Company lists · Data refreshed September 2026

Top 25 Heritage asset management firms based in France

Name: Heritage asset management firms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 133 companies tracked

RevenueBase identified 133 heritage asset management firms headquartered in France as of September 2026 and tracks 1,614 professional contacts across them, including 593 with verified work emails. Paris is the largest hub.

This list covers heritage asset management firms 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 16, 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 16, 2026 86% judged on-target in blind review

133Companies

1,614Contacts tracked

593Verified emails

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The 25 largest heritage asset management firms based in France

Ranked by team size

Top 25 of 133 heritage asset management firms based in France, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to heritage asset management firms: 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	Perial AM	Strong evidence	Paris, FranceHQ checked Sep 16, 2026	51-200	181 contacts →
	Strong evidence “PERIAL Asset Management innove depuis plus de 55 dans la gestion de fonds immobiliers.” Source: RevenueBase Database · checked Sep 16, 2026
2	Natixis Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	501-1,000	135 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
3	Ateliers DE France	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	1,001-5,000	134 contacts →
	Indirect evidence “Ateliers de France is an international multi trades group focused on construction and preservation of public monuments, listed buildings, palaces, castles, theatres, cathedrals…” Source: RevenueBase Database · checked Sep 16, 2026
4	Montpensier Arbevel	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	51-200	65 contacts →
	Indirect evidence “Investir pour l'avenir » Montpensier Arbevel est une société de gestion indépendante et entrepreneuriale bénéficiant du soutien d’Amundi et de WCP.” Source: RevenueBase Database · checked Sep 16, 2026
5	Alderan	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	51-200	60 contacts →
	Indirect evidence “Alderan est une société de gestion de portefeuille indépendante créée en 2015 et agréée par l’AMF en 2017.” Source: RevenueBase Database · checked Sep 16, 2026
6	Groupe François 1er	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	59 contacts →
	Indirect evidence “Le Groupe François 1er : l’investissement pierre par excellence.” Source: RevenueBase Database · checked Sep 16, 2026
7	OFI Invest	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	501-1,000	54 contacts →
	Indirect evidence “Ofi Invest, a new dimension for the future.” Source: RevenueBase Database · checked Sep 16, 2026
8	Aurige	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	1,001-5,000	42 contacts →
	Indirect evidence “UNE AMBITION Rester N°1 sur la restauration des Monuments Historiques et devenir l’acteur incontournable de la restauration du patrimoine sur le marché du luxe.” Source: RevenueBase Database · checked Sep 16, 2026
9	Pergam	Strong evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	36 contacts →
	Strong evidence “Pergam is an asset management company founded by Olivier Combastet in 2001.” Source: RevenueBase Database · checked Sep 16, 2026
10	Alfran	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	36 contacts →
	Indirect evidence “Alfran est une société spécialisée dans la valorisation de sites patrimoniaux et le développement touristique à travers deux activités : la gestion de sites et le conseil.” Source: RevenueBase Database · checked Sep 16, 2026
11	Maison Herez	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	51-200	29 contacts →
	Indirect evidence “Mélange de “Heres” signifiant “Héritier” en latin et “Erez”, cèdre en hébreu, notre nom symbolise notre vocation première : pérenniser le patrimoine de nos clients pour les…” Source: RevenueBase Database · checked Sep 16, 2026
12	Mansartis	Strong evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	27 contacts →
	Strong evidence “MANSARTIS IS AN INDEPENDENT FIRM WITH PROVEN EXPERTISE IN ASSET MANAGEMENT, FAMILY OFFICE AND MERGERS & ACQUISITIONS.” Source: RevenueBase Database · checked Sep 16, 2026
13	Elevation Capital Partners	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence “Fondée en 2015 et basée à Paris, Elevation Capital Partners est la société de gestion du Groupe Elvest (ex.” Source: RevenueBase Database · checked Sep 16, 2026
14	Twenty First Capital	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	24 contacts →
	Indirect evidence “Twenty First Capital (TFC) a été créée en Août 2011 par Stanislas Bernard dont le siège social se situe à Paris.” Source: RevenueBase Database · checked Sep 16, 2026
15	GEFIP	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	22 contacts →
	Indirect evidence “GEFIP est une Société indépendante de Gestion de Portefeuilles créée en 1975, agréée par l’Autorité des Marchés Financiers, dont l’activité est de gérer les actifs financiers de…” Source: RevenueBase Database · checked Sep 16, 2026
