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.

How to read this list RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceParis, France51-200156 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, 2026
2Indirect evidenceParis, France51-200128 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, 2026
3Partial evidenceLyon, France11-5073 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, 2026
4Indirect evidenceFrancen/a73 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, 2026
5Indirect evidenceParis, France11-5059 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, 2026
6Indirect evidenceBiot, France11-5054 contacts →

Indirect evidence

“Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.”

Source: RevenueBase Database · checked Sep 2, 2026
7Indirect evidenceParis, France11-5052 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, 2026
8Indirect evidenceParis, France11-5049 contacts →

Indirect evidence

“Nalo, des plans pour votre argent.”

Source: RevenueBase Database · checked Sep 2, 2026
9Indirect evidenceParis, France11-5044 contacts →

Indirect evidence

“Expert de la gestion de patrimoine pour tous.”

Source: RevenueBase Database · checked Sep 2, 2026
10Indirect evidenceParis, France11-5044 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, 2026
11Partial evidencePessac, France51-20040 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, 2026
12Partial evidenceNice, France11-5023 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, 2026
13Indirect evidenceParis, France11-5021 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, 2026
14Indirect evidenceParis, France11-5021 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, 2026
15Partial evidenceAix-En-Provence, France11-5019 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, 2026
16Partial evidenceParis, France11-5018 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, 2026
17Indirect evidenceFrance11-5017 contacts →

Indirect evidence

“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.”

Source: RevenueBase Database · checked Sep 2, 2026
18Partial evidenceCourbevoie, France1-1017 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, 2026
19Indirect evidenceParis, France11-5015 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, 2026
20Indirect evidenceVersailles, France11-5015 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, 2026
21Partial evidenceParis, France11-5014 contacts →

Partial evidence

“PM Alpha is a digital private markets solutions provider for the wealth management industry.”

Source: RevenueBase Database · checked Sep 2, 2026
22Indirect evidenceParis, France1-1013 contacts →

Indirect evidence

“Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?”

Source: RevenueBase Database · checked Sep 2, 2026
23Indirect evidenceParis, France11-5011 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, 2026
24Indirect evidenceParis, France11-5010 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, 2026
25Indirect evidenceFrance1-109 contacts →

Indirect evidence

“CAPL Conseils La gestion de patrimoine accessible et responsable!”

Source: RevenueBase Database · 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
35.6%Verified-email coverage
4.2%Mobile-number coverage
12.1Average contacts per company
1-10Median size (employees)
48.9%Largest-city concentration · Paris
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
87
11-50
36
51-200
7
201-500
1
501-1,000
2

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.