{ "ok": true, "listing": { "id": "lst_01M20ZRPNRAAKM5HBHKAHABTQA", "slug": "sterenn-patrimoine-and-conseil", "businessName": "Sterenn Patrimoine & Conseil", "legalName": "Cabinet SPC - STERENN PATRIMOINE & CONSEIL", "description": { "short": "Cabinet indépendant au capital. Stratégies d'investissement, de transmission et d'optimisation fiscale pour dirigeants et cadres, à Paris et en Bretagne.", "full": "Cabinet indépendant au capital. Stratégies d'investissement, de transmission et d'optimisation fiscale pour dirigeants et cadres, à Paris et en Bretagne." }, "industry": "Sterenn Patrimoine & Conseil", "website": "https://sterenn-patrimoine-conseil.fr/", "rootDomain": "sterenn-patrimoine-conseil.fr", "listingOrigin": "discovered", "entityType": "business", "entitySubtype": "commercial_organization", "entityClassification": { "type": "business", "subtype": "commercial_organization", "confidenceScore": 79, "classifiedAt": "2026-09-08T17:06:33.679Z", "government": null }, "placementType": "country", "location": { "placementType": "country", "countryCode": "FR", "countryName": "France", "flag": "🇫🇷", "region": "", "city": "Paris", "mode": "online" }, "primaryCategory": null, "claimStatus": "unclaimed", "verificationStatus": "unverified", "verified": false, "businessVerification": { "applicable": true, "status": "verified", "level": "gold", "label": "Full Registry Verified", "badgeColor": "gold", "countsAsVerified": true, "authority": "Annuaire des Entreprises / DINUM (RNE + Sirene)", "registryId": "933649535", "matchScore": 96, "authorityCode": "RA000189", "lei": null, "jurisdiction": "FR", "registeredLegalName": "CABINET SPC (STERENN PATRIMOINE & CONSEIL)", "registryStatus": "5499", "registryUrl": "https://recherche-entreprises.api.gouv.fr/search?q=Cabinet+SPC+-+STERENN+PATRIMOINE+%26+CONSEIL&page=1&per_page=10", "checkedAt": "2026-09-08T17:10:52.112Z", "verifiedAt": "2026-09-08T17:10:52.112Z", "nextCheckAt": "2026-12-08T02:55:08.912Z" }, "businessVerified": true, "commercialStatus": "free", "agentStatus": "active", "paidProfile": false, "freshnessStatus": "current", "media": { "logo": "https://sterenn-patrimoine-conseil.fr/og-logo.jpg", "explicitLogo": "https://sterenn-patrimoine-conseil.fr/og-logo.jpg", "favicon": "https://sterenn-patrimoine-conseil.fr/favicon.png", "fallback": "https://sterenn-patrimoine-conseil.fr/favicon.ico" }, "scores": { "dataConfidence": 100, "quality": 100, "verification": 0 }, "qualityScore": 100, "urls": { "directory": "https://directory.websdocs.com/business/sterenn-patrimoine-and-conseil", "json": "https://directory.websdocs.com/business/sterenn-patrimoine-and-conseil.json", "website": "https://sterenn-patrimoine-conseil.fr/", "gateway": null }, "publishedAt": "2026-09-08T17:06:34.507Z", "updatedAt": "2026-09-30T03:24:07.020Z", "offers": [], "promotions": [], "faq": [], "publicCollectionsMeta": { "offers": { "total": 0, "returned": 0, "truncated": false }, "promotions": { "total": 0, "returned": 0, "truncated": false }, "faq": { "total": 0, "returned": 0, "truncated": false } }, "locations": [], "businessDetailsAvailable": true, "businessNature": { "version": 1, "primary": "", "secondary": [], "customerMarkets": [], "otherLabel": "", "primaryLabel": "", "secondaryLabels": [], "provenance": { "sourceType": "", "sourceUrl": "", "updatedAt": null, "manuallyConfirmed": false } }, "operatingHours": { "version": 1, "schedules": [], "provenance": { "sourceType": "", "sourceUrl": "", "updatedAt": null, "manuallyConfirmed": false } }, "organizationType": "organization", "language": { "primary": "fr", "supported": [ "fr" ], "currencies": [] }, "categories": [ { "slug": "finance-insurance-private-equity", "name": "Private equity", "primary": true, "confidenceScore": 79 }, { "slug": "finance-insurance", "name": "Financial Services & Insurance", "primary": false, "confidenceScore": 79 } ], "services": [ { "slug": "dette-privee", "name": "Dette privée", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/dette-privee/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "ingenierie-patrimoniale", "name": "Ingénierie patrimoniale", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/ingenierie-patrimoniale/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "investir-en-scpi", "name": "Investir en SCPI", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/scpi/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "investir-en-private-equity", "name": "Investir en private equity", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/private-equity/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "optimisation-fiscale-du-patrimoine", "name": "Optimisation fiscale du patrimoine", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/optimisation-fiscale/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "pea-et-compte-titres", "name": "PEA et compte-titres", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/pea-cto/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "plan-d-epargne-retraite-per", "name": "Plan d'Épargne Retraite (PER)", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/per/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "produits-structures", "name": "Produits structurés", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/produits-structures/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "preparation-de-la-retraite-et-prevoyance", "name": "Préparation de la retraite et prévoyance", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/retraite-protection/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "remuneration-du-dirigeant", "name": "Rémunération du dirigeant", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/remuneration-dirigeant/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "simulateur-retraite-per-ou-assurance-vie", "name": "Simulateur retraite PER ou