Company lists · Data refreshed November 2026

Top 25 Foundation investment advisors based in France

RevenueBase identified 175 company matches for foundation investment advisors associated with France as of November 2026 and tracks 812 professional contacts across them, including 307 with verified work emails. Paris is the largest hub.

This list covers company matches for foundation investment 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
175Companies
812Contacts tracked
307Verified emails
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The 25 largest foundation investment advisors based in France

Ranked by team size
Top 25 of 175 company matches for foundation investment 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 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
2Exact matchParis, FranceHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“New Alpha is an open-architecture, multi-asset class solutions provider.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact 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
4Exact 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
5Exact 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
6Exact 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
7Exact 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
8Exact 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
9Exact matchParis, FranceHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact 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
11Exact matchStrasbourg, FranceHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Depuis plus de 40 années, Gutenberg Finance réalise une gestion personnalisée et totalement indépendante pour le compte d’une clientèle composée de particuliers, d’entreprises et…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchAubière, FranceHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Depuis plus de 30 ans, Quercus Patrimoine propose un accompagnement patrimonial sur mesure, pour construire, protéger et transmettre ce qui compte pour vous.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchRouen, FranceHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Créé il y a plus de 40 ans, le cabinet DELAHAYE & Associés, est désormais un acteur majeur dans la gestion de patrimoine et le conseil en investissements sur Rouen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchLyon, FranceHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchParis, FranceHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Auguste Patrimoine est un interlocuteur unique pour l’ensemble de votre patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchToulouse, FranceHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Thémélyo est un cabinet indépendant de conseils et gestion de patrimoine, fondé sur une approche transversale et sur des compétences complémentaires.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchParis, FranceHQ recorded Nov 6, 20261-107 contacts →

Exact match

“At Top Down Advisory, we support banks, asset managers, and insurance companies in the design, implementation, and optimization of their Stress Testing frameworks.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchParis, FranceHQ recorded Nov 6, 20261-107 contacts →

Exact match

“NT Conseil-finances : Votre accompagnateur dans la construction et la valorisation de votre patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchParis, FranceHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Depuis 1997, les équipes de Patrimonio Finance ont à cœur de mettre leurs convictions en matière d'investissements financiers au service d'une stratégie patrimoniale sur mesure.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchToulon, FranceHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Master Finances est un Cabinet de conseillers en gestion du patrimoine à Toulon.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchParis, FranceHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Harmond Capital is a wealth management and investment advisory firm serving clients who value clear thinking and practical solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchBoulogne-billancourt, FranceHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Immoptis est un cabinet en gestion de patrimoine qui accompagne les investisseurs dans la réussite de leur projet grâce à une approche experte et personnalisée.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchParis, FranceHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Véritable généraliste de votre patrimoine, le cabinet Proficap intervient de façon globale dans l’appréhension de votre patrimoine.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchNantes, FranceHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Inesti Patrimoine est un cabinet de conseil en stratégie patrimoniale et de conseil en investissements, à destination des dirigeants et professions libérales.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchLissieu, FranceHQ recorded Nov 6, 20261-104 contacts →

Exact match

“ETHIS INVEST est un cabinet de gestion de patrimoine qui vous accompagne de la constitution à la transmission de votre patrimoine.”

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

Showing 25 of 175 foundation investment advisors based in France

See the full list, filter by size, metro and specialty, and access 307 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Foundation investment advisors based in France at a glance

As of Nov 6, 2026
37.8%Verified-email coverage
4.6Average contacts per company
1-10Median size (employees)
28.6%Largest-city concentration · Paris
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
158
11-50
14
51-200
2

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 175 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 investment 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 307 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 investment 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 investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many foundation investment advisors are there based in France?

RevenueBase identified 175 company matches for foundation investment 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?

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

Which city has the most foundation investment advisors?

Paris leads with 50 company records, followed by Toulouse (8) and Nice (5).

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 307 professional contacts with verified work emails tracked across these 175 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.