Patrimoine Serenite
Wealth management advisory for individuals, self-employed workers and business leaders in Istres and across France
Highlights
- New on EvolcAdded 2026-11-11
About Patrimoine Serenite
Patrimoine Sérénité is a wealth management advisory practice (conseil en gestion de patrimoine) offering savings and investment, retirement and insurance planning, wealth transmission and succession, and advice for self-employed professionals and company directors. It also offers cyber-insurance advice covering digital risk prevention and incident response.
Its clients are individuals, travailleurs non salariés and company directors in France. Advice is delivered in person, by phone or by video, and the firm presents a structured process of listening, explained recommendation and follow-up.
The firm was founded in 2019 by Sylvie Ragu, is based in Istres and serves clients across France. Its representatives (mandataires) work with clients in other regions.
Product: Personal wealth management advisory covering savings, retirement and insurance, succession planning, and cyber-insurance for businesses.
Jobs at Patrimoine Serenite
More consulting & professional services companies
Patrimoneo
Wealth management and financial planning services for individuals and businesses in FranceYoung companyNew on EvolcPatrimonial Conseil
Wealth management and financial planning advice for individuals and businesses in FranceNew on EvolcPatriq
Independent wealth management and financial planning for individuals, employees and businesses in FranceYoung companyNew on EvolcPatte Blanche
Responsible communication agency for companies, institutions and associations on climate and social transition strategyNew on EvolcPauraux
Wine promotion and in-store sales advisory for French supermarket chains and traditional wine trade, with 1,600+ wine specialistsPavexco
Accounting and business advisory services for companies, entrepreneurs and individuals in FranceNew on Evolc
Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Hosting
- ApacheHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Response headerserver
- Response headerserver
- Response headerserver
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.