2b Patrimoine
Notre objectif, accompagner nos clients particuliers ou chefs d'entreprise, dans le but d'optimiser leur situation financière, fiscale et patrimoniale.#CGP #conseil #patrimoine #assurancevie #capitalisation #PEA #fiscalité #retraite #PER #trésorerie #PINEL #nuepropriété #malraux #MH #denormandie #FIP #FCPI #FCPR #FPCI #150obTER #comptetitre #SCPI #SCI #Donation Pour l'entreprise, les sujets que nous traitons sont les suivants :#prévoyance #santé #hommeclef #épargnesalariale #article83 #placementdetrésorerie #holding #retraite du dirigeant #transmission
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at 2b Patrimoine
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- LA
Lydia Amhis
Gestionnaire De Patrimoine · Finance & Accounting
EmailPhone - FS
Florence Sauve
Private Wealth Advisor · Finance & Accounting
EmailPhone - CD
Christophe Decaix
Associé Fondateur Gérant · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at 2b Patrimoine
3 distinct titles indexed · top 3 shown.
- 1associé fondateur gérant
- 1gestionnaire de patrimoine
- 1private wealth advisor
Sign up to unlock all 3 contacts at 2b Patrimoine
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at 2b Patrimoine
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.