Company lists · Data refreshed September 2026

Top 25 Family office software providers based in France

Name: Family office software providers based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 220 companies tracked

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, how directly it supports the match, 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 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

220Companies

2,754Contacts tracked

1,313Verified emails

101Mobile numbers

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The 25 largest family office software providers based in France

Ranked by team size

Top 25 of 220 family office software providers based in France, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names family office software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	LaplaceIndirect evidence	Paris, France	501-1,000	402
	“Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Source: company website · checked Sep 2, 2026
2	Cyrus HerezIndirect evidence	France	201-500	375
	“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: company website · checked Sep 2, 2026
3	Harvest GroupeIndirect evidence	Valbonne, France	201-500	352
	“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: company website · checked Sep 2, 2026
4	Wealth DynamixIndirect evidence	Paris, France	51-200	156
	“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: company website · checked Sep 2, 2026
5	Heritage HoldingsPartial evidence	Paris, France	51-200	72
	“Heritage is the modern investment office.” Source: company website · checked Sep 2, 2026
6	Ivesta Family OfficeStrong evidence	Paris, France	11-50	44
	“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: company website · checked Sep 2, 2026
7	WealthcomeIndirect evidence	Pessac, France	51-200	40
	“Wealthcome \| The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: company website · checked Sep 2, 2026
8	Letus Private OfficeStrong evidence	Paris, France	11-50	35
	“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: company website · checked Sep 2, 2026
9	Culture PatrimoineIndirect evidence	Paris, France	11-50	33
	“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: company website · checked Sep 2, 2026
10	Raise PartnerIndirect evidence	Grenoble, France	11-50	33
	“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: company website · checked Sep 2, 2026
11	Maison HerezIndirect evidence	Paris, France	51-200	32
	“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: company website · checked Sep 2, 2026
12	KeepersStrong evidence	Paris, France	11-50	29
	“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: company website · checked Sep 2, 2026
13	MansartisStrong evidence	Paris, France	11-50	27
	“MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Source: company website · checked Sep 2, 2026
14	HerestStrong evidence	Marcq-En-Baroeul, France	11-50	27
	“Créé en 2011, Herest est aujourd’hui un acteur de référence du Family Office & de la Gestion de Fortune en France.” Source: company website · checked Sep 2, 2026
15	IntuitaePartial evidence	Paris, France	51-200	24
	“Depuis 2001, nous conseillons des familles et des entrepreneurs soucieux de développer, gérer et pérenniser leur patrimoine.” Source: company website · checked Sep 2, 2026
16	Vigifinance Family OfficePartial evidence	Paris, France	11-50	22
	“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: company website · checked Sep 2, 2026
17	Scala PatrimoineStrong evidence	Marseille, France	11-50	21
	“Scala Patrimoine est un multi-family office spécialisé dans l'accompagnement des entrepreneurs, grandes familles et sportifs de haut niveau.” Source: company website · checked Sep 2, 2026
18	KarbonalphaIndirect evidence	Aix-En-Provence, France	11-50	19
	“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: company website · checked Sep 2, 2026
19	VYTORIndirect evidence	Levallois-Perret, France	11-50	19
	“VYTOR - Gestion et Optimisation Patrimoniale Chez Vytor, nous redéfinissons la gestion patrimoniale avec une approche holistique, innovante et entièrement personnalisée.” Source: company website · checked Sep 2, 2026
20	Family PartnersStrong evidence	Paris, France	11-50	18
	“Family Partners est un multi family office totalement indépendant.” Source: company website · checked Sep 2, 2026
21	wizio.frIndirect evidence	Lyon, France	11-50	18
	“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: company website · checked Sep 2, 2026
22	Strat & FIStrong evidence	Paris, France	11-50	17
	“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: company website · checked Sep 2, 2026
23	Sagis AMStrong evidence	Paris, France	11-50	16
	“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: company website · checked Sep 2, 2026
24	PM AlphaIndirect evidence	Paris, France	11-50	14
	“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Source: company website · checked Sep 2, 2026
25	MJ & CIEStrong evidence	Paris, France	11-50	14
	“In 2001, We founded financière MJ-family office To build a burgeoning profession.” Source: company website · checked Sep 2, 2026

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, 2026

1-10Median size (employees)

ParisLargest hub · 114 HQs

101Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

167

11-50

51-200

201-500

501-1,000

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 evidence 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 SmartSearch, 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.
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 an evidence 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

Family office software providers in Paris114

Frequently asked

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 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.