PATINVEST

What PATINVEST does

PATRIMOINE & INVESTISSEMENTS, trading as PATINVEST, is an independent French wealth management advisory firm founded in late 2001 by Gilles Leveilley, who previously held positions at JP Morgan Fleming. The firm operates as a Conseiller en Investissement Financier (CIF, registration n°07002094), ORIAS-registered insurance broker, and CNCGP member, and also holds a real estate transaction license (carte n°1520) issued by the Préfecture de Versailles. From its headquarters at 64 bis rue de Monceau in the 8th arrondissement of Paris, the firm serves high net worth individuals and families across France, with stated access to international financial solutions.

The firm's offering is a single, unified advisory service rather than a modular platform: it designs, implements, and monitors personalized wealth strategies covering asset allocation, investment selection, tax optimization, estate planning, and real estate investment. Service delivery is founder-led and consultative, supported by a curated network of institutional and specialist partners — Pictet, Primonial, Hermitage Gestion Privée, Inter Invest, PERL, and Patrice Besse — that extend the firm's solution surface across asset management, deferred compensation, and heritage real estate without requiring in-house product build.

The business model rests on advisory fees, commissions on placed financial products, and insurance brokerage compensation, with pricing structured as bespoke per-engagement mandates rather than disclosed tiers. Go-to-market is sales-led and primarily referral-driven, leveraging the founder's reputation, CNCGP regulatory standing, and partner network. The firm is a SARL with €20,000 registered capital and a team of approximately 5, with no disclosed revenue, funding, or technology platform.

Name

PATINVEST

Legal name

PATRIMOINE & INVESTISSEMENTS

Website

https://patinvest.fr

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

PATINVEST is an independent French wealth management advisory firm (SARL) founded in 2001, serving high net worth individuals and families with personalized strategy, investment, estate, and real estate advisory from its Paris office, supported by a curated institutional partner network.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal & Family Trust Services (FSAAANAA)

Keywords

• Wealth management advisory
• Financial planning services
• Estate planning advisory
• Portfolio management services
• Real estate investment advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory and Wealth Management Services: The firm generates revenue through financial advisory fees, likely a combination of advisory fees, commissions on financial products placed, and insurance brokerage commissions. As a registered Financial Investment Advisor (CIP) and insurance broker, the firm earns compensation through client mandates and product distribution arrangements with its partner network (Pictet, Primonial, Inter Invest, etc.).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

PATINVEST (Patrimoine et Investissements) is an independent French wealth management advisory firm that designs, implements, and monitors personalized patrimonial strategies for high-net-worth individuals and families. Its offering encompasses wealth creation, valorization and intergenerational transmission, asset allocation, financial investment selection, estate planning, and real estate investment advisory, delivered through direct consultations and a curated partner network of legal, fiscal, insurance, and real estate specialists.

Product overview

Patrimoine et Investissements operates as a single, unified wealth management advisory service rather than a modular platform. The firm offers comprehensive financial advisory spanning investment strategy, portfolio management, tax optimization, estate planning, and real estate investment. Services are delivered through personalized consultations led by founder Gilles Leveilley, with support from a network of legal, fiscal, and real estate specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Advisory (Patrimoine et Investissements) Comprehensive wealth management advisory encompassing financial strategy design, implementation, and ongoing portfolio monitoring. Covers asset allocation, investment selection, real estate investment advisory, and estate planning for high-net-worth individuals and families in France, with access to international financial solutions through a curated partner network.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• Hermitage Gestion Privée (HGP)coreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. Hermitage Gestion Privée is a private wealth management firm offering services to high net worth clients.
• PERLcoreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. PERL is a real estate investment firm focused on residential property investments.
• Inter InvestcoreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. Inter Invest is a financial services company specializing in deferred compensation and retirement planning solutions.
• PictetcoreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. Pictet is a Swiss independent financial services group managing assets for institutions and individuals.
• Patrice BessecoreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. Patrice Besse is a real estate consultancy specializing in historic and exceptional properties.
• PrimonialcoreStrategic or Co-development PartnerPartner logo displayed on PATINVEST website. Primonial is a financial services group specializing in wealth management, real estate, and retirement savings solutions.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• Nalo: French digital wealth advisor combining robo-advisory with human advisor access. Represents the digital-native advisory model whose pricing pressure affects traditional CIF advisors like PATINVEST.
• Goodvest: French online responsible investment advisory platform serving mass-affluent and HNW clients. Represents emerging digital advisory competition in the French wealth management space targeted by PATINVEST.
• PERL (Patrimoine et Rendement Locatif): French real estate investment firm focused on residential SCPI and real estate investment products. Functions as a real estate partner for PATINVEST and overlaps in the French HNW real estate investment advisory space.
• Inter Invest: French financial services firm specializing in deferred compensation and retirement planning. Functions as a partner for PATINVEST but operates in overlapping HNW retirement/wealth planning territory.

Direct peers

• Primonial: French wealth management group specializing in wealth management, real estate, and retirement savings solutions. Served both as a product partner to PATINVEST and as a directly comparable wealth advisory platform for HNW clients in France.
• Hermitage Gestion Privée: Independent French HNW wealth management firm also based in Paris serving private clients with personalized advisory. Listed partner on PATINVEST's site and a directly comparable boutique independent advisor.

Broad incumbents

• Indosuez Wealth Management: Crédit Agricole's wealth management arm focused on HNW private banking across Europe and Asia. Represents the type of large institutional player whose clients PATINVEST targets through an independent advisory model.
• Edmond de Rothschild: Swiss-French private banking and wealth management group serving HNW and UHNW families across Europe. Comparable private banking alternative whose clients may shop independent advisors like PATINVEST.
• Pictet Group: Swiss independent wealth and asset manager serving institutions and UHNW/HNW individuals globally. Partner platform for PATINVEST and the type of broad incumbent PATINVEST positions itself against as an alternative.

Regional players

• La Financière de l'Échiquier: French independent asset management company serving both retail and private wealth clients. Comparable as a France-based independent financial player, though more asset-management than advisory focused.

Market position

Strengths4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/patinvest

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PATINVEST