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SGM Patrimoine

Wealth management advice for individuals, professionals and business leaders in Brittany, France

La Richardais, FranceFounded 2022sgm-patrimoine.comWebsite technologies

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Highlights

  • Young companyFounded 2022
  • New on EvolcAdded 2026-11-10

About SGM Patrimoine

SGM Patrimoine advises individuals, professionals and business leaders on structuring, protecting and developing their wealth. Services include investment and savings planning, succession planning, executive social protection, and business savings and insurance.

Product: Provides written wealth-management recommendations and ongoing advice on investments, savings, succession, insurance and executive protection.

Jobs at SGM Patrimoine

No open positions listed right now.

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Content management

  • ElementorHigh confidence
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  • WordPressHigh confidence
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Forms

  • Contact Form 7High confidence
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Frontend frameworks

  • jQueryHigh 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.