Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in Paris, France

Name: Financial planning companies based in Paris, France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 230 companies tracked

RevenueBase identified 230 financial planning companies headquartered in Paris, France as of September 2026 and tracks 1,579 professional contacts across them, including 535 with verified work emails. Paris is the largest hub.

This list covers financial planning 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 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

230Companies

1,579Contacts tracked

535Verified emails

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The 25 largest financial planning companies based in Paris, France

Ranked by team size

Top 25 of 230 financial planning companies based in Paris, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 19, 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 19, 2026
2	BPA	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	51-200	65 contacts →
	Indirect evidence “Bonjour et Bienvenue chez BPA!” Source: RevenueBase Database · checked Sep 19, 2026
3	Optélios Groupe	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	64 contacts →
	Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 19, 2026
4	Ramify	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	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 19, 2026
5	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 19, 2026
6	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 19, 2026
7	Kays Wealth Management	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Source: RevenueBase Database · checked Sep 19, 2026
8	Carat Capital	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 19, 2026
9	Tissier DE Mallerais & Associés	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	34 contacts →
	Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 19, 2026
10	Epsilium	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 19, 2026
11	Evolve	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 19, 2026
12	Origeen Capital	Partial evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	23 contacts →
	Partial evidence “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Source: RevenueBase Database · checked Sep 19, 2026
13	Haussmann Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 19, 2026
14	Essor Conseil	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	20 contacts →
	Indirect evidence “Créée en décembre la société de Conseil en Gestion de Patrimoine ESSOR Conseil est l’évolution d’une activité libérale commencée en 1997 par ses fondateurs.” Source: RevenueBase Database · checked Sep 19, 2026
15	SNL Conseil	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Source: RevenueBase Database · checked Sep 19, 2026
16	Elysee Consulting	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “ÉLYSÉE CONSULTING \| Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Source: RevenueBase Database · checked Sep 19, 2026
17	Fluence	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Fluence rassemble 15 collaborateurs au service d’une quarantaine de familles et propose également ses solutions de gestion et sa plate-forme technologique à plusieurs multi-family…” Source: RevenueBase Database · checked Sep 19, 2026
18	Alternative Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “Les associés fondateurs d'Alternative Patrimoine, réunissent plus de 40 années d'expérience en gestion privée.” Source: RevenueBase Database · checked Sep 19, 2026
19	3c Capital	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Le groupe 3C CAPITAL, fondé en 2021 par son Président David Cohen, est le résultat du rachat des Cabinets Charel et Cogéas et de la société Conseil Invest.” Source: RevenueBase Database · checked Sep 19, 2026
20	Alpha PHI	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Source: RevenueBase Database · checked Sep 19, 2026
21	Cabinet Fild	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Le Cabinet FILD vous accompagne dans la gestion et l'optimisation du patrimoine individuel ou familial, incluant le patrimoine d'entreprise : Retraite Prévoyance Patrimoine Fondé…” Source: RevenueBase Database · checked Sep 19, 2026
22	SPG Société Parisienne DE Gestion	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “La Société Parisienne de Gestion est une société de gestion indépendante fondée en 1990.” Source: RevenueBase Database · checked Sep 19, 2026
23	Mahr & Associes	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Source: RevenueBase Database · checked Sep 19, 2026
24	AD HOC Partners	Indirect evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Ad hoc Partners est née de la volonté d'offrir à une clientèle de personnes physiques, en particulier d'entrepreneurs, souvent entourées de spécialistes qui ne communiquent pas…” Source: RevenueBase Database · checked Sep 19, 2026
25	GMA Audit	Partial evidence	Paris, FranceHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Cabinet d'expertise comptable, spécialisé dans l'assistance comptable et le management de transition de fonctions financières, gestion de patrimoine” Source: RevenueBase Database · checked Sep 19, 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 planning 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 planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 230 financial planning companies based in Paris, France

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Financial planning companies based in Paris, France at a glance

As of Sep 19, 2026

33.9%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Paris

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

184

11-50

51-200

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 230 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 Paris, 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 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, 535 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

Financial planning companies in Paris230
Financial planning companies in Lyon53
Financial planning companies in Toulouse42
Financial planning companies in Bordeaux35

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 Paris, France?

RevenueBase identified 230 financial planning 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?

L&a Finance, headquartered in Paris, 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 535 verified decision-maker contacts tracked across these 230 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.