Company lists · Data refreshed September 2026
Top 25 Estate planning companies based in France
RevenueBase identified 284 estate planning companies headquartered in France as of September 2026 and tracks 1,565 professional contacts across them, including 570 with verified work emails. Paris is the largest hub.
This list covers estate planning companies headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest estate planning companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 378 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 159 contacts → | ||||
Indirect evidence “Cabinet en gestion de patrimoine à Paris.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Indirect evidence “Transmission de patrimoine ∙ Préparation à la retraite ∙ Protection de la famille ∙ Enrichissement personnel ∙ Défiscalisation ∙ Immobilier ∙ Crédit immobilier” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Indirect evidence “Private Banking - Gestion de Fortune - Gestion de Patrimoine : devant la multiplicité du nombre d’intervenants (banquiers, assureurs, conseils etc.), devant un environnement…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence “ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Indirect evidence “Créé en 1984, PATRIMOINE & GESTION est un cabinet indépendant spécialisé dans le conseil patrimonial et financier, avec quatre bureaux situés à Dijon, Lyon, Paris et Reims.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence “BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Indirect evidence “Magister Patrimoine is an investment management company based out of Toulouse, France.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Indirect evidence “Cabinet indépendant de conseil en gestion de patrimoine, nous accompagnons nos clients dans la structuration, la valorisation et la transmission de leur patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Indirect evidence “BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “Fort de 25 années d'expérience, le Groupe Koytcha Conseil s'est développé autour de son coeur de métier, le conseil en stratégie patrimoniale et en stratégie d'investissement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence “Structure totalement indépendante.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Indirect evidence “Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Indirect evidence “GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence “Opera est le véritable chef d’orchestre de votre patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “Créé en 2010 par Amandine AVRILLON et Sandrine VIVIER-SEURRE, CONSULTANCE PATRIMOINE est spécialisé dans la gestion de patrimoine pour les particuliers et les entreprises.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “Patrimonial Conseil est un cabinet de gestion de patrimoine fondé en 2010 par Ghislain BOULARD.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “La gestion de patrimoine est cruciale pour sécuriser et développer ses actifs financiers dans un monde en perpétuelle évolution.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names estate planning companies.
- Partial evidence
- Its own public description names part of estate planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate planning companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 284 estate planning companies based in France
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Estate planning companies based in France at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 284 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among estate planning companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in France whose own description of what they do matches “estate planning companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate planning companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among estate planning companies, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 570 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Estate planning companies by metro
- Estate planning companies in Paris62
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many estate planning companies are there based in France?
RevenueBase identified 284 estate planning companies headquartered in France as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Cyrus Herez, headquartered in France, tops this list with the largest team on record.
Which city has the most estate planning companies?
Paris leads with 62 headquartered companies, followed by Lyon (14) and Bordeaux (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 570 verified decision-maker contacts tracked across these 284 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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