Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in France

Name: Insurance brokers for wealth planning based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 2,386 companies tracked

RevenueBase identified 2,386 company matches for insurance brokers for wealth planning associated with France as of September 2026 and tracks 29,909 professional contacts across them, including 8,131 with verified work emails. Paris is the largest hub.

This list covers company matches for insurance brokers for wealth planning 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 September 17, 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 Sep 17, 2026 How this list was built

2,386Companies

29,909Contacts tracked

8,131Verified emails

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The 25 largest insurance brokers for wealth planning based in France

Ranked by team size

Top 25 of 2,386 company matches for insurance brokers for wealth planning based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Swiss Life France	Exact match	Puteaux, FranceHQ recorded Sep 17, 2026	5,001-10,000	2,731 contacts →
	Exact match “Swiss Life est un acteur référent en assurance et gestion de patrimoine, avec un positionnement reconnu d’assureur gestion privée.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 17, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Diot-Siaci	Exact match	Paris, FranceHQ recorded Sep 17, 2026	10001+	1,290 contacts →
	Exact match “Diot-Siaci est un groupe de conseil et de courtage d’assurance et de réassurance leader en France et en Europe, avec de fortes positions également en Asie, au Moyen-Orient et en…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Prévoir	Exact match	Paris, FranceHQ recorded Sep 17, 2026	1,001-5,000	1,111 contacts →
	Exact match “PRÉVOIR est un groupe d’assurances indépendant Il y a plus d'un siècle, PRÉVOIR a créé l'assurance populaire afin que chacun puisse protéger son avenir et celui de sa famille.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Verspieren	Exact match	Wasquehal, FranceHQ recorded Sep 17, 2026	1,001-5,000	1,086 contacts →
	Exact match “Maison-mère du Groupe Verspieren, Verspieren bénéficie du meilleur des métiers du courtage en assurances, porté par sa famille de plus de 25 entreprises.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Verlingue	Exact match	Quimper, FranceHQ recorded Sep 17, 2026	1,001-5,000	894 contacts →
	Exact match “As a specialist corporate insurance broker, Verlingue provides clients with simple and effective solutions to protect their business and their staff members.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Capfinances	Exact match	Bois-guillaume, FranceHQ recorded Sep 17, 2026	n/a	894 contacts →
	Exact match “QUI SOMMES-NOUS?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Groupe Vilavi	Exact match	Montreuil, FranceHQ recorded Sep 17, 2026	1,001-5,000	864 contacts →
	Exact match “Courtier expert en assurance, le groupe VILAVI propose et négocie pour chaque client la solution la plus adaptée au prix le plus juste.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Predictis	Exact match	Boulogne-billancourt, FranceHQ recorded Sep 17, 2026	n/a	734 contacts →
	Exact match “Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	GAN Patrimoine	Exact match	Lille, FranceHQ recorded Sep 17, 2026	201-500	704 contacts →
	Exact match “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	BESSÉ	Exact match	Nantes, FranceHQ recorded Sep 17, 2026	501-1,000	468 contacts →
	Exact match “Les hommes et les femmes de Bessé sont des experts du conseil et du courtage en assurances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Cyrus Herez	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	378 contacts →
	Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	ECA Assurances	Exact match	Clichy, FranceHQ recorded Sep 17, 2026	201-500	338 contacts →
	Exact match “Créée en 1995, ECA Assurances est une société de courtage, spécialiste de l'assurance de particuliers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Kereis France	Exact match	Saint Herblain, FranceHQ recorded Sep 17, 2026	501-1,000	269 contacts →
	Exact match “Kereis France est courtier conseil et gestionnaire, spécialisé en assurance emprunteur et prévoyance individuelle.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Groupe ECG Pereire Assurances	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	267 contacts →
	Exact match “Depuis plus de 30 ans, ECG Groupe continue de dénicher les meilleures assurances pour vous couvrir au meilleur tarif!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Solly Azar Assurances	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	251 contacts →
	Exact match “Courtier reconnu depuis près de 50 ans, Solly Azar est du côté de ses clients pour que l’assurance tienne ses engagements, afin d’aider chacun à avancer plus confiant dans la vie.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Groupe Quintésens	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	243 contacts →
	Exact match “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Groupe Santiane	Exact match	Paris, FranceHQ recorded Sep 17, 2026	501-1,000	226 contacts →
	Exact match “Le Groupe Santiane, fondé en 2007, a connu une croissance quasi ininterrompue depuis sa création.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Kereis	Exact match	Paris, FranceHQ recorded Sep 17, 2026	1,001-5,000	183 contacts →
	Exact match “Nos vies sont rythmées par une succession d’événements marquants, de projets et d’accomplissements, mais aussi d’imprévus.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Ageo Assurances	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	171 contacts →
	Exact match “Le Groupe AGEO, courtier en assurances depuis plus de 35 ans, accompagne ses clients dans les métiers de la prévoyance, la santé, la retraite et le dommage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Albea Patrimoine	Exact match	Bois-colombes, FranceHQ recorded Sep 17, 2026	51-200	147 contacts →
	Exact match “Créé en 1987, Albéa Patrimoine, anciennement connu sous le nom d’Epargne Actuelle jusqu’au 4 décembre 2024, se distingue comme le premier courtier de l’Afer en France.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Apivia Courtage	Exact match	Tours, FranceHQ recorded Sep 17, 2026	51-200	136 contacts →
	Exact match “Apivia Courtage, courtier grossiste en assurances, diffuse une gamme complète de produits en santé, prévoyance et IARD en France Métropolitaine, aux Antilles et sur l’Île de la…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Tetris Assurance	Exact match	Dardilly, FranceHQ recorded Sep 17, 2026	11-50	135 contacts →
	Exact match “Courtier grossiste nouvelle génération, Tetris assurance ambitionne d'apporter aux intermédiaires d'assurance des produits performants en alliant technologie, service et relations…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	OVB Conseils EN Patrimoine France	Exact match	Entzheim, FranceHQ recorded Sep 17, 2026	n/a	133 contacts →
	Exact match “OVB Conseils en Patrimoine France est la filiale française d'OVB Holding AG, prestataire européen de services financiers présent aujourd'hui dans 16 pays.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Ascentiel Groupe	Exact match	Rueil-malmaison, FranceHQ recorded Sep 17, 2026	201-500	123 contacts →
	Exact match “Depuis plus de 55 ans, nous maintenons une croissance pérenne grâce à notre capacité à innover et à nous adapter aux évolutions du marché.” Recorded in the RevenueBase company graph · Sep 17, 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 brokers for wealth planning”. 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 25 of 2,386 insurance brokers for wealth planning based in France

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Insurance brokers for wealth planning based in France at a glance

As of Sep 17, 2026

27.2%Verified-email coverage

12.5Average contacts per company

1-10Median size (employees)

16.6%Largest-city concentration · Paris

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

1,958

11-50

306

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,386 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 brokers for wealth planning” 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 8,131 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 September 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in France?

RevenueBase identified 2,386 company matches for insurance brokers for wealth planning associated with France as of September 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?

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

Which city has the most insurance brokers for wealth planning?

Paris leads with 396 company records, followed by Lyon (88) and Toulouse (60).

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 8,131 professional contacts with verified work emails tracked across these 2,386 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 September 17, 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.