H.D. Patrimoine
Wealth management advice for French individuals on retirement, tax, real estate and succession planning
Highlights
- New on EvolcAdded 2026-11-02
About H.D. Patrimoine
H.D. Patrimoine is a French wealth management firm that advises individuals on retirement planning, tax optimisation, real estate investment, growing capital, succession planning and protection insurance. Its offer includes life insurance, the Plan Epargne Retraite, SCI, LMNP, Loi Malraux, historic monuments and Girardin Industriel investment schemes.
Its clients are individuals in mainland France and the French overseas territories (DOM-TOM). The firm earns from its advisory services and the financial products it places for clients. It also offers personalised audits and simulations, and clients can book appointments with its advisers.
The company was founded in 2002 and is an SAS headquartered in Paris. Its website reports more than 1,000 satisfied clients, a 95% recommendation rate and an "Excellent" rating from 143 Google reviews.
Product: Personalised wealth management advice and investment schemes covering retirement, tax, real estate, life insurance and succession.
Jobs at H.D. Patrimoine
More fintech companies
H2O Am Europe
Independent asset manager running Global Macro and absolute return funds for professional and retail investorsNew on EvolcHaussmann Patrimoine
Independent wealth management advisory firm in Paris for private investors on financial and real estate investmentsNew on EvolcHeavenize
Front-office portfolio management software for asset managers, insurers and investment teamsNew on EvolcHedios
Structured investment products and online savings solutions for individual investors in FranceNew on EvolcHellebore Technologies
Machine-learning software and data tools for financial institutions working with credit derivatives and fixed-income marketsNew on EvolcHerest
Family office and wealth management services for entrepreneurs, affluent families and business leaders in FranceNew on Evolc
Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Integration code on pageinline script loader
Content management
- WordPressHigh 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
- nginxHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Response headerserver
Marketing & advertising
- Google AdsHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
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.