Company Information

Get to know Experts en patrimoine

Experts en patrimoine is an independent wealth management consulting firm based in Lyon, France. The company offers a comprehensive range of services for individuals and professionals, focusing on creating and managing personalized financial strategies. Their core expertise includes financial investment advice, retirement planning, wealth transfer, tax optimization, and insurance brokerage. By acting as a central point of contact for their clients' financial needs, they aim to provide long-term support and tailored solutions to help them achieve their financial goals. The firm is registered with ORIAS as a Financial Investment Advisor (CIF) and insurance broker.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Experts en patrimoine

France

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.