Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in France

Name: Fintech wealth platforms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 135 companies tracked

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, how directly it supports the match, 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 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

135Companies

1,633Contacts tracked

581Verified emails

68Mobile numbers

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The 25 largest fintech wealth platforms based in France

Ranked by team size

Top 25 of 135 fintech wealth platforms based in France, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names fintech wealth platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Wealth DynamixPartial evidence	Paris, France	51-200	156
	“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: company website · checked Sep 2, 2026
2	SharesIndirect evidence	Paris, France	51-200	128
	“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: company website · checked Sep 2, 2026
3	MON Petit PlacementPartial evidence	Lyon, France	11-50	73
	“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Source: company website · checked Sep 2, 2026
4	Investisseur PrivéIndirect evidence	France	n/a	73
	“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: company website · checked Sep 2, 2026
5	EasybourseIndirect evidence	Paris, France	11-50	59
	“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: company website · checked Sep 2, 2026
6	VancelianIndirect evidence	Biot, France	11-50	54
	“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Source: company website · checked Sep 2, 2026
7	RamifyIndirect evidence	Paris, France	11-50	52
	“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: company website · checked Sep 2, 2026
8	NALOIndirect evidence	Paris, France	11-50	49
	“Nalo, des plans pour votre argent.” Source: company website · checked Sep 2, 2026
9	PerlibIndirect evidence	Paris, France	11-50	44
	“Expert de la gestion de patrimoine pour tous.” Source: company website · checked Sep 2, 2026
10	CLIMBIndirect evidence	Paris, France	11-50	44
	“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: company website · checked Sep 2, 2026
11	WealthcomePartial evidence	Pessac, France	51-200	40
	“Wealthcome \| The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: company website · checked Sep 2, 2026
12	AdvizePartial evidence	Nice, France	11-50	23
	“Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers.” Source: company website · checked Sep 2, 2026
13	TilvestIndirect evidence	Paris, France	11-50	21
	“Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Source: company website · checked Sep 2, 2026
14	SNL ConseilIndirect evidence	Paris, France	11-50	21
	“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: company website · checked Sep 2, 2026
15	KarbonalphaPartial evidence	Aix-En-Provence, France	11-50	19
	“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: company website · checked Sep 2, 2026
16	LabienveillancefinancièrePartial evidence	Paris, France	11-50	18
	“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: company website · checked Sep 2, 2026
17	NEOFAIndirect evidence	France	11-50	17
	“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: company website · checked Sep 2, 2026
18	Days LegacyPartial evidence	Courbevoie, France	1-10	17
	“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Source: company website · checked Sep 2, 2026
19	CleerlyIndirect evidence	Paris, France	11-50	15
	“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Source: company website · checked Sep 2, 2026
20	Grisbee Gestion PrivéeIndirect evidence	Versailles, France	11-50	15
	“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: company website · checked Sep 2, 2026
21	PM AlphaPartial evidence	Paris, France	11-50	14
	“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Source: company website · checked Sep 2, 2026
22	ISMOIndirect evidence	Paris, France	1-10	13
	“Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Source: company website · checked Sep 2, 2026
23	Klub By KIIndirect evidence	Paris, France	11-50	11
	“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: company website · checked Sep 2, 2026
24	GoliathsIndirect evidence	Paris, France	11-50	10
	“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: company website · checked Sep 2, 2026
25	Capl ConseilsIndirect evidence	France	1-10	9
	“CAPL Conseils La gestion de patrimoine accessible et responsable!” Source: company website · checked Sep 2, 2026

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, 2026

1-10Median size (employees)

ParisLargest hub · 66 HQs

68Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 evidence 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 SmartSearch, 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.
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 an evidence 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

Fintech wealth platforms in Paris66

Frequently asked

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 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.