Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in France
RevenueBase identified 135 fintech wealth platforms headquartered in France as of September 2026 and tracks 1,633 professional contacts across them, including 581 with verified work emails and 68 with mobile numbers. Paris is the largest hub.
This list covers fintech wealth platforms 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 2, 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 fintech wealth platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 156 contacts → | ||||
Partial evidence “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 128 contacts → | ||||
Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 73 contacts → | ||||
Partial evidence “Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 59 contacts → | ||||
Indirect evidence “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 54 contacts → | ||||
Indirect evidence “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 52 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 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 49 contacts → | ||||
Indirect evidence “Nalo, des plans pour votre argent.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 44 contacts → | ||||
Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 44 contacts → | ||||
Indirect evidence “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 40 contacts → | ||||
Partial evidence “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 23 contacts → | ||||
Partial evidence “Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 21 contacts → | ||||
Indirect evidence “Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 21 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 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 contacts → | ||||
Partial evidence “Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Partial evidence “LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Indirect evidence “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 17 contacts → | ||||
Partial evidence “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 contacts → | ||||
Indirect evidence “Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Indirect evidence “Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Partial evidence “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Indirect evidence “Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Indirect evidence “Klub, c'est la plateforme financière conçue pour les décideurs modernes Osez la diversification de votre portefeuille avec une gamme d'actifs variée, accédez à des investissements…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Indirect evidence “Goliaths est une plateforme de social investissement, offrant l'opportunité d'investir dans une variété de classes d'actifs financiers à partir de montants accessibles.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Indirect evidence “CAPL Conseils La gestion de patrimoine accessible et responsable!” Source: RevenueBase Database · checked Sep 2, 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: fintech wealth platforms. 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 fintech wealth platforms.
- Partial evidence
- Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech wealth platforms. 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 135 fintech wealth platforms based in France
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Fintech wealth platforms based in France at a glance
As of Sep 2, 2026Companies by employee count
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 fintech wealth platforms, 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 “fintech wealth platforms”. 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 fintech wealth platforms), 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 fintech wealth platforms, 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, 581 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 2, 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.
Fintech wealth platforms 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 fintech wealth platforms, 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 fintech wealth platforms are there based in France?
RevenueBase identified 135 fintech wealth platforms 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?
Wealth Dynamix, headquartered in Paris, tops this list with the largest team on record.
Which city has the most fintech wealth platforms?
Paris leads with 66 headquartered companies, followed by Lyon (7) and Levallois-Perret (3).
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 581 verified decision-maker contacts tracked across these 135 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 2, 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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