Company lists · Data refreshed September 2026
Top 25 Financial planning consulting firms based in Paris, France
RevenueBase identified 197 company matches for financial planning consulting firms associated with Paris, France as of September 2026 and tracks 1,281 professional contacts across them, including 512 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers company matches for financial planning consulting firms associated with Paris, 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.
The 25 largest financial planning consulting firms based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 65 contacts → | ||||
Exact match “Bonjour et Bienvenue chez BPA!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 19 contacts → | ||||
Exact match “Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “Être expert à vos côtés pour notre cabinet d’expertise-comptable c’est avant tout vous accompagner et ne pas simplement vous suivre.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “Athanase Consulting accompagne les acteurs de la gestion d’actifs et de la gestion de patrimoine, à chaque stade de leur développement, sur l’ensemble de la chaîne de valeur, au…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Société indépendante de conseil financier spécialisée dans les opérations stratégiques des PME, Atega Partners vous accompagne dans vos projets de cession, acquisition, levée de…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Actalan est un cabinet spécialisé dans le conseil en finance.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Serenitys Patrimoine est un cabinet de conseil et d’ingénierie patrimoniale spécialisé dans la gestion de l'ensemble des problématiques patrimoniales- valorisation du patrimoine -…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Cabinet d'expertise comptable, spécialisé dans l'assistance comptable et le management de transition de fonctions financières, gestion de patrimoine” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “Finnk est un cabinet de conseil spécialisé Finance, IT/Métiers.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” 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 197 financial planning consulting firms based in Paris, France
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Financial planning consulting firms based in Paris, France at a glance
As of Sep 30, 2026Companies by employee count
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 197 companies.
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 Paris, 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 512 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 in France
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 Paris, France?
RevenueBase identified 197 company matches for financial planning consulting firms associated with Paris, 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?
Exiom Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in France has the most financial planning consulting firms?
Paris leads France 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 512 professional contacts with verified work emails tracked across these 197 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.
Ready to reach these companies? Verified emails and direct dials for all 197 financial planning consulting firms based in Paris, France. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning consulting firms based in the United States
- Financial planning consulting firms based in the United Kingdom
- Financial planning consulting firms based in Australia
- Financial planning consulting firms based in Canada
- Financial planning consulting firms based in Brazil
- Financial planning consulting firms based in France
Company intelligence · public preview
Top 25 financial planning consulting firms based in Paris, France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 197 matching company records for financial planning consulting firms based in Paris, France, with 1,281 tracked contacts and 512 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning consulting firms based in Paris, France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Exiom Partnersexiompartners.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BPAbpaexperts.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Perlibperlib.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Transactions & Compagnietransactionsetcie.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 40 contacts → |
“Transactions & Compagnie a été créé afin d’accompagner les entrepreneurs dans leurs réflexions stratégiques et dans leurs problématiques de réorganisation du capital.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Carat Capitalcaratcapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Origeen Capitalorigeen-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 23 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Essor Conseilessor-conseil.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SNL Conseilsnlconseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Marigny Capitalmarignycapital.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Audit And COauditandco.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Être expert à vos côtés pour notre cabinet d’expertise-comptable c’est avant tout vous accompagner et ne pas simplement vous suivre.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  3c Capital3ccapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ares Conseil Francearesfrance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alpha PHIalphaphi.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Athanase Consultingathanaseconsulting.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 10 contacts → |
“Athanase Consulting accompagne les acteurs de la gestion d’actifs et de la gestion de patrimoine, à chaque stade de leur développement, sur l’ensemble de la chaîne de valeur, au…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cabinet Fildcabinet-fild.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Atega Partnersatega-partners.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“Société indépendante de conseil financier spécialisée dans les opérations stratégiques des PME, Atega Partners vous accompagne dans vos projets de cession, acquisition, levée de…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mahr & Associesmahretassocies.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Actalanactalan.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Actalan est un cabinet spécialisé dans le conseil en finance.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Serenitys Patrimoineserenityspatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Serenitys Patrimoine est un cabinet de conseil et d’ingénierie patrimoniale spécialisé dans la gestion de l'ensemble des problématiques patrimoniales- valorisation du patrimoine -…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  GMA Auditgmaaudit.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Cabinet d'expertise comptable, spécialisé dans l'assistance comptable et le management de transition de fonctions financières, gestion de patrimoine” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Monceau Patrimoinemonceaupatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finnk FRfinnk.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 8 contacts → |
“Finnk est un cabinet de conseil spécialisé Finance, IT/Métiers.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fa7 Capitalfa7capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 197 company matches
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Financial planning consulting firms: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
197 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 197 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning consulting firms by metro in France
Questions about this company list
What does Exact match mean for financial planning consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning consulting firms did RevenueBase find based in Paris, France?
