Company lists · Data refreshed September 2026

Top 24 Financial advisors for high net worth based in Toulouse, France

RevenueBase identified 55 financial advisors for high net worth headquartered in Toulouse, France as of September 2026 and tracks 343 professional contacts across them, including 115 with verified work emails. Paris is the largest hub.

This list covers financial advisors for high net worth headquartered in Toulouse, 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 19, 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 19, 2026 86% judged on-target in blind review
55Companies
343Contacts tracked
115Verified emails
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The 24 largest financial advisors for high net worth based in Toulouse, France

Ranked by team size
Top 24 of 55 financial advisors for high net worth based in Toulouse, France, ranked by team size, largest first. Data refreshed Sep 19, 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 evidenceToulouse, FranceHQ checked Sep 19, 202611-5095 contacts →

Indirect evidence

“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Ouvrez la porte à votre patrimoine!”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Magister Patrimoine is an investment management company based out of Toulouse, France.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceToulouse, FranceHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“Le Cabinet Expert-Invest vous accompagne dans l'optimisation de stratégies juridiques, fiscales et financières liées à la gestion de votre patrimoine privé et/ou professionnel.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“ACTWIN est un cabinet de conseil en gestion de patrimoine situé à Toulouse, Bordeaux et l'Île de Ré.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Cabinet de gestion de patrimoine indépendant.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“EGD Finance, société par actions simplifiée, est un cabinet de conseil en GESTION DE PATRIMOINE qui existe depuis 30 ans.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Spécialisé en gestion de patrimoine avec une qualité de courtier en assurance, le groupe Casoxia Conseil a été crée en 2014 à Paris.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Garonne Patrimoine est un cabinet indépendant de conseil en gestion de patrimoine, basé à Toulouse et Bordeaux.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“VS CONSEILS est un cabinet de Conseil en Gestion de Patrimoine indépendant, fondé en 2007 par Loïc SOUVIGNET et Xavier VIRICEL.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-105 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 19, 2026
13Partial evidenceToulouse, FranceHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Cabinet en Gestion de Patrimoine Placements Immobiliers Placements Financiers & Produits d'assurance vie”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceToulouse, FranceHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“Infinity Conseils est un cabinet de conseils indépendant, en gestion de patrimoine, finance, immobilier et défiscalisation”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceToulouse, FranceHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“LC.Investment Advisory conseille et sélectionne pour le compte d’entreprises, d'investisseurs institutionnels et de particuliers des produits financiers sur toutes les classes…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“VALYTIS CONSEIL exerce, depuis 1998, l’activité de Conseil en Gestion de Patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceToulouse, FranceHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Bienvenue sur la page de Financière de Rochilly, votre partenaire de confiance en matière de conseil en stratégie patrimoniale.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Le cabinet 3P Conseils spécialisé en gestion du patrimoine vous accompagne dans la création, le développement, la gestion et la transmission de votre patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceToulouse, FranceHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Cabinet de conseil en Gestion de Patrimoine, investissements immobiliers et financiers.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Le cabinet Jaeck Patrimoine, basé à Toulouse, est spécialisé dans la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“De nombreuses personnes pensent qu’avoir un Conseiller en Gestion de Patrimoine est réservé à quelques privilégiés assujettis à l'IFI et que leur Patrimoine est trop modeste pour…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Chez Fiducia Conseil et Finance, nous sommes spécialisés dans le conseil en stratégie patrimoniale, offrant des solutions sur mesure à une clientèle diversifiée de particuliers et…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Expertise comptable / Management / Audit / Patrimoine”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceToulouse, FranceHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Constantiam est né d’une volonté commune de mettre à disposition de ses clients une expertise pointue dans le domaine de la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 24 of 55 financial advisors for high net worth based in Toulouse, France

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

As of Sep 19, 2026
33.5%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
705.5%Largest-city concentration · Paris
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
8

Email recency for this list is measured across the whole France list rather than for Toulouse, so it is reported there. Company counts and contact totals on this page are exact for Toulouse, over 55 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 Toulouse, 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 Toulouse 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, 115 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 19, 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 Toulouse, France?

RevenueBase identified 55 financial advisors for high net worth headquartered in Toulouse, 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?

ICA Patrimoine, headquartered in Toulouse, tops this list with the largest team on record.

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

Paris leads with 388 headquartered companies, followed by Lyon (78) 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 115 verified decision-maker contacts tracked across these 55 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 19, 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.