Founded in 2016, Opaline Patrimoine is an independent wealth management firm based in Paris. The company provides comprehensive and personalized advisory services to individuals and professionals, focusing on optimizing their financial, real estate, and asset portfolios. Their core mission is to support clients through all stages of life by developing tailored strategies for investment, retirement planning, tax optimization, and wealth transfer, leveraging a modern and digital approach to client relations. The firm is regulated in France and registered with ORIAS as a Financial Investment Advisor (CIF), insurance broker, and banking services broker.

Founded in

France