The saved snapshot records 197 matching company records, 1,281 tracked contacts and 512 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning consulting firms by geography
- Financial planning consulting firms based in the United States
- Financial planning consulting firms based in the United Kingdom
- Financial planning consulting firms based in Australia
- Financial planning consulting firms based in Canada
- Financial planning consulting firms based in Brazil
- Financial planning consulting firms based in France
- Financial planning consulting firms based in Germany
- Financial planning consulting firms based in the Netherlands
- Financial planning consulting firms based in South Africa
- Financial planning consulting firms based in Switzerland
- Financial planning consulting firms based in Mexico
- Financial planning consulting firms based in Spain
Cite this list
RevenueBase Data Team. Top 25 financial planning consulting firms based in Paris, France. Snapshot: September 30, 2026. https://revenuebase.ai/companies/financial-planning-consulting-firms/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 financial planning consulting firms based in Paris, France
RevenueBase records 197 matching company records for financial planning consulting firms based in Paris, France, with 1,281 tracked contacts and 512 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning consulting firms based in Paris, France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Exiom Partnersexiompartners.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 154 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BPAbpaexperts.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 65 contacts → |
“Bonjour et Bienvenue chez BPA!” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Perlibperlib.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 46 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Transactions & Compagnietransactionsetcie.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 40 contacts → |
“Transactions & Compagnie a été créé afin d’accompagner les entrepreneurs dans leurs réflexions stratégiques et dans leurs problématiques de réorganisation du capital.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Carat Capitalcaratcapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 37 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Origeen Capitalorigeen-capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 23 contacts → |
“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Essor Conseilessor-conseil.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SNL Conseilsnlconseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Marigny Capitalmarignycapital.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“Marigny Capital is an independent consulting firm that provides its clients with financial services focused on investment solutions.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elysee Consultingelysee-consulting.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 19 contacts → |
“ÉLYSÉE CONSULTING | Conseil Patrimonial • Allocation d’Actifs • Ingénierie Patrimoniale Depuis près de 25 ans, ÉLYSÉE CONSULTING accompagne dirigeants d’entreprise, familles…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Audit And COauditandco.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Être expert à vos côtés pour notre cabinet d’expertise-comptable c’est avant tout vous accompagner et ne pas simplement vous suivre.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 3c Capital3ccapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ares Conseil Francearesfrance.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alpha PHIalphaphi.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Athanase Consultingathanaseconsulting.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 10 contacts → |
“Athanase Consulting accompagne les acteurs de la gestion d’actifs et de la gestion de patrimoine, à chaque stade de leur développement, sur l’ensemble de la chaîne de valeur, au…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cabinet Fildcabinet-fild.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Atega Partnersatega-partners.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 10 contacts → |
“Société indépendante de conseil financier spécialisée dans les opérations stratégiques des PME, Atega Partners vous accompagne dans vos projets de cession, acquisition, levée de…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mahr & Associesmahretassocies.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Actalanactalan.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 9 contacts → |
“Actalan est un cabinet spécialisé dans le conseil en finance.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Serenitys Patrimoineserenityspatrimoine.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Serenitys Patrimoine est un cabinet de conseil et d’ingénierie patrimoniale spécialisé dans la gestion de l'ensemble des problématiques patrimoniales- valorisation du patrimoine -…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | GMA Auditgmaaudit.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 9 contacts → |
“Cabinet d'expertise comptable, spécialisé dans l'assistance comptable et le management de transition de fonctions financières, gestion de patrimoine” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Monceau Patrimoinemonceaupatrimoine.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“Monceau Patrimoine – Votre partenaire patrimonial à 360° Notre mission est simple : vous accompagner tout au long de votre vie pour optimiser et sécuriser votre patrimoine.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finnk FRfinnk.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 8 contacts → |
“Finnk est un cabinet de conseil spécialisé Finance, IT/Métiers.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fa7 Capitalfa7capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 7 contacts → |
“FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 197 company matches
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Financial planning consulting firms: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
197 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 197 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning consulting firms by metro in France
Questions about this company list
What does Exact match mean for financial planning consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning consulting firms did RevenueBase find based in Paris, France?
The saved snapshot records 197 matching company records, 1,281 tracked contacts and 512 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial planning consulting firms based in Paris, France. Snapshot: September 30, 2026. https://revenuebase.ai/companies/financial-planning-consulting-firms/france/paris.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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