Company lists · Data refreshed September 2026

Top 22 Financial advisors for high net worth based in Lyon, France

RevenueBase identified 80 financial advisors for high net worth headquartered in Lyon, France as of September 2026 and tracks 393 professional contacts across them, including 97 with verified work emails. Paris is the largest hub.

This list covers financial advisors for high net worth headquartered in Lyon, 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
80Companies
393Contacts tracked
97Verified emails
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The 22 largest financial advisors for high net worth based in Lyon, France

Ranked by team size
Top 22 of 80 financial advisors for high net worth based in Lyon, France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisors for high net worth: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLyon, FranceHQ checked Sep 20, 202651-20062 contacts →

Indirect evidence

“Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceLyon, FranceHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

“ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLyon, FranceHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLyon, FranceHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Depuis grâce à ses 2 pôles complémentaires, que sont la gestion de portefeuille et la gestion de patrimoine, Aesope apporte un service complet à ses clients particuliers et chefs…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLyon, FranceHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“C'est en donnant et faisant beaucoup pour nos clients et leur famille, que notre relation dure et que nous pouvons suivre et valoriser toutes les évolutions de leur vie." Michel…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Les environnements économiques, juridiques et fiscaux dans lesquels nous évoluons, imposent d'être créatif, indépendant des modes de pensées, libre de sélectionner ses…”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceLyon, FranceHQ checked Sep 20, 20261-107 contacts →

Partial 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
8Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Créé en 2010 par Amandine AVRILLON et Sandrine VIVIER-SEURRE, CONSULTANCE PATRIMOINE est spécialisé dans la gestion de patrimoine pour les particuliers et les entreprises.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Depuis 2008, Privalys Gestion Privée s’est développé dans le conseil en Ingénierie Patrimoniale.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Construire et préserver votre patrimoine nécessite une stratégie indépendante, sur-mesure et pérenne.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Cabinet en gestion de patrimoine basé à LYON.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Chez Lodi Gestion Privée, nous pensons que chaque client mérite une gestion de patrimoine qui lui ressemble.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Besoin d'aide dans l'organisation et le suivi de votre patrimoine?”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceLyon, FranceHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“MAZIÈRES Gestion Privée met à disposition des particuliers et des entreprises une large gamme de solutions financières, immobilières et fiscales.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Au sein de la Lyonnaise du Patrimoine, nous accompagnons au quotidien des chefs d'entreprises, cadres, professions libérales dans la gestion de leur patrimoine privé et…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“AVConseilPatrimoine a été fondé avec la volonté d’accompagner chaque client de manière attentive et authentique.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Société indépendante de conseil en gestion de patrimoine, véritable partenaire de ses clients sur le long terme.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Cabinet de gestion de fortune avec un seuil d'entrée financier minimum de 500 Les clients du cabinet participent à la politique de décision et de gouvernance du cabinet en matière…”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“COPLO vous accompagne dans vos projets de vie, vos investissements et l'optimisation de votre stratégie patrimoniale ́ : Épargne Placements financiers Investissement immobilier…”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Notre métier consiste à accompagner nos clients dans leurs projets d'investissements financiers et immobiliers.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLyon, FranceHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Comme nos clients Entreprises & Dirigeants qui nous font confiance depuis plus de 13 ans, planifiez votre avenir professionnel et personnel grâce à notre expertise globale en…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 80 financial advisors for high net worth based in Lyon, France

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Financial advisors for high net worth based in Lyon, France at a glance

As of Sep 20, 2026
24.7%Verified-email coverage
4.9Average contacts per company
1-10Median size (employees)
488.8%Largest-city concentration · Paris
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
68
11-50
8
51-200
3
201-500
1

Email recency for this list is measured across the whole France list rather than for Lyon, so it is reported there. Company counts and contact totals on this page are exact for Lyon, over 80 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 financial advisors for high net worth, 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 Lyon, France whose own description of what they do matches “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, and records with no verified work email. Companies headquartered outside Lyon 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, 97 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.

Financial advisors for high net worth by metro in France

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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in Lyon, France?

RevenueBase identified 80 financial advisors for high net worth headquartered in Lyon, 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?

Expert & Finance, headquartered in Lyon, tops this list with the largest team on record.

Which city has the most financial advisors for high net worth?

Paris leads with 391 headquartered companies, followed by Lyon (80) and Toulouse (55).

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 97 verified decision-maker contacts tracked across these 80 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.