrimoine
Etsa Patrimoine provides wealth management advice and selects investment products, including life insurance, private equity, real estate funds, structured products and succession-planning solutions. Its approach uses open architecture and states that it does not receive retrocessions.
The firm serves executives, entrepreneurs, liberal professionals and retirees, tailoring recommendations to their objectives, investment horizons and risk profiles. It is based in Levallois-Perret, France, and was founded in 2020.
Product: Personal wealth management advice and selection of investment and succession-planning products.
Jobs at Etsa Patrimoine
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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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- Google Analytics 4High confidence
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Content delivery
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Content management
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Hosting
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Marketing & advertising
- LinkedIn InsightMedium confidence
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- Integration code on pageinline script loader
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.