Patrimonial-Conseil
Wealth management and financial protection services for professionals, business owners and retirees in Montpellier and its region
Highlights
- New on EvolcAdded 2026-11-15
About Patrimonial-Conseil
Patrimonial Conseil provides wealth planning and optimization, retirement planning, and social and financial protection services. It develops asset strategies around clients’ life projects and provides access to selected financial and real estate solutions through a brokerage practice.
Its clients include liberal professionals, independent workers, business leaders, hospital practitioners, company executives, retirees and people living on investment income. The company is based in Montpellier, France, and was founded in 2010.
Product: Wealth planning, asset optimization, retirement planning and social and financial protection services.
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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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- FastlyHigh confidence
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- Response headerx-served-by
Content management
- WixHigh confidence
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Frontend frameworks
- ReactMedium confidence
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- Page markupsoftware structure signature
Monitoring
- SentryHigh confidence
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- Website resourcedeclared script/iframe or software asset
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.