Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in France

Name: Financial advisory platforms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 917 companies tracked

RevenueBase identified 917 financial advisory platforms headquartered in 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 financial advisory platforms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

917Companies

9,094Contacts tracked

2,821Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisory platforms based in France

Ranked by team size

Top 25 of 917 financial advisory platforms based in France, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
2	Harvest Groupe	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	348 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Trading Central	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	218 contacts →
	Indirect evidence “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Source: RevenueBase Database · checked Sep 28, 2026
4	Pretto Galaxie	Indirect evidence	A Vos Cotés, FranceHQ checked Sep 28, 2026	n/a	167 contacts →
	Indirect evidence “Et si tu passais enfin au courtage nouvelle génération?” Source: RevenueBase Database · checked Sep 28, 2026
5	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	154 contacts →
	Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 28, 2026
6	Albea Patrimoine	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	51-200	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, 2026
7	Shares	Strong evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	132 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Crystal	Indirect evidence	Montpellier, FranceHQ checked Sep 28, 2026	501-1,000	125 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Nortia	Partial evidence	Roubaix Cedex 1, FranceHQ checked Sep 28, 2026	201-500	101 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
10	LA Financière D'orion	Partial evidence	Quimper, FranceHQ checked Sep 28, 2026	51-200	95 contacts →
	Partial evidence “La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Source: RevenueBase Database · checked Sep 28, 2026
11	ICA Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 28, 2026	11-50	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, 2026
12	Groupe Rodin	Indirect evidence	Boulogne Billancourt, FranceHQ checked Sep 28, 2026	11-50	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, 2026
13	IROKO	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Source: RevenueBase Database · checked Sep 28, 2026
14	Theseis	Indirect evidence	Balma, FranceHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “PROSPECTS IMMOBILIER CRÉDITS PLACEMENTS & ASSURANCES SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Source: RevenueBase Database · checked Sep 28, 2026
15	Quantalys France Harvest Group	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	73 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	n/a	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, 2026
17	Intencial Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	72 contacts →
	Indirect evidence “INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Source: RevenueBase Database · checked Sep 28, 2026
18	MON Petit Placement	Indirect evidence	Lyon, FranceHQ checked Sep 28, 2026	11-50	72 contacts →
	Indirect evidence “Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Source: RevenueBase Database · checked Sep 28, 2026
19	Norman K	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	69 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Parangon Patrimoine	Indirect evidence	Deauville, FranceHQ checked Sep 28, 2026	11-50	69 contacts →
	Indirect evidence “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Source: RevenueBase Database · checked Sep 28, 2026
21	Altaroc	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	61 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
22	Easybourse	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	58 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
23	Vancelian	Indirect evidence	Biot, FranceHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Source: RevenueBase Database · checked Sep 28, 2026
24	Blanche Capital	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	54 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
25	Goodvest	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	53 contacts →
	Indirect evidence “Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence.” Source: RevenueBase Database · checked Sep 28, 2026

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 platforms. 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 platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 917 financial advisory platforms based in France

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,821 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial advisory platforms based in France at a glance

As of Sep 28, 2026

31.0%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

29.1%Largest-city concentration · Paris

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

753

11-50

123

51-200

201-500

501-1,000

1,001-5,000

10001+

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

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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 2,821 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 platforms 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 platforms, 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 platforms are there based in France?

RevenueBase identified 917 financial advisory platforms 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 platforms?

Paris leads with 267 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,821 verified decision-maker contacts tracked across these 917 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.

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

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 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.