Company lists · Data refreshed November 2026
Top 25 Estate planning agents based in France
RevenueBase identified 148 company matches for estate planning agents associated with France as of November 2026 and tracks 977 professional contacts across them, including 375 with verified work emails. Paris is the largest hub.
This list covers company matches for estate planning agents 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 November 6, 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 agents based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 413 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 48 contacts → | ||||
Exact match “VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 40 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “Nous vous accompagnons dans l’élaboration de tous vos projets de vie, qu’il s’agisse de vous aider à trouver le meilleur financement pour l'acquisition d'un bien ou de préparer…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Cabinet de Gestion de Patrimoine & Family Office Protéger votre conjoint et votre famille, estimer la valeur de votre patrimoine, organiser la transmission de ce dernier aux…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Fondé en 1996, Galilée Gestion de Patrimoine vous apporte un service global et personnalisé pour la constitution, l’organisation, la gestion et la transmission de votre patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “CBBC est un cabinet d’avocats, à taille humaine, dédié exclusivement à l’accompagnement de ses clients internationaux, dans les étapes importantes de leur vie familiale et de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Action Patrimoine Conseil est un cabinet de gestion de patrimoine indépendant, créé en 2002 par son gérant Pascal Blamoutier, disposant d’une expérience de la gestion privée…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “LM Consilium accompagne les particuliers et les professionnels dans leurs projets de financement : prêt immobilier, financement professionnel, regroupement de crédits et assurance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Cabinet d'avocats en droit de la famille, des personnes et de leur patrimoine” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Entre Chartres et Le Mans au cœur du perche sarthois à La Ferté Bernard (1h 30 de PARIS).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Lyssor c’est l’histoire d’une rencontre.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Le Cabinet CDP Avocats intervient en Droit de la Famille & du Patrimoine” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Apollux Patrimoine délivre un conseil et apporte une expertise transversale sur l’ensemble des domaines liés au patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Fiscalité, retraite, transmission.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “LEXA est une société spécialisée dans le conseil patrimonial (prévoyance, finance, retraite, transmission, fiscalités)” Recorded in the RevenueBase company graph · Nov 6, 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 agents”. 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 148 estate planning agents based in France
See the full list, filter by size, metro and specialty, and access 375 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning agents based in France at a glance
As of Nov 6, 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 148 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 agents” 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 375 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning agents”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning agents are there based in France?
RevenueBase identified 148 company matches for estate planning agents associated with France as of November 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?
Cyrus Herez tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning agents?
Paris leads with 24 company records, followed by Lyon (7) and Meylan (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 375 professional contacts with verified work emails tracked across these 148 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 November 6, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 estate planning agents 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 148 matching company records for estate planning agents based in France, with 977 tracked contacts and 375 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: November 6, 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 agents 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 |  Cyrus Herezcyrus-herez.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VXL Notairesvxl-notaires.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Capfinances 25capfinances.frHQ: Ecole Valentin, FranceReported employees: 51-200 | Ecole Valentin, France | 51-200 | Exact match | 40 contacts → |
“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Groupe Sarrogroupesarro.comHQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 26 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Oxion Assurances & Patrimoineoxion.frHQ: Perpignan, FranceReported employees: 11-50 | Perpignan, France | 11-50 | Exact match | 17 contacts → |
“Nous vous accompagnons dans l’élaboration de tous vos projets de vie, qu’il s’agisse de vous aider à trouver le meilleur financement pour l'acquisition d'un bien ou de préparer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canopy Avocatscanopy-avocats.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 16 contacts → |
“Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Magister Patrimoinemagisterpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 12 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Massalia Financemassaliafinance.comHQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 12 contacts → |
“RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Heol Patrimoineheol-patrimoine.frHQ: Saint-brieuc, FranceReported employees: 1-10 | Saint-brieuc, France | 1-10 | Exact match | 10 contacts → |
“Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mahr & Associesmahretassocies.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bensaid Avocatsbensaid-avocats.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  EFI Patrimoineefipatrimoine.comHQ: Donville-les-bains, FranceReported employees: 1-10 | Donville-les-bains, France | 1-10 | Exact match | 8 contacts → |
