Stella-Patrimoine
Independent wealth management and financial advice for individuals and business owners in France
Highlights
- New on EvolcAdded 2026-11-15
About Stella-Patrimoine
Stella Patrimoine is an independent private wealth management firm that audits clients’ financial, legal and tax situations and develops investment and wealth strategies. Services include investment advice, tax planning, retirement preparation, estate planning, mortgage brokerage and ongoing portfolio support.
It serves individuals and business owners. The firm charges advisory and support fees and may receive commissions from partners; it also developed the Stella Optima fund with Montségur Finance.
The company is based in Rennes and was founded in 2012. Its team includes associates in Rennes, Saint-Quay-Portrieux and Yffiniac.
Product: Private wealth management, investment advice, financial planning and related brokerage services.
Jobs at Stella-Patrimoine
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Website technologies
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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.