Wealth management firms found online in Alleins
- Leads
- 24
- Emails
- 61
- Phones
- 58
Wealth management firms in this sample were found through a live Google and web search in Alleins, then visited and qualified one by one. The list spans independent advisors, private banking boutiques, and regional patrimoine practices serving local households and entrepreneurs. Each entry is enriched with company registry data, SEO signals, social profiles, and direct contact paths.
Lead preview
Azalée Patrimoine
Gestion de patrimoine | Alleins
https://azalee-patrimoine.fr/106 rue de Richelieu, 75002 Paris, FR
- General contact | General contact•••••••@••••••••
- Office | Office•• •• •• •• ••
AMN Conseil
Gestion de patrimoine | Alleins
http://www.amnconseil.fr/23 Avenue Raymond de Veyssière Batiment B, 69130 Ecully, FR
- Office | Office•• •• •• •• ••
- General contact | General contact•• •• •• •• ••
- Alain Berthelot | Représentant légal•••••••@••••••••
Evergreen Patrimoine
Gestion de patrimoine | Alleins
https://evergreen-patrimoine.fr/60 rue François 1er, 75008 Paris, FR
- General contact | General contact•••••••@••••••••
- Office | Office•• •• •• •• ••
- Gaetan Monterrat | Conseiller en Gestion de Patrimoine Indépendant•••••••@•••••••••• •• •• •• ••
TRINITY Gestion Privée
Gestion de patrimoine | Alleins
https://www.trinity-gestion.fr/1 Avenue Victor HUGO, 26000 Valence, FR
- Alain Atallah | President•••••••@••••••••
- Brice Ruel | CEO•••••••@••••••••
- General contact | General contact•••••••@••••••••
- Immobilier | Immobilier•••••••@••••••••
- Office | Office•• •• •• •• ••
J'investis 2M1
Gestion de patrimoine | Alleins
https://jinvestis2m1.fr/3 Allée des Fartonnières, 42800 Saint-Martin-la-Plaine, FR
- General contact | General contact•• •• •• •• ••
- Johann Rivollier | Conseiller en gestion de patrimoine, fondateur•••••••@••••••••
ETHICUS PATRIMOINE
Gestion de patrimoine | Alleins
https://ethicus.fr/7 rue des Vignes, 57200 Rémelfing, FR
- Gilles HAENEL | Président•••••••@•••••••••• •• •• •• ••
Novalfi
Gestion de patrimoine | Alleins
https://www.novalfi.com/260 Rue Guillaume Du Vair, 13090 Aix-en-Provence, FR
- General contact | General contact•••••••@••••••••
- Office | Office•• •• •• •• ••
- Communication | Communication•••••••@••••••••
- Alpes | Alpes•••••••@••••••••
- Lionel JAMET | Contact•••••••@•••••••••• •• •• •• ••
CHARLE'S PATRIMOINE
Gestion de patrimoine | Alleins
https://www.charlesworking.com/patrimoine/243 Place Général de Gaulle, 13300 Salon de Provence, FR
- Contact | Contact•••••••@••••••••
- General contact | General contact•••••••@•••••••••• •• •• •• ••
- Office | Office•• •• •• •• ••
- Frédéric Saouchi | Directeur Général•••••••@••••••••
SGP Consulting Mazarin
Gestion de patrimoine | Alleins
http://www.sgpconsultingmazarin.com/6 rue Cardinale, 13100 Aix-en-Provence, FR
- Séverine Giovannangeli Florens | Fondatrice · Ingénieure patrimoniale diplômée d'État•••••••@••••••••
- Patrice Florens | Consultant•••••••@•••••••••• •• •• •• ••
- Office | Office•• •• •• •• ••
- + 14 more leads
About this market
Alleins sits in the Bouches-du-Rhône, within reach of Aix-en-Provence and the wider Pays d'Aix economy. Wealth management here is not dominated by a single bank tower: the market mixes independent conseillers en gestion de patrimoine (CGP), family offices, and specialist boutiques advising on investments, insurance wrappers, retirement, and succession. Prospecting teams value firms that publish clear service pages, maintain active professional social presence, and appear in public registries with stable legal names and SIREN identifiers. Sellers in financial software, compliance tools, training, or B2B services should look for advisors who serve both retail clients and local business owners, signal digital maturity through website SEO, and remain discoverable when prospects search gestion de patrimoine near Alleins. This sample reflects that mix, from established names such as Azalée Patrimoine and TRINITY Gestion Privée to smaller independent practices, giving a realistic picture of who is visible and contactable in the area.
Frequently asked questions
- How can I reach gestion de patrimoine firms in Alleins?
- Start with the firms surfaced in this live search sample, then use the enriched contact paths attached to each record. Wealth managers in Alleins typically list phone numbers and contact forms on their own websites, and many maintain LinkedIn or other professional profiles. Company registry enrichment helps you confirm the legal entity before outreach, which matters when several brands operate under similar patrimoine positioning.
- How do I get email addresses for wealth managers in Alleins?
- Emails are collected from public sources tied to each qualified business: official websites, contact pages, registry filings where available, and linked social profiles. This is not a generic directory dump; each firm was visited after appearing in search results for gestion de patrimoine in Alleins. Use the direct email field when present, and fall back to the published contact form or phone line shown on the firm's site.
- Is it legal to use this business data for outreach in France?
- The data comes from publicly available business information gathered through web search and open sources, which B2B prospecting in France generally allows when used responsibly. You should still comply with GDPR, identify yourself clearly, honor opt-out requests, and avoid contacting individuals outside a legitimate professional context. For regulated financial services, also respect sector rules on commercial communication and any restrictions on soliciting investment advice clients.
- What enrichment data is included for each firm?
- Each qualified lead can include SEO signals from the firm's website, company registry details such as legal name and registration identifiers, social profile links, and custom fields where relevant. Together these help you prioritize advisors with an active online presence, verify the entity behind a brand name, and tailor outreach to firms that match your offer, whether you sell software, compliance support, or professional services to CGP practices.
- Who are the gestion de patrimoine businesses in this Alleins sample?
- They are independent and boutique wealth management practices discovered through live search in and around Alleins, including names such as Azalée Patrimoine, AMN Conseil, Evergreen Patrimoine, MonIndep, TRINITY Gestion Privée, J'investis 2M1, ETHICUS PATRIMOINE, and Novalfi. They represent the mix of CGP firms, private banking boutiques, and specialist advisors visible to prospects searching for patrimoine services in the area, not a single client or campaign sponsor.