Patrimonica
Finance · Canada · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1800 Av Mcgill College Bureau 3000, Mont...Website
www.patrimonica.comRevenue
<$5 MillionIndustry
About Patrimonica
Patrimonica Multifamily Office is an independent wealth management firm that offers a comprehensive range of financial and asset management services. Their integrated expertise covers all aspects of wealth management, including financial and tax planning, portfolio management, accounting, family governance, and philanthropy. The firm employs an institutional-grade approach to portfolio management, focusing on personalized asset allocation and a variety of traditional and alternative strategies. Patrimonica aims to protect and grow the wealth of affluent families while respecting their family values through a collaborative and objective service model.Explore more
Patrimonica Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Patrimonica
Compare insights from companies similar to Patrimonica, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Patrimonica
<$5M
11-50
Private
-
2009
DD
Dimitri DouaireChief Investment Officer & DE L'Investissement Chef
$12.2M
51-200
Private
-
1974
ML
Michel LajoieChief Legal Affairs and Chief Compliance Officer, Gestion FÉRIQUE
Patrimonica Tech Stack
A closer look at the technologies used by Patrimonica
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Top companies in United Kingdom by revenue
Frequently Asked Questions Regarding Patrimonica
Sign Up For FreeTo access detailed company insights
Patrimonica Multifamily Office is an independent wealth management firm that offers a comprehensive range of financial and asset management services. Their integrated expertise covers all aspects of wealth management, including financial and tax planning, portfolio management, accounting, family governance, and philanthropy. The firm employs an ins... Read More
