Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in France

Name: Fiduciary services companies based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 153 companies tracked

RevenueBase identified 153 fiduciary services companies headquartered in France as of September 2026 and tracks 621 professional contacts across them, including 219 with verified work emails. Paris is the largest hub.

This list covers fiduciary services companies headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

153Companies

621Contacts tracked

219Verified emails

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The 25 largest fiduciary services companies based in France

Ranked by team size

Top 25 of 153 fiduciary services companies based in France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	n/a	73 contacts →
	Indirect evidence “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Source: RevenueBase Database · checked Sep 20, 2026
2	Culture Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	36 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 20, 2026
3	Groupe Sarro	Indirect evidence	Jacou, FranceHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 20, 2026
4	Herest	Indirect evidence	Marcq-en-baroeul, FranceHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect 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 20, 2026
5	Officium Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Officium Asset Management est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers (AMF).” Source: RevenueBase Database · checked Sep 20, 2026
6	SNL Conseil	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Source: RevenueBase Database · checked Sep 20, 2026
7	Montsegur Finance	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Montségur Finance est une Société de Gestion de Portefeuilles indépendante, agréée par l’Autorité des Marchés Financiers et autorisée à intervenir sur l’ensemble des valeurs…” Source: RevenueBase Database · checked Sep 20, 2026
8	Amadeis	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…” Source: RevenueBase Database · checked Sep 20, 2026
9	Eukratos	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “Eukratos est un Family Office partagé détenu par ses fondateurs et quelques familles associées au capital, présente à Paris, Strasbourg, Bruxelles et Luxembourg.” Source: RevenueBase Database · checked Sep 20, 2026
10	Massalia Finance	Indirect evidence	Marseille, FranceHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Source: RevenueBase Database · checked Sep 20, 2026
11	Patrival	Indirect evidence	Wasquehal, FranceHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Créée en 1990, Patrival est une société de gestion de portefeuille agréée par l’Autorité des Marchés Financiers.” Source: RevenueBase Database · checked Sep 20, 2026
12	Gutenberg Finance	Indirect evidence	Strasbourg, FranceHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Depuis plus de 40 années, Gutenberg Finance réalise une gestion personnalisée et totalement indépendante pour le compte d’une clientèle composée de particuliers, d’entreprises et…” Source: RevenueBase Database · checked Sep 20, 2026
13	Groupe PM PM Investissements	Indirect evidence	Nantes, FranceHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Source: RevenueBase Database · checked Sep 20, 2026
14	Dlcp Gestion DE Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
15	Aramis Finance	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Aramis Finance est un multi family office” Source: RevenueBase Database · checked Sep 20, 2026
16	Optifinance	Indirect evidence	St Fargeau Ponthierry, FranceHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	Haliatus Patrimoine	Indirect evidence	Guipavas, FranceHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Notre expertise est spécifiquement adaptée à des personnes dont les enjeux patrimoniaux nécessitent, bien au delà des prestations classiques, des conseils et des services de…” Source: RevenueBase Database · checked Sep 20, 2026
18	BCR Finances	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “BCR FINANCES is an insurance company based out of 32 RUE WASHINGTON, Paris, Îledefrance, France.” Source: RevenueBase Database · checked Sep 20, 2026
19	Invest'aide	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Invest'Aide est un cabinet de conseil en gestion de patrimoine indépendant, qui accompagne : • Les cadres (stock-options, retraite, IFI, immobilier patrimonial) • Les dirigeants…” Source: RevenueBase Database · checked Sep 20, 2026
20	Edifice Patrimonia	Indirect evidence	Vienne, FranceHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “EDIFICE PATRIMONIA est un cabinet de Conseil en Gestion de Patrimoine Conseillers en investissements financiers, experts comptables, courtiers en assurance-vie et transactions…” Source: RevenueBase Database · checked Sep 20, 2026
21	Statère Finance	Indirect evidence	Ondres, FranceHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale.” Source: RevenueBase Database · checked Sep 20, 2026
22	Igea Finance	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “IGEA Finance est une Société de Gestion d'Actifs indépendante agréée par l'AMF spécialisée dans la gestion privée et l'organisation patrimoniale.” Source: RevenueBase Database · checked Sep 20, 2026
23	Thémélyo	Indirect evidence	Toulouse, FranceHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.” Source: RevenueBase Database · checked Sep 20, 2026
24	Cabinet Master Finances	Indirect evidence	Toulon, FranceHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Master Finances est un Cabinet de conseillers en gestion du patrimoine à Toulon.” Source: RevenueBase Database · checked Sep 20, 2026
25	Equitam	Indirect evidence	Bordeaux, FranceHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 153 fiduciary services companies based in France

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Fiduciary services companies based in France at a glance

As of Sep 20, 2026

35.3%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

22.2%Largest-city concentration · Paris

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

138

11-50

10001+

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 153 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 219 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary services companies by metro

Fiduciary services companies in Paris34

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 fiduciary services companies, 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 fiduciary services companies are there based in France?

RevenueBase identified 153 fiduciary services companies 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?

Investisseur Privé, headquartered in France, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

Paris leads with 34 headquartered companies, followed by Lyon (8) and Toulouse (6).

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 219 verified decision-maker contacts tracked across these 153 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.