Patrimeus
Wealth management advice and investment planning for individuals in France
Highlights
- New on EvolcAdded 2026-11-11
About Patrimeus
Patrimeus provides wealth management advice based on clients' financial, tax and asset situations. Services include tax planning, retirement and protection planning, estate transmission, property and financial investments, and loan brokerage.
It advises individuals on developing and managing their assets and offers an audit to help define investment strategies. Patrimeus is a French SAS founded in 2021 and headquartered in Mérignac.
Product: Personal wealth management advice, investment planning and loan brokerage.
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