Genese Patrimoine
Independent wealth management and insurance advice for individuals, families, professionals and businesses in France
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-09
About Genese Patrimoine
Genèse Patrimoine is an independent wealth management firm offering financial, property and tax advice, investment selection, life insurance, retirement savings, health cover and protection products.
It serves individuals, families, business leaders, professionals and self-employed workers across France. Services include portfolio assessment and ongoing support, with advice offered at its premises, at clients’ homes or by video.
The company is registered in Chambéry, France, and was founded in 2023. It describes its service as based in Savoie and Haute-Savoie; its text also refers to supporting clients since 2006.
Product: Independent wealth management, investment selection, financial, property and tax advice, and insurance and retirement products.
Jobs at Genese 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.
Analytics
- Google Analytics 4High confidence
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- Website resourcedeclared script/iframe or software asset
Backend
- PHPHigh confidence
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- Response headerx-powered-by
- Response headerx-powered-by
Content management
- ElementorHigh confidence
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- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset
- WordPressHigh confidence
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- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset
CRM & customer data
- PipedriveHigh confidence
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- Website resourcedeclared script/iframe or software asset
Forms
- Contact Form 7High confidence
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- Website resourcedeclared script/iframe or software asset
Frontend frameworks
- jQueryHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- LiteSpeedHigh confidence
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- Response headerserver
- 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.