Company lists · Data refreshed October 2026
Top 20 Insurance advisors for high net worth based in France
RevenueBase identified 86 company matches for insurance advisors for high net worth associated with France as of October 2026 and tracks 1,333 professional contacts across them, including 98 with verified work emails. Paris is the largest hub.
This list covers company matches for insurance advisors for high net worth 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 October 16, 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.
The 20 largest insurance advisors for high net worth based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,020 contacts → | ||||
Exact match “QUI SOMMES-NOUS?” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 12 contacts → | ||||
Exact match “Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “Ad hoc Partners est née de la volonté d'offrir à une clientèle de personnes physiques, en particulier d'entrepreneurs, souvent entourées de spécialistes qui ne communiquent pas…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Structure totalement indépendante.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Courtier en Assurance” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “EDIFICE PATRIMONIA est un cabinet de Conseil en Gestion de Patrimoine Conseillers en investissements financiers, experts comptables, courtiers en assurance-vie et transactions…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Depuis plus de 20 ans, LOZANG accompagne ses clients avec une conviction simple : un bon conseil patrimonial ne s'improvise pas.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Le métier de Consultant Patrimonial Le Consultant Patrimonial est un professionnel indépendant habilité par les autorités de régulation financière liées à son activité de conseil…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Notre service de conseil en gestion de patrimoine est conçu pour les entrepreneurs, les professions libérales, et les cadres à hauts revenus, qui s’interrogent sur les meilleures…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Chez Optimisation Patrimoine, ́ ́, nous accompagnons dirigeants, professions libérales et investisseurs exigeants dans ’.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Cabinet de Gestion de Patrimoine Family Office et Gestion Privée Adhérent de la Chambre Nationale des Conseils en Gestion de Patrimoine @CNCGP Conseil en Investissements…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “gestionprivée #conseilpatrimonial # assurancevie # défiscalisation #démembrement #SCI #fiscalité #privateequity #portefeuille #OPCVM #donation #succession #cession #plusvalue…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Conseiller en Gestion de Patrimoine specialise dans la retrait et les assurances vie.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Découvrez une approche personnalisée de gestion de patrimoine.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Que vous soyez chef d'entreprise, profession libérale ou particulier nous saurons vous accompagner sur vos besoins en retraite, fiscalité, optimisation de vos placements…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Société indépendante de conseil en gestion de patrimoine, véritable partenaire de ses clients sur le long terme.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Honoré Gestion Privée exerce pour le compte d’une clientèle privée exigeante un conseil patrimonial global et pluridisciplinaire.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “TAP Solutions Patrimoniales, conseil en gestion de patrimoine et en investissements financiers, nous disposons de solutions adaptées à vos besoins.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “insurance advisors for high net worth”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 20 of 86 insurance advisors for high net worth based in France
See the full list, filter by size, metro and specialty, and access 98 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance advisors for high net worth based in France at a glance
As of Oct 16, 2026Companies by employee count
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 86 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 “insurance advisors for high net worth” 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 98 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 October 16, 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.
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 “insurance advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisors for high net worth are there based in France?
RevenueBase identified 86 company matches for insurance advisors for high net worth associated with France as of October 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?
Capfinances tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance advisors for high net worth?
Paris leads with 23 company records, followed by Lyon (7) and Rennes (4).
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 98 professional contacts with verified work emails tracked across these 86 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 October 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 86 insurance advisors for high net worth based in France. Start with a free account, no credit card.
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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.
More company lists
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- Insurance advisors for high net worth based in London, United Kingdom
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Company intelligence · public preview
