Company Information

Get to know Cap Patrimonial

Founded in 2013 by Grégory Touboul, Cap Patrimonial is an independent wealth management consulting firm based in Paris. The company's mission is to provide personalized, long-term support to both private and professional clients in the creation, development, and transmission of their assets. They offer a comprehensive approach that includes financial investments, real estate strategies, and tax optimization solutions, positioning themselves as a trusted partner for their clients' financial journey.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cap Patrimonial

France

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.