Patrimoffice
Wealth management and investment advice for individuals, families and business owners
Highlights
- New on EvolcAdded 2026-11-13
About Patrimoffice
Patrimoffice provides personalized wealth management advice and ongoing portfolio monitoring through a dedicated adviser, supported by a team of experts. It helps clients develop strategies using financial, tangible and international assets.
Clients pay an annual subscription for advice and monitoring; investments are held directly with partner institutions. The firm is registered in Paris and was founded in 2017.
Product: Personalized wealth management advice, investment strategy and portfolio monitoring.
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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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.