“Cabinet de Gestion de Patrimoine & Family Office Protéger votre conjoint et votre famille, estimer la valeur de votre patrimoine, organiser la transmission de ce dernier aux…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Galilée Gestion DE Patrimoinegalilee-patrimoine.comHQ: Strasbourg, FranceReported employees: 1-10 | Strasbourg, France | 1-10 | Exact match | 7 contacts → |
“Fondé en 1996, Galilée Gestion de Patrimoine vous apporte un service global et personnalisé pour la constitution, l’organisation, la gestion et la transmission de votre patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cbbc Avocatscbbc-avocats.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“CBBC est un cabinet d’avocats, à taille humaine, dédié exclusivement à l’accompagnement de ses clients internationaux, dans les étapes importantes de leur vie familiale et de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Statère Financestaterefinance.frHQ: Ondres, FranceReported employees: 1-10 | Ondres, France | 1-10 | Exact match | 6 contacts → |
“Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Action Patrimoine Conseilactionpatrimoineconseil.frHQ: Issy Les Moulineaux, FranceReported employees: 1-10 | Issy Les Moulineaux, France | 1-10 | Exact match | 5 contacts → |
“Action Patrimoine Conseil est un cabinet de gestion de patrimoine indépendant, créé en 2002 par son gérant Pascal Blamoutier, disposant d’une expérience de la gestion privée…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  LM Consiliumlmconsilium.frHQ: Brive La Gaillarde, FranceReported employees: 1-10 | Brive La Gaillarde, France | 1-10 | Exact match | 5 contacts → |
“LM Consilium accompagne les particuliers et les professionnels dans leurs projets de financement : prêt immobilier, financement professionnel, regroupement de crédits et assurance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rieussec Avocatscabinet-rieussec.comHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 5 contacts → |
“Cabinet d'avocats en droit de la famille, des personnes et de leur patrimoine” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Etude Leveque ET Associésleveque-associes.notaires.frHQ: La Ferté-bernard, FranceReported employees: 11-50 | La Ferté-bernard, France | 11-50 | Exact match | 5 contacts → |
“Entre Chartres et Le Mans au cœur du perche sarthois à La Ferté Bernard (1h 30 de PARIS).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lyssorlyssor.frHQ: Meylan, FranceReported employees: 1-10 | Meylan, France | 1-10 | Exact match | 5 contacts → |
“Lyssor c’est l’histoire d’une rencontre.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CDP Avocatscdp-avocats.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“Le Cabinet CDP Avocats intervient en Droit de la Famille & du Patrimoine” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Apollux Patrimoineapollux-patrimoine.comHQ: Sucé Sur Erdre, FranceReported employees: 1-10 | Sucé Sur Erdre, France | 1-10 | Exact match | 5 contacts → |
“Apollux Patrimoine délivre un conseil et apporte une expertise transversale sur l’ensemble des domaines liés au patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Tainostainos-conseil.comHQ: Haguenau, FranceReported employees: 1-10 | Haguenau, France | 1-10 | Exact match | 4 contacts → |
“Fiscalité, retraite, transmission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Silverissilveris.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  LEXAlexa-conseil.frHQ: Floirac, FranceReported employees: 1-10 | Floirac, France | 1-10 | Exact match | 3 contacts → |
“LEXA est une société spécialisée dans le conseil patrimonial (prévoyance, finance, retraite, transmission, fiscalités)” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 148 company matches
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Estate planning agents: dataset insights
November 6, 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
146 records in the displayed employee bands.
2 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 148 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning agents?
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 agents did RevenueBase find based in France?
The saved snapshot records 148 matching company records, 977 tracked contacts and 375 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: November 6, 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 agents by geography
- Estate planning agents based in Sydney, Australia
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- Estate planning agents based in Toronto, Canada
- Estate planning agents based in London, United Kingdom
- Estate planning agents based in Atlanta, United States
- Estate planning agents based in Austin, United States
- Estate planning agents based in Boca Raton, United States
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Cite this list
RevenueBase Data Team. Top 25 estate planning agents based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/estate-planning-agents/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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Company intelligence · public preview
Top 25 estate planning agents based in France
RevenueBase records 148 matching company records for estate planning agents based in France, with 977 tracked contacts and 375 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: November 6, 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 agents 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 | Cyrus Herezcyrus-herez.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VXL Notairesvxl-notaires.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Capfinances 25capfinances.fr HQ: Ecole Valentin, FranceReported employees: 51-200 | Ecole Valentin, France | 51-200 | Exact match | 40 contacts → |
“Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Groupe Sarrogroupesarro.com HQ: Jacou, FranceReported employees: 11-50 | Jacou, France | 11-50 | Exact match | 26 contacts → |
“Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Oxion Assurances & Patrimoineoxion.fr HQ: Perpignan, FranceReported employees: 11-50 | Perpignan, France | 11-50 | Exact match | 17 contacts → |
