Serissa Patrimoine
Independent wealth and savings brokerage for individuals seeking investment and patrimoine advice in France
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Serissa Patrimoine
Serissa Patrimoine provides independent brokerage and advice on savings and wealth management, including savings accounts, crypto-assets, PEA and life insurance, and precious metals. It compares offers from banks and insurers and provides personalized recommendations.
Its customers include entrepreneurs, business owners and professionals. Advice is offered without client fees; the company says partner banks and insurers pay its remuneration.
The company is a French SAS founded in 2022 and headquartered in Vals-les-Bains. It is registered as an ORIAS broker.
Product: Independent brokerage and personalized advice on savings, investments and wealth-management products.
Jobs at Serissa Patrimoine
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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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- Google Tag ManagerMedium confidence
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- Integration code on pageinitialization/configuration expression
Frontend frameworks
- Tailwind CSSMedium confidence
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- Page markupsoftware structure signature
Hosting
- VercelHigh confidence
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- Response headerx-vercel-id
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.