T-PRO SOLUTIONS PATRIMONIALES

What T-PRO SOLUTIONS PATRIMONIALES does

T-PRO SOLUTIONS PATRIMONIALES is a privately held, for-profit French financial services firm headquartered in Suresnes and founded in 2018, per the supplied firmographic record. Its stated business scope, as recorded in that record, comprises three activities: financial investment advice, insurance brokerage, and wealth management consulting — collectively a "patrimoniale" (private wealth) offering typical of the French CIF/Courtage advisory segment serving individuals and families on savings, investment, and insurance product selection.

The company is registered as private (no public ticker), has no disclosed parent, no disclosed subsidiaries, and operates from a single Suresnes address with no other office locations on record. The website URL associated with the record (infinance.fr) is, on the supplied evidence, an independent French-language editorial financial guide covering savings, investing, taxation, capital-markets news, and CAC 40 issuers (Publicis, EssilorLuxottica, VINCI, Air Liquide, among others). The source data itself states that no information about T-PRO SOLUTIONS PATRIMONIALES was found within that website's coverage, leaving the operational link between the firm and infinance.fr ambiguous from the supplied data.

All other structured fields in the supplied data are empty: headcount is undisclosed, revenue is null with a "no information available" note, no funding rounds are recorded, no management team is listed, no products or services catalogue is provided, no partnerships or certifications are listed, no regulatory actions or M&A activity are recorded, and no pricing model is disclosed. Consequently, no assessment of revenue mechanics, underlying technology stack, proprietary methodology, pricing structure, or go-to-market channels can be grounded in the input. The investment-relevant intelligence on this firm is, as supplied, limited to its identity, domicile, founding year, and the three-line activity description above.

Name

T-PRO SOLUTIONS PATRIMONIALES

Website

https://infinance.fr

Company type

Private

Founded year

2018

Operating status

Operating

Short description

T-PRO SOLUTIONS PATRIMONIALES is a privately held French financial advisory firm, founded in 2018 and headquartered in Suresnes, providing financial investment advice, insurance brokerage, and wealth management consulting to individual and family clients.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Wealth management consulting
• Insurance brokerage
• Financial investment advice
• Patrimonial advisory
• Financial planning services

Headquarters

HQ city

Suresnes

HQ country

France

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

T-Pro Solutions Patrimoniales provides financial investment advice, insurance brokerage, and wealth management consulting services. The firm is positioned in the personal financial advisory segment, supporting clients in structuring, protecting, and growing their assets through advisory and brokerage engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Investment Advice

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Crédit Agricole Assurances / Indosuez Wealth: Indosuez Wealth Management is the wealth arm of Crédit Agricole serving HNW clients in France with advisory, asset management, and insurance-linked solutions. Comparable broad incumbent targeting the integrated advisory-and-insurance mandate pool that T-Pro addresses.
• Edmond de Rothschild Private Banking (France): Edmond de Rothschild Private Banking serves French and European UHNW clients with discretionary portfolio management, wealth planning, and advisory services. Comparable as an upper-tier wealth advisory incumbent in the same French HNW market.
• AXA Wealth Management France: AXA France offers wealth advisory, life-insurance and savings products to HNW clients through dedicated advisory channels. Comparable as a large insurance-anchored wealth advisory competitor that combines investment and insurance distribution in France.
• Société Générale Private Banking: Société Générale Private Banking serves HNW and family-office clients with discretionary management, advisory, and wealth structuring services. Comparable incumbent competitor with integrated investment and insurance capabilities in the same French market.
• BNP Paribas Wealth Management: BNP Paribas Wealth Management is a large incumbent private bank serving French and international HNW clients with advisory, investment, and insurance solutions. Comparable as the dominant bank-affiliated competitor targeting the same French HNW advisory and insurance mandates that T-Pro serves.
• Natixis Wealth Management: Natixis Wealth Management offers private investment, advisory, and wealth engineering services to HNW clients in France and Europe. Comparable as a French incumbent that competes head-to-head with independent advisers like T-Pro on multi-asset advisory mandates.

Direct peers

• Laplace Conseil: Laplace Conseil is a French independent wealth advisory and family-office firm specializing in tailored investment advice and asset structuring for HNW clients. Directly comparable as a boutique French independent offering integrated advisory plus insurance and wealth services.
• Primonial (Primonial Ingénierie & Développement): Primonial is a French wealth management and insurance group offering advisory, life-insurance and consulting services to private clients. Comparable as a French firm combining wealth advisory with insurance brokerage — the same dual-anchor model described for T-Pro.
• Alto Invest: Alto Invest is a French independent wealth management advisor providing personalized investment advice and asset allocation to private clients. Comparable to T-Pro as a Paris-based independent RIA-style competitor in the French HNW advisory market.
• Cyrus Conseil: Cyrus Conseil is a French independent wealth management and corporate finance advisory firm serving HNW individuals, families, and business owners. Directly comparable to T-Pro as an independent boutique offering integrated wealth advisory, insurance and consulting mandates in France.

Market position

Strengths4 records

Weaknesses4 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 T-PRO SOLUTIONS PATRIMONIALES