Patrimoneo
Wealth management and financial planning services for individuals and businesses in France
Highlights
- Young companyFounded 2024
- New on EvolcAdded 2026-11-09
About Patrimoneo
Patrimoneo provides wealth management advice, including investment strategy, asset reviews, savings and retirement planning, tax optimization, and estate planning.
It serves private and professional clients, offering personalized advice and solutions through partner financial and insurance providers.
The company is a SARL founded in 2024 and headquartered in Bayeux, France. Its services cover investments, retirement, taxation, and wealth transfer.
Product: Personalized wealth management, investment, savings, retirement, tax optimization, and estate-planning advice.
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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 Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Backend
- PHPHigh confidence
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- Response headerx-powered-by
Content management
- WordPressHigh confidence
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Forms
- Cloudflare TurnstileHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- ApacheHigh confidence
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- 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.