Company lists · Data refreshed September 2026

Top 10 Financial planning companies based in Bordeaux, France

RevenueBase identified 35 financial planning companies headquartered in Bordeaux, France as of September 2026 and tracks 123 professional contacts across them, including 30 with verified work emails. Paris is the largest hub.

This list covers financial planning companies headquartered in Bordeaux, 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 19, 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 19, 2026 86% judged on-target in blind review
35Companies
123Contacts tracked
30Verified emails
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The 10 largest financial planning companies based in Bordeaux, France

Ranked by team size
Top 10 of 35 financial planning companies based in Bordeaux, France, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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
1Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-1016 contacts →

Indirect evidence

“Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Finance Invest est un cabinet de conseil en gestion de patrimoine fondé en 1995 et installé à Bordeaux.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“AD PATRIMOINE est un cabinet de conseil en gestion de patrimoine crée en par Arnaud DEVILLE.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“MCC PATRIMOINE est un cabinet de Gestion dePatrimoine situé au 8 Rue Hustin Bordeaux.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Le cabinet Ethik Conseil & Patrimoine vous accompagne sur la mise en place de solutions patrimoniales adaptées à vos moyens et vos besoins.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceBordeaux, FranceHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Cabinet de conseil financier et de gestion de patrimoine entièrement dédié aux professionnels de la santé et aux dirigeants à forts enjeux patrimoniaux: wealthierlifecapital.com …”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Construire votre patrimoine : Votre patrimoine reflète vos différents cycles de vie et l’anticipation est le maître mot afin de vous constituer un patrimoine conséquent.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Le patrimoine se bâtit tout au long des étapes d'une vie.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceBordeaux, FranceHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“ADGP Bordeaux Investissement© est une marque indépendante de conseil en gestion de patrimoine, exploitée par SAS POSEIDON FINANCES, société réglementée et enregistrée en France…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 10 of 35 financial planning companies based in Bordeaux, France

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Financial planning companies based in Bordeaux, France at a glance

As of Sep 19, 2026
24.4%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
657.1%Largest-city concentration · Paris
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
2

Email recency for this list is measured across the whole France list rather than for Bordeaux, so it is reported there. Company counts and contact totals on this page are exact for Bordeaux, over 35 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 planning 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 Bordeaux, France whose own description of what they do matches “financial planning 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 planning 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 planning companies, and records with no verified work email. Companies headquartered outside Bordeaux 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, 30 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 19, 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 planning companies by metro in France

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 planning 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 planning companies are there based in Bordeaux, France?

RevenueBase identified 35 financial planning companies headquartered in Bordeaux, 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?

Montaigne Conseil & Patrimoine, headquartered in Bordeaux, tops this list with the largest team on record.

Which city has the most financial planning companies?

Paris leads with 230 headquartered companies, followed by Lyon (53) and Toulouse (42).

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 30 verified decision-maker contacts tracked across these 35 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 19, 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.