Company lists · Data refreshed November 2026

Top 25 Foundation financial advisors based in France

RevenueBase identified 565 company matches for foundation financial advisors associated with France as of November 2026 and tracks 4,618 professional contacts across them, including 1,249 with verified work emails. Paris is the largest hub.

This list covers company matches for foundation financial advisors 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 November 6, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
565Companies
4,618Contacts tracked
1,249Verified emails
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The 25 largest foundation financial advisors based in France

Ranked by team size
Top 25 of 565 company matches for foundation financial advisors based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBois-colombes, FranceHQ recorded Nov 6, 2026501-1,0002,474 contacts →

Exact match

“Particuliers, chefs d'entreprise, TPE/PME.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchBoulogne Billancourt, FranceHQ recorded Nov 6, 202611-5089 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchParis, FranceHQ recorded Nov 6, 2026n/a79 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchParis, FranceHQ recorded Nov 6, 202651-20057 contacts →

Exact match

“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchParis, FranceHQ recorded Nov 6, 202651-20047 contacts →

Exact match

“Au Cabinet IGC, cabinet indépendant de gestion de patrimoine, nous structurons et pilotons votre stratégie autour de trois pôles complémentaires : Immobilier neuf : nous…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchParis, FranceHQ recorded Nov 6, 202611-5042 contacts →

Exact match

“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchParis, FranceHQ recorded Nov 6, 202611-5041 contacts →

Exact match

“Expert de la gestion de patrimoine pour tous.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchToulouse, FranceHQ recorded Nov 6, 202611-5031 contacts →

Exact match

“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchToulouse, FranceHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“Ouvrez la porte à votre patrimoine!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchParis, FranceHQ recorded Nov 6, 20261-1028 contacts →

Exact match

“ORIGEEN CAPITAL est un cabinet de conseil indépendant en stratégie patrimoniale et financière.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMarseille, FranceHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchParis, FranceHQ recorded Nov 6, 202611-5021 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 · Nov 6, 2026 · View company records in RevenueBase
13Exact matchSaint-malo, FranceHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“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 …”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchParis, FranceHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“Amadeis accompagne les investisseurs institutionnels (fondations, entreprises, assureurs, mutuelles, associations.) et propose une large gamme de services et de solutions…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSaint Quentin En Yvelines, FranceHQ recorded Nov 6, 20261-1016 contacts →

Exact match

“Bienvenue chez EVM Finance, votre partenaire en matière de consultance financière.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchParis, FranceHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchManosque, FranceHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Depuis plus de 45 ans, reposant sur une expertise en tant que correspondant afer de la 1ère heure, nous accompagnons nos clients, particuliers et entreprises, sur 3 voire 4…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchParis, FranceHQ recorded Nov 6, 20261-1013 contacts →

Exact match

“Les associés fondateurs d'Alternative Patrimoine, réunissent plus de 40 années d'expérience en gestion privée.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchBordeaux, FranceHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“Une approche basée sur la personne: Avant toute chose, nous essayons de comprendre qui vous êtes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMarseille, FranceHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“RESPECTER LE PASSE, GERER LE PRESENT ET PREPARER L’AVENIR Massalia Finance a été créé en nous conseillons près de 800 familles.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchParis, FranceHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Nous sommes Jérémy Doyen et Guillaume Bonnet, anciens banquiers privés à la BNP Banque Privée de Paris 17 et fondateurs de Bonnet & Doyen Conseil.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchSaint-lô, FranceHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Chez ALTEA PATRIMOINE, nous accompagnons celles et ceux qui bâtissent, innovent et relèvent des défis au quotidien.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchParis, FranceHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchRennes, FranceHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Structure totalement indépendante.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchParis, FranceHQ recorded Nov 6, 202611-509 contacts →

Exact match

“Le cabinet Mahr & Associés accompagne ses clients, particuliers ou professionnels, dans la constitution, la gestion et l'optimisation de leur patrimoine (épargne, investissement…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 565 foundation financial advisors based in France

See the full list, filter by size, metro and specialty, and access 1,249 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Foundation financial advisors based in France at a glance

As of Nov 6, 2026
27.0%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
19.6%Largest-city concentration · Paris
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
521
11-50
32
51-200
4
201-500
1
501-1,000
1

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 565 companies.

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 “foundation financial advisors” 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 1,249 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 November 6, 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.

Foundation financial advisors 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 “foundation financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many foundation financial advisors are there based in France?

RevenueBase identified 565 company matches for foundation financial advisors associated with France as of November 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?

UFF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most foundation financial advisors?

Paris leads with 111 company records, followed by Lyon (21) and Bordeaux (20).

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 1,249 professional contacts with verified work emails tracked across these 565 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 November 6, 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.