Company lists · Data refreshed September 2026
Top 25 Family office software providers based in France
RevenueBase identified 220 company matches for family office software providers associated with France as of September 2026 and tracks 2,754 professional contacts across them, including 1,313 with verified work emails and 101 with mobile numbers. Paris is the largest hub.
This list covers company matches for family office software providers 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 2, 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 family office software providers based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 402 contacts → | ||||
Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 375 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 2, 2026 · View company records in RevenueBase | |||||
| 3 | 352 contacts → | ||||
Exact match “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 156 contacts → | ||||
Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 72 contacts → | ||||
Exact match “Heritage is the modern investment office.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 44 contacts → | ||||
Exact match “Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 40 contacts → | ||||
Exact match “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 35 contacts → | ||||
Exact match “Multi family office à destination des clients dits « Ultra High Net Worth Individuals », Letus Private Office a été pensé et fondé par des professionnels de la banque, de…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 33 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 2, 2026 · View company records in RevenueBase | |||||
| 10 | 33 contacts → | ||||
Exact match “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 29 contacts → | ||||
Exact match “Keepers est un multi-family office français indépendant, leader pour les très hauts patrimoines, qui supervise près de 4 milliards d’euros d’actifs non professionnels pour le…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 27 contacts → | ||||
Exact match “MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Créé en 2011, Herest est aujourd’hui un acteur de référence du Family Office & de la Gestion de Fortune en France.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “Depuis 2001, nous conseillons des familles et des entrepreneurs soucieux de développer, gérer et pérenniser leur patrimoine.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “Un cercle restreint de clients, un socle de valeurs partagées : créé initialement par et pour ses fondateurs et leurs familles, Vigifinance offre un accompagnement sur-mesure à un…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “Scala Patrimoine est un multi-family office spécialisé dans l'accompagnement des entrepreneurs, grandes familles et sportifs de haut niveau.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “VYTOR - Gestion et Optimisation Patrimoniale Chez Vytor, nous redéfinissons la gestion patrimoniale avec une approche holistique, innovante et entièrement personnalisée.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “Family Partners est un multi family office totalement indépendant.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “Créée en par Alexandre Jaubert, il est rejoint en 2009 par Guillaume Lange pour transformer la société en un modèle de Multi-Family Office.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “SAGIS est un Multi Family Office qui conseille ses clients dans la gestion de leur patrimoine et leur propose une offre de gestion financière sur-mesure en totale architecture…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “In 2001, We founded financière MJ-family office To build a burgeoning profession.” Recorded in the RevenueBase company graph · Sep 2, 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 “family office software providers”. 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 220 family office software providers based in France
See the full list, filter by size, metro and specialty, and access 1,313 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office software providers based in France at a glance
As of Sep 2, 2026Companies by employee count
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 “family office software providers” 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 1,313 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 2, 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.
Family office software providers by metro
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 “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in France?
RevenueBase identified 220 company matches for family office software providers 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?
Laplace tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office software providers?
Paris leads with 114 company records, followed by Lyon (12) and Aix-En-Provence (8).
