Company lists · Data refreshed September 2026
Top 25 Financial advisor software companies based in France
RevenueBase identified 73 company matches for financial advisor software companies associated with France as of September 2026 and tracks 933 professional contacts across them, including 397 with verified work emails. Paris is the largest hub.
This list covers company matches for financial advisor software companies 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 28, 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 financial advisor software companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 348 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 132 contacts → | ||||
Exact match “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 45 contacts → | ||||
Exact match “JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 30 contacts → | ||||
Exact match “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “UPSIDEO est une société d'édition de logiciels destinés aux professionnels de la finance (sociétés de gestion, banques, teneurs de compte, plateformes, réseaux et CIF) et de…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 28, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Vous jonglez avec plusieurs outils?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Depuis 1997, les équipes de Patrimonio Finance ont à cœur de mettre leurs convictions en matière d'investissements financiers au service d'une stratégie patrimoniale sur mesure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Besoin d'aide dans l'organisation et le suivi de votre patrimoine?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Une start-up dynamique et ultra-compétitive qui vient donner un coup de jeune au vieux dinosaures du monde de l'épargne- Vous souhaitez préparer votre retraite pour profiter…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “SIIMBA accompagne les particuliers, familles et entreprises désireux de bénéficier d'un conseil plus sophistiqué que celui généralement offert par leur banque.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Conseil en gestion de patrimoine digitalisé et humain” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Since 2014, Salamander-Soft offers IT solutions and services for the asset management industry (asset managers, wealth managers, Family Offices, Private Banks, fund managers…” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisor software companies”. 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 73 financial advisor software companies based in France
See the full list, filter by size, metro and specialty, and access 397 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisor software companies based in France at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 73 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with France whose business descriptions match “financial advisor software companies” 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 397 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 28, 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.
Financial advisor software companies 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 “financial advisor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisor software companies are there based in France?
RevenueBase identified 73 company matches for financial advisor software companies 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?
Harvest Groupe tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisor software companies?
Paris leads with 27 company records, followed by Lyon (6) and Bordeaux (4).
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 397 professional contacts with verified work emails tracked across these 73 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 73 financial advisor software companies based in France. Start with a free account, no credit card.
Download this list →Related lists
Financial advisor software companies by geography
- Financial advisor software companies based in Sydney, Australia
- Financial advisor software companies based in Sao Paulo, Brazil
- Financial advisor software companies based in Toronto, Canada
- Financial advisor software companies based in Paris, France
- Financial advisor software companies based in Mumbai, India
- Financial advisor software companies based in Singapore, Singapore
- Financial advisor software companies based in London, United Kingdom
- Financial advisor software companies based in Atlanta, United States
- Financial advisor software companies based in Austin, United States
- Financial advisor software companies based in Chicago, United States
- Financial advisor software companies based in Houston, United States
- Financial advisor software companies based in New York, United States
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisor software companies based in Sydney, Australia
- Financial advisor software companies based in Sao Paulo, Brazil
- Financial advisor software companies based in Toronto, Canada
- Financial advisor software companies based in Paris, France
- Financial advisor software companies based in Mumbai, India
- Financial advisor software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 financial advisor software companies 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 73 matching company records for financial advisor software companies based in France, with 933 tracked contacts and 397 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 28, 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 financial advisor software companies 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 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  JUMPjump-technology.comHQ: Paris La Défense, FranceReported employees: 51-200 | Paris La Défense, France | 51-200 | Exact match | 45 contacts → |
“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Raise Partnerraisepartner.comHQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Upsideoupsideo.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 25 contacts → |
“UPSIDEO est une société d'édition de logiciels destinés aux professionnels de la finance (sociétés de gestion, banques, teneurs de compte, plateformes, réseaux et CIF) et de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lexifilexifi.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  SNL Conseilsnlconseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  wizio.frwizio.frHQ: Lyon, FranceReported employees: 11-50 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Days Legacydayslegacy.comHQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  NEOFAneofa.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Grisbee Gestion Privéegrisbee.frHQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Omega Financial Solutionsomega-financial-solutions.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  4tpm4tpm.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  MON Partenaire Patrimoinemonpartenairepatrimoine.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dreamquarkdreamquark.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Starcierstarcier.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  NÉO Gestion Informatiqueneo-gi.comHQ: Montauban, FranceReported employees: 11-50 | Montauban, France | 11-50 | Exact match | 8 contacts → |
“Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Homeclikhomeclik.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Depuis 1997, les équipes de Patrimonio Finance ont à cœur de mettre leurs convictions en matière d'investissements financiers au service d'une stratégie patrimoniale sur mesure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Patrimoine Designpatrimoine-design.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 3 contacts → |
“Besoin d'aide dans l'organisation et le suivi de votre patrimoine?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LAYELlayel.fr HQ: Levallois-perret, FranceReported employees: 1-10 | Levallois-perret, France | 1-10 | Exact match | 3 contacts → |
“Une start-up dynamique et ultra-compétitive qui vient donner un coup de jeune au vieux dinosaures du monde de l'épargne- Vous souhaitez préparer votre retraite pour profiter…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“SIIMBA accompagne les particuliers, familles et entreprises désireux de bénéficier d'un conseil plus sophistiqué que celui généralement offert par leur banque.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Vested Gestion Privéevested.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Conseil en gestion de patrimoine digitalisé et humain” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Salamander-Softsalamander-soft.comHQ: Houilles, FranceReported employees: 11-50 | Houilles, France | 11-50 | Exact match | 2 contacts → |
“Since 2014, Salamander-Soft offers IT solutions and services for the asset management industry (asset managers, wealth managers, Family Offices, Private Banks, fund managers…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Financial advisor software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 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 ↗
Financial advisor software companies by metro
Questions about this company list
What does Exact match mean for financial advisor software companies?
