Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in France

Name: Estate planning consultants based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 649 companies tracked

RevenueBase identified 649 estate planning consultants headquartered in 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 estate planning consultants 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 20, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

649Companies

3,009Contacts tracked

1,000Verified emails

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The 25 largest estate planning consultants based in France

Ranked by team size

Top 25 of 649 estate planning consultants based in France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cyrus Herez	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	201-500	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 20, 2026
2	Groupe Euodia	Indirect evidence	Neuilly-sur-seine, FranceHQ checked Sep 20, 2026	n/a	159 contacts →
	Indirect evidence “Cabinet en gestion de patrimoine à Paris.” Source: RevenueBase Database · checked Sep 20, 2026
3	Cheval Blanc Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	58 contacts →
	Indirect evidence “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Source: RevenueBase Database · checked Sep 20, 2026
4	Capfinances 25	Indirect evidence	Ecole Valentin, FranceHQ checked Sep 20, 2026	51-200	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 20, 2026
5	Prosper Conseil	Indirect evidence	Présence Nationale, FranceHQ checked Sep 20, 2026	11-50	35 contacts →
	Indirect evidence “Prosper Conseil est un cabinet de conseil indépendant en gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
6	Altéor Patrimoine ET Prévoyance	Indirect evidence	Le Rheu, FranceHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Source: RevenueBase Database · checked Sep 20, 2026
7	Groupe Sarro	Indirect evidence	Jacou, FranceHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 20, 2026
8	Elixium Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
9	Opale Gestion Privée	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Source: RevenueBase Database · checked Sep 20, 2026
10	Haenggi & Associés	Indirect evidence	Mulhouse, FranceHQ checked Sep 20, 2026	11-50	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 20, 2026
11	Elysee Consulting	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	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 20, 2026
12	Sarepta	Indirect evidence	Bernay, FranceHQ checked Sep 20, 2026	1-10	19 contacts →
	Indirect evidence “SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Source: RevenueBase Database · checked Sep 20, 2026
13	Fluence	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
14	Patrimoine ET Gestion- Groupe Patrimmofi	Indirect evidence	Dijon, FranceHQ checked Sep 20, 2026	11-50	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 20, 2026
15	BC Finances	Indirect evidence	Bourg En Bresse, FranceHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “BC Finances est un cabinet de gestion de patrimoine, créé par Philippe Curnillon en 1995.” Source: RevenueBase Database · checked Sep 20, 2026
16	CPI Groupe	Indirect evidence	Saint-malo, FranceHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “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 …” Source: RevenueBase Database · checked Sep 20, 2026
17	Oxion Assurances & Patrimoine	Indirect evidence	Perpignan, FranceHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
18	Clipper Capital	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	16 contacts →
	Indirect evidence “Clipper Capital est un cabinet de gestion privée au service de ses clients.” Source: RevenueBase Database · checked Sep 20, 2026
19	Stratégie Patrimoine	Indirect evidence	Caen, FranceHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
20	Hexa Patrimoine	Indirect evidence	Sainte-foy-lès-lyon, FranceHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Chez Hexa Patrimoine, nous avons une conviction : chaque patrimoine mérite une stratégie claire, ambitieuse et performante.” Source: RevenueBase Database · checked Sep 20, 2026
21	Version Patrimoine	Indirect evidence	Bordeaux, FranceHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Version Patrimoine est un cabinet de conseil en gestion de patrimoine créé en juin 2004.” Source: RevenueBase Database · checked Sep 20, 2026
22	Leka Patrimoine	Indirect evidence	Clermont, FranceHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
23	Ares Conseil France	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
24	Tanguy Finances	Indirect evidence	Rennes, FranceHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Entasis Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Source: RevenueBase Database · checked Sep 20, 2026

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 consultants. 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 consultants.
Partial evidence: Its own public description names part of estate planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning consultants. 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 649 estate planning consultants based in France

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Estate planning consultants based in France at a glance

As of Sep 20, 2026

33.2%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

18.5%Largest-city concentration · Paris

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

586

11-50

51-200

201-500

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

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 consultants, 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 consultants”. 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 consultants), 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 consultants, 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, 1,000 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 20, 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 consultants by metro

Estate planning consultants in Paris120
Estate planning consultants in Lyon30

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 consultants, 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 consultants are there based in France?

RevenueBase identified 649 estate planning consultants 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 consultants?

Paris leads with 120 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,000 verified decision-maker contacts tracked across these 649 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 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 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.