Dap Patrimoine
Integrity, objectivity, availability and expertise are our main Values. Our success factors in asset management are Passion Performance Protection We aim for the highest degree of expertise, in a spirit of optimization and protection of our clients' activities. Establishing through our activity, perennial and prosperous human relationships, is our success. Areas of activity: Pension plans | Investment portfolios | Financial planning | Tax optimization | Transfers | Treasury solutions for SMEs
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
No verified contacts on record for this company yet.
Top roles at Dap Patrimoine
3 distinct titles indexed · top 3 shown.
- 2commercial en assurances-vie
- 1dap patrimoine manager
- 1gestionnaire en assurance vie
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