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 1,313 professional contacts with verified work emails tracked across these 220 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 220 family office software providers based in France. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
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
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- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
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Company intelligence · public preview
Top 25 family office software providers 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 220 matching company records for family office software providers based in France, with 2,754 tracked contacts and 1,313 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 2, 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 family office software providers 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 |  Laplacelaplace-groupe.comHQ: HQ not recorded; location: Paris, FranceReported employees: 501-1,000 | HQ not recorded; location: Paris, France | 501-1,000 | Exact match | 402 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cyrus Herezcyrus-herez.frHQ: HQ not recorded; location: FranceReported employees: 201-500 | HQ not recorded; location: France | 201-500 | Exact match | 375 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Harvest Groupeharvest.frHQ: HQ not recorded; location: Valbonne, FranceReported employees: 201-500 | HQ not recorded; location: Valbonne, France | 201-500 | Exact match | 352 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wealth Dynamixwealth-dynamix.comHQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Heritage Holdingsheritageholdings.coHQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 72 contacts → |
“Heritage is the modern investment office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ivesta Family Officeivesta-fo.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealthcomewealthcome.frHQ: HQ not recorded; location: Pessac, FranceReported employees: 51-200 | HQ not recorded; location: Pessac, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Letus Private Officeletusprivateoffice.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 35 contacts → |
“Multi family office à destination des clients dits « Ultra High Net Worth Individuals », Letus Private Office a été pensé et fondé par des professionnels de la banque, de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Culture Patrimoineculturepatrimoine.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 33 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Raise Partnerraisepartner.comHQ: HQ not recorded; location: Grenoble, FranceReported employees: 11-50 | HQ not recorded; location: Grenoble, France | 11-50 | Exact match | 33 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Maison Herezherez.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 32 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Keeperskeepers.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 29 contacts → |
“Keepers est un multi-family office français indépendant, leader pour les très hauts patrimoines, qui supervise près de 4 milliards d’euros d’actifs non professionnels pour le…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mansartismansartis.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 27 contacts → |
“MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Herestherest.frHQ: HQ not recorded; location: Marcq-En-Baroeul, FranceReported employees: 11-50 | HQ not recorded; location: Marcq-En-Baroeul, France | 11-50 | Exact match | 27 contacts → |
“Créé en 2011, Herest est aujourd’hui un acteur de référence du Family Office & de la Gestion de Fortune en France.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Intuitaeintuitae.comHQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 24 contacts → |
“Depuis 2001, nous conseillons des familles et des entrepreneurs soucieux de développer, gérer et pérenniser leur patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vigifinance Family Officevigifinance.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 22 contacts → |
“Un cercle restreint de clients, un socle de valeurs partagées : créé initialement par et pour ses fondateurs et leurs familles, Vigifinance offre un accompagnement sur-mesure à un…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Scala Patrimoinescala-patrimoine.frHQ: HQ not recorded; location: Marseille, FranceReported employees: 11-50 | HQ not recorded; location: Marseille, France | 11-50 | Exact match | 21 contacts → |
“Scala Patrimoine est un multi-family office spécialisé dans l'accompagnement des entrepreneurs, grandes familles et sportifs de haut niveau.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Karbonalphakarbonalpha.comHQ: HQ not recorded; location: Aix-En-Provence, FranceReported employees: 11-50 | HQ not recorded; location: Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  VYTORvytor.frHQ: HQ not recorded; location: Levallois-Perret, FranceReported employees: 11-50 | HQ not recorded; location: Levallois-Perret, France | 11-50 | Exact match | 19 contacts → |
“VYTOR - Gestion et Optimisation Patrimoniale Chez Vytor, nous redéfinissons la gestion patrimoniale avec une approche holistique, innovante et entièrement personnalisée.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Family Partnersfamily-partners.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 18 contacts → |
“Family Partners est un multi family office totalement indépendant.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  wizio.frwizio.frHQ: HQ not recorded; location: Lyon, FranceReported employees: 11-50 | HQ not recorded; location: Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Strat & FIstratefi.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 17 contacts → |
“Créée en par Alexandre Jaubert, il est rejoint en 2009 par Guillaume Lange pour transformer la société en un modèle de Multi-Family Office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sagis AMsagis-am.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 16 contacts → |
“SAGIS est un Multi Family Office qui conseille ses clients dans la gestion de leur patrimoine et leur propose une offre de gestion financière sur-mesure en totale architecture…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  PM Alphapmalpha.co.ukHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MJ & CIEmj-et-cie.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“In 2001, We founded financière MJ-family office To build a burgeoning profession.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 220 company matches
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Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
217 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in France?
