Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Paris, France

Name: Goal based wealth management platforms based in Paris, France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 188 companies tracked

RevenueBase identified 188 goal based wealth management platforms headquartered in Paris, France as of September 2026 and tracks 1,692 professional contacts across them, including 702 with verified work emails. Across France, Paris is the largest hub for this category.

This list covers goal based wealth management platforms headquartered in Paris, 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 28, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

188Companies

1,692Contacts tracked

702Verified emails

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The 25 largest goal based wealth management platforms based in Paris, France

Ranked by team size

Top 25 of 188 goal based wealth management platforms based in Paris, France, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	154 contacts →
	Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 28, 2026
2	Shares	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	132 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 28, 2026
3	Norman K	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	69 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
4	Cheval Blanc Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	58 contacts →
	Indirect evidence “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Source: RevenueBase Database · checked Sep 28, 2026
5	Rockfi	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “Nous construisons une nouvelle gestion privée.” Source: RevenueBase Database · checked Sep 28, 2026
6	NALO	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	52 contacts →
	Indirect evidence “Nalo, des plans pour votre argent.” Source: RevenueBase Database · checked Sep 28, 2026
7	Mirari Wealth Management	Strong evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	51 contacts →
	Strong evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 28, 2026
8	Ramify	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	51 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 28, 2026
9	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 28, 2026
10	CLIMB	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	48 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 28, 2026
11	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 28, 2026
12	Carat Capital	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 28, 2026
13	Epsilium	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 28, 2026
14	Evolve	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 28, 2026
15	Feefty	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Source: RevenueBase Database · checked Sep 28, 2026
16	LES Hermines	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	1-10	23 contacts →
	Indirect evidence “Les Hermines est un cabinet indépendant de gestion de patrimoine, spécialisé dans l’accompagnement global de ses clients dans la structuration, l’optimisation et la transmission…” Source: RevenueBase Database · checked Sep 28, 2026
17	Côme Maison Of Finance	Strong evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Our Maison of Finance brings together all wealth management services: wealth engineering, consolidated reporting, family governance and succession, property, lifestyle, and…” Source: RevenueBase Database · checked Sep 28, 2026
18	Hilbert Wealth Management	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Depuis plus de 10 ans le Groupe Hilbert a développé une approche globale spécialisée dans la gestion d’actifs, l’élaboration et la distribution de produits structurés et de…” Source: RevenueBase Database · checked Sep 28, 2026
19	Labienveillancefinancière	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect 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 28, 2026
20	Alternative Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Les associés fondateurs d'Alternative Patrimoine, réunissent plus de 40 années d'expérience en gestion privée.” Source: RevenueBase Database · checked Sep 28, 2026
21	Ares Conseil France	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Nos experts en conseil patrimonial pour les indépendants vous accompagnent dans la gestion de votre patrimoine et la protection de vos proches, en vous présentant des solutions…” Source: RevenueBase Database · checked Sep 28, 2026
22	Entasis Conseil	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Source: RevenueBase Database · checked Sep 28, 2026
23	Alpha PHI	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Vous accompagner dans le développement de votre vie », c’est dans cet esprit qu’Alpha Phi a été créé.” Source: RevenueBase Database · checked Sep 28, 2026
24	Rivaria Capital	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Rivaria Capital est un cabinet de gestion de patrimoine moderne et ambitieux, prêt à challenger les standards d’un marché souvent dominé par des sociétés archaïques.” Source: RevenueBase Database · checked Sep 28, 2026
25	ISMO	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 188 goal based wealth management platforms based in Paris, France

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Goal based wealth management platforms based in Paris, France at a glance

As of Sep 28, 2026

41.5%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

144

11-50

51-200

501-1,000

Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 188 companies.

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 goal based wealth management 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 Paris, France whose own description of what they do matches “goal based wealth management 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 goal based wealth management 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 goal based wealth management platforms, and records with no verified work email. Companies headquartered outside Paris 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, 702 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 28, 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.

Goal based wealth management platforms by metro in France

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 goal based wealth management 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 goal based wealth management platforms are there based in Paris, France?

RevenueBase identified 188 goal based wealth management platforms headquartered in Paris, 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?

L&a Finance, headquartered in Paris, tops this list with the largest team on record.

Which city in France has the most goal based wealth management platforms?

Paris leads France with 188 headquartered companies, followed by Lyon (37) and Bordeaux (28).

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 702 verified decision-maker contacts tracked across these 188 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 28, 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.