Company lists · Data refreshed September 2026

Top 12 Financial advisory software companies based in Paris, France

RevenueBase identified 30 financial advisory software companies headquartered in Paris, France as of September 2026 and tracks 650 professional contacts across them, including 301 with verified work emails. Across France, Paris is the largest hub for this category.

This list covers financial advisory software companies headquartered in Paris, 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
30Companies
650Contacts tracked
301Verified emails
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The 12 largest financial advisory software companies based in Paris, France

Ranked by team size
Top 12 of 30 financial advisory software companies based in Paris, 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 software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceParis, FranceHQ checked Sep 28, 2026201-500348 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
2Strong evidenceParis, FranceHQ checked Sep 28, 202651-200132 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
3Indirect evidenceParis, FranceHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“UPSIDEO est une société d'édition de logiciels destinés aux professionnels de la finance (sociétés de gestion, banques, teneurs de compte, plateformes, réseaux et CIF) et de…”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceParis, FranceHQ checked Sep 28, 202611-5013 contacts →

Strong evidence

“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceParis, FranceHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceParis, FranceHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“M&A and Capital Raising advisory”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceParis, FranceHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Nexia S&A Finance est une filiale du groupe Nexia S&A dédiée aux opérations M&A.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceParis, FranceHQ checked Sep 28, 202611-508 contacts →

Partial evidence

“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceParis, FranceHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Nous vous accompagnons pour bâtir un avenir financier solide et sécurisé.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceParis, FranceHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Capital Explorer – Le logiciel patrimonial nouvelle génération Depuis plus de 25 ans, Capital Explorer (anciennement AMC) accompagne les conseillers en gestion de patrimoine, les…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceParis, FranceHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“SIIMBA accompagne les particuliers, familles et entreprises désireux de bénéficier d'un conseil plus sophistiqué que celui généralement offert par leur banque.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceParis, FranceHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Conseil en gestion de patrimoine digitalisé et humain”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 12 of 30 financial advisory software companies based in Paris, France

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Financial advisory software companies based in Paris, France at a glance

As of Sep 28, 2026
46.3%Verified-email coverage
21.7Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
7
51-200
4
201-500
1

Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 30 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 software 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 Paris, France whose own description of what they do matches “financial advisory software 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 software 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 software companies, and records with no verified work email. Companies headquartered outside Paris 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, 301 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.

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 software 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 software companies are there based in Paris, France?

RevenueBase identified 30 financial advisory software companies headquartered in Paris, 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?

Harvest Groupe, headquartered in Paris, tops this list with the largest team on record.

Which city in France has the most financial advisory software companies?

Paris leads France with 30 headquartered companies, followed by Bordeaux (4) and Lyon (4).

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 301 verified decision-maker contacts tracked across these 30 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.