16	Espace Investissement	Indirect evidence	La Rochelle, FranceHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Situé à La Rochelle, notre groupe est avant tout l’aventure d’une femme, Janet GUINAUDEAU, qui tout au long d’un parcours atypique a cumulé les expériences nécessaires à la…” Source: RevenueBase Database · checked Sep 16, 2026
17	Kiplink Finance	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “Reyl & Cie (France) est une société de gestion de portefeuille spécialisée en gestion de fortune.” Source: RevenueBase Database · checked Sep 16, 2026
18	MCA Finance	Strong evidence	Angers, FranceHQ checked Sep 16, 2026	11-50	18 contacts →
	Strong evidence “MCA FINANCE, founded in 1987, is a prominent asset management company licensed by the Autorité des Marchés Financiers (AMF) since 1990.” Source: RevenueBase Database · checked Sep 16, 2026
19	Thalia Patrimoine Gestion DE Patrimoine	Indirect evidence	Bordeaux, FranceHQ checked Sep 16, 2026	11-50	17 contacts →
	Indirect evidence “Forts de notre expérience auprès des différents intervenants de l’univers du patrimoine, assureurs, banquiers, notaires, avocats, experts-comptables, nous avons choisi de réunir…” Source: RevenueBase Database · checked Sep 16, 2026
20	Hadéenn Groupe	Indirect evidence	Saint-jacques-de-la-lande, FranceHQ checked Sep 16, 2026	11-50	17 contacts →
	Indirect evidence “Votre partenaire de confiance dans la gestion sur-mesure de votre patrimoine immobilier et financier.” Source: RevenueBase Database · checked Sep 16, 2026
21	Clipper Capital	Indirect evidence	Paris, FranceHQ checked Sep 16, 2026	1-10	16 contacts →
	Indirect evidence “Clipper Capital est un cabinet de gestion privée au service de ses clients.” Source: RevenueBase Database · checked Sep 16, 2026
22	LHL Associés	Indirect evidence	Le Havre, FranceHQ checked Sep 16, 2026	1-10	15 contacts →
	Indirect evidence “Vous accompagner dans la gestion et l’optimisation de votre patrimoine pour vous assurer un avenir serein : telle est notre ambition.” Source: RevenueBase Database · checked Sep 16, 2026
23	F&a Asset Management	Strong evidence	Paris, FranceHQ checked Sep 16, 2026	1-10	14 contacts →
	Strong evidence “Créée en 2016, F&A AM a pour ambition de devenir LA boutique d’asset management de référence dans l’immobilier de commerce, à destination de ses clients institutionnels.” Source: RevenueBase Database · checked Sep 16, 2026
24	Montaigne Capital	Strong evidence	Paris, FranceHQ checked Sep 16, 2026	11-50	14 contacts →
	Strong evidence “Montaigne Capital is a Paris-based Asset Management company specialized in tailor-made wealth management.” Source: RevenueBase Database · checked Sep 16, 2026
25	Cimea Patrimoine	Indirect evidence	La Roche Sur Yon, FranceHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Veillez à vos intérêts patrimoniaux.” Source: RevenueBase Database · checked Sep 16, 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: heritage asset management firms. 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 heritage asset management firms.
Partial evidence: Its own public description names part of heritage asset management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name heritage asset management firms. 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 133 heritage asset management firms based in France

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Heritage asset management firms based in France at a glance

As of Sep 16, 2026

36.7%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

39.8%Largest-city concentration · Paris

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 133 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 heritage asset management firms, 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 “heritage asset management firms”. 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 heritage asset management firms), 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 heritage asset management firms, 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, 593 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 16, 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.

Heritage asset management firms by metro

Heritage asset management firms in Paris53

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 heritage asset management firms, 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 heritage asset management firms are there based in France?

RevenueBase identified 133 heritage asset management firms 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?

Perial AM, headquartered in Paris, tops this list with the largest team on record.

Which city has the most heritage asset management firms?

Paris leads with 53 headquartered companies, followed by Bordeaux (7) and Neuilly-Sur-Seine (4).

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 593 verified decision-maker contacts tracked across these 133 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 16, 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.