Company lists · Data refreshed September 2026
Top 25 Financial planning outsourcing companies based in France
RevenueBase identified 504 financial planning outsourcing companies headquartered in France as of September 2026 and tracks 4,171 professional contacts across them, including 959 with verified work emails. Paris is the largest hub.
This list covers financial planning outsourcing companies headquartered in 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.
The 25 largest financial planning outsourcing companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 86 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 73 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 69 contacts → | ||||
Indirect evidence “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 46 contacts → | ||||
Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 30 contacts → | ||||
Indirect evidence “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 25 contacts → | ||||
Indirect evidence “Ouvrez la porte à votre patrimoine!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 24 contacts → | ||||
Indirect evidence “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 contacts → | ||||
Partial evidence “ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Indirect evidence “SAREPTA is a wealth management company serving entrepreneurs and families in France and abroad.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Indirect evidence “Cabinet de Conseil en Gestion de Patrimoine CPI Groupe est un cabinet délivrant des prestations de Conseils afin d'optimiser la situation patrimoniale de nos clients …” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 15 contacts → | ||||
Indirect evidence “Le pilotage de votre entreprise ne s’improvise pas Pour vous apporter un accompagnement pointu, ANC2 est un cabinet organisé autour de pôles techniques.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 contacts → | ||||
Partial evidence “Services Administratifs et Financiers Externalisés” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 contacts → | ||||
Partial evidence “Bienvenue chez EVM Finance, votre partenaire en matière de consultance financière.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Partial evidence “La gestion de patrimoine est un marché complexe qui foisonne d’informations, d’acteurs, et d’offres de produits financiers et immobiliers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 11 contacts → | ||||
Indirect evidence “Experts dans le domaine de la retraite, nous vous conseillons en fonction de votre carrière sur le moment le plus opportun pour la mise en place de votre retraite et sur les…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Partial evidence “Fondé en 2014 et situé à La Rochelle, notre cabinet de gestion de patrimoine se distingue par son expertise en placements financiers et en défiscalisation, avec une clientèle…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 contacts → | ||||
Indirect evidence “Chez ALTEA PATRIMOINE, nous accompagnons celles et ceux qui bâtissent, innovent et relèvent des défis au quotidien.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 9 contacts → | ||||
Indirect evidence “Face aux différentes réformes qui rendent difficile l'appréhension des droits à la retraite, nos experts en conseil retraite vous accompagnent depuis 2006!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Indirect evidence “Structure totalement indépendante.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “Implanté au Havre, LMC Invest est un cabinet de gestion de patrimoine qui accompagne depuis 2012 les particuliers, les chefs d’entreprise et les professions libérales dans leurs…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “Créé en 1993, le Groupe CINCINNATUS PATRIMOINE est un Cabinet de Conseil en Stratégie et Gestion de Patrimoine à taille humaine (PME de moins de 10 salariés).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 outsourcing 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 outsourcing companies.
- Partial evidence
- Its own public description names part of financial planning outsourcing 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 outsourcing 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 504 financial planning outsourcing companies based in France
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Financial planning outsourcing companies based in France at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 504 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 outsourcing 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 France whose own description of what they do matches “financial planning outsourcing 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 outsourcing 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 outsourcing companies, and records with no verified work email. Companies headquartered outside France 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, 959 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.
Financial planning outsourcing companies by metro
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 outsourcing 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 outsourcing companies are there based in France?
RevenueBase identified 504 financial planning outsourcing companies headquartered in 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?
UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.
Which city has the most financial planning outsourcing companies?
Paris leads with 74 headquartered companies, followed by Lyon (22) and Toulouse (16).
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 959 verified decision-maker contacts tracked across these 504 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.
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