Founded in 2002 by Romain Muraille, Valetys, originally Hélios Patrimoine, is a multidisciplinary wealth management consulting firm.
Located in Avignon and Montpellier, Valetys guarantees tailored service to its clients. Serving individuals, business owners, and liberal professionals, Valetys deploys its solutions by fostering long-term client support.
Jean-Philippe Merra joined the firm as Managing Director in 2021.
The firm manages 200 million euros in assets under management in 2024.
