About
Updated in August 2026 — Written by Les Experts du Patrimoine
Finding the right wealth management advisor is often more complex than it seems. Between private banks, independent firms, asset management companies, family offices, tax lawyers, notaries, and real estate investment specialists, individuals face a particularly vast and sometimes difficult-to-decipher offering.
It is precisely to address this challenge that Experts du Patrimoine was created.
Our ambition is simple: to enable everyone to easily identify the professional best suited to their wealth situation, objectives, and life projects.
Today, the directory lists over 3,500 wealth management professionals across France and several European financial centers, facilitating connections between investors and wealth advisory experts.
An initiative led by industry specialists
Experts du Patrimoine is a project developed by the SAND 360 group, founded by Jean-Baptiste Sicard and Antoine Roger.
For over ten years, the founders have supported players in wealth management, investment, and finance through several specialized media and platforms:
Agence SAND, specializing in financial and wealth communication;
Fibee, an information media dedicated to financial markets and investment;
Patrissimo, an educational platform dedicated to understanding and comparing wealth solutions;
Experts du Patrimoine, the reference directory for wealth professionals.
This historical proximity to industry players has revealed a simple reality: many individuals still struggle to identify the right contact person when seeking wealth management support.
The directory was designed to meet this need by offering a structured, transparent, and accessible environment.
Over 3,500 professionals listed
The directory currently brings together several categories of wealth experts:
These experts address various issues such as:
support for business leaders;
wealth structuring for liberal professions.
A search engine designed to find the right expert
The site provides a search engine allowing users to quickly identify a professional based on several criteria.
Users can search for an expert based on their geographical location, areas of expertise, client base, products they support, or wealth management issues they handle.
Each company profile presents essential information to better understand the firm’s activity, its specializations, its positioning, and its contact details.
The goal is to simplify the search for a qualified professional and facilitate initial contact.
An approach based on transparency
Trust is a central element in the world of wealth management.
This is why Experts du Patrimoine implements several control procedures aimed at improving the quality of information published on the profiles of listed professionals.
Regular checks are carried out using available public databases to verify the legal existence of companies and the presence of certain regulatory statuses or approvals when applicable.
When information can no longer be confirmed or when a company is deregistered, this situation is clearly indicated to provide users with maximum transparency.
Much more than a directory
Experts du Patrimoine is not limited to a simple search engine.
The site also offers a set of educational content designed to help individuals better understand wealth and financial issues.
Visitors can notably consult:
a wealth glossary comprising several hundred definitions;
information on industry events;
This approach makes wealth-related topics more accessible and fosters a more informed dialogue between individuals and the professionals who support them.
A mission: to make wealth management more accessible
Wealth management does not only concern the very wealthy.
Preparing for retirement, transferring wealth, optimizing taxes, protecting one’s family, or investing savings are concerns for a growing number of French people.
Our mission is to facilitate access to wealth information and enable everyone to find the professional best suited to their objectives.
Thanks to the search engine, detailed profiles, and numerous educational contents available on the site, Experts du Patrimoine strives to become a reference for all those who wish to better understand, organize, and develop their wealth.
Whether you are looking for a wealth management advisor near you, a real estate investment specialist, a wealth transfer expert, or a tax optimization professional, our goal remains the same: to help you find the right contact at the right time.
Search for a wealth management advisor among the 3 28 firms in the directory.
