Patrimonia
Created in 1993
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
2,904 9,445Entity types
Location
50 Quai Charles de Gaulle, 69006 Lyon, France
Lyon
France
Employees
Scale: 11-50
Estimated: 19
SIREN
866772478Engaged corporates
37
30 14Added in Motherbase
4 years, 11 months ago
Incubators & VCs Value proposition
[Automatic translation follows] The flagship convention for wealth professionals.
The Patrimonia Convention brings together more than 9,000 participants (wealth management advisors - CIF, family office, accountants, notaries, brokers, etc.) and nearly 380 exhibiting partners (associations, management companies, banks, insurance companies, real estate companies, etc.) in Lyon each year.
Patrimonia allows all these players in financial life to exchange their experiences, establish new partnerships and learn about the development of their profession through more than 100 speeches.
wealth management, asset management, events, finance, wealth, asset management, Infopro Digital, real estate, private equity, CGP firm, trade fair, training, regulation, banking, insurance, management companies, economy, digital, savings, shares, Pacte law, pensions, retirement, and SCPIOriginal language
La Convention phare des professionnels du patrimoine.
La Convention Patrimonia rassemble chaque année à Lyon plus de 9 000 participants (conseillers en gestion de patrimoine - CIF, family office, experts comptables, notaires, courtiers...), près de 380 partenaires-exposants (associations, sociétés de gestion, banques, assurances, immobilier...).
Patrimonia permet à tous ces acteurs de la vie financière d’échanger leurs expériences, d’établir de nouveaux partenariats et de se former à l'évolution de leur métier au travers de plus de 100 prises de parole.
gestion de patrimoine, asset management, événements, finance, patrimoine, gestion d'actifs, Infopro Digital, immobilier, private equity, cabinet CGP, salon, formation, réglementation, banque, assurance, sociétés de gestion, économie, digital, épargne, actions, loi Pacte, prévoyance, retraite, and SCPI
Patrimonia
Patrimonia est le plus grand rassemblement en France des professionnels de l’univers du conseil patrimonial. En 2025, il se déroulera les 24 et 25 septembre, au Centre de Congrès de Lyon !
https://www.patrimonia.fr/
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