Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in France

Name: Hybrid advisory software companies based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 270 companies tracked

RevenueBase identified 270 hybrid advisory software companies headquartered in France as of September 2026 and tracks 4,635 professional contacts across them, including 1,371 with verified work emails. Paris is the largest hub.

This list covers hybrid advisory software companies 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 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

270Companies

4,635Contacts tracked

1,371Verified emails

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The 25 largest hybrid advisory software companies based in France

Ranked by team size

Top 25 of 270 hybrid advisory software companies based in France, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory software companies: 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	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
2	Harvest Groupe	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	348 contacts →
	Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 28, 2026
3	Shares	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	132 contacts →
	Partial 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
4	Crystal	Indirect evidence	Montpellier, FranceHQ checked Sep 28, 2026	501-1,000	125 contacts →
	Indirect evidence “Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Source: RevenueBase Database · checked Sep 28, 2026
5	ICA Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 28, 2026	11-50	95 contacts →
	Indirect evidence “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Source: RevenueBase Database · checked Sep 28, 2026
6	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	n/a	73 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	Collaboration Capital	Partial evidence	Marseille, FranceHQ checked Sep 28, 2026	11-50	47 contacts →
	Partial evidence “We leverage AI and financial expertise to provide independent advisory on Mergers & Acquisitions and financing projects.” Source: RevenueBase Database · checked Sep 28, 2026
9	JUMP	Partial evidence	Paris La Défense, FranceHQ checked Sep 28, 2026	51-200	45 contacts →
	Partial evidence “JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Source: RevenueBase Database · checked Sep 28, 2026
10	Wealthcome	Indirect evidence	Bordeaux, FranceHQ checked Sep 28, 2026	51-200	40 contacts →
	Indirect evidence “Wealthcome \| The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	VIE Plus	Indirect evidence	Paris La Défense, FranceHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Vie Plus is an Insurance company located in France.” Source: RevenueBase Database · checked Sep 28, 2026
13	VIA Gestion DE Patrimoine	Indirect evidence	Labège, FranceHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Vous êtes conseiller en gestion de patrimoine… avec une vraie approche entrepreneuriale?” Source: RevenueBase Database · checked Sep 28, 2026
14	Manymore	Indirect evidence	Puteaux, FranceHQ checked Sep 28, 2026	51-200	31 contacts →
	Indirect evidence “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: RevenueBase Database · checked Sep 28, 2026
15	Patrimum Groupe	Indirect evidence	Toulouse, FranceHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Source: RevenueBase Database · checked Sep 28, 2026
16	Raise Partner	Indirect evidence	Grenoble, FranceHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: RevenueBase Database · checked Sep 28, 2026
17	Upsideo	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “UPSIDEO est une société d'édition de logiciels destinés aux professionnels de la finance (sociétés de gestion, banques, teneurs de compte, plateformes, réseaux et CIF) et de…” Source: RevenueBase Database · checked Sep 28, 2026
18	Sefima	Indirect evidence	Marseille, FranceHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” Source: RevenueBase Database · checked Sep 28, 2026
19	Actusite	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Notre offre pour les CGPI, Courtiers et Agents Généraux : Le Ebureau : 1er espace communautaire des indépendants de l'assurance et du patrimoine- Une source unique d'informations…” Source: RevenueBase Database · checked Sep 28, 2026
20	SNL Conseil	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	wizio.fr	Indirect evidence	Lyon, FranceHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Source: RevenueBase Database · checked Sep 28, 2026
22	FIMEO	Indirect evidence	Marseille, FranceHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence “FIMEO Gestion Privée est un cabinet en gestion de patrimoine sur Marseille, Lyon et Paris.” Source: RevenueBase Database · checked Sep 28, 2026
23	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
24	LA Financière Investissement	Indirect evidence	La Ciotat, FranceHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Cabinet spécialisé en Conseil et Gestion de Patrimoine depuis 2006, basé à La Ciotat nous sommes également présents historiquement à La Réunion.” Source: RevenueBase Database · checked Sep 28, 2026
25	Days Legacy	Indirect evidence	Courbevoie, FranceHQ checked Sep 28, 2026	1-10	17 contacts →
	Indirect evidence “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” 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: hybrid advisory software companies. 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 hybrid advisory software companies.
Partial evidence: Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory software companies. 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 270 hybrid advisory software companies based in France

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Hybrid advisory software companies based in France at a glance

As of Sep 28, 2026

29.6%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

26.3%Largest-city concentration · Paris

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

219

11-50

51-200

201-500

501-1,000

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 270 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 hybrid advisory software companies, 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 “hybrid advisory software companies”. 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 hybrid advisory software companies), 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 hybrid advisory software companies, 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, 1,371 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.

Hybrid advisory software companies by metro

Hybrid advisory software companies in Paris71

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 hybrid advisory software companies, 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 hybrid advisory software companies are there based in France?

RevenueBase identified 270 hybrid advisory software companies 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?

UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.

Which city has the most hybrid advisory software companies?

Paris leads with 71 headquartered companies, followed by Toulouse (11) and Bordeaux (9).

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 1,371 verified decision-maker contacts tracked across these 270 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.