Platinium Patrimoine
Wealth management and financial planning for individuals, business owners and professionals in France and French-Swiss border areas
Highlights
- New on EvolcAdded 2026-11-11
About Platinium Patrimoine
Platinium Patrimoine is a wealth management advisory firm offering financial and property investment planning, tax advice, retirement planning, and estate and business succession guidance.
It serves individuals, business owners, liberal professionals and French-Swiss cross-border workers. The firm presents two offices, in Besançon and Pontarlier, and also advises clients at home or remotely across France.
The company was founded in 2021 and is headquartered in Roche-Lez-Beaupre, France. Its first appointment is offered without obligation.
Product: Wealth management advice and planning covering taxes, investments, property, retirement, and estate and business succession.
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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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Content management
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Forms
- Google reCAPTCHAMedium confidence
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- Integration code on pageinline script loader
Frontend frameworks
- jQueryHigh confidence
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Hosting
- ApacheHigh confidence
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Marketing & advertising
- Meta PixelMedium confidence
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- Integration code on pageinitialization/configuration expression
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Privacy & consent
- CookieYesHigh confidence
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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.