Founded in 2004, Patrimea is a pioneer in online wealth management in France. As an independent consulting firm, its mission is to provide individuals with access to a wide range of investment solutions, including life insurance (assurance-vie), retirement savings plans (PER), real estate investment trusts (SCPI), and private equity. The company operates primarily through its digital platform, combining technology with personalized advice to help clients build and manage their wealth.

Founded in

France