Kofman Patrimoine

Wealth management and financial planning advice for individuals and businesses in the Toulouse region

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Highlights

  • Young companyFounded 2022
  • New on EvolcAdded 2026-11-10

About Kofman Patrimoine

Kofman Patrimoine provides personalized wealth management advice, including investment planning, tax optimization, retirement planning, wealth creation and estate transfer. Its solutions include financial and real estate investments, social protection and business cash management.

The firm serves individuals and businesses, assessing clients’ financial situations, investor profiles and objectives to develop tailored strategies. It is based in Balma near Toulouse and has advised clients since 2022.

Product: Personalized wealth management advice and investment planning across financial and real estate products.

Jobs at Kofman Patrimoine

No open positions listed right now.

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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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Backend

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Content management

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Frontend frameworks

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Hosting

  • ApacheHigh confidence
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Scheduling

  • CalendlyHigh 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.