About us

An initiative led by industry specialists

Les Experts du Patrimoine is a project developed by the group SAND 360, founded by Jean-Baptiste Sicard and Antoine Roger.

For over ten years, the founders have supported wealth management, investment and finance professionals through several specialist media outlets and platforms:

• TheAgence SAND, specialising in financial and wealth management communications;
• Fibee, a news outlet covering financial markets and investment;
• Patrissimo, an educational platform dedicated to understanding and comparing wealth solutions;
• Les Experts du Patrimoine, a reference directory for wealth professionals.

This longstanding proximity to industry professionals highlighted a simple fact: many individuals still struggle to identify the right contact when seeking wealth advice.

The directory was designed to meet this need by providing a structured, transparent and accessible environment.

“Wealth management professionals are still too often unknown to the general public, even though they play an essential role in supporting individuals, business leaders and families. Our aim is to enable everyone to quickly identify the most suitable professional for their situation and needs.”

Antoine ROGER, Co-Founder

Over 3 500 professionals listed

The directory now brings together several categories of wealth experts:

• Wealth management advisers (CGP)
• Financial investment advisers (CIF)
• Private banks
• Family offices
• Asset management companies
• Brokers
• Insurance agents
• Lawyers
• Notaries
• Property investment professionals

These experts address a range of issues, including:

• tax optimisation ;
• retirement planning ;
• wealth transfer ;
• financial investment ;
• property investment ;
• family protection ;
• support for business leaders ;
• wealth structuring for self-employed professionals.

A search engine designed to find the right expert

The website provides a search engine that helps you quickly identify a professional using several criteria.

Users can search for an expert by location, areas of expertise, client groups, products they advise on or wealth issues they address.

Each company profile presents the essential information needed to understand the firm’s activity, specialisms, positioning and contact details.

The aim is to simplify the search for a qualified professional and make contact easier.

An approach built on transparency

Trust is central to the world of wealth management.

That is why Les Experts du Patrimoine implement several checking procedures to improve the quality of information published on listed professionals’ profiles.

Regular checks use available public databases to verify companies’ legal existence and the presence of certain regulatory statuses or authorisations where applicable.

When information can no longer be confirmed or a company is struck off, this is clearly indicated to provide users with maximum transparency.

“In a sector where trust is paramount, we have chosen to regularly check the public information of listed firms. Every week, we verify in particular their legal existence and the validity of their main authorisations to provide a directory that is as reliable, transparent and up to date as possible.”

Jean-Baptiste SICARD, Co-Founder

Much more than a directory

Les Experts du Patrimoine is more than just a search engine.

The website also offers educational resources to help individuals better understand wealth and financial issues.

Visitors can consult:

• a wealth management glossary containing several hundred definitions;
• a selection of practical guides ;
• information about industry events ;

This approach makes wealth topics more accessible and encourages better-informed dialogue between individuals and the professionals who support them.

Our mission: making wealth management more accessible

The practice of wealth management is not just for the very wealthy.

Preparing for retirement, passing on wealth, optimising taxes, protecting family or investing savings are concerns for a growing number of people in France.

Our mission is to make wealth information more accessible and enable everyone to find the professional best suited to their goals.

Through its search engine, detailed profiles and extensive educational content, Les Experts du Patrimoine strives to become a reference for everyone seeking to better understand, organise and grow their wealth.

Whether you seek a wealth adviser near you, a property investment specialist, a wealth transfer expert or a tax optimisation professional, our aim remains the same: to help you find the right person at the right time.