Company lists · Data refreshed September 2026
Top 25 Estate planning consultants based in France
RevenueBase identified 649 company matches for estate planning consultants associated with France as of September 2026 and tracks 3,009 professional contacts across them, including 1,000 with verified work emails. Paris is the largest hub.
This list covers company matches for estate planning consultants 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 consultants 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 | 58 contacts → | ||||
Exact match “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 35 contacts → | ||||
Exact match “Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 25 contacts → | ||||
Exact match “ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 23 contacts → | ||||
Exact match “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 19 contacts → | ||||
Exact match “SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 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 | |||||
| 16 | 17 contacts → | ||||
Exact match “Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 16 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “Stratégie Patrimoine est un cabinet en gestion de patrimoine né de la volonté d’accompagner les chefs d’entreprises, professionnels libéraux et particuliers dans la structuration…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “Chez Hexa Patrimoine, nous avons une conviction : chaque patrimoine mérite une stratégie claire, ambitieuse et performante.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Leka Patrimoine est un cabinet de conseil en gestion de patrimoine indépendant qui vous accompagne dans tous les aspects de votre patrimoine : • Conseil en stratégie patrimoniale…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 13 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 12 contacts → | ||||
Exact match “Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” 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 consultants”. 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 649 estate planning consultants based in France
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Estate planning consultants 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 649 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 consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,000 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning consultants are there based in France?
RevenueBase identified 649 company matches for estate planning consultants 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 consultants?
Paris leads with 120 company records, followed by Lyon (30) and Bordeaux (22).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,000 professional contacts with verified work emails tracked across these 649 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.
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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 consultants 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 649 matching company records for estate planning consultants based in France, with 3,009 tracked contacts and 1,000 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 consultants 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 |  Cheval Blanc Patrimoinechevalblanc-patrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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. | |||||
| 5 | Prosper Conseilprosper-conseil.fr HQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 35 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altéor Patrimoine ET Prévoyancealteor-conseil.comHQ: Le Rheu, FranceReported employees: 11-50 | Le Rheu, France | 11-50 | Exact match | 29 contacts → |
“Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 |  Elixium Patrimoineelixiumpatrimoine.comHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 25 contacts → |
“ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Opale Gestion Privéeopalegestionprivee.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Sareptasarepta-patrimoine.com HQ: Bernay, FranceReported employees: 1-10 | Bernay, France | 1-10 | Exact match | 19 contacts → |
“SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fluencefluence.eu HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | CPI Groupecpigroupe.com HQ: Saint-malo, FranceReported employees: 11-50 | Saint-malo, France | 11-50 | Exact match | 17 contacts → |
“Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Oxion Assurances & Patrimoineoxion.fr HQ: Perpignan, FranceReported employees: 11-50 | Perpignan, France | 11-50 | Exact match | 16 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Clipper Capitalclippercapital.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 16 contacts → |
“Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stratégie Patrimoinestrategie-patrimoine.fr HQ: Caen, FranceReported employees: 11-50 | Caen, France | 11-50 | Exact match | 14 contacts → |
“Stratégie Patrimoine est un cabinet en gestion de patrimoine né de la volonté d’accompagner les chefs d’entreprises, professionnels libéraux et particuliers dans la structuration…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hexa Patrimoinehexapatrimoine.com HQ: Sainte-foy-lès-lyon, FranceReported employees: 1-10 | Sainte-foy-lès-lyon, France | 1-10 | Exact match | 14 contacts → |
“Chez Hexa Patrimoine, nous avons une conviction : chaque patrimoine mérite une stratégie claire, ambitieuse et performante.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Version Patrimoineversion-patrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 14 contacts → |
“Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Leka Patrimoineleka-patrimoine.fr HQ: Clermont, FranceReported employees: 11-50 | Clermont, France | 11-50 | Exact match | 14 contacts → |
“Leka Patrimoine est un cabinet de conseil en gestion de patrimoine indépendant qui vous accompagne dans tous les aspects de votre patrimoine : • Conseil en stratégie patrimoniale…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ares Conseil Francearesfrance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Entasis Conseilentasis-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 649 company matches
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Estate planning consultants: 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
647 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 649 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 consultants?
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 consultants did RevenueBase find based in France?
The saved snapshot records 649 matching company records, 3,009 tracked contacts and 1,000 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 consultants based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/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 consultants based in France
RevenueBase records 649 matching company records for estate planning consultants based in France, with 3,009 tracked contacts and 1,000 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 consultants 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 | Cheval Blanc Patrimoinechevalblanc-patrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | Prosper Conseilprosper-conseil.fr HQ: Présence Nationale, FranceReported employees: 11-50 | Présence Nationale, France | 11-50 | Exact match | 35 contacts → |
“Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altéor Patrimoine ET Prévoyancealteor-conseil.com HQ: Le Rheu, FranceReported employees: 11-50 | Le Rheu, France | 11-50 | Exact match | 29 contacts → |
“Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Elixium Patrimoineelixiumpatrimoine.com HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 25 contacts → |
“ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Opale Gestion Privéeopalegestionprivee.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 23 contacts → |
“Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Sareptasarepta-patrimoine.com HQ: Bernay, FranceReported employees: 1-10 | Bernay, France | 1-10 | Exact match | 19 contacts → |
“SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fluencefluence.eu HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | CPI Groupecpigroupe.com HQ: Saint-malo, FranceReported employees: 11-50 | Saint-malo, France | 11-50 | Exact match | 17 contacts → |
“Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Oxion Assurances & Patrimoineoxion.fr HQ: Perpignan, FranceReported employees: 11-50 | Perpignan, France | 11-50 | Exact match | 16 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Clipper Capitalclippercapital.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 16 contacts → |
“Clipper Capital est un cabinet de gestion privée au service de ses clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stratégie Patrimoinestrategie-patrimoine.fr HQ: Caen, FranceReported employees: 11-50 | Caen, France | 11-50 | Exact match | 14 contacts → |
“Stratégie Patrimoine est un cabinet en gestion de patrimoine né de la volonté d’accompagner les chefs d’entreprises, professionnels libéraux et particuliers dans la structuration…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hexa Patrimoinehexapatrimoine.com HQ: Sainte-foy-lès-lyon, FranceReported employees: 1-10 | Sainte-foy-lès-lyon, France | 1-10 | Exact match | 14 contacts → |
“Chez Hexa Patrimoine, nous avons une conviction : chaque patrimoine mérite une stratégie claire, ambitieuse et performante.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Version Patrimoineversion-patrimoine.com HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 14 contacts → |
“Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Leka Patrimoineleka-patrimoine.fr HQ: Clermont, FranceReported employees: 11-50 | Clermont, France | 11-50 | Exact match | 14 contacts → |
“Leka Patrimoine est un cabinet de conseil en gestion de patrimoine indépendant qui vous accompagne dans tous les aspects de votre patrimoine : • Conseil en stratégie patrimoniale…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ares Conseil Francearesfrance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Entasis Conseilentasis-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 649 company matches
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Estate planning consultants: 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
647 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 649 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 consultants?
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 consultants did RevenueBase find based in France?
The saved snapshot records 649 matching company records, 3,009 tracked contacts and 1,000 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
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Cite this list
RevenueBase Data Team. Top 25 estate planning consultants based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/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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