Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in France

RevenueBase identified 1,043 comprehensive financial planning firms headquartered in France as of September 2026 and tracks 7,059 professional contacts across them, including 1,751 with verified work emails. Paris is the largest hub.

This list covers comprehensive financial planning 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
1,043Companies
7,059Contacts tracked
1,751Verified emails
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The 25 largest comprehensive financial planning firms based in France

Ranked by team size
Top 25 of 1,043 comprehensive financial planning 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 comprehensive financial planning 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
1Indirect evidenceBois-colombes, FranceHQ checked Sep 19, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceLille, FranceHQ checked Sep 19, 2026201-500704 contacts →

Indirect evidence

“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceParis, FranceHQ checked Sep 19, 202651-200154 contacts →

Indirect evidence

“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5095 contacts →

Indirect evidence

“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceBoulogne Billancourt, FranceHQ checked Sep 19, 202611-5086 contacts →

Indirect evidence

“Société de courtage située à Paris, le Groupe Rodin est né il y a maintenant 18 ans dans l’objectif d’accompagner particuliers et entreprises dans leurs placements et leur…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect 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
7Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5064 contacts →

Indirect evidence

“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLyon, FranceHQ checked Sep 19, 202651-20062 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 19, 2026
9Indirect evidenceLagord, FranceHQ checked Sep 19, 202611-5054 contacts →

Indirect evidence

“Le Groupe ID vous accompagne depuis plus de 15 ans pour toutes les étapes de votre vie personnelle et professionnelle afin de créer, développer et transmettre votre patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5051 contacts →

Indirect evidence

“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceParis, FranceHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5046 contacts →

Indirect evidence

“Expert de la gestion de patrimoine pour tous.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceEcole Valentin, FranceHQ checked Sep 19, 202651-20038 contacts →

Indirect evidence

“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5037 contacts →

Indirect evidence

“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Conseil en gestion de patrimoine du particulier.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceJacou, FranceHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Ouvrez la porte à votre patrimoine!”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceMarseille, FranceHQ checked Sep 19, 202611-5024 contacts →

Indirect evidence

“Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceParis, FranceHQ checked Sep 19, 20261-1023 contacts →

Partial evidence

“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Faire mieux que votre Banque Privée.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceParis, FranceHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceVitré, FranceHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“Expertise comptable Gestion de patrimoine”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceLyon, FranceHQ checked Sep 19, 202611-5019 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 19, 2026
25Indirect evidenceBourg En Bresse, FranceHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 1,043 comprehensive financial planning firms based in France

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Comprehensive financial planning firms based in France at a glance

As of Sep 19, 2026
24.8%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
17.7%Largest-city concentration · Paris
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
941
11-50
82
51-200
11
201-500
2
501-1,000
1

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 1,043 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 comprehensive financial planning 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 “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning 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, 1,751 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.

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 comprehensive financial planning 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 comprehensive financial planning firms are there based in France?

RevenueBase identified 1,043 comprehensive financial planning 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?

UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

Paris leads with 185 headquartered companies, followed by Lyon (43) and Toulouse (35).

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 1,751 verified decision-maker contacts tracked across these 1,043 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.