Partenaires & Patrimoine
Wealth management and financial planning services for business owners, companies and individuals in France
Highlights
- New on EvolcAdded 2026-11-14
About Partenaires & Patrimoine
Partenaires & Patrimoine provides wealth management advice and financial, real-estate and insurance solutions. Services include investment advice, life insurance, retirement and social protection planning, employee savings, business cash management and tax planning.
The firm works with individuals and companies, including business owners, and earns fees for advisory assignments as well as through the implementation of selected financial and insurance solutions. It was founded in 2015 and is headquartered in Seyssinet-Pariset, with offices in Grenoble, Lyon, Limonest and Chambéry. It joined the Magnacarta network in 2020.
Product: Wealth management advice and brokerage for financial investments, insurance, retirement, employee savings and real-estate investments.
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Website technologies
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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.