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Management and Heritage Group Logo
Management and Heritage Group CB Rank
1829751
Heat Score
57
Management and Heritage Group is a finance and investment management company that specializes in wealth management services.
Founded
obfuscation
Private Lannion, Bretagne, France11-50 www.gestion-patrimoine.finance
Finance
Life Insurance
Real Estate Investment
Wealth Management
Overview

Management and Heritage Group
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Management and Heritage Group

CB Rank
1829751
Management and Heritage Group is a finance and investment management company that specializes in wealth management services.
Founded
obfuscation
Private Lannion, Bretagne, France11-50 www.gestion-patrimoine.finance
Finance
Life Insurance
Real Estate Investment
Wealth Management

Details

Legal Name Gestion and Patrimoine Group
Operating Status Active
Company Type For Profit
Contact Email contact@gestion-patrimoine.finance
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Advisory
Provides personalized advice on wealth transmission, estate planning, and tax optimization to individuals and families.
Investment Management
Manages investment portfolios with strategies that adapt to diverse market conditions and asset classes to meet client objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

Monthly Web Visits

7,414
115.21%
 in past month

IT Spend

$247.5KThis year, Management and Heritage Group is projected to spend $247.5K on IT, according to Aberdeen.

Active Website Tech Count

48Management and Heritage Group is actively using 48 technologies for its website, according to BuiltWith. These include Common Crawl, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Management and Heritage Group's headquarters? Management and Heritage Group is located in Lannion, Bretagne, France.Who are Management and Heritage Group's competitors? Alternatives and possible competitors to Management and Heritage Group may include Expatrimonia, Gestiondepatrimoine.com, and  Laplace.
Who We Are
What We Do
Helpful Links
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