Company Information

Get to know Essonne Patrimoine

Essonne Patrimoine is an independent wealth management consulting firm based in the Essonne region of France. The company's mission is to provide personalized, long-term support to individuals and professionals in structuring, developing, and transferring their assets. Its services cover a wide range of financial areas, including investment advice, real estate, retirement planning, contingency planning (insurance), and tax optimization. The firm is a registered Financial Investment Advisor (CIF) and is regulated by the relevant French authorities.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Essonne Patrimoine

France

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.