Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms based in France

RevenueBase identified 65 automated financial advisory firms headquartered in France as of September 2026 and tracks 872 professional contacts across them, including 218 with verified work emails. Paris is the largest hub.

This list covers automated financial advisory firms headquartered in 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
65Companies
872Contacts tracked
218Verified emails
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The 25 largest automated financial advisory firms based in France

Ranked by team size
Top 25 of 65 automated financial advisory firms based in France, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceParis, FranceHQ checked Sep 19, 202651-200132 contacts →

Strong evidence

“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceParis, FranceHQ checked Sep 19, 2026n/a73 contacts →

Indirect evidence

“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceLyon, FranceHQ checked Sep 19, 202611-5072 contacts →

Indirect evidence

“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5052 contacts →

Indirect evidence

“Nalo, des plans pour votre argent.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5048 contacts →

Indirect evidence

“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceParis, FranceHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceCourbevoie, FranceHQ checked Sep 19, 20261-1017 contacts →

Indirect evidence

“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceNice, FranceHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceVersailles, FranceHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceParis, FranceHQ checked Sep 19, 20261-1012 contacts →

Partial evidence

“Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceCugnaux, FranceHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Pendant des décennies, l’accès au conseil financier privé a été réservé à une élite financière restreinte.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceParis, FranceHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Ai for Alpha is a fintech company specializing in AI-powered investment replication, delivering innovative futures-based solutions for actively managed strategies such as CTAs…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceParis, FranceHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceParis, FranceHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Simplifier.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceParis, FranceHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Entrust success to intelligence.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceParis, FranceHQ checked Sep 19, 2026501-1,0008 contacts →

Indirect evidence

“Pour que « franchir le pas » ne soit plus un saut dans l’inconnu, Moniwan souhaite offrir à ses utilisateurs une expérience d’investissement unique dès quelques centaines d’euros…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceCourbevoie, FranceHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Depuis plus de 20 ans, Sicavonline accompagne les « », ou les ́.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceFranceHQ checked Sep 19, 202651-2006 contacts →

Indirect evidence

“The Stone Age is over, and so is your traditional account.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceParis, FranceHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“QueensField AI Technologies is a Fintech startup headquartered in France with operations in the US.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceParis, FranceHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“La plateforme IA des CGP, avocats & experts-comptables.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceParis, FranceHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“Créé en 2013, FundShop est un pionnier de la Fintech en France.”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceNeuilly-sur-seine, FranceHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Preconys est la plateforme patrimoniale pour mieux gérer votre argent, un robot advisor à votre écoute, des outils adaptés pour prendre de meilleures décisions financières.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBrest, FranceHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“SaaS solutions for crypto managers”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceLyon, FranceHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceParis, FranceHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Philosophy: The Intelligence of Risk.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 65 automated financial advisory firms based in France

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Automated financial advisory firms based in France at a glance

As of Sep 19, 2026
25.0%Verified-email coverage
13.4Average contacts per company
1-10Median size (employees)
58.5%Largest-city concentration · Paris
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
15
51-200
3
501-1,000
2

Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 65 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 automated financial advisory 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 France whose own description of what they do matches “automated financial advisory 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 automated financial advisory 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 automated financial advisory firms, and records with no verified work email. Companies headquartered outside France 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, 218 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 19, 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.

Automated financial advisory firms by metro

  • Automated financial advisory firms in Paris38

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 automated financial advisory 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 automated financial advisory firms are there based in France?

RevenueBase identified 65 automated financial advisory firms headquartered in 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?

Shares, headquartered in Paris, tops this list with the largest team on record.

Which city has the most automated financial advisory firms?

Paris leads with 38 headquartered companies, followed by Lyon (3) and Boulogne-Billancourt (2).

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 218 verified decision-maker contacts tracked across these 65 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 19, 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.