Our Mission: Wealth Management for Everyone
Patrimoine360 was born from a simple belief: everyone deserves access to professional wealth management tools, not just the wealthy clients of private banks.
10,000+
Active users
EUR 500M+
Assets tracked
50+
Educational articles
4.8/5
User rating
Our Story
Patrimoine360 grew out of one private investor's frustration with the tools available: either too expensive, too limited, or reserved for professionals.
The idea takes root
Frustrated by the wealth tracking tools on the market (too expensive or too limited), our founder decided to build the solution he wished he had.
Patrimoine360 launches
The first version of the app tracks stocks, ETFs and cryptocurrencies. The first users join the community.
The feature set grows
We add bank connections, property tracking, financial calculators and savings goals.
Today
Patrimoine360 helps thousands of people in France track and optimize their wealth. The adventure is only just beginning!
Our Values
These principles guide every decision we make, from building new features to writing our educational content.
Accessibility
Wealth management should not be reserved for the richest. We give everyone professional grade tools, free of charge.
Security
Your data is sacred. End to end encryption, hosting in Europe, and we never sell your information.
Education
We believe the best protection against poor investments is financial education. That is exactly what our guides are for.
Transparency
No hidden fees, no conflicts of interest. We only recommend what we use ourselves.
The Problem We Solve
Before Patrimoine360
- •Scattered Excel spreadsheets that are hard to keep up to date
- •Logging in manually to every bank and broker
- •No overall view of your wealth
- •Private wealth management services priced out of reach
- •A shortage of accessible financial education
With Patrimoine360
- •One central, automated dashboard
- •One click sync across all your accounts
- •A 360° view of your total wealth
- •Free for all the essential features
- •Comprehensive guides and educational resources
Our Commitment to You
Free education, no strings attached
All our guides, articles and educational resources are free, and always will be. We believe financial education is a right, not a privilege.
No conflicts of interest
We receive no commission from the brokers or the products we mention. Our recommendations are based purely on what is best for our users.
Your data stays yours
We never sell your data to third parties. Our business model rests on optional premium subscriptions, not on exploiting your personal information.
Listening and constant improvement
Every piece of user feedback is read and taken into account. Patrimoine360 gets better because of you. Never hesitate to send us your suggestions.
Legal Information
Site publisher
LUPUS SOLUTIONS
SAS (French simplified joint-stock company) with share capital of EUR 1,000.00
16 Place des Quinconces
33000 Bordeaux, France
Company registration
SIREN: 945 012 425
SIRET: 945 012 425 00019
VAT number: FR51 945 012 425
NAF code (French business activity code): 70.22Z
Patrimoine360 is not a financial investment adviser (CIF) authorized by the AMF, the French financial markets regulator. The information provided is for educational purposes only and does not constitute personalized investment advice. Every investment carries a risk of capital loss.
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