Company lists · Data refreshed September 2026
Top 25 Comprehensive financial planning firms based in France
RevenueBase identified 1,043 company matches for comprehensive financial planning firms associated with 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 company matches for comprehensive financial planning firms 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 19, 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 comprehensive financial planning firms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,390 contacts → | ||||
Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 704 contacts → | ||||
Exact match “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 154 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 95 contacts → | ||||
Exact match “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 86 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 73 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 64 contacts → | ||||
Exact match “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 62 contacts → | ||||
Exact match “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 54 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 48 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 46 contacts → | ||||
Exact match “Expert de la gestion de patrimoine pour tous.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 37 contacts → | ||||
Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 30 contacts → | ||||
Exact match “Conseil en gestion de patrimoine du particulier.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 24 contacts → | ||||
Exact match “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 23 contacts → | ||||
Exact match “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Faire mieux que votre Banque Privée.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “Expertise comptable Gestion de patrimoine” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded in the RevenueBase company graph · Sep 19, 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 “comprehensive financial planning firms”. 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 1,043 comprehensive financial planning firms based in France
See the full list, filter by size, metro and specialty, and access 1,751 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Comprehensive financial planning firms based in France at a glance
As of Sep 19, 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 1,043 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 “comprehensive financial planning firms” 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 1,751 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 19, 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.
Comprehensive financial planning firms by metro
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 “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many comprehensive financial planning firms are there based in France?
RevenueBase identified 1,043 company matches for comprehensive financial planning firms 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?
UFF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most comprehensive financial planning firms?
Paris leads with 185 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,751 professional contacts with verified work emails tracked across these 1,043 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,043 comprehensive financial planning firms based in France. Start with a free account, no credit card.
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Comprehensive financial planning firms by geography
- Comprehensive financial planning firms based in Adelaide, Australia
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- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
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- Comprehensive financial planning firms based in Sydney, Australia
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- Comprehensive financial planning firms based in Porto Alegre, Brazil
- Comprehensive financial planning firms based in Rio De Janeiro, Brazil
- Comprehensive financial planning firms based in Sao Paulo, Brazil
- Comprehensive financial planning firms based in Calgary, Canada
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
- Comprehensive financial planning firms based in Adelaide, Australia
- Comprehensive financial planning firms based in Brisbane City, Australia
- Comprehensive financial planning firms based in Brisbane, Australia
- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
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Company intelligence · public preview
Top 25 comprehensive financial planning firms 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 1,043 matching company records for comprehensive financial planning firms based in France, with 7,059 tracked contacts and 1,751 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 19, 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 comprehensive financial planning firms 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 |  UFFuff.netHQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GAN Patrimoineganpatrimoine.frHQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 704 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Groupe Rodingrouperodin.frHQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 86 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Optélios Groupeoptelios-groupe.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Expert & Financelaplace-groupe.comHQ: Lyon, FranceReported employees: 51-200 | Lyon, France | 51-200 | Exact match | 62 contacts → |
“Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ID Groupeidgroupe.fr HQ: Lagord, FranceReported employees: 11-50 | Lagord, France | 11-50 | Exact match | 54 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ramifyramify.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cabinet IGCcabinet-igc.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Perlibperlib.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Capfinances 25capfinances.frHQ: Ecole Valentin, FranceReported employees: 51-200 | Ecole Valentin, France | 51-200 | Exact match | 38 contacts → |
“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Carat Capitalcaratcapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Epsiliumepsilium.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 30 contacts → |
“Conseil en gestion de patrimoine du particulier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Patrimum Groupepatrimum.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Groupe Sarrogroupesarro.com HQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 28 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bonjour Patrimoinebonjourpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sefimasefima.com HQ: Marseille, FranceReported employees: 11-50 | Marseille, France | 11-50 | Exact match | 24 contacts → |
“Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Origeen Capitalorigeen-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 23 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Haussmann Patrimoinehaussmann-patrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Faire mieux que votre Banque Privée.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  SNL Conseilsnlconseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cabinet Relyarelya.fr HQ: Vitré, FranceReported employees: 11-50 | Vitré, France | 11-50 | Exact match | 19 contacts → |
“Expertise comptable Gestion de patrimoine” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Csconsultingcs-c.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 19 contacts → |
“Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BC Financesbcfinances.fr HQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 18 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,043 company matches
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Comprehensive financial planning firms: dataset insights
September 19, 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
1,037 records in the displayed employee bands.
