Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in France
RevenueBase identified 917 company matches for financial advisory platforms associated with France as of September 2026 and tracks 9,094 professional contacts across them, including 2,821 with verified work emails. Paris is the largest hub.
This list covers company matches for financial advisory platforms 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 advisory platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,390 contacts → | ||||
Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 218 contacts → | ||||
Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 167 contacts → | ||||
Exact match “Et si tu passais enfin au courtage nouvelle génération?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 154 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 147 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 125 contacts → | ||||
Exact match “Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 101 contacts → | ||||
Exact match “Distributeur de solutions financières haut de gamme en Assurance-Vie, Compte-Titres et Prévoyance, NORTIA a choisi de travailler exclusivement via des professionnels en gestion de…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 95 contacts → | ||||
Exact match “La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 95 contacts → | ||||
Exact match “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 86 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 82 contacts → | ||||
Exact match “Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 80 contacts → | ||||
Exact match “PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 73 contacts → | ||||
Exact match “Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 73 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 72 contacts → | ||||
Exact match “INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 72 contacts → | ||||
Exact match “Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 69 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 69 contacts → | ||||
Exact match “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 61 contacts → | ||||
Exact match “The Altaroc Revolution enables our distributors to offer their private clients institutional-quality Private Equity starting at Maurice Tchenio, co-founder of Apax Partners, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 58 contacts → | ||||
Exact match “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 55 contacts → | ||||
Exact match “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 54 contacts → | ||||
Exact match “Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 53 contacts → | ||||
Exact match “Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence.” 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 advisory platforms”. 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 917 financial advisory platforms based in France
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Financial advisory platforms 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 917 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 advisory platforms” 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 2,821 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 advisory platforms 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 advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory platforms are there based in France?
RevenueBase identified 917 company matches for financial advisory platforms 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?
UFF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory platforms?
Paris leads with 267 company records, followed by Lyon (38) and Bordeaux (26).
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 2,821 professional contacts with verified work emails tracked across these 917 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 917 financial advisory platforms based in France. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory platforms by geography
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Browse the directory
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 advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
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- Financial advisory platforms based in Melbourne, Australia
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Company intelligence · public preview
Top 25 financial advisory platforms 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 917 matching company records for financial advisory platforms based in France, with 9,094 tracked contacts and 2,821 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 advisory platforms 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 |  UFFuff.netHQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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. | |||||
| 3 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pretto Galaxieprettogalaxie.frHQ: A Vos Cotés, FranceReported employees: Not recorded | A Vos Cotés, France | Not recorded | Exact match | 167 contacts → |
“Et si tu passais enfin au courtage nouvelle génération?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Albea Patrimoinealbea-patrimoine.comHQ: Bois-colombes, FranceReported employees: 51-200 | Bois-colombes, France | 51-200 | Exact match | 147 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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. | |||||
| 8 |  Crystalgroupe-crystal.comHQ: Montpellier, FranceReported employees: 501-1,000 | Montpellier, France | 501-1,000 | Exact match | 125 contacts → |
“Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nortianortia.fr HQ: Roubaix Cedex 1, FranceReported employees: 201-500 | Roubaix Cedex 1, France | 201-500 | Exact match | 101 contacts → |
“Distributeur de solutions financières haut de gamme en Assurance-Vie, Compte-Titres et Prévoyance, NORTIA a choisi de travailler exclusivement via des professionnels en gestion de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  LA Financière D'orionlafinancieredorion.frHQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 95 contacts → |
“La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Groupe Rodingrouperodin.frHQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 86 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | IROKOiroko.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 82 contacts → |
“Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Theseistheseis.fr HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 80 contacts → |
“PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Quantalys France Harvest Groupquantalys.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Intencial Patrimoineintencial.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 72 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  MON Petit Placementmonpetitplacement.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 72 contacts → |
“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Norman Knorman-k.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 69 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Parangon Patrimoineparangon-patrimoine.frHQ: Deauville, FranceReported employees: 11-50 | Deauville, France | 11-50 | Exact match | 69 contacts → |
“Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Altarocaltaroc.peHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 61 contacts → |
“The Altaroc Revolution enables our distributors to offer their private clients institutional-quality Private Equity starting at Maurice Tchenio, co-founder of Apax Partners, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Easybourseeasybourse.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vancelianvancelian.comHQ: Biot, FranceReported employees: 11-50 | Biot, France | 11-50 | Exact match | 55 contacts → |
“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Blanche Capitalblanche-capital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 54 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Goodvestgoodvest.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 917 company matches
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Financial advisory platforms: 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
913 records in the displayed employee bands.
