Groupe Patrimmofi Overview
- Year Founded
-
2003
- Status
-
Acquired/Merged
- Employees
-
120
- Latest Deal Type
-
M&A
- Financing Rounds
-
3
- Investments
-
20
Groupe Patrimmofi General Information
Description
Provider of wealth management consulting services based in Paris, France. The company offers advisory, constant regulatory watch, cash management, and financial management services, enabling clients to outsource time-consuming functions and replace fixed costs with variable costs.
Contact Information
Website
www.groupe-patrimmofi.com(Operating Subsidiary)
Corporate Office
- 41 rue de Prony
- 75017 Paris
- France
Corporate Office
- 41 rue de Prony
- 75017 Paris
- France
Groupe Patrimmofi Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Groupe Patrimmofi Signals
Groupe Patrimmofi Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Groupe Patrimmofi Investments & Acquisitions (20)
Groupe Patrimmofi’s most recent deal was a Merger/Acquisition with Octinvest. The deal was made on 15-Jul-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Octinvest | 15-Jul-2026 | Merger/Acquisition | Asset Management | ||
| Plus-Value Conseil | 15-Jul-2026 | Merger/Acquisition | Asset Management | ||
| The Olivier Giorgetta | 15-Jul-2026 | Merger/Acquisition | Other Financial Services | ||
| FinOffice | 13-Jul-2026 | Merger/Acquisition | Other Financial Services | ||
| Armenius Patrimoine | 01-Jan-2026 | Merger/Acquisition | Asset Management |
Groupe Patrimmofi Affiliates
Subsidiaries (14)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| FinOffice | Paris, France | 2023 | |
| IP GROUP (France) | Paris, France | 2013 | |
| Expertise & Conseil Gestion Privée | Paris, France | 2012 | |
| Alias Finance | Nantes, France | 2009 | |
| Hortus Patrimoine & Associates | Rennes, France | 2009 |
Groupe Patrimmofi FAQs
-
When was Groupe Patrimmofi founded?
Groupe Patrimmofi was founded in 2003.
-
Where is Groupe Patrimmofi headquartered?
Groupe Patrimmofi is headquartered in Paris, France.
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What is the size of Groupe Patrimmofi?
Groupe Patrimmofi has 120 total employees.
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What industry is Groupe Patrimmofi in?
Groupe Patrimmofi’s primary industry is Consulting Services (B2B).
-
Is Groupe Patrimmofi a private or public company?
Groupe Patrimmofi is a Private company.
-
What is Groupe Patrimmofi’s current revenue?
The current revenue for Groupe Patrimmofi is .
-
How much funding has Groupe Patrimmofi raised over time?
Groupe Patrimmofi has raised $13.5M.
-
Who are Groupe Patrimmofi’s investors?
Andera Partners, Bpifrance, and SWEN Capital Partners have invested in Groupe Patrimmofi.
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When was Groupe Patrimmofi acquired?
Groupe Patrimmofi was acquired on 01-Sep-2025.
-
Who acquired Groupe Patrimmofi?
Groupe Patrimmofi was acquired by Groupe VYV.
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