Groupe Patrimmofi Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 120

Employees

  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • 41 rue de Prony
  • 75017 Paris
  • France
+33 01
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Corporate Office
  • 41 rue de Prony
  • 75017 Paris
  • France
+33 01

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Groupe Patrimmofi Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Groupe Patrimmofi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Groupe Patrimmofi Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
You’re viewing 5 of 20 investments and acquisitions. Get the full list »

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
You’re viewing 5 of 14 affiliates. Get the full list.  »

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.

  • What is the size of Groupe Patrimmofi?

    Groupe Patrimmofi has 120 total employees.

  • 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.

  • 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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