Company lists · Data refreshed November 2026

Top 23 Goals-based investing platforms based in France

RevenueBase identified 61 company matches for goals-based investing platforms associated with France as of November 2026 and tracks 964 professional contacts across them, including 286 with verified work emails. Paris is the largest hub.

This list covers company matches for goals-based investing 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 November 5, 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 5, 2026 How this list was built
61Companies
964Contacts tracked
286Verified emails
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The 23 largest goals-based investing platforms based in France

Ranked by team size
Top 23 of 61 company matches for goals-based investing platforms based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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 5, 202651-200137 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 · Nov 5, 2026 · View company records in RevenueBase
2Exact matchParis, FranceHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
3Exact matchLyon, FranceHQ recorded Nov 5, 202611-5074 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 · Nov 5, 2026 · View company records in RevenueBase
4Exact matchParis, FranceHQ recorded Nov 5, 202611-5061 contacts →

Exact match

“Goodvest fait fructifier votre épargne en alliant investissement responsable, recherche de rendement et transparence.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchParis, FranceHQ recorded Nov 5, 202611-5049 contacts →

Exact match

“Nalo, des plans pour votre argent.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchParis, FranceHQ recorded Nov 5, 202611-5031 contacts →

Exact match

“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchCourbevoie, FranceHQ recorded Nov 5, 20261-1024 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 · Nov 5, 2026 · View company records in RevenueBase
8Exact matchLevallois-perret, FranceHQ recorded Nov 5, 202611-5015 contacts →

Exact match

“Fundora est une plateforme d'investissement qui donne accès aux fonds de private equity.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchVersailles, FranceHQ recorded Nov 5, 202611-5014 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 · Nov 5, 2026 · View company records in RevenueBase
10Exact matchParis, FranceHQ recorded Nov 5, 202611-5013 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 · Nov 5, 2026 · View company records in RevenueBase
11Exact matchParis, FranceHQ recorded Nov 5, 20261-1012 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchChambéry, FranceHQ recorded Nov 5, 202611-509 contacts →

Exact match

“Alpin Capital est une plateforme d’investissement en crypto-actifs conçue spécifiquement pour les professionnels du conseil et de la gestion de patrimoine.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchCourbevoie, FranceHQ recorded Nov 5, 202611-507 contacts →

Exact match

“Depuis plus de 20 ans, Sicavonline accompagne les « », ou les ́.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchBordeaux, FranceHQ recorded Nov 5, 20261-107 contacts →

Exact match

“UniFox - Invest in a better future!”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchParis, FranceHQ recorded Nov 5, 20261-105 contacts →

Exact match

“Investally est la première plateforme qui permet à TOUTES les personnes re désireuses d’investir de trouver LA solution d'investissement la plus adaptée à leurs projets, profils…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchParis, FranceHQ recorded Nov 5, 20261-105 contacts →

Exact match

“Colorado aide ses clients à préparer sereinement leur avenir financier en leur offrant des stratégies d'épargne retraite personnalisées et des fonds à frais réduits.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchBordeaux, FranceHQ recorded Nov 5, 20261-104 contacts →

Exact match

“Avec YACA, découvrez une expérience immersive et innovante pour estimer votre épargne, avec des placements éthiques et responsables, proches de vos convictions et selon vos…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchVilleneuve-d’ascq, FranceHQ recorded Nov 5, 20261-104 contacts →

Exact match

“À propos de Patriq Notre objectif : rendre la gestion de patrimoine accessible et compréhensible pour tous, sans les barrières ni les codes complexes habituellement associés à ce…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchLevallois-perret, FranceHQ recorded Nov 5, 20261-104 contacts →

Exact match

“Une start-up dynamique et ultra-compétitive qui vient donner un coup de jeune au vieux dinosaures du monde de l'épargne- Vous souhaitez préparer votre retraite pour profiter…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchFranceHQ recorded Nov 5, 202651-2003 contacts →

Exact match

“The Stone Age is over, and so is your traditional account.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchParis, FranceHQ recorded Nov 5, 20261-102 contacts →

Exact match

“Investissez dans les entreprises qui façonnent le monde de demain, ou le monde que vous aimez.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchParis, FranceHQ recorded Nov 5, 20261-102 contacts →

Exact match

“Conseil en gestion de patrimoine digitalisé et humain”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchLa Celle-saint-cloud, FranceHQ recorded Nov 5, 20261-101 contacts →

Exact match

“Une philosophie de gestion Animée par une équipe de professionnels de la finance, la Financière Lamartine pratique différents styles de gestion, selon les opportunités offertes…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 23 of 61 goals-based investing platforms based in France

See the full list, filter by size, metro and specialty, and access 286 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Goals-based investing platforms based in France at a glance

As of Nov 5, 2026
29.7%Verified-email coverage
15.8Average contacts per company
1-10Median size (employees)
49.2%Largest-city concentration · Paris
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
14
51-200
4
501-1,000
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 61 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 “goals-based investing 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 286 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 5, 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.

Goals-based investing 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 “goals-based investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goals-based investing platforms are there based in France?

RevenueBase identified 61 company matches for goals-based investing platforms 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?

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

Which city has the most goals-based investing platforms?

Paris leads with 30 company records, followed by Bordeaux (4) and Lyon (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 286 professional contacts with verified work emails tracked across these 61 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 5, 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.