“Nous vous accompagnons dans l’élaboration de tous vos projets de vie, qu’il s’agisse de vous aider à trouver le meilleur financement pour l'acquisition d'un bien ou de préparer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canopy Avocatscanopy-avocats.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 16 contacts → |
“Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Magister Patrimoinemagisterpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 12 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Massalia Financemassaliafinance.com HQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 12 contacts → |
“RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Heol Patrimoineheol-patrimoine.fr HQ: Saint-brieuc, FranceReported employees: 1-10 | Saint-brieuc, France | 1-10 | Exact match | 10 contacts → |
“Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mahr & Associesmahretassocies.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bensaid Avocatsbensaid-avocats.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EFI Patrimoineefipatrimoine.com HQ: Donville-les-bains, FranceReported employees: 1-10 | Donville-les-bains, France | 1-10 | Exact match | 8 contacts → |
“Cabinet de Gestion de Patrimoine & Family Office Protéger votre conjoint et votre famille, estimer la valeur de votre patrimoine, organiser la transmission de ce dernier aux…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Galilée Gestion DE Patrimoinegalilee-patrimoine.com HQ: Strasbourg, FranceReported employees: 1-10 | Strasbourg, France | 1-10 | Exact match | 7 contacts → |
“Fondé en 1996, Galilée Gestion de Patrimoine vous apporte un service global et personnalisé pour la constitution, l’organisation, la gestion et la transmission de votre patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cbbc Avocatscbbc-avocats.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“CBBC est un cabinet d’avocats, à taille humaine, dédié exclusivement à l’accompagnement de ses clients internationaux, dans les étapes importantes de leur vie familiale et de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Statère Financestaterefinance.fr HQ: Ondres, FranceReported employees: 1-10 | Ondres, France | 1-10 | Exact match | 6 contacts → |
“Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Action Patrimoine Conseilactionpatrimoineconseil.fr HQ: Issy Les Moulineaux, FranceReported employees: 1-10 | Issy Les Moulineaux, France | 1-10 | Exact match | 5 contacts → |
“Action Patrimoine Conseil est un cabinet de gestion de patrimoine indépendant, créé en 2002 par son gérant Pascal Blamoutier, disposant d’une expérience de la gestion privée…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | LM Consiliumlmconsilium.fr HQ: Brive La Gaillarde, FranceReported employees: 1-10 | Brive La Gaillarde, France | 1-10 | Exact match | 5 contacts → |
“LM Consilium accompagne les particuliers et les professionnels dans leurs projets de financement : prêt immobilier, financement professionnel, regroupement de crédits et assurance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rieussec Avocatscabinet-rieussec.com HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 5 contacts → |
“Cabinet d'avocats en droit de la famille, des personnes et de leur patrimoine” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Etude Leveque ET Associésleveque-associes.notaires.fr HQ: La Ferté-bernard, FranceReported employees: 11-50 | La Ferté-bernard, France | 11-50 | Exact match | 5 contacts → |
“Entre Chartres et Le Mans au cœur du perche sarthois à La Ferté Bernard (1h 30 de PARIS).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lyssorlyssor.fr HQ: Meylan, FranceReported employees: 1-10 | Meylan, France | 1-10 | Exact match | 5 contacts → |
“Lyssor c’est l’histoire d’une rencontre.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CDP Avocatscdp-avocats.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“Le Cabinet CDP Avocats intervient en Droit de la Famille & du Patrimoine” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Apollux Patrimoineapollux-patrimoine.com HQ: Sucé Sur Erdre, FranceReported employees: 1-10 | Sucé Sur Erdre, France | 1-10 | Exact match | 5 contacts → |
“Apollux Patrimoine délivre un conseil et apporte une expertise transversale sur l’ensemble des domaines liés au patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tainostainos-conseil.com HQ: Haguenau, FranceReported employees: 1-10 | Haguenau, France | 1-10 | Exact match | 4 contacts → |
“Fiscalité, retraite, transmission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Silverissilveris.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 4 contacts → |
“Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | LEXAlexa-conseil.fr HQ: Floirac, FranceReported employees: 1-10 | Floirac, France | 1-10 | Exact match | 3 contacts → |
“LEXA est une société spécialisée dans le conseil patrimonial (prévoyance, finance, retraite, transmission, fiscalités)” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 148 company matches
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Estate planning agents: dataset insights
November 6, 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
146 records in the displayed employee bands.
2 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 148 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning agents?
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 agents did RevenueBase find based in France?
The saved snapshot records 148 matching company records, 977 tracked contacts and 375 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: November 6, 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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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate planning agents based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/estate-planning-agents/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 agents based in Sydney, Australia
- Estate planning agents based in Calgary, Canada
- Estate planning agents based in Toronto, Canada
- Estate planning agents based in London, United Kingdom
- Estate planning agents based in Atlanta, United States
- Estate planning agents based in Austin, United States