Patrimonial Conseil
Wealth management and financial planning advice for individuals and businesses in France
Highlights
- New on EvolcAdded 2026-11-02
About Patrimonial Conseil
Patrimonial Conseil is a wealth management firm providing holistic advice on clients’ tax, financial and legal assets. Its services cover wealth organisation and valuation, supplementary income, professional assets, retirement, family protection and succession planning.
The firm was founded in 2010 and is based in Vannes. It also lists a location in Concarneau.
Product: Holistic wealth management, financial planning and advice on tax, financial and legal matters.
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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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- New RelicMedium confidence
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- Integration code on pageinitialization/configuration expression
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.