Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in France

Name: Financial planning consulting firms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 1,189 companies tracked

RevenueBase identified 1,189 company matches for financial planning consulting firms associated with France as of September 2026 and tracks 7,634 professional contacts across them, including 1,976 with verified work emails and 534 with mobile numbers. Paris is the largest hub.

This list covers company matches for financial planning consulting firms 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

1,189Companies

7,634Contacts tracked

1,976Verified emails

534Mobile numbers

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The 25 largest financial planning consulting firms based in France

Ranked by team size

Top 25 of 1,189 company matches for financial planning consulting firms based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 30, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	GAN Patrimoine	Exact match	Lille, FranceHQ recorded Sep 30, 2026	201-500	704 contacts →
	Exact match “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Exiom Partners	Exact match	Paris, FranceHQ recorded Sep 30, 2026	51-200	241 contacts →
	Exact match “Fondé en 2019 par des associés de grands cabinets de conseil, Exiom Partners est un cabinet spécialisé dans les Services Financiers pensé pour proposer un modèle de management…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	L&a Finance	Exact match	Paris, FranceHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
5	Groupe Rodin	Exact match	Boulogne Billancourt, FranceHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
6	Investisseur Privé	Exact match	Paris, FranceHQ recorded Sep 30, 2026	n/a	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 30, 2026 · View company records in RevenueBase
7	Parangon Patrimoine	Exact match	Deauville, FranceHQ recorded Sep 30, 2026	11-50	69 contacts →
	Exact match “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	BPA	Exact match	Paris, FranceHQ recorded Sep 30, 2026	51-200	65 contacts →
	Exact match “Bonjour et Bienvenue chez BPA!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Expert & Finance	Exact match	Lyon, FranceHQ recorded Sep 30, 2026	51-200	62 contacts →
	Exact match “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Perlib	Exact match	Paris, FranceHQ recorded Sep 30, 2026	11-50	46 contacts →
	Exact match “Expert de la gestion de patrimoine pour tous.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	FIL Rouge	Exact match	Marcq En Baroeul, FranceHQ recorded Sep 30, 2026	11-50	44 contacts →
	Exact match “Cabinet de conseils et d'expertise comptable” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Transactions & Compagnie	Exact match	Paris, FranceHQ recorded Sep 30, 2026	11-50	40 contacts →
	Exact match “Transactions & Compagnie a été créé afin d’accompagner les entrepreneurs dans leurs réflexions stratégiques et dans leurs problématiques de réorganisation du capital.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Equidem Conseil, Société D'expertise Comptable	Exact match	Marquette-lez-lille, FranceHQ recorded Sep 30, 2026	11-50	39 contacts →
	Exact match “Equidem Conseil en quelques mots.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Carat Capital	Exact match	Paris, FranceHQ recorded Sep 30, 2026	11-50	37 contacts →
	Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Neovia Expertise Retraite	Exact match	Lyon Cedex 03, FranceHQ recorded Sep 30, 2026	11-50	33 contacts →
	Exact match “Présent sur toute la France, avec un réseau d’une dizaine de consultants confirmés et une équipe de spécialistes chevronnés ayant plus de 25 ans d’expérience, NEOVIA est le N°1 du…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Patrimum Groupe	Exact match	Toulouse, FranceHQ recorded Sep 30, 2026	11-50	30 contacts →
	Exact match “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Altéor Patrimoine ET Prévoyance	Exact match	Le Rheu, FranceHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Groupe Sarro	Exact match	Jacou, FranceHQ recorded Sep 30, 2026	11-50	28 contacts →
	Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Bonjour Patrimoine	Exact match	Toulouse, FranceHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Sefima	Exact match	Marseille, FranceHQ recorded Sep 30, 2026	11-50	24 contacts →
	Exact match “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Capexpertis	Exact match	Besançon, FranceHQ recorded Sep 30, 2026	11-50	23 contacts →
	Exact match “CAPEXPERTIS, cabinet de conseil en gestion de patrimoine et en protection sociale avec 30 ans d’expérience, accompagne dans une planification patrimoniale 360 aussi bien les…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Origeen Capital	Exact match	Paris, FranceHQ recorded Sep 30, 2026	1-10	23 contacts →
	Exact match “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Moulierac Audit & Conseils	Exact match	Marseille, FranceHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “Depuis 1994, MOULIÉRAC Audit & Conseils accompagne les dirigeants de PME et d'ETI dans leurs décisions structurantes.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Essor Conseil	Exact match	Paris, FranceHQ recorded Sep 30, 2026	1-10	20 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	SNL Conseil	Exact match	Paris, FranceHQ recorded Sep 30, 2026	11-50	20 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 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 planning consulting firms”. 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 1,189 financial planning consulting firms based in France

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Financial planning consulting firms based in France at a glance

As of Sep 30, 2026

25.9%Verified-email coverage

7.0%Mobile-number coverage

6.4Average contacts per company

1-10Median size (employees)

16.6%Largest-city concentration · Paris

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

1,072

11-50

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

5980–30

1,32831–60

4661–90

190–180

12180+

Company record updated

Median 89.0d

00–30

2,07431–60

2,12061–90

3,06490–180

402180+

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 planning consulting firms” 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 1,976 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 30, 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 planning consulting firms 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 planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in France?

RevenueBase identified 1,189 company matches for financial planning consulting firms 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 planning consulting firms?

Paris leads with 197 company records, followed by Lyon (49) and Toulouse (41).

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 1,976 professional contacts with verified work emails tracked across these 1,189 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 30, 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 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.