Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004. Notre mission première est d’aider nos clients dans l’organisation et la gestion de leur patrimoine. Pour cela, notre équipe associe plusieurs compétences : financières, juridiques, fiscales et immobilières.
| Website | http://www.version-patrimoine.com/ |
| Employees | 14 (7 on RocketReach) |
| Founded | 2004 |
| Address | 28, Rue Judaïque, Bordeaux, Nouvelle-Aquitaine 33000, FR |
| Technologies |
G Suite
,
Gmail
,
IONOS 1&1 DNS
+1 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Wealth Preservation, Wealth Building, Wealth Management, Patrimony Management, Financial Planning, Estate Preservation, Estate Planning, Legacy Planning, Retirement Solutions, Investment Management, Insurance Planning, Retirement Planning, Tax Optimization, Long-Term Investing, Asset Management, Investment Advisory, Portfolio Management, Financial Security, Financial Advisory, Financial Consulting |
| Competitors | Boursorama, Hello bank!, Linxea, Yomoni, WeSave, Nalo, MytripleA, INOVALIS Real Estate Funds Manager, Investisseur Privé, FX4BIZ - FOREIGN EXCHANGE AND INTERNATIONAL PAYMENTS FOR BUSINESSES +3 more (view full list) |
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Pierre Bordas is the Associé gérant of Version Patrimoine.
7 people are employed at Version Patrimoine.
Version Patrimoine is based in Bordeaux, Nouvelle-Aquitaine.
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