Company lists · Data refreshed October 2026
Top 20 Financial advisors using automation companies based in France
RevenueBase identified 82 company matches for financial advisors using automation companies associated with France as of October 2026 and tracks 490 professional contacts across them, including 112 with verified work emails. Paris is the largest hub.
This list covers company matches for financial advisors using automation 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 October 12, 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 20 largest financial advisors using automation companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 75 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 46 contacts → | ||||
Exact match “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 44 contacts → | ||||
Exact match “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 23 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 14 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Simplifier.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 7 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Vous jonglez avec plusieurs outils?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “La plateforme IA des CGP, avocats & experts-comptables.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Nous vous accompagnons pour bâtir un avenir financier solide et sécurisé.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Sens Patrimonial accompagne tous les particuliers qui souhaitent - faire mieux travailler leur épargne mais qui ne savent pas quels supports choisir et comment déterminer le…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “SaaS solutions for crypto managers” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Conseil en gestion de patrimoine digitalisé et humain” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Cérès Finances | Création de patrimoine Création de patrimoine : une approche globale La création de patrimoine est par essence un domaine qui ne peut se satisfaire de généralités…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Quels sont les choix les plus pertinents pour optimiser mon épargne?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “BJ FINANCE Conseil en Gestion de Patrimoine” Recorded in the RevenueBase company graph · Oct 12, 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 advisors using automation 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 20 of 82 financial advisors using automation companies based in France
See the full list, filter by size, metro and specialty, and access 112 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisors using automation companies based in France at a glance
As of Oct 12, 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 82 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 advisors using automation 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 112 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 October 12, 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.
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 advisors using automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisors using automation companies are there based in France?
RevenueBase identified 82 company matches for financial advisors using automation companies associated with France as of October 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?
Investisseur Privé tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisors using automation companies?
Paris leads with 28 company records, followed by Lyon (4) and Bordeaux (3).
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 112 professional contacts with verified work emails tracked across these 82 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 82 financial advisors using automation companies based in France. Start with a free account, no credit card.
Download this list →Related lists
Financial advisors using automation companies by geography
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- Financial advisors using automation companies based in Mumbai, India
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- New lists
- Financial advisors using automation companies based in Melbourne, Australia
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Company intelligence · public preview
Top 20 financial advisors using automation 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 82 matching company records for financial advisors using automation companies based in France, with 490 tracked contacts and 112 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 20 financial advisors using automation 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 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 75 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealthcomewealthcome.frHQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 44 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Patrimum Groupepatrimum.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 32 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Days Legacydayslegacy.comHQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 23 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Grisbee Gestion Privéegrisbee.frHQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 14 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MAEKNmaekn.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Simplifier.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Homeclikhomeclik.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Celena AIcelena.aiHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“La plateforme IA des CGP, avocats & experts-comptables.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cesar Patrimoinecesarpatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Nous vous accompagnons pour bâtir un avenir financier solide et sécurisé.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Interselection AAinterselection.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sens Patrimonialsenspatrimonial.fr HQ: Issy-les-moulineaux, FranceReported employees: 1-10 | Issy-les-moulineaux, France | 1-10 | Exact match | 3 contacts → |
“Sens Patrimonial accompagne tous les particuliers qui souhaitent - faire mieux travailler leur épargne mais qui ne savent pas quels supports choisir et comment déterminer le…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MYFOmyfo.frHQ: Brest, FranceReported employees: 1-10 | Brest, France | 1-10 | Exact match | 3 contacts → |
“SaaS solutions for crypto managers” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vestedvested.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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cérès Financesceresfinances.comHQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 2 contacts → |
“Cérès Finances | Création de patrimoine Création de patrimoine : une approche globale La création de patrimoine est par essence un domaine qui ne peut se satisfaire de généralités…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Kwiperkwiper.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 2 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Annecy, FranceReported employees: 1-10 | Annecy, France | 1-10 | Exact match | 2 contacts → |
“Quels sont les choix les plus pertinents pour optimiser mon épargne?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BJ Financebj-finance.com HQ: Mandelieu La Napoule, FranceReported employees: 1-10 | Mandelieu La Napoule, France | 1-10 | Exact match | 2 contacts → |
“BJ FINANCE Conseil en Gestion de Patrimoine” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 82 company matches
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Financial advisors using automation companies: dataset insights
October 12, 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
82 records in the displayed employee bands.