6 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 1,043 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 19, 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 ↗
Comprehensive financial planning firms by metro
Questions about this company list
What does Exact match mean for comprehensive financial planning firms?
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 comprehensive financial planning firms did RevenueBase find based in France?
The saved snapshot records 1,043 matching company records, 7,059 tracked contacts and 1,751 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 19, 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
Comprehensive financial planning firms by geography
- Comprehensive financial planning firms based in Adelaide, Australia
- Comprehensive financial planning firms based in Brisbane City, Australia
- Comprehensive financial planning firms based in Brisbane, Australia
- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
- Comprehensive financial planning firms based in Perth, Australia
- Comprehensive financial planning firms based in Sydney, Australia
- Comprehensive financial planning firms based in Belo Horizonte, Brazil
- Comprehensive financial planning firms based in Porto Alegre, Brazil
- Comprehensive financial planning firms based in Rio De Janeiro, Brazil
- Comprehensive financial planning firms based in Sao Paulo, Brazil
- Comprehensive financial planning firms based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 comprehensive financial planning firms based in France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/comprehensive-financial-planning-firms/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
- Comprehensive financial planning firms based in Adelaide, Australia
- Comprehensive financial planning firms based in Brisbane City, Australia
- Comprehensive financial planning firms based in Brisbane, Australia
- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
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Company intelligence · public preview
Top 25 comprehensive financial planning firms based in France
RevenueBase records 1,043 matching company records for comprehensive financial planning firms based in France, with 7,059 tracked contacts and 1,751 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 19, 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 comprehensive financial planning firms 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 | UFFuff.net HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GAN Patrimoineganpatrimoine.fr HQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 704 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Groupe Rodingrouperodin.fr HQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 86 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Optélios Groupeoptelios-groupe.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Expert & Financelaplace-groupe.com HQ: Lyon, FranceReported employees: 51-200 | Lyon, France | 51-200 | Exact match | 62 contacts → |
“Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ID Groupeidgroupe.fr HQ: Lagord, FranceReported employees: 11-50 | Lagord, France | 11-50 | Exact match | 54 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ramifyramify.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 51 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cabinet IGCcabinet-igc.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Perlibperlib.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capfinances 25capfinances.fr HQ: Ecole Valentin, FranceReported employees: 51-200 | Ecole Valentin, France | 51-200 | Exact match | 38 contacts → |
“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Carat Capitalcaratcapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Epsiliumepsilium.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 30 contacts → |
“Conseil en gestion de patrimoine du particulier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Patrimum Groupepatrimum.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Groupe Sarrogroupesarro.com HQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 28 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bonjour Patrimoinebonjourpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sefimasefima.com HQ: Marseille, FranceReported employees: 11-50 | Marseille, France | 11-50 | Exact match | 24 contacts → |
“Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Origeen Capitalorigeen-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 23 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Haussmann Patrimoinehaussmann-patrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Faire mieux que votre Banque Privée.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | SNL Conseilsnlconseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cabinet Relyarelya.fr HQ: Vitré, FranceReported employees: 11-50 | Vitré, France | 11-50 | Exact match | 19 contacts → |
“Expertise comptable Gestion de patrimoine” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Csconsultingcs-c.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 19 contacts → |
“Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BC Financesbcfinances.fr HQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 18 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Comprehensive financial planning firms: dataset insights
September 19, 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
1,037 records in the displayed employee bands.
6 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 1,043 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 19, 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 ↗
Comprehensive financial planning firms by metro
Questions about this company list
What does Exact match mean for comprehensive financial planning firms?
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 comprehensive financial planning firms did RevenueBase find based in France?
The saved snapshot records 1,043 matching company records, 7,059 tracked contacts and 1,751 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 19, 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.
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Cite this list
RevenueBase Data Team. Top 25 comprehensive financial planning firms based in France. Snapshot: September 19, 2026. https://revenuebase.ai/companies/comprehensive-financial-planning-firms/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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