Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in France
RevenueBase identified 135 company matches for fintech wealth platforms associated with 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 company matches for fintech wealth platforms 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 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.
The 25 largest fintech wealth platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 156 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 128 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 73 contacts → | ||||
Exact match “Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 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 2, 2026 · View company records in RevenueBase | |||||
| 5 | 59 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 52 contacts → | ||||
Exact match “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 49 contacts → | ||||
Exact match “Nalo, des plans pour votre argent.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 44 contacts → | ||||
Exact match “Expert de la gestion de patrimoine pour tous.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 44 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 21 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 2, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 17 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “CAPL Conseils La gestion de patrimoine accessible et responsable!” Recorded in the RevenueBase company graph · Sep 2, 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 “fintech wealth platforms”. 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 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
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 “fintech wealth platforms” 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 581 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 2, 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.
Fintech wealth platforms 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 “fintech wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in France?
RevenueBase identified 135 company matches for fintech wealth platforms 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?
Wealth Dynamix tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth platforms?
Paris leads with 66 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 581 professional contacts with verified work emails tracked across these 135 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 135 fintech wealth platforms based in France. Start with a free account, no credit card.
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Fintech wealth platforms by geography
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- Fintech wealth platforms based in Germany
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- Fintech wealth platforms based in South Africa
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Browse the directory
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
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
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Company intelligence · public preview
Top 25 fintech wealth platforms based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 135 matching company records for fintech wealth platforms based in France, with 1,633 tracked contacts and 581 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 2, 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 fintech wealth platforms based in 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 |  Wealth Dynamixwealth-dynamix.comHQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 156 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sharesshares.ioHQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MON Petit Placementmonpetitplacement.frHQ: HQ not recorded; location: Lyon, FranceReported employees: 11-50 | HQ not recorded; location: Lyon, France | 11-50 | Exact match | 73 contacts → |
“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Investisseur Privéinvestisseurprive.comHQ: HQ not recorded; location: FranceReported employees: Not recorded | HQ not recorded; location: France | Not recorded | Exact match | 73 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Easybourseeasybourse.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vancelianvancelian.comHQ: HQ not recorded; location: Biot, FranceReported employees: 11-50 | HQ not recorded; location: Biot, France | 11-50 | Exact match | 54 contacts → |
“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ramifyramify.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 52 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NALOnalo.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Perlibperlib.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  CLIMBclimb.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealthcomewealthcome.frHQ: HQ not recorded; location: Pessac, FranceReported employees: 51-200 | HQ not recorded; location: Pessac, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Advizeadvize.frHQ: HQ not recorded; location: Nice, FranceReported employees: 11-50 | HQ not recorded; location: Nice, France | 11-50 | Exact match | 23 contacts → |
“Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Tilvesttilvest.comHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 21 contacts → |
“Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SNL Conseilsnlconseil.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 21 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Karbonalphakarbonalpha.comHQ: HQ not recorded; location: Aix-En-Provence, FranceReported employees: 11-50 | HQ not recorded; location: Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Labienveillancefinancièrelabienveillancefinanciere.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  NEOFAneofa.comHQ: HQ not recorded; location: FranceReported employees: 11-50 | HQ not recorded; location: France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Days Legacydayslegacy.comHQ: HQ not recorded; location: Courbevoie, FranceReported employees: 1-10 | HQ not recorded; location: Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cleerlycleerly.frHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 15 contacts → |
“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Grisbee Gestion Privéegrisbee.frHQ: HQ not recorded; location: Versailles, FranceReported employees: 11-50 | HQ not recorded; location: Versailles, France | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  PM Alphapmalpha.co.ukHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  ISMOismo-app.comHQ: HQ not recorded; location: Paris, FranceReported employees: 1-10 | HQ not recorded; location: Paris, France | 1-10 | Exact match | 13 contacts → |
“Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Klub By KIklub.kiHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Goliathsgoliaths.ioHQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Capl Conseilscapl-conseils.frHQ: HQ not recorded; location: FranceReported employees: 1-10 | HQ not recorded; location: France | 1-10 | Exact match | 9 contacts → |
“CAPL Conseils La gestion de patrimoine accessible et responsable!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
133 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in France?
