PatrimHome is an independent wealth management consulting firm based in Saint-Grégoire, France. The company's mission is to provide personalized, long-term support to its clients for the creation, development, and transmission of their private and professional assets. Its core services include comprehensive wealth management advice, financial investment guidance, real estate loan brokerage, and associated insurance solutions. PatrimHome is registered with ORIAS as a Financial Investment Advisor (CIF), an insurance broker, and a broker in banking operations and payment services (COBSP).

Founded in

France