Company lists · Data refreshed September 2026
Top 25 Estate planning advisors based in France
RevenueBase identified 984 company matches for estate planning advisors associated with France as of September 2026 and tracks 7,642 professional contacts across them, including 2,529 with verified work emails. Paris is the largest hub.
This list covers company matches for estate planning 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 20, 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 estate planning advisors 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 401 contacts → | ||||
Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 378 contacts → | ||||
Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 243 contacts → | ||||
Exact match “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 159 contacts → | ||||
Exact match “Cabinet en gestion de patrimoine à Paris.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 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 20, 2026 · View company records in RevenueBase | |||||
| 8 | 58 contacts → | ||||
Exact match “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 20, 2026 · View company records in RevenueBase | |||||
| 10 | 45 contacts → | ||||
Exact match “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 20, 2026 · View company records in RevenueBase | |||||
| 13 | 36 contacts → | ||||
Exact match “Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 35 contacts → | ||||
Exact match “Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 34 contacts → | ||||
Exact match “Depuis plus de 30 ans, OPTI FINANCE accompagne et conseille des professionnels et des particuliers dans leur stratégie patrimoniale, financière et immobilière.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “Conseil en gestion de patrimoine du particulier.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 28 contacts → | ||||
Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 25 contacts → | ||||
Exact match “ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 23 contacts → | ||||
Exact match “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 21 contacts → | ||||
Exact match “Faire mieux que votre Banque Privée.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 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 20, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded in the RevenueBase company graph · Sep 20, 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 “estate planning 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 984 estate planning advisors based in France
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Estate planning advisors based in France at a glance
As of Sep 20, 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 984 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 “estate planning 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 2,529 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 20, 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.
Estate planning advisors 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 “estate planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning advisors are there based in France?
RevenueBase identified 984 company matches for estate planning 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?
UFF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning advisors?
Paris leads with 200 company records, followed by Lyon (49) and Bordeaux (33).
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 2,529 professional contacts with verified work emails tracked across these 984 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 984 estate planning advisors based in France. Start with a free account, no credit card.
Download this list →Related lists
Estate planning advisors by geography
- Estate planning advisors based in Calgary, Canada
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- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
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Browse the directory
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
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
Company intelligence · public preview
Top 25 estate planning 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 984 matching company records for estate planning advisors based in France, with 7,642 tracked contacts and 2,529 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 20, 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 estate planning 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 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Laplacelaplace-groupe.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 401 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cyrus Herezcyrus-herez.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 378 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Groupe Quintésensgroupe-quintesens.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 243 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Groupe Euodiaeuodia.frHQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 159 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cheval Blanc Patrimoinechevalblanc-patrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kays Wealth Managementkays-wm.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  CFGPcfgp.frHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 40 contacts → |
“CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Culture Patrimoineculturepatrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Prosper Conseilprosper-conseil.fr HQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 35 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Opti Financeoptifinance.netHQ: Le Mans, FranceReported employees: 51-200 | Le Mans, France | 51-200 | Exact match | 34 contacts → |
“Depuis plus de 30 ans, OPTI FINANCE accompagne et conseille des professionnels et des particuliers dans leur stratégie patrimoniale, financière et immobilière.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Evolvegroupe-evolve.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Elixium Patrimoineelixiumpatrimoine.comHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 25 contacts → |
“ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Opale Gestion Privéeopalegestionprivee.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Côme Maison Of Financecomemaisonfinanciere.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Haenggi & Associéshaenggi-associes.com HQ: Mulhouse, FranceReported employees: 11-50 | Mulhouse, France | 11-50 | Exact match | 20 contacts → |
“Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 984 company matches
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Estate planning advisors: dataset insights
September 20, 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
979 records in the displayed employee bands.
5 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 984 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 20, 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 ↗
Estate planning advisors by metro
Questions about this company list
What does Exact match mean for estate planning 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 estate planning advisors did RevenueBase find based in France?
The saved snapshot records 984 matching company records, 7,642 tracked contacts and 2,529 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 20, 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
Estate planning advisors by geography
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
- Estate planning advisors based in Atlanta, United States
- Estate planning advisors based in Austin, United States
- Estate planning advisors based in Bellevue, United States
- Estate planning advisors based in Boca Raton, United States
- Estate planning advisors based in Boston, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate planning advisors based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-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
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
Company intelligence · public preview
Top 25 estate planning advisors based in France
RevenueBase records 984 matching company records for estate planning advisors based in France, with 7,642 tracked contacts and 2,529 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 20, 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 estate planning 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 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Laplacelaplace-groupe.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 401 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cyrus Herezcyrus-herez.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 378 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Groupe Quintésensgroupe-quintesens.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 243 contacts → |
“Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Groupe Euodiaeuodia.fr HQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 159 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cheval Blanc Patrimoinechevalblanc-patrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kays Wealth Managementkays-wm.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 45 contacts → |
“KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | CFGPcfgp.fr HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 40 contacts → |
“CF Gestion Privée, cabinet de gestion de patrimoine du Groupe CF, accompagne les dirigeants, les professions libérales et les familles dans la structuration, la protection et la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Culture Patrimoineculturepatrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Prosper Conseilprosper-conseil.fr HQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 35 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Opti Financeoptifinance.net HQ: Le Mans, FranceReported employees: 51-200 | Le Mans, France | 51-200 | Exact match | 34 contacts → |
“Depuis plus de 30 ans, OPTI FINANCE accompagne et conseille des professionnels et des particuliers dans leur stratégie patrimoniale, financière et immobilière.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Evolvegroupe-evolve.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Elixium Patrimoineelixiumpatrimoine.com HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 25 contacts → |
“ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Opale Gestion Privéeopalegestionprivee.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Côme Maison Of Financecomemaisonfinanciere.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Haenggi & Associéshaenggi-associes.com HQ: Mulhouse, FranceReported employees: 11-50 | Mulhouse, France | 11-50 | Exact match | 20 contacts → |
“Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 984 company matches
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Estate planning advisors: dataset insights
September 20, 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
979 records in the displayed employee bands.
5 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 984 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 20, 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 ↗
Estate planning advisors by metro
Questions about this company list
What does Exact match mean for estate planning 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 estate planning advisors did RevenueBase find based in France?
The saved snapshot records 984 matching company records, 7,642 tracked contacts and 2,529 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 20, 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.
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Cite this list
RevenueBase Data Team. Top 25 estate planning advisors based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-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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