0 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 82 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for financial advisors using automation 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 advisors using automation companies did RevenueBase find based in France?
The saved snapshot records 82 matching company records, 490 tracked contacts and 112 verified emails. The public preview displays 20 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: October 12, 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 advisors using automation companies by geography
- Financial advisors using automation companies based in Melbourne, Australia
- Financial advisors using automation companies based in Sydney, Australia
- Financial advisors using automation companies based in Sao Paulo, Brazil
- Financial advisors using automation companies based in Toronto, Canada
- Financial advisors using automation companies based in Bangalore, India
- Financial advisors using automation companies based in Mumbai, India
- Financial advisors using automation companies based in Pune, India
- Financial advisors using automation companies based in London, United Kingdom
- Financial advisors using automation companies based in Atlanta, United States
- Financial advisors using automation companies based in Austin, United States
- Financial advisors using automation companies based in Charlotte, United States
- Financial advisors using automation companies based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 20 financial advisors using automation companies based in France. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-advisors-using-automation-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 advisors using automation companies based in Melbourne, Australia
- Financial advisors using automation companies based in Sydney, Australia
- Financial advisors using automation companies based in Sao Paulo, Brazil
- Financial advisors using automation companies based in Toronto, Canada
- Financial advisors using automation companies based in Bangalore, India
- Financial advisors using automation companies based in Mumbai, India
Company intelligence · public preview
Top 20 financial advisors using automation companies based in France
RevenueBase records 82 matching company records for financial advisors using automation companies based in France, with 490 tracked contacts and 112 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 20 financial advisors using automation 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 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 75 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealthcomewealthcome.fr HQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 44 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Patrimum Groupepatrimum.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 32 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Days Legacydayslegacy.com HQ: Courbevoie, FranceReported employees: 1-10 | Courbevoie, France | 1-10 | Exact match | 23 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Grisbee Gestion Privéegrisbee.fr HQ: Versailles, FranceReported employees: 11-50 | Versailles, France | 11-50 | Exact match | 14 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MAEKNmaekn.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Simplifier.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Patrimonio Financepatrimonio.finance HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Homeclikhomeclik.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Celena AIcelena.ai HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 5 contacts → |
“La plateforme IA des CGP, avocats & experts-comptables.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cesar Patrimoinecesarpatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Nous vous accompagnons pour bâtir un avenir financier solide et sécurisé.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Interselection AAinterselection.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 4 contacts → |
“Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sens Patrimonialsenspatrimonial.fr HQ: Issy-les-moulineaux, FranceReported employees: 1-10 | Issy-les-moulineaux, France | 1-10 | Exact match | 3 contacts → |
“Sens Patrimonial accompagne tous les particuliers qui souhaitent - faire mieux travailler leur épargne mais qui ne savent pas quels supports choisir et comment déterminer le…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MYFOmyfo.fr HQ: Brest, FranceReported employees: 1-10 | Brest, France | 1-10 | Exact match | 3 contacts → |
“SaaS solutions for crypto managers” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vestedvested.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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cérès Financesceresfinances.com HQ: Marseille, FranceReported employees: 1-10 | Marseille, France | 1-10 | Exact match | 2 contacts → |
“Cérès Finances | Création de patrimoine Création de patrimoine : une approche globale La création de patrimoine est par essence un domaine qui ne peut se satisfaire de généralités…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kwiperkwiper.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 2 contacts → |
“kwiper est une solution digitale qui vous accompagne pour développer de nouvelles missions de conseil patrimonial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Annecy, FranceReported employees: 1-10 | Annecy, France | 1-10 | Exact match | 2 contacts → |
“Quels sont les choix les plus pertinents pour optimiser mon épargne?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BJ Financebj-finance.com HQ: Mandelieu La Napoule, FranceReported employees: 1-10 | Mandelieu La Napoule, France | 1-10 | Exact match | 2 contacts → |
“BJ FINANCE Conseil en Gestion de Patrimoine” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 82 company matches
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Financial advisors using automation companies: dataset insights
October 12, 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
82 records in the displayed employee bands.
0 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 82 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for financial advisors using automation 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 advisors using automation companies did RevenueBase find based in France?
The saved snapshot records 82 matching company records, 490 tracked contacts and 112 verified emails. The public preview displays 20 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: October 12, 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.
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Cite this list
RevenueBase Data Team. Top 20 financial advisors using automation companies based in France. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-advisors-using-automation-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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