The saved snapshot records 135 matching company records, 1,633 tracked contacts and 581 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 2, 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
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in France. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
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- Fintech wealth platforms based in Germany
Company intelligence · public preview
Top 25 fintech wealth platforms based in France
RevenueBase records 135 matching company records for fintech wealth platforms based in France, with 1,633 tracked contacts and 581 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 2, 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 fintech wealth platforms based in 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 | Wealth Dynamixwealth-dynamix.com HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 156 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sharesshares.io HQ: HQ not recorded; location: Paris, FranceReported employees: 51-200 | HQ not recorded; location: Paris, France | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MON Petit Placementmonpetitplacement.fr HQ: HQ not recorded; location: Lyon, FranceReported employees: 11-50 | HQ not recorded; location: Lyon, France | 11-50 | Exact match | 73 contacts → |
“Créée par Thomas Perret, Mon Petit Placement est une fintech qui permet de rendre l'investissement plus simple et plus accessible à tous.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Investisseur Privéinvestisseurprive.com HQ: HQ not recorded; location: FranceReported employees: Not recorded | HQ not recorded; location: France | Not recorded | Exact match | 73 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Easybourseeasybourse.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 59 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vancelianvancelian.com HQ: HQ not recorded; location: Biot, FranceReported employees: 11-50 | HQ not recorded; location: Biot, France | 11-50 | Exact match | 54 contacts → |
“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ramifyramify.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 52 contacts → |
“Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NALOnalo.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Perlibperlib.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“Expert de la gestion de patrimoine pour tous.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CLIMBclimb.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 44 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthcomewealthcome.fr HQ: HQ not recorded; location: Pessac, FranceReported employees: 51-200 | HQ not recorded; location: Pessac, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Advizeadvize.fr HQ: HQ not recorded; location: Nice, FranceReported employees: 11-50 | HQ not recorded; location: Nice, France | 11-50 | Exact match | 23 contacts → |
“Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Tilvesttilvest.com HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 21 contacts → |
“Tilvest est l'acteur de référence de la crypto pour les professionnels de la gestion de patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SNL Conseilsnlconseil.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 21 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Karbonalphakarbonalpha.com HQ: HQ not recorded; location: Aix-En-Provence, FranceReported employees: 11-50 | HQ not recorded; location: Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Labienveillancefinancièrelabienveillancefinanciere.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | NEOFAneofa.com HQ: HQ not recorded; location: FranceReported employees: 11-50 | HQ not recorded; location: France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Days Legacydayslegacy.com HQ: HQ not recorded; location: Courbevoie, FranceReported employees: 1-10 | HQ not recorded; location: Courbevoie, France | 1-10 | Exact match | 17 contacts → |
“Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cleerlycleerly.fr HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 15 contacts → |
“Conseiller en gestion de patrimoine, Cleery est aussi le premier site d'informations sur les finances personnelles en ligne.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Grisbee Gestion Privéegrisbee.fr HQ: HQ not recorded; location: Versailles, FranceReported employees: 11-50 | HQ not recorded; location: Versailles, France | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | PM Alphapmalpha.co.uk HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ISMOismo-app.com HQ: HQ not recorded; location: Paris, FranceReported employees: 1-10 | HQ not recorded; location: Paris, France | 1-10 | Exact match | 13 contacts → |
“Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Klub By KIklub.ki HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Goliathsgoliaths.io HQ: HQ not recorded; location: Paris, FranceReported employees: 11-50 | HQ not recorded; location: Paris, France | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Capl Conseilscapl-conseils.fr HQ: HQ not recorded; location: FranceReported employees: 1-10 | HQ not recorded; location: France | 1-10 | Exact match | 9 contacts → |
“CAPL Conseils La gestion de patrimoine accessible et responsable!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
133 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in France?
The saved snapshot records 135 matching company records, 1,633 tracked contacts and 581 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 2, 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
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Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in France. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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