Company lists · Data refreshed October 2026

Top 25 Client relationship management companies for financial services based in France

Name: Client relationship management companies for financial services based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 9, 2026 94 companies tracked

RevenueBase identified 94 company matches for client relationship management companies for financial services associated with France as of October 2026 and tracks 843 professional contacts across them, including 139 with verified work emails. Paris is the largest hub.

This list covers company matches for client relationship management companies for financial services 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 October 9, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 9, 2026 How this list was built

94Companies

843Contacts tracked

139Verified emails

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The 25 largest client relationship management companies for financial services based in France

Ranked by team size

Top 25 of 94 company matches for client relationship management companies for financial services based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 9, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Eurocrm	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1,001-5,000	420 contacts →
	Exact match “Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
2	Carat Capital	Exact match	Paris, FranceHQ recorded Oct 9, 2026	11-50	41 contacts →
	Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
3	FOLK	Exact match	Distributed Team, FranceHQ recorded Oct 9, 2026	11-50	39 contacts →
	Exact match “folk is like the sales assistant your team never had.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
4	Marigny Capital	Exact match	Paris, FranceHQ recorded Oct 9, 2026	11-50	19 contacts →
	Exact match “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
5	Montaigne Conseil & Patrimoine	Exact match	Bordeaux, FranceHQ recorded Oct 9, 2026	1-10	11 contacts →
	Exact match “Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
6	Blue Note Systems	Exact match	Strasbourg, FranceHQ recorded Oct 9, 2026	11-50	11 contacts →
	Exact match “Expert CRM et SugarCRM, Blue note systems propose une gamme complète d'applications CRM à la demande couvrant l'ensemble des besoins fonctionnels de gestion de la relation clients…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
7	Opal Consulting	Exact match	Paris, FranceHQ recorded Oct 9, 2026	11-50	11 contacts →
	Exact match “OPAL Consulting est un cabinet de conseil (métier, organisation, processus, SI) expert du CRM.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
8	Youday CRM	Exact match	Nantes, FranceHQ recorded Oct 9, 2026	11-50	10 contacts →
	Exact match “La société Youday CRM est basée à Nantes, et déploie son activité sur toute la France.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
9	Siris Advisory	Exact match	Paris, FranceHQ recorded Oct 9, 2026	11-50	10 contacts →
	Exact match “Siris is a consulting firm founded in 2017.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
10	Moovago	Exact match	Niort, FranceHQ recorded Oct 9, 2026	1-10	8 contacts →
	Exact match “You are a salesman and you want to save time everyday?” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
11	The Human Consulting Group	Exact match	Nantes, FranceHQ recorded Oct 9, 2026	11-50	7 contacts →
	Exact match “The Human Consulting Group - HCG, Société de Conseil en stratégie spécialisée en Relation Client.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
12	Edifice Patrimonia	Exact match	Vienne, FranceHQ recorded Oct 9, 2026	1-10	6 contacts →
	Exact match “EDIFICE PATRIMONIA est un cabinet de Conseil en Gestion de Patrimoine Conseillers en investissements financiers, experts comptables, courtiers en assurance-vie et transactions…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
13	Finalgo	Exact match	Lyon, FranceHQ recorded Oct 9, 2026	1-10	6 contacts →
	Exact match “Finalgo fourni un CRM dédié aux courtiers en financement professionnel.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
14	leadcontact.pro	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1-10	5 contacts →
	Exact match “Leadcontact pro est une solution CRM 100% en ligne, adaptable à tous les métiers.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
15	Maia Logiciels	Exact match	Toulouse, FranceHQ recorded Oct 9, 2026	11-50	4 contacts →
	Exact match “Beaucoup de cabinets ont commencé avec Excel, puis se sont équipés de solutions généralistes.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
16	Farnault Investissement	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1-10	4 contacts →
	Exact match “Notre service de conseil en gestion de patrimoine est conçu pour les entrepreneurs, les professions libérales, et les cadres à hauts revenus, qui s’interrogent sur les meilleures…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
17	Vesper	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1-10	3 contacts →
	Exact match “Aide à l’acquisition de nouveau client via un module de gestion de lead, de génération de LDM jusqu'au suivi commercial - signature électronique - Plan de facturation automatisé -…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
18	Kalytera Invest	Exact match	Anglet, FranceHQ recorded Oct 9, 2026	1-10	2 contacts →
	Exact match “Notre expertise est spécifiquement adaptée à des personnes dont les enjeux patrimoniaux nécessitent, bien au delà des prestations classiques, des conseils et des services de…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
19	Optim Patrimoine	Exact match	Béthune, FranceHQ recorded Oct 9, 2026	1-10	2 contacts →
	Exact match “Conseil en gestion de patrimoine pour une clientèle privée (particuliers et entreprises)” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
20	Maison DU Client	Exact match	Nantes, FranceHQ recorded Oct 9, 2026	1-10	2 contacts →
	Exact match “MDC optimise votre capital client en « revisitant » vos données clients et vos actions marketing-ventes.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
21	Bansō Patrimoine	Exact match	Metz, FranceHQ recorded Oct 9, 2026	1-10	2 contacts →
	Exact match “Fort d’une expérience de plusieurs années au sein d’un cabinet de courtage en assurances, Bansō Patrimoine est né d’une volonté vigoureuse de ses deux fondateurs, d’accompagner…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
22	Assur3d	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1-10	2 contacts →
	Exact match “ASSUR3D – Le CRM tout-en-un (vente & conformité) conçu pour les courtiers en assurance.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
23	Runstead Services	Exact match	FranceHQ recorded Oct 9, 2026	11-50	1 contacts →
	Exact match “Runstead Services provide Business to Customer, Business to Business as well as an individual customer relationship business and personal brand management solution.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
24	Epos Gestion Privée	Exact match	Paris, FranceHQ recorded Oct 9, 2026	1-10	1 contacts →
	Exact match “EPOS Gestion Privée est un cabinet de conseil en gestion de patrimoine.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
25	Orion Conseil ET Finances	Exact match	Loire Authion, FranceHQ recorded Oct 9, 2026	1-10	1 contacts →
	Exact match “Mon expertise est spécifiquement adaptée à des personnes dont les enjeux patrimoniaux nécessitent, bien au delà des prestations classiques, des conseils et des services de gestion…” Recorded in the RevenueBase company graph · Oct 9, 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 relationship management companies for financial services”. 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 94 client relationship management companies for financial services based in France

See the full list, filter by size, metro and specialty, and access 139 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Client relationship management companies for financial services based in France at a glance

As of Oct 9, 2026

16.5%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

27.7%Largest-city concentration · Paris

Oct 9, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 94 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 relationship management companies for financial services” 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 139 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 October 9, 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.

Client relationship management companies for financial services by metro

Client relationship management companies for financial services in Paris26

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 relationship management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many client relationship management companies for financial services are there based in France?

RevenueBase identified 94 company matches for client relationship management companies for financial services associated with France as of October 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?

Eurocrm tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most client relationship management companies for financial services?

Paris leads with 26 company records, followed by Nantes (4) and Lyon (3).

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 139 professional contacts with verified work emails tracked across these 94 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 October 9, 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 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.