Patrimonica
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1800 Avenue Mcgill College Bureau 3000, ...Website
www.patrimonica.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
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Revenue
Number of Employees
Type
Funding
Founded In
$12.2M
51-200
Private
-
1974
ML
Michel LajoieChief Legal Affairs and Chief Compliance Officer, Gestion FÉRIQUE
Company Profile Activity
Activity Insights
Patrimonica is experiencing very low activity levels compared to other companies in the Finance sector.
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Patrimonica is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Patrimonica.
Patrimonica Tech Stack
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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
