Company lists · Data refreshed September 2026
Top 25 Client onboarding software companies for wealth advisors based in France
RevenueBase identified 50 company matches for client onboarding software companies for wealth advisors associated with France as of September 2026 and tracks 1,000 professional contacts across them, including 478 with verified work emails. Paris is the largest hub.
This list covers company matches for client onboarding software companies for wealth advisors associated with France, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 client onboarding software companies for wealth advisors based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 348 contacts → | ||||
Exact match “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 109 contacts → | ||||
Exact match “We believe that complex issues can be simplified.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 55 contacts → | ||||
Exact match “Nous construisons une nouvelle gestion privée.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 48 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 41 contacts → | ||||
Exact match “Meelo is a SAAS solution to make customer onboarding more fluid, secure and automated.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 40 contacts → | ||||
Exact match “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 30 contacts → | ||||
Exact match “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “Onboard your customers remotely with Clustdoc Clustdoc is a leading onboarding automation software that helps you streamline and systemize the way you work with new clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “Un CGP passe en moyenne 2h30 sur un rapport d'adéquation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Fraktion helps you launch and manage your investment platform with ease.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “DeviZen – La plateforme des experts-comptables pour optimiser l’onboarding client et automatiser la conformité LAB Experts-comptables, transformez vos prospects en clients en…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Capital Explorer – Le logiciel patrimonial nouvelle génération Depuis plus de 25 ans, Capital Explorer (anciennement AMC) accompagne les conseillers en gestion de patrimoine, les…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “client onboarding software companies for wealth advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 50 client onboarding software companies for wealth advisors based in France
See the full list, filter by size, metro and specialty, and access 478 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client onboarding software companies for wealth advisors based in France at a glance
As of Sep 27, 2026Companies by employee count
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 50 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with France whose business descriptions match “client onboarding software companies for wealth advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 478 professional contacts with verified work emails across the full matched dataset. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client onboarding software companies for wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client onboarding software companies for wealth advisors are there based in France?
RevenueBase identified 50 company matches for client onboarding software companies for wealth advisors associated with France as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Harvest Groupe tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client onboarding software companies for wealth advisors?
Paris leads with 23 company records, followed by Lyon (3) and Grenoble (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 478 professional contacts with verified work emails tracked across these 50 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 50 client onboarding software companies for wealth advisors based in France. Start with a free account, no credit card.
Download this list →Related lists
Client onboarding software companies for wealth advisors by geography
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in India
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
- Client onboarding software companies for wealth advisors based in the United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in India
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
Company intelligence · public preview
Top 25 client onboarding software companies for wealth advisors based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 50 matching company records for client onboarding software companies for wealth advisors based in France, with 1,000 tracked contacts and 478 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client onboarding software companies for wealth advisors based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Quicksignquicksign.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 109 contacts → |
“We believe that complex issues can be simplified.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rockfirockfi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 55 contacts → |
“Nous construisons une nouvelle gestion privée.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MEELOgetmeelo.comHQ: Marcq-en-baroeul, FranceReported employees: 11-50 | Marcq-en-baroeul, France | 11-50 | Exact match | 41 contacts → |
“Meelo is a SAAS solution to make customer onboarding more fluid, secure and automated.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wealthcomewealthcome.frHQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Raise Partnerraisepartner.comHQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tilvesttilvest.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Karbonalphakarbonalpha.comHQ: Aix-en-provence, FranceReported employees: 11-50 | Aix-en-provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Clustdocclustdoc.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 18 contacts → |
“Onboard your customers remotely with Clustdoc Clustdoc is a leading onboarding automation software that helps you streamline and systemize the way you work with new clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  wizio.frwizio.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Labienveillancefinancièrelabienveillancefinanciere.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Days Legacydayslegacy.comHQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  NEOFAneofa.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Grisbee Gestion Privéegrisbee.frHQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mustcompliancemustcompliance.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Un CGP passe en moyenne 2h30 sur un rapport d'adéquation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fraktionfraktion.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“Fraktion helps you launch and manage your investment platform with ease.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  MON Partenaire Patrimoinemonpartenairepatrimoine.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Dreamquarkdreamquark.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Devizendevizen.frHQ: Schiltigheim, FranceReported employees: 1-10 | Schiltigheim, France | 1-10 | Exact match | 7 contacts → |
“DeviZen – La plateforme des experts-comptables pour optimiser l’onboarding client et automatiser la conformité LAB Experts-comptables, transformez vos prospects en clients en…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Invest'aideinvest-aide.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Marketplacethe-marketplace.fr HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Capital Explorer EX AMCcapitalexplorer.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Capital Explorer – Le logiciel patrimonial nouvelle génération Depuis plus de 25 ans, Capital Explorer (anciennement AMC) accompagne les conseillers en gestion de patrimoine, les…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kwiperkwiper.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 50 company matches
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Client onboarding software companies for wealth advisors: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 50 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for client onboarding software companies for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client onboarding software companies for wealth advisors did RevenueBase find based in France?
