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Pmp Patrimoine - About the company

Pmp Patrimoine is an unfunded company based in Bordeaux (France), founded in 2007. It operates as a Provider of wealth management advisory services for individuals and organizations. Pmp Patrimoine has not raised any funding yet. The company has 64 active competitors, including 18 that have exited. Its top competitors include companies like Edmond de Rothschild, Premium Group and Rothschild & Co.

Company Details

Provider of wealth management advisory services for individuals and organizations. The firm offers guidance on financial planning and investment strategies. It assists clients with developing and implementing plans to help them achieve their financial objectives. The company provides ongoing support and monitoring of client portfolios.
Key Metrics
Founded Year
2007
Location
Bordeaux, France
Stage
Unfunded
Ranked
Employee Count
5 as on Jul 01, 2024
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Pmp Patrimoine's funding and investors

Pmp Patrimoine has not raised any funding rounds yet.

Pmp Patrimoine's founders and board of directors

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Pmp Patrimoine's employee count trend

Pmp Patrimoine has 5 employees as of Jul 24. Here is Pmp Patrimoine's employee count trend over the years:
Employee count trend for Pmp Patrimoine
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Pmp Patrimoine's Competitors and alternates

Top competitors of Pmp Patrimoine include Edmond de Rothschild, Premium Group and Rothschild & Co. Here is the list of Top 10 competitors of Pmp Patrimoine, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Edmond de Rothschild
Edmond de Rothschild
1953, Paris (France), Public
Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
-
57/100
2nd
Logo for Premium Group
Premium Group
2000, Boulogne billancourt (France), Acquired
Wealth management firm
$441M
52/100
3rd
Logo for Rothschild & Co
Rothschild & Co
1798, Paris (France), Public
Provider of a multinational private and alternative asset investor
-
48/100
4th
Logo for Amiral Gestion
Amiral Gestion
2003, Paris (France), Unfunded
Provider of wealth management services
-
-
39/100
5th
Logo for Primonial
Primonial
1989, Paris (France), Acquired
Wealth management firm
-
38/100
6th
Logo for 570easi
570easi
2011, Paris (France), Unfunded
Provider of finance and wealth management solutions
-
-
37/100
7th
Logo for BDLCM Group
BDLCM Group
2005, France, Unfunded
Provider of wealth management services
-
-
36/100
8th
Logo for Rhetores Finance
Rhetores Finance
2010, Paris (France), Acquired
Provider of wealth management services
-
-
30/100
9th
Logo for Guibor
Guibor
1988, Paris (France), Unfunded
Family office of Dominique Romano
-
-
29/100
10th
Logo for Bourrelier Group
Bourrelier Group
1975, Nogent-sur-Marne (France), Public
Provider of investment management services
-
-
26/100
36th
Logo for Pmp Patrimoine
Pmp Patrimoine
2007, Bordeaux (France), Unfunded
Provider of wealth management advisory services for individuals and organizations
-
-
18/100
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Pmp Patrimoine's Investments and acquisitions

Pmp Patrimoine has made no investments or acquisitions yet.

Reports related to Pmp Patrimoine

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