The saved snapshot records 220 matching company records, 2,754 tracked contacts and 1,313 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 2, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in France. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
Company intelligence · public preview
Top 25 family office software providers based in France
RevenueBase records 220 matching company records for family office software providers based in France, with 2,754 tracked contacts and 1,313 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 2, 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 family office software providers 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 | Laplacelaplace-groupe.com HQ: HQ not recorded; location: Paris, FranceReported employees: 501-1,000 | HQ not recorded; location: Paris, France | 501-1,000 | Exact match | 402 contacts → |
“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cyrus Herezcyrus-herez.fr HQ: HQ not recorded; location: FranceReported employees: 201-500 | HQ not recorded; location: France | 201-500 | Exact match | 375 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Harvest Groupeharvest.fr HQ: HQ not recorded; location: Valbonne, FranceReported employees: 201-500 | HQ not recorded; location: Valbonne, France | 201-500 | Exact match | 352 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wealth Dynamixwealth-dynamix.com HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Heritage Holdingsheritageholdings.co HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 72 contacts → |
“Heritage is the modern investment office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ivesta Family Officeivesta-fo.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealthcomewealthcome.fr HQ: HQ not recorded; location: Pessac, FranceReported employees: 51-200 | HQ not recorded; location: Pessac, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Letus Private Officeletusprivateoffice.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 35 contacts → |
“Multi family office à destination des clients dits « Ultra High Net Worth Individuals », Letus Private Office a été pensé et fondé par des professionnels de la banque, de…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Culture Patrimoineculturepatrimoine.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 33 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Raise Partnerraisepartner.com HQ: HQ not recorded; location: Grenoble, FranceReported employees: 11-50 | HQ not recorded; location: Grenoble, France | 11-50 | Exact match | 33 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Maison Herezherez.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 32 contacts → |
“Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Keeperskeepers.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 29 contacts → |
“Keepers est un multi-family office français indépendant, leader pour les très hauts patrimoines, qui supervise près de 4 milliards d’euros d’actifs non professionnels pour le…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mansartismansartis.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 27 contacts → |
“MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Herestherest.fr HQ: HQ not recorded; location: Marcq-En-Baroeul, FranceReported employees: 11-50 | HQ not recorded; location: Marcq-En-Baroeul, France | 11-50 | Exact match | 27 contacts → |
“Créé en 2011, Herest est aujourd’hui un acteur de référence du Family Office & de la Gestion de Fortune en France.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Intuitaeintuitae.com HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 24 contacts → |
“Depuis 2001, nous conseillons des familles et des entrepreneurs soucieux de développer, gérer et pérenniser leur patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vigifinance Family Officevigifinance.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 22 contacts → |
“Un cercle restreint de clients, un socle de valeurs partagées : créé initialement par et pour ses fondateurs et leurs familles, Vigifinance offre un accompagnement sur-mesure à un…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Scala Patrimoinescala-patrimoine.fr HQ: HQ not recorded; location: Marseille, FranceReported employees: 11-50 | HQ not recorded; location: Marseille, France | 11-50 | Exact match | 21 contacts → |
“Scala Patrimoine est un multi-family office spécialisé dans l'accompagnement des entrepreneurs, grandes familles et sportifs de haut niveau.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Karbonalphakarbonalpha.com HQ: HQ not recorded; location: Aix-En-Provence, FranceReported employees: 11-50 | HQ not recorded; location: Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | VYTORvytor.fr HQ: HQ not recorded; location: Levallois-Perret, FranceReported employees: 11-50 | HQ not recorded; location: Levallois-Perret, France | 11-50 | Exact match | 19 contacts → |
“VYTOR - Gestion et Optimisation Patrimoniale Chez Vytor, nous redéfinissons la gestion patrimoniale avec une approche holistique, innovante et entièrement personnalisée.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Family Partnersfamily-partners.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 18 contacts → |
“Family Partners est un multi family office totalement indépendant.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | wizio.frwizio.fr HQ: HQ not recorded; location: Lyon, FranceReported employees: 11-50 | HQ not recorded; location: Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Strat & FIstratefi.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 17 contacts → |
“Créée en par Alexandre Jaubert, il est rejoint en 2009 par Guillaume Lange pour transformer la société en un modèle de Multi-Family Office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sagis AMsagis-am.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 16 contacts → |
“SAGIS est un Multi Family Office qui conseille ses clients dans la gestion de leur patrimoine et leur propose une offre de gestion financière sur-mesure en totale architecture…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PM Alphapmalpha.co.uk HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MJ & CIEmj-et-cie.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“In 2001, We founded financière MJ-family office To build a burgeoning profession.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 220 company matches
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Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
217 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in France?
The saved snapshot records 220 matching company records, 2,754 tracked contacts and 1,313 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 2, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in France. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada