Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Lyon, France
RevenueBase identified 123 asset and wealth management consulting firms headquartered in Lyon, France as of September 2026 and tracks 986 professional contacts across them, including 261 with verified work emails. Paris is the largest hub.
This list covers asset and wealth management consulting firms headquartered in Lyon, France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest asset and wealth management consulting firms based in Lyon, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 301 contacts → | ||||
Indirect evidence “L’immobilier, notre coeur de métier Fort de ses 25 ans d’expérience, Valority Investissement vous assure une réflexion globale en matière d’immobilier.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 62 contacts → | ||||
Indirect evidence “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 25 contacts → | ||||
Indirect evidence “ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Indirect evidence “Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Depuis grâce à ses 2 pôles complémentaires, que sont la gestion de portefeuille et la gestion de patrimoine, Aesope apporte un service complet à ses clients particuliers et chefs…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “C'est en donnant et faisant beaucoup pour nos clients et leur famille, que notre relation dure et que nous pouvons suivre et valoriser toutes les évolutions de leur vie." Michel…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “Le cabinet CAPIUM est spécialisé dans la gestion de patrimoine depuis plus de 25 ans sur la Région Rhône-Alpes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “Les environnements économiques, juridiques et fiscaux dans lesquels nous évoluons, imposent d'être créatif, indépendant des modes de pensées, libre de sélectionner ses…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Créé en 2010 par Amandine AVRILLON et Sandrine VIVIER-SEURRE, CONSULTANCE PATRIMOINE est spécialisé dans la gestion de patrimoine pour les particuliers et les entreprises.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Depuis 2008, Privalys Gestion Privée s’est développé dans le conseil en Ingénierie Patrimoniale.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “LPA accompagne ses clients depuis plus de 20 ans à chaque étape du cycle de vie patrimonial - Audit Patrimonial - Construction et Structuration du Patrimoine - Développement &…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Nous développons une expertise dans deux branches d'activité que nous abordons avec le même sens du service.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “PER Consulting est spécialisé en ingénierie patrimoniale et gestion privée en France et à l’International.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “Construire et préserver votre patrimoine nécessite une stratégie indépendante, sur-mesure et pérenne.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Cabinet lyonnais, familiale en gestion de patrimoine, spécialisé dans l'immobilier depuis 1995.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “Cabinet en gestion de patrimoine basé à LYON.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Chez Lodi Gestion Privée, nous pensons que chaque client mérite une gestion de patrimoine qui lui ressemble.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Besoin d'aide dans l'organisation et le suivi de votre patrimoine?” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “COLIBRIMM - l'Operating Partners qui prend des risques pour que vos immeubles en prennent moins!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “MAZIÈRES Gestion Privée met à disposition des particuliers et des entreprises une large gamme de solutions financières, immobilières et fiscales.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Au sein de la Lyonnaise du Patrimoine, nous accompagnons au quotidien des chefs d'entreprises, cadres, professions libérales dans la gestion de leur patrimoine privé et…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset and wealth management consulting firms.
- Partial evidence
- Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 123 asset and wealth management consulting firms based in Lyon, France
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Asset and wealth management consulting firms based in Lyon, France at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Lyon, so it is reported there. Company counts and contact totals on this page are exact for Lyon, over 123 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Lyon, France whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Lyon are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 261 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset and wealth management consulting firms by metro in France
- Asset and wealth management consulting firms in Paris769
- Asset and wealth management consulting firms in Lyon123
- Asset and wealth management consulting firms in Toulouse89
- Asset and wealth management consulting firms in Bordeaux80
- Asset and wealth management consulting firms in Nantes40
- Asset and wealth management consulting firms in Montpellier33
- Asset and wealth management consulting firms in Strasbourg31
- Asset and wealth management consulting firms in Marseille30
- Asset and wealth management consulting firms in Rennes25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset and wealth management consulting firms are there based in Lyon, France?
RevenueBase identified 123 asset and wealth management consulting firms headquartered in Lyon, France as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Valority, headquartered in Lyon, tops this list with the largest team on record.
Which city has the most asset and wealth management consulting firms?
Paris leads with 769 headquartered companies, followed by Lyon (123) and Toulouse (89).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 261 verified decision-maker contacts tracked across these 123 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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