assurance-vie", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/solutions/simulateur-retraite/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "sterenn-patrimoine-and-conseil", "name": "Sterenn Patrimoine & Conseil", "description": "Cabinet indépendant de conseil en gestion de patrimoine (indépendance capitalistique). Stratégies d'investissement, structuration, optimisation fiscale, retraite et transmission pour dirigeants, cadres et familles, à Paris et en Bretagne. Siège à Paris (8e). Conseiller en Investissements Financiers (CIF) et Courtier en Assurance, enregistré à l'ORIAS sous le numéro 25000325. Adhérent de la Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP), association agréée par l'Autorité des marchés financiers (AMF).", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "strategies-d-investissement-patrimonial", "name": "Stratégies d'investissement patrimonial", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/strategies-investissement/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null }, { "slug": "strategies-immobilieres", "name": "Stratégies immobilières", "description": "", "serviceUrl": "https://sterenn-patrimoine-conseil.fr/expertise/strategies-immobilieres/", "pricingUrl": null, "publicPriceText": null, "availabilityStatus": "available", "serviceArea": null } ], "products": [], "agentCapabilities": [ { "key": "support", "name": "Online support", "description": "Detected from public website navigation or discovery metadata.", "protocol": "http", "actionUrl": "https://sterenn-patrimoine-conseil.fr/contact", "method": "GET", "authenticationRequired": false } ], "contacts": [ { "type": "email", "label": "Public email", "value": "theo.daudruy@sterennpc.fr", "url": "https://mailto:theo.daudruy@sterennpc.fr/", "platform": "email", "primary": true, "verificationStatus": "public_source" }, { "type": "phone", "label": "Public phone", "value": "933 649 535", "url": null, "platform": "phone", "primary": false, "verificationStatus": "public_source" }, { "type": "social", "label": "linkedin", "value": "https://www.linkedin.com/company/sterenn-patrimoine-conseil", "url": "https://www.linkedin.com/company/sterenn-patrimoine-conseil", "platform": "linkedin", "primary": false, "verificationStatus": "public_source" }, { "type": "social", "label": "linkedin", "value": "https://www.linkedin.com/in/theo-daudruy", "url": "https://www.linkedin.com/in/theo-daudruy", "platform": "linkedin", "primary": false, "verificationStatus": "public_source" }, { "type": "social", "label": "orias", "value": "https://www.orias.fr/home/showIntermediaire/933649535", "url": "https://www.orias.fr/home/showIntermediaire/933649535", "platform": "orias", "primary": false, "verificationStatus": "public_source" }, { "type": "social", "label": "wikidata", "value": "https://www.wikidata.org/wiki/Q138752043", "url": "https://www.wikidata.org/wiki/Q138752043", "platform": "wikidata", "primary": false, "verificationStatus": "public_source" } ], "serviceAreas": [ { "type": "online", "countryCode": "FR", "region": "", "city": "Paris", "postalCode": "75008", "radiusKm": null, "description": "Paris, FR", "primary": true } ], "sources": [ { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/", "title": "Gestion de patrimoine Paris | Sterenn Patrimoine & Conseil", "primary": true, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/simulateur-retraite", "title": "Simulateur retraite : PER ou assurance-vie | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/produits-structures", "title": "Produits structurés : investir avec un cadre défini | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/private-equity", "title": "Investir en private equity avec un CGP | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/dette-privee", "title": "Dette privée : rendement décorrélé des marchés | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/pea-cto", "title": "PEA et compte-titres : investir en actions | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/scpi", "title": "Investir en SCPI avec un CGP à Paris | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/solutions/per", "title": "PER : réduire vos impôts et préparer votre retraite | Sterenn", "primary": false, "lastObservedAt": "2026-09-30T03:23:08.516Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/strategies-investissement/", "title": "Stratégie investissement financier & immobilier | CGP Paris", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/strategies-immobilieres/", "title": "Stratégies immobilières patrimoniales | CGP Paris", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/ingenierie-patrimoniale/", "title": "Ingénierie patrimoniale à Paris | Sterenn Patrimoine & Conseil", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/remuneration-dirigeant/", "title": "Optimisation de rémunération à Paris du dirigeant | CGP", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/optimisation-fiscale/", "title": "Optimisation fiscale et structuration | CGP Paris", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/expertise/retraite-protection/", "title": "Préparation retraite et prévoyance patrimoniale | CGP Paris", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" }, { "type": "website", "url": "https://sterenn-patrimoine-conseil.fr/contact/", "title": "Rendez-vous & Contact | Sterenn Patrimoine & Conseil", "primary": false, "lastObservedAt": "2026-09-08T17:05:46.866Z" } ], "timestamps": { "firstDiscoveredAt": "2026-09-08T17:05:46.866Z", "lastCrawledAt": "2026-09-30T03:24:07.020Z", "lastVerifiedAt": null, "publishedAt": "2026-09-08T17:06:34.507Z", "updatedAt": "2026-09-30T03:24:07.020Z" }, "gatewayDiscovery": { "status": "unmapped", "activeAgent": false, "urls": {}, "capabilities": { "ask": false, "checkout": false }, "checkedAt": null }, "quoteRequest": { "available": false, "endpoint": null } }, "canonicalUrl": "https://directory.websdocs.com/business/sterenn-patrimoine-and-conseil", "generatedAt": "2026-11-05T23:56:50.731Z" }