Top 20 insurance advisors for high net worth based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 86 matching company records for insurance advisors for high net worth based in France, with 1,333 tracked contacts and 98 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 insurance advisors for high net worth based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Capfinancescapfinances.frHQ: Bois-guillaume, FranceReported employees: Not recorded | Bois-guillaume, France | Not recorded | Exact match | 1,020 contacts → |
“QUI SOMMES-NOUS?” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Entasis Conseilentasis-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AD HOC Partnersadhocpartners.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 12 contacts → |
“Ad hoc Partners est née de la volonté d'offrir à une clientèle de personnes physiques, en particulier d'entrepreneurs, souvent entourées de spécialistes qui ne communiquent pas…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hortus Patrimoine & Associéshortuspatrimoine.com HQ: Rennes, FranceReported employees: 1-10 | Rennes, France | 1-10 | Exact match | 11 contacts → |
“Structure totalement indépendante.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | EVI Patrimoineevipatrimoine.com HQ: Noisy-le-grand, FranceReported employees: 1-10 | Noisy-le-grand, France | 1-10 | Exact match | 11 contacts → |
“Courtier en Assurance” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Groupe PM PM Investissementspminvestissements.comHQ: Nantes, FranceReported employees: 1-10 | Nantes, France | 1-10 | Exact match | 10 contacts → |
“GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fa7 Capitalfa7capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Edifice Patrimoniaedifice-patrimonia.fr HQ: Vienne, FranceReported employees: 1-10 | Vienne, France | 1-10 | Exact match | 6 contacts → |
“EDIFICE PATRIMONIA est un cabinet de Conseil en Gestion de Patrimoine Conseillers en investissements financiers, experts comptables, courtiers en assurance-vie et transactions…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lozanglozang.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Depuis plus de 20 ans, LOZANG accompagne ses clients avec une conviction simple : un bon conseil patrimonial ne s'improvise pas.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cabinet Sensinvestsensinvest.fr HQ: Avignon, FranceReported employees: 1-10 | Avignon, France | 1-10 | Exact match | 4 contacts → |
“Le métier de Consultant Patrimonial Le Consultant Patrimonial est un professionnel indépendant habilité par les autorités de régulation financière liées à son activité de conseil…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Farnault Investissementfarnault-investissement.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Notre service de conseil en gestion de patrimoine est conçu pour les entrepreneurs, les professions libérales, et les cadres à hauts revenus, qui s’interrogent sur les meilleures…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Optimisation Patrimoineoptimisation-patrimoine.fr HQ: Hazebrouck, FranceReported employees: 1-10 | Hazebrouck, France | 1-10 | Exact match | 4 contacts → |
“Chez Optimisation Patrimoine, ́ ́, nous accompagnons dirigeants, professions libérales et investisseurs exigeants dans ’.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Barthelet & Gubilobartheletassocies.com HQ: Écully, FranceReported employees: 1-10 | Écully, France | 1-10 | Exact match | 3 contacts → |
“Cabinet de Gestion de Patrimoine Family Office et Gestion Privée Adhérent de la Chambre Nationale des Conseils en Gestion de Patrimoine @CNCGP Conseil en Investissements…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Metz, FranceReported employees: 1-10 | Metz, France | 1-10 | Exact match | 3 contacts → |
“gestionprivée #conseilpatrimonial # assurancevie # défiscalisation #démembrement #SCI #fiscalité #privateequity #portefeuille #OPCVM #donation #succession #cession #plusvalue…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Generationwealthgen.fr HQ: Mandelieu, FranceReported employees: 1-10 | Mandelieu, France | 1-10 | Exact match | 2 contacts → |
“Conseiller en Gestion de Patrimoine specialise dans la retrait et les assurances vie.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Patrimoine ET Horizonspatrimoine-et-horizons.fr HQ: Collonges Au Mont D'or, FranceReported employees: 1-10 | Collonges Au Mont D'or, France | 1-10 | Exact match | 1 contacts → |
“Découvrez une approche personnalisée de gestion de patrimoine.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  BW Assurances & Patrimoinebwap.frHQ: Strasbourg, FranceReported employees: 1-10 | Strasbourg, France | 1-10 | Exact match | 1 contacts → |
“Que vous soyez chef d'entreprise, profession libérale ou particulier nous saurons vous accompagner sur vos besoins en retraite, fiscalité, optimisation de vos placements…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Heritier Gestion Privéeheritiergp.frHQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 1 contacts → |
“Société indépendante de conseil en gestion de patrimoine, véritable partenaire de ses clients sur le long terme.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Honoré Gestion Privéehonoregestionprivee.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Honoré Gestion Privée exerce pour le compte d’une clientèle privée exigeante un conseil patrimonial global et pluridisciplinaire.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TAP Solutions Patrimonialestap-patrimoine.fr HQ: Saint-avertin, FranceReported employees: 1-10 | Saint-avertin, France | 1-10 | Exact match | 1 contacts → |
“TAP Solutions Patrimoniales, conseil en gestion de patrimoine et en investissements financiers, nous disposons de solutions adaptées à vos besoins.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 86 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
85 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 86 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance advisors for high net worth did RevenueBase find based in France?