4 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 917 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 advisory platforms by metro
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 advisory platforms did RevenueBase find based in France?
The saved snapshot records 917 matching company records, 9,094 tracked contacts and 2,821 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 advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial advisory platforms based in France. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial advisory platforms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 financial advisory platforms based in France
RevenueBase records 917 matching company records for financial advisory platforms based in France, with 9,094 tracked contacts and 2,821 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 advisory platforms 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 | UFFuff.net HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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. | |||||
| 3 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pretto Galaxieprettogalaxie.fr HQ: A Vos Cotés, FranceReported employees: Not recorded | A Vos Cotés, France | Not recorded | Exact match | 167 contacts → |
“Et si tu passais enfin au courtage nouvelle génération?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Albea Patrimoinealbea-patrimoine.com HQ: Bois-colombes, FranceReported employees: 51-200 | Bois-colombes, France | 51-200 | Exact match | 147 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Crystalgroupe-crystal.com HQ: Montpellier, FranceReported employees: 501-1,000 | Montpellier, France | 501-1,000 | Exact match | 125 contacts → |
“Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nortianortia.fr HQ: Roubaix Cedex 1, FranceReported employees: 201-500 | Roubaix Cedex 1, France | 201-500 | Exact match | 101 contacts → |
“Distributeur de solutions financières haut de gamme en Assurance-Vie, Compte-Titres et Prévoyance, NORTIA a choisi de travailler exclusivement via des professionnels en gestion de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | LA Financière D'orionlafinancieredorion.fr HQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 95 contacts → |
“La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Groupe Rodingrouperodin.fr HQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 86 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | IROKOiroko.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 82 contacts → |
“Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Theseistheseis.fr HQ: Balma, FranceReported employees: 51-200 | Balma, France | 51-200 | Exact match | 80 contacts → |
“PROSPECTS ** IMMOBILIER ** CRÉDITS ** PLACEMENTS & ASSURANCES ** SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Quantalys France Harvest Groupquantalys.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 73 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Intencial Patrimoineintencial.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 72 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | MON Petit Placementmonpetitplacement.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 72 contacts → |
“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Norman Knorman-k.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 69 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Parangon Patrimoineparangon-patrimoine.fr HQ: Deauville, FranceReported employees: 11-50 | Deauville, France | 11-50 | Exact match | 69 contacts → |
“Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Altarocaltaroc.pe HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 61 contacts → |
“The Altaroc Revolution enables our distributors to offer their private clients institutional-quality Private Equity starting at Maurice Tchenio, co-founder of Apax Partners, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Easybourseeasybourse.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 58 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vancelianvancelian.com HQ: Biot, FranceReported employees: 11-50 | Biot, France | 11-50 | Exact match | 55 contacts → |
“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Blanche Capitalblanche-capital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 54 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goodvestgoodvest.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 917 company matches
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Financial advisory platforms: 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
913 records in the displayed employee bands.
4 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 917 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 advisory platforms by metro
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 advisory platforms did RevenueBase find based in France?
The saved snapshot records 917 matching company records, 9,094 tracked contacts and 2,821 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 advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
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Cite this list
RevenueBase Data Team. Top 25 financial advisory platforms based in France. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/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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- Financial advisory platforms based in Buenos Aires, Argentina
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