The saved snapshot records 50 matching company records, 1,000 tracked contacts and 478 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Client onboarding software companies for wealth advisors by geography
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in India
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
- Client onboarding software companies for wealth advisors based in the United States
Cite this list
RevenueBase Data Team. Top 25 client onboarding software companies for wealth advisors based in France. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-onboarding-software-companies-for-wealth-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in India
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
Company intelligence · public preview
Top 25 client onboarding software companies for wealth advisors based in France
RevenueBase records 50 matching company records for client onboarding software companies for wealth advisors based in France, with 1,000 tracked contacts and 478 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client onboarding software companies for wealth advisors based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Quicksignquicksign.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 109 contacts → |
“We believe that complex issues can be simplified.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rockfirockfi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 55 contacts → |
“Nous construisons une nouvelle gestion privée.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MEELOgetmeelo.com HQ: Marcq-en-baroeul, FranceReported employees: 11-50 | Marcq-en-baroeul, France | 11-50 | Exact match | 41 contacts → |
“Meelo is a SAAS solution to make customer onboarding more fluid, secure and automated.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wealthcomewealthcome.fr HQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Raise Partnerraisepartner.com HQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tilvesttilvest.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Karbonalphakarbonalpha.com HQ: Aix-en-provence, FranceReported employees: 11-50 | Aix-en-provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Clustdocclustdoc.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 18 contacts → |
“Onboard your customers remotely with Clustdoc Clustdoc is a leading onboarding automation software that helps you streamline and systemize the way you work with new clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | wizio.frwizio.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Labienveillancefinancièrelabienveillancefinanciere.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Days Legacydayslegacy.com HQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | NEOFAneofa.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Grisbee Gestion Privéegrisbee.fr HQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mustcompliancemustcompliance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Un CGP passe en moyenne 2h30 sur un rapport d'adéquation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fraktionfraktion.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“Fraktion helps you launch and manage your investment platform with ease.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MON Partenaire Patrimoinemonpartenairepatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dreamquarkdreamquark.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Devizendevizen.fr HQ: Schiltigheim, FranceReported employees: 1-10 | Schiltigheim, France | 1-10 | Exact match | 7 contacts → |
“DeviZen – La plateforme des experts-comptables pour optimiser l’onboarding client et automatiser la conformité LAB Experts-comptables, transformez vos prospects en clients en…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Invest'aideinvest-aide.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Marketplacethe-marketplace.fr HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Capital Explorer EX AMCcapitalexplorer.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Capital Explorer – Le logiciel patrimonial nouvelle génération Depuis plus de 25 ans, Capital Explorer (anciennement AMC) accompagne les conseillers en gestion de patrimoine, les…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kwiperkwiper.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Client onboarding software companies for wealth advisors: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 50 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for client onboarding software companies for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client onboarding software companies for wealth advisors did RevenueBase find based in France?
The saved snapshot records 50 matching company records, 1,000 tracked contacts and 478 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
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Cite this list
RevenueBase Data Team. Top 25 client onboarding software companies for wealth advisors based in France. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-onboarding-software-companies-for-wealth-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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