Company lists · Data refreshed September 2026
Top 25 Estate planning firms based in France
RevenueBase identified 543 company matches for estate planning firms associated with France as of September 2026 and tracks 3,078 professional contacts across them, including 910 with verified work emails. Paris is the largest hub.
This list covers company matches for estate planning firms 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 firms 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 | 64 contacts → | ||||
Exact match “Drouot Avocats est un cabinet 360° intervenant dans les principaux domaines du droit des entreprises et du patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 55 contacts → | ||||
Exact match “En partenariat avec des cabinets d'avocats et de conseils et au service de particuliers, d'entreprises, d'établissements bancaires, de collectivités locales et d'investisseurs…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 43 contacts → | ||||
Exact match “VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “Dans un monde de plus en plus complexe et mouvant, nous sommes un partenaire essentiel, un repère pour comprendre et agir.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 36 contacts → | ||||
Exact match “Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 34 contacts → | ||||
Exact match “Screeb Notaires met à profit toute son expérience du notariat dans une offre en phase avec les évolutions des attentes de ses clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 34 contacts → | ||||
Exact match “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 34 contacts → | ||||
Exact match “Une équipe notariale moderne, réactive, diligente et compétente à votre service!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 20 contacts → | ||||
Exact match “R&D Notaires est une étude notariale parisienne spécialisée en immobilier complexe, financement et gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 20 contacts → | ||||
Exact match “Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | |||||
| 16 | 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 | |||||
| 17 | 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 | |||||
| 18 | 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 | |||||
| 19 | 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 | |||||
| 20 | 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 | |||||
| 21 | 17 contacts → | ||||
Exact match “Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 | |||||
| 23 | 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 | |||||
| 24 | 14 contacts → | ||||
Exact match “Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 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 | |||||
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 firms”. 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 543 estate planning firms based in France
See the full list, filter by size, metro and specialty, and access 910 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Estate planning firms 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 543 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 firms” 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 910 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning firms are there based in France?
RevenueBase identified 543 company matches for estate planning firms 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 firms?
Paris leads with 141 company records, followed by Lyon (27) and Bordeaux (17).
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 910 professional contacts with verified work emails tracked across these 543 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 543 estate planning firms based in France. Start with a free account, no credit card.
Download this list →Related lists
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
- Estate planning firms based in Beverly Hills, United States
- Estate planning firms based in Boca Raton, United States
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 estate planning firms 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 543 matching company records for estate planning firms based in France, with 3,078 tracked contacts and 910 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 firms 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 |  Drouot Avocatsdrouot-avocats.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Drouot Avocats est un cabinet 360° intervenant dans les principaux domaines du droit des entreprises et du patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  KL Conseil Notairesklconseil.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 55 contacts → |
“En partenariat avec des cabinets d'avocats et de conseils et au service de particuliers, d'entreprises, d'établissements bancaires, de collectivités locales et d'investisseurs…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  VXL Notairesvxl-notaires.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Régnier Notairesregnier.notaires.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 40 contacts → |
“Dans un monde de plus en plus complexe et mouvant, nous sommes un partenaire essentiel, un repère pour comprendre et agir.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 |  Culture Patrimoineculturepatrimoine.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Screeb Notairesscreeb.notaires.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Screeb Notaires met à profit toute son expérience du notariat dans une offre en phase avec les évolutions des attentes de ses clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tissier DE Mallerais & Associéstm-associes.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Etude 352 Notairesetude352.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Une équipe notariale moderne, réactive, diligente et compétente à votre service!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 |  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. | |||||
| 13 |  R&d Notairesrdnotaires.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“R&D Notaires est une étude notariale parisienne spécialisée en immobilier complexe, financement et gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Côme Maison Of Financecomemaisonfinanciere.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 |  Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.comHQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 17 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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. | |||||
| 23 |  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. | |||||
| 24 |  Canopy Avocatscanopy-avocats.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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. | |||||
Showing 25 of 543 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Estate planning firms: 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
540 records in the displayed employee bands.
3 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 543 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 firms?
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 firms did RevenueBase find based in France?
The saved snapshot records 543 matching company records, 3,078 tracked contacts and 910 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.
Related lists
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
- Estate planning firms based in Beverly Hills, United States
- Estate planning firms based in Boca Raton, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate planning firms based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 estate planning firms based in France
RevenueBase records 543 matching company records for estate planning firms based in France, with 3,078 tracked contacts and 910 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 firms 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 | Drouot Avocatsdrouot-avocats.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 64 contacts → |
“Drouot Avocats est un cabinet 360° intervenant dans les principaux domaines du droit des entreprises et du patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | KL Conseil Notairesklconseil.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 55 contacts → |
“En partenariat avec des cabinets d'avocats et de conseils et au service de particuliers, d'entreprises, d'établissements bancaires, de collectivités locales et d'investisseurs…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | VXL Notairesvxl-notaires.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“VXL Notaires rassemble une quarantaine de notaires et collaborateurs autour d’une ambition commune : offrir à chaque client un accompagnement de haute qualité, fondé sur la…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Régnier Notairesregnier.notaires.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 40 contacts → |
“Dans un monde de plus en plus complexe et mouvant, nous sommes un partenaire essentiel, un repère pour comprendre et agir.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | Culture Patrimoineculturepatrimoine.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Screeb Notairesscreeb.notaires.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Screeb Notaires met à profit toute son expérience du notariat dans une offre en phase avec les évolutions des attentes de ses clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tissier DE Mallerais & Associéstm-associes.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Etude 352 Notairesetude352.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 34 contacts → |
“Une équipe notariale moderne, réactive, diligente et compétente à votre service!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | R&d Notairesrdnotaires.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“R&D Notaires est une étude notariale parisienne spécialisée en immobilier complexe, financement et gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Côme Maison Of Financecomemaisonfinanciere.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 | Thalia Patrimoine Gestion DE Patrimoinethalia-patrimoine.com HQ: Bordeaux, FranceReported employees: 11-50 | Bordeaux, France | 11-50 | Exact match | 17 contacts → |
“Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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. | |||||
| 23 | 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. | |||||
| 24 | Canopy Avocatscanopy-avocats.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 14 contacts → |
“Canopy Avocats est un cabinet exclusivement dédié au droit de la famille, au droit des successions et au droit du patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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. | |||||
Showing 25 of 543 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Estate planning firms: 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
540 records in the displayed employee bands.
3 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 543 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 firms?
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 firms did RevenueBase find based in France?
The saved snapshot records 543 matching company records, 3,078 tracked contacts and 910 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.
Related lists
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
- Estate planning firms based in Beverly Hills, United States
- Estate planning firms based in Boca Raton, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate planning firms based in France. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada