Company lists · Data refreshed September 2026
Top 25 Estate planning companies based in France
RevenueBase identified 284 company matches for estate planning companies associated with 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 company matches for estate planning companies 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 companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 19 contacts → | ||||
Exact match “ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Cabinet indépendant de conseil en gestion de patrimoine, nous accompagnons nos clients dans la structuration, la valorisation et la transmission de leur patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 10 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Structure totalement indépendante.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Opera est le véritable chef d’orchestre de votre patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Patrimonial Conseil est un cabinet de gestion de patrimoine fondé en 2010 par Ghislain BOULARD.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “La gestion de patrimoine est cruciale pour sécuriser et développer ses actifs financiers dans un monde en perpétuelle évolution.” 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 companies”. 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 284 estate planning companies based in France
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Estate planning companies 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 284 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 companies” 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 570 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.
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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning companies are there based in France?
RevenueBase identified 284 company matches for estate planning companies 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?
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 companies?
Paris leads with 62 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 570 professional contacts with verified work emails tracked across these 284 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 284 estate planning companies based in France. Start with a free account, no credit card.
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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 companies 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 284 matching company records for estate planning companies based in France, with 1,565 tracked contacts and 570 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 companies 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 | 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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Patrimoine ET Gestion- Groupe Patrimmoficpgestion.com HQ: Dijon, FranceReported employees: 11-50 | Dijon, France | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BC Financesbcfinances.fr HQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 18 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tanguy Financestanguyfinances.fr HQ: Rennes, FranceReported employees: 11-50 | Rennes, France | 11-50 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Massalia Financemassaliafinance.comHQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 11 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Magister Patrimoinemagisterpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 11 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cabinet VHcabinet-vh.fr HQ: Compiègne, FranceReported employees: 1-10 | Compiègne, France | 1-10 | Exact match | 11 contacts → |
“Cabinet indépendant de conseil en gestion de patrimoine, nous accompagnons nos clients dans la structuration, la valorisation et la transmission de leur patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bensaid Avocatsbensaid-avocats.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Koytcha Conseilkoytchaconseil.com HQ: Saint Denis, FranceReported employees: 11-50 | Saint Denis, France | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hortus Patrimoine & Associéshortuspatrimoine.com HQ: Rennes, FranceReported employees: 1-10 | Rennes, France | 1-10 | Exact match | 9 contacts → |
“Structure totalement indépendante.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finance Investfinanceinvest.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 8 contacts → |
“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heol Patrimoineheol-patrimoine.fr HQ: Saint-brieuc, FranceReported employees: 1-10 | Saint-brieuc, France | 1-10 | Exact match | 8 contacts → |
“Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Monceau Patrimoinemonceaupatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Groupe PM PM Investissementspminvestissements.comHQ: Nantes, FranceReported employees: 1-10 | Nantes, France | 1-10 | Exact match | 8 contacts → |
“GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Opera Wealth Managementopera-wm.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Opera est le véritable chef d’orchestre de votre patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dlcp Gestion DE Patrimoinedlcp.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 7 contacts → |
“Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Consultance Patrimoineconsultance-patrimoine.comHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Patrimonial Conseilpatrimonialconseil.fr HQ: Vannes, FranceReported employees: 11-50 | Vannes, France | 11-50 | Exact match | 7 contacts → |
“Patrimonial Conseil est un cabinet de gestion de patrimoine fondé en 2010 par Ghislain BOULARD.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MON Banquier Privemon-banquier-prive.fr HQ: Béthune, FranceReported employees: 1-10 | Béthune, France | 1-10 | Exact match | 7 contacts → |
“La gestion de patrimoine est cruciale pour sécuriser et développer ses actifs financiers dans un monde en perpétuelle évolution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 284 company matches
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Estate planning companies: 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
284 records in the displayed employee bands.
0 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 284 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 ↗
Questions about this company list
What does Exact match mean for estate planning companies?
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 companies did RevenueBase find based in France?
The saved snapshot records 284 matching company records, 1,565 tracked contacts and 570 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.
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Cite this list
RevenueBase Data Team. Top 25 estate planning companies based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-companies/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 companies based in France
RevenueBase records 284 matching company records for estate planning companies based in France, with 1,565 tracked contacts and 570 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 companies 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Patrimoine ET Gestion- Groupe Patrimmoficpgestion.com HQ: Dijon, FranceReported employees: 11-50 | Dijon, France | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BC Financesbcfinances.fr HQ: Bourg En Bresse, FranceReported employees: 11-50 | Bourg En Bresse, France | 11-50 | Exact match | 18 contacts → |
“BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tanguy Financestanguyfinances.fr HQ: Rennes, FranceReported employees: 11-50 | Rennes, France | 11-50 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Massalia Financemassaliafinance.com HQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 11 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Magister Patrimoinemagisterpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 11 contacts → |
“Magister Patrimoine is an investment management company based out of Toulouse, France.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cabinet VHcabinet-vh.fr HQ: Compiègne, FranceReported employees: 1-10 | Compiègne, France | 1-10 | Exact match | 11 contacts → |
“Cabinet indépendant de conseil en gestion de patrimoine, nous accompagnons nos clients dans la structuration, la valorisation et la transmission de leur patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bensaid Avocatsbensaid-avocats.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“BENSAID Avocats assiste des particuliers ou familles disposant d’un patrimoine important (VHNWI et UHNWI) en conseil comme en contentieux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Koytcha Conseilkoytchaconseil.com HQ: Saint Denis, FranceReported employees: 11-50 | Saint Denis, France | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hortus Patrimoine & Associéshortuspatrimoine.com HQ: Rennes, FranceReported employees: 1-10 | Rennes, France | 1-10 | Exact match | 9 contacts → |
“Structure totalement indépendante.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finance Investfinanceinvest.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 8 contacts → |
“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heol Patrimoineheol-patrimoine.fr HQ: Saint-brieuc, FranceReported employees: 1-10 | Saint-brieuc, France | 1-10 | Exact match | 8 contacts → |
“Repris en Avril 2021 François Daoud, Lanoé Patrimoine devient en Avril 2022 Heol Patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Monceau Patrimoinemonceaupatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Groupe PM PM Investissementspminvestissements.com HQ: Nantes, FranceReported employees: 1-10 | Nantes, France | 1-10 | Exact match | 8 contacts → |
“GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Opera Wealth Managementopera-wm.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Opera est le véritable chef d’orchestre de votre patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dlcp Gestion DE Patrimoinedlcp.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 7 contacts → |
“Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Consultance Patrimoineconsultance-patrimoine.com HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Patrimonial Conseilpatrimonialconseil.fr HQ: Vannes, FranceReported employees: 11-50 | Vannes, France | 11-50 | Exact match | 7 contacts → |
“Patrimonial Conseil est un cabinet de gestion de patrimoine fondé en 2010 par Ghislain BOULARD.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MON Banquier Privemon-banquier-prive.fr HQ: Béthune, FranceReported employees: 1-10 | Béthune, France | 1-10 | Exact match | 7 contacts → |
“La gestion de patrimoine est cruciale pour sécuriser et développer ses actifs financiers dans un monde en perpétuelle évolution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 284 company matches
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Estate planning companies: 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
284 records in the displayed employee bands.
0 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 284 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 ↗
Questions about this company list
What does Exact match mean for estate planning companies?
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 companies did RevenueBase find based in France?
The saved snapshot records 284 matching company records, 1,565 tracked contacts and 570 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.
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Cite this list
RevenueBase Data Team. Top 25 estate planning companies based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-companies/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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