The saved snapshot records 86 matching company records, 1,333 tracked contacts and 98 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
- Insurance advisors for high net worth based in the United States
Cite this list
RevenueBase Data Team. Top 20 insurance advisors for high net worth based in France. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance advisors for high net worth based in London, United Kingdom
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- Insurance advisors for high net worth based in Canada
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Company intelligence · public preview
Top 20 insurance advisors for high net worth based in France
RevenueBase records 86 matching company records for insurance advisors for high net worth based in France, with 1,333 tracked contacts and 98 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 insurance advisors for high net worth based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Capfinancescapfinances.fr HQ: Bois-guillaume, FranceReported employees: Not recorded | Bois-guillaume, France | Not recorded | Exact match | 1,020 contacts → |
“QUI SOMMES-NOUS?” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Entasis Conseilentasis-conseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 12 contacts → |
“Chez Entasis Conseil, nous avons une mission simple et ambitieuse : transformer la gestion patrimoniale en une stratégie solide, performante et pérenne pour chaque client.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AD HOC Partnersadhocpartners.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 12 contacts → |
“Ad hoc Partners est née de la volonté d'offrir à une clientèle de personnes physiques, en particulier d'entrepreneurs, souvent entourées de spécialistes qui ne communiquent pas…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hortus Patrimoine & Associéshortuspatrimoine.com HQ: Rennes, FranceReported employees: 1-10 | Rennes, France | 1-10 | Exact match | 11 contacts → |
“Structure totalement indépendante.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | EVI Patrimoineevipatrimoine.com HQ: Noisy-le-grand, FranceReported employees: 1-10 | Noisy-le-grand, France | 1-10 | Exact match | 11 contacts → |
“Courtier en Assurance” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Groupe PM PM Investissementspminvestissements.com HQ: Nantes, FranceReported employees: 1-10 | Nantes, France | 1-10 | Exact match | 10 contacts → |
“GROUPE PM accompagne particuliers, dirigeants et entreprises dans la structuration, la sécurisation et le développement de leurs enjeux patrimoniaux, immobiliers, assurantiels et…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fa7 Capitalfa7capital.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 8 contacts → |
“FA7 Capital bâtit pour ses clients particuliers entrepreneurs, professions libérales et cadres de haut niveau une stratégie de planification financière et patrimoniale unique.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Edifice Patrimoniaedifice-patrimonia.fr HQ: Vienne, FranceReported employees: 1-10 | Vienne, France | 1-10 | Exact match | 6 contacts → |
“EDIFICE PATRIMONIA est un cabinet de Conseil en Gestion de Patrimoine Conseillers en investissements financiers, experts comptables, courtiers en assurance-vie et transactions…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lozanglozang.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Depuis plus de 20 ans, LOZANG accompagne ses clients avec une conviction simple : un bon conseil patrimonial ne s'improvise pas.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cabinet Sensinvestsensinvest.fr HQ: Avignon, FranceReported employees: 1-10 | Avignon, France | 1-10 | Exact match | 4 contacts → |
“Le métier de Consultant Patrimonial Le Consultant Patrimonial est un professionnel indépendant habilité par les autorités de régulation financière liées à son activité de conseil…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Farnault Investissementfarnault-investissement.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 4 contacts → |
“Notre service de conseil en gestion de patrimoine est conçu pour les entrepreneurs, les professions libérales, et les cadres à hauts revenus, qui s’interrogent sur les meilleures…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Optimisation Patrimoineoptimisation-patrimoine.fr HQ: Hazebrouck, FranceReported employees: 1-10 | Hazebrouck, France | 1-10 | Exact match | 4 contacts → |
“Chez Optimisation Patrimoine, ́ ́, nous accompagnons dirigeants, professions libérales et investisseurs exigeants dans ’.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Barthelet & Gubilobartheletassocies.com HQ: Écully, FranceReported employees: 1-10 | Écully, France | 1-10 | Exact match | 3 contacts → |
“Cabinet de Gestion de Patrimoine Family Office et Gestion Privée Adhérent de la Chambre Nationale des Conseils en Gestion de Patrimoine @CNCGP Conseil en Investissements…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Metz, FranceReported employees: 1-10 | Metz, France | 1-10 | Exact match | 3 contacts → |
“gestionprivée #conseilpatrimonial # assurancevie # défiscalisation #démembrement #SCI #fiscalité #privateequity #portefeuille #OPCVM #donation #succession #cession #plusvalue…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Generationwealthgen.fr HQ: Mandelieu, FranceReported employees: 1-10 | Mandelieu, France | 1-10 | Exact match | 2 contacts → |
“Conseiller en Gestion de Patrimoine specialise dans la retrait et les assurances vie.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Patrimoine ET Horizonspatrimoine-et-horizons.fr HQ: Collonges Au Mont D'or, FranceReported employees: 1-10 | Collonges Au Mont D'or, France | 1-10 | Exact match | 1 contacts → |
“Découvrez une approche personnalisée de gestion de patrimoine.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | BW Assurances & Patrimoinebwap.fr HQ: Strasbourg, FranceReported employees: 1-10 | Strasbourg, France | 1-10 | Exact match | 1 contacts → |
“Que vous soyez chef d'entreprise, profession libérale ou particulier nous saurons vous accompagner sur vos besoins en retraite, fiscalité, optimisation de vos placements…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heritier Gestion Privéeheritiergp.fr HQ: Lyon, FranceReported employees: 1-10 | Lyon, France | 1-10 | Exact match | 1 contacts → |
“Société indépendante de conseil en gestion de patrimoine, véritable partenaire de ses clients sur le long terme.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Honoré Gestion Privéehonoregestionprivee.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 1 contacts → |
“Honoré Gestion Privée exerce pour le compte d’une clientèle privée exigeante un conseil patrimonial global et pluridisciplinaire.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TAP Solutions Patrimonialestap-patrimoine.fr HQ: Saint-avertin, FranceReported employees: 1-10 | Saint-avertin, France | 1-10 | Exact match | 1 contacts → |
“TAP Solutions Patrimoniales, conseil en gestion de patrimoine et en investissements financiers, nous disposons de solutions adaptées à vos besoins.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Insurance advisors for high net worth: dataset insights
October 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
85 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 86 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance advisors for high net worth did RevenueBase find based in France?
The saved snapshot records 86 matching company records, 1,333 tracked contacts and 98 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 insurance advisors for high net worth based in France. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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