Scala Patrimoine

Paris, France Founded: 2012 • Age: 14 yrs
Provides wealth management, advisory, and financial services for families and professionals.
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About Scala Patrimoine

Scala Patrimoine is a company based in Paris (France) founded in 2012. It operates as a B2B, and Professional Services. Scala Patrimoine offers products and services including Financial Management, Financing Services, Patrimony Advisory, Real Estate Advisory, and Sports Advisory. Scala Patrimoine operates in a competitive market with competitors including Rothschild & Co, Primonial, Edmond de Rothschild, Bourrelier Group and FIXAGE, among others.

  • Headquarter Paris, France
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Scala Patrimoine

Scala Patrimoine offers a comprehensive portfolio of products and services, including Financial Management, Financing Services, Patrimony Advisory, Real Estate Advisory, and Sports Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages client liquidities and investment strategies for optimal returns.

Assists in negotiating and securing best credit conditions for clients.

Offers audits and tailored solutions for personal and professional assets.

Provides legal and fiscal advice for real estate investments.

Guides high-level athletes in long-term wealth and strategy planning.

Supports clients in integrating charitable projects into wealth strategies.

Funding Insights of Scala Patrimoine

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Scala Patrimoine

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Scala Patrimoine

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Scala Patrimoine Comparisons

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Competitors of Scala Patrimoine

Scala Patrimoine operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Rothschild & Co, Primonial, Edmond de Rothschild, Bourrelier Group and FIXAGE, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multinational private and alternative asset investments are managed globally.
domain founded_year HQ Location
Wealth management services are provided from Paris, France.
domain founded_year HQ Location
Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
domain founded_year HQ Location
Investment management services are provided by Bourrelier Group.
domain founded_year HQ Location
Actuarial consulting and wealth management services are provided by FIXAGE.
domain founded_year HQ Location
Provides ethical financial services including investments, financing, and consultations.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Scala Patrimoine

Frequently Asked Questions about Scala Patrimoine

When was Scala Patrimoine founded?

Scala Patrimoine was founded in 2012.

Where is Scala Patrimoine located?

Scala Patrimoine is headquartered in Paris, France.

What does Scala Patrimoine do?

Scala Patrimoine is an independent multi-family office that assists families, entrepreneurs, executives, professionals, and athletes in structuring and managing their wealth in France and abroad. It operates through fee-based advisory services, focusing on financial optimization, real estate, and philanthropy. Based in Paris, Marseille, and Geneva, the firm prioritizes transparency and client interests with expert departments for personalized strategies.

Who are the top competitors of Scala Patrimoine?

Scala Patrimoine's top competitors include Primonial, Edmond de Rothschild and Rothschild & Co.

What products or services does Scala Patrimoine offer?

Scala Patrimoine offers Financial Management, Financing Services, Patrimony Advisory, Real Estate Advisory, and 2 more products and services.

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