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 financial advisor software companies did RevenueBase find based in France?
The saved snapshot records 73 matching company records, 933 tracked contacts and 397 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 28, 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
Financial advisor software companies by geography
- Financial advisor software companies based in Sydney, Australia
- Financial advisor software companies based in Sao Paulo, Brazil
- Financial advisor software companies based in Toronto, Canada
- Financial advisor software companies based in Paris, France
- Financial advisor software companies based in Mumbai, India
- Financial advisor software companies based in Singapore, Singapore
- Financial advisor software companies based in London, United Kingdom
- Financial advisor software companies based in Atlanta, United States
- Financial advisor software companies based in Austin, United States
- Financial advisor software companies based in Chicago, United States
- Financial advisor software companies based in Houston, United States
- Financial advisor software companies based in New York, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisor software companies based in France. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisor-software-companies/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
- Financial advisor software companies based in Sydney, Australia
- Financial advisor software companies based in Sao Paulo, Brazil
- Financial advisor software companies based in Toronto, Canada
- Financial advisor software companies based in Paris, France
- Financial advisor software companies based in Mumbai, India
- Financial advisor software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 financial advisor software companies based in France
RevenueBase records 73 matching company records for financial advisor software companies based in France, with 933 tracked contacts and 397 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 28, 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 financial advisor software companies 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 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | JUMPjump-technology.com HQ: Paris La Défense, FranceReported employees: 51-200 | Paris La Défense, France | 51-200 | Exact match | 45 contacts → |
“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Raise Partnerraisepartner.com HQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Upsideoupsideo.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 25 contacts → |
“UPSIDEO est une société d'édition de logiciels destinés aux professionnels de la finance (sociétés de gestion, banques, teneurs de compte, plateformes, réseaux et CIF) et de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lexifilexifi.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | SNL Conseilsnlconseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | wizio.frwizio.fr HQ: Lyon, FranceReported employees: 11-50 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Days Legacydayslegacy.com HQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | NEOFAneofa.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grisbee Gestion Privéegrisbee.fr HQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 16 contacts → |
“Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Omega Financial Solutionsomega-financial-solutions.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 4tpm4tpm.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MON Partenaire Patrimoinemonpartenairepatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dreamquarkdreamquark.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Starcierstarcier.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | NÉO Gestion Informatiqueneo-gi.com HQ: Montauban, FranceReported employees: 11-50 | Montauban, France | 11-50 | Exact match | 8 contacts → |
“Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Homeclikhomeclik.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Depuis 1997, les équipes de Patrimonio Finance ont à cœur de mettre leurs convictions en matière d'investissements financiers au service d'une stratégie patrimoniale sur mesure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Patrimoine Designpatrimoine-design.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 3 contacts → |
“Besoin d'aide dans l'organisation et le suivi de votre patrimoine?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LAYELlayel.fr HQ: Levallois-perret, FranceReported employees: 1-10 | Levallois-perret, France | 1-10 | Exact match | 3 contacts → |
“Une start-up dynamique et ultra-compétitive qui vient donner un coup de jeune au vieux dinosaures du monde de l'épargne- Vous souhaitez préparer votre retraite pour profiter…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 3 contacts → |
“SIIMBA accompagne les particuliers, familles et entreprises désireux de bénéficier d'un conseil plus sophistiqué que celui généralement offert par leur banque.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vested Gestion Privéevested.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 2 contacts → |
“Conseil en gestion de patrimoine digitalisé et humain” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Salamander-Softsalamander-soft.com HQ: Houilles, FranceReported employees: 11-50 | Houilles, France | 11-50 | Exact match | 2 contacts → |
“Since 2014, Salamander-Soft offers IT solutions and services for the asset management industry (asset managers, wealth managers, Family Offices, Private Banks, fund managers…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial advisor software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 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 ↗
Financial advisor software companies by metro
Questions about this company list
What does Exact match mean for financial advisor software companies?
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 financial advisor software companies did RevenueBase find based in France?
The saved snapshot records 73 matching company records, 933 tracked contacts and 397 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 28, 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
Financial advisor software companies by geography
- Financial advisor software companies based in Sydney, Australia
- Financial advisor software companies based in Sao Paulo, Brazil
- Financial advisor software companies based in Toronto, Canada
- Financial advisor software companies based in Paris, France
- Financial advisor software companies based in Mumbai, India
- Financial advisor software companies based in Singapore, Singapore
- Financial advisor software companies based in London, United Kingdom
- Financial advisor software companies based in Atlanta, United States
- Financial advisor software companies based in Austin, United States
- Financial advisor software companies based in Chicago, United States
- Financial advisor software companies based in Houston, United States
- Financial advisor software companies based in New York, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisor software companies based in France. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisor-software-companies/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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