Company lists · Data refreshed September 2026
Top 25 Financial advisory outsourcing companies based in France
RevenueBase identified 1,121 financial advisory outsourcing companies headquartered in France as of September 2026 and tracks 8,460 professional contacts across them, including 1,867 with verified work emails. Paris is the largest hub.
This list covers financial advisory outsourcing companies headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 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.
The 25 largest financial advisory outsourcing companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 734 contacts → | ||||
Indirect evidence “Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 704 contacts → | ||||
Indirect evidence “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 147 contacts → | ||||
Indirect evidence “Créé en 1987, Albéa Patrimoine, anciennement connu sous le nom d’Epargne Actuelle jusqu’au 4 décembre 2024, se distingue comme le premier courtier de l’Afer en France.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 95 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 86 contacts → | ||||
Indirect evidence “Société de courtage située à Paris, le Groupe Rodin est né il y a maintenant 18 ans dans l’objectif d’accompagner particuliers et entreprises dans leurs placements et leur…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 76 contacts → | ||||
Indirect evidence “Filiale à 100% de BNP Paribas, Copartis est une Entreprise d’Investissement qui offre une solution d’externalisation globale et modulable pour les banques, banques privées…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 73 contacts → | ||||
Indirect evidence “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 69 contacts → | ||||
Indirect evidence “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 64 contacts → | ||||
Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 62 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 51 contacts → | ||||
Indirect evidence “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 46 contacts → | ||||
Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 37 contacts → | ||||
Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 30 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 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 29 contacts → | ||||
Indirect evidence “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 28 contacts → | ||||
Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 28 contacts → | ||||
Partial evidence “insti7, est un cabinet indépendant de Conseil en Investissements Financiers, immatriculé sous le numéro ORIAS auprès de la CNCIF,(Chambre Nationale des Conseillers en…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 27 contacts → | ||||
Partial evidence “TRICEPS est un réseau de courtiers-conseils intervenant dans les domaines de la protection sociale, de la stratégie patrimoniale et financière, du coaching retraite, ainsi que des…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 25 contacts → | ||||
Indirect evidence “Le groupe Concept Patrimoine regroupe la gestion d’actifs et deux agences immobilières ainsi qu'un cabinet de courtage d’assurance pour un conseil 360°.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 25 contacts → | ||||
Indirect evidence “Ouvrez la porte à votre patrimoine!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 24 contacts → | ||||
Indirect evidence “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 23 contacts → | ||||
Partial evidence “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 21 contacts → | ||||
Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 21 contacts → | ||||
Partial evidence “Cabinet de courtage en produits financiers et d'assurances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisory outsourcing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisory outsourcing companies.
- Partial evidence
- Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory outsourcing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 1,121 financial advisory outsourcing companies based in France
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Financial advisory outsourcing 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 1,121 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 advisory outsourcing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in France whose own description of what they do matches “financial advisory outsourcing companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory outsourcing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisory outsourcing companies, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,867 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 28, 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 advisory outsourcing companies by metro
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 advisory outsourcing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisory outsourcing companies are there based in France?
RevenueBase identified 1,121 financial advisory outsourcing companies headquartered in France as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.
Which city has the most financial advisory outsourcing companies?
Paris leads with 248 headquartered companies, followed by Lyon (44) and Toulouse (36).
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 1,867 verified decision-maker contacts tracked across these 1,121 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 28, 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.
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