Is this your agency? Take control of your profile — update info, respond to potential clients, and get verified.
Claim this profile →
This agency is currently open to new projects and client enquiries.
Vellum Finance & Patrimoine
GDPR
Not verified: GDPR Compliant — meets EU data protection regulation
ISO 27001
Not verified: ISO 27001 — information security management certified
—
☆☆☆☆☆
0 reviews
Top Agency
✓ Awarded: Searcia Top Agency — ranked #1 in their category
Best in Class
✓ Awarded: Best in Class — exceptional quality across all metrics
Fast Responder
✓ Awarded: Fast Responder — replies within 2 hours on average
Client Favorite
Not yet: Client Favorite — 90%+ client satisfaction rate
Rising Star
Not yet: Rising Star — fastest growing agency of the year
Global Leader
Not yet: Global Leader — operating across 10+ countries
High Performer
Not yet: High Performer — consistently above-average client satisfaction
About Vellum Finance & Patrimoine
Bespoke wealth advisory for middle-class & affluent clients. We focus on secure, compliant strategies for legacy planning, global diversification & steady growth; preserving your family’s
Company Info
Min project size
$1,000
Hourly rate
$300+
Employees
2-9
Locations
Toulouse,
France
FranceFounded
—
Projects completed
—
Repeat clients
—
On-time delivery
—
Languages
—
Pricing Snapshot
Min. project size
$1,000
Avg. hourly rate
$300+
Rating for cost
—
Select a service to see pricing information
Client Reviews
★(0)
No reviews yet
Financial Advising & Planning
40%Digital Asset Management
20%Finance Law
20%Financial Consulting
20%Ready to work together?
Usually responds within 24 hrs