Company lists · Data refreshed September 2026
Top 25 Family office software providers based in France
RevenueBase identified 220 family office software providers headquartered in 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 family office software providers headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office software providers based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 402 contacts → | ||||
Indirect evidence “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 375 contacts → | ||||
Indirect evidence “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 352 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 156 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 72 contacts → | ||||
Partial evidence “Heritage is the modern investment office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 44 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 40 contacts → | ||||
Indirect evidence “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 33 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 33 contacts → | ||||
Indirect evidence “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 32 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 29 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 27 contacts → | ||||
Strong evidence “MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 27 contacts → | ||||
Strong evidence “Créé en 2011, Herest est aujourd’hui un acteur de référence du Family Office & de la Gestion de Fortune en France.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Partial evidence “Depuis 2001, nous conseillons des familles et des entrepreneurs soucieux de développer, gérer et pérenniser leur patrimoine.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 22 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 contacts → | ||||
Strong evidence “Scala Patrimoine est un multi-family office spécialisé dans l'accompagnement des entrepreneurs, grandes familles et sportifs de haut niveau.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 19 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 19 contacts → | ||||
Indirect evidence “VYTOR - Gestion et Optimisation Patrimoniale Chez Vytor, nous redéfinissons la gestion patrimoniale avec une approche holistique, innovante et entièrement personnalisée.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 contacts → | ||||
Strong evidence “Family Partners est un multi family office totalement indépendant.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 18 contacts → | ||||
Indirect evidence “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 17 contacts → | ||||
Strong evidence “Créée en par Alexandre Jaubert, il est rejoint en 2009 par Guillaume Lange pour transformer la société en un modèle de Multi-Family Office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 16 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 14 contacts → | ||||
Indirect evidence “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 14 contacts → | ||||
Strong evidence “In 2001, We founded financière MJ-family office To build a burgeoning profession.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office software providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office software providers.
- Partial evidence
- Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 220 family office software providers based in France
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office software providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in France whose own description of what they do matches “family office software providers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office software providers, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,313 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office software providers by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office software providers are there based in France?
RevenueBase identified 220 family office software providers headquartered in France as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Laplace, headquartered in Paris, tops this list with the largest team on record.
Which city has the most family office software providers?
Paris leads with 114 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,313 verified decision-maker contacts tracked across these 220 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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