Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Lyon, France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 88 companies tracked

RevenueBase identified 88 insurance brokers for wealth planning headquartered in Lyon, France as of September 2026 and tracks 782 professional contacts across them, including 137 with verified work emails. Paris is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Lyon, 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 17, 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 17, 2026 86% judged on-target in blind review

88Companies

782Contacts tracked

137Verified emails

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The 25 largest insurance brokers for wealth planning based in Lyon, France

Ranked by team size

Top 25 of 88 insurance brokers for wealth planning based in Lyon, France, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Utwin Assurances	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	51-200	71 contacts →
	Indirect evidence “UTWIN est une société de services fondée en 2015, experte en assurance de Personnes qui imagine, conçoit, gère et distribue des solutions en assurance Emprunteur et Santé.” Source: RevenueBase Database · checked Sep 17, 2026
2	Expert & Finance	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	51-200	62 contacts →
	Indirect evidence “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Source: RevenueBase Database · checked Sep 17, 2026
3	Csconsulting	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	19 contacts →
	Indirect evidence “Nombreux sont ceux qui pensent que le conseil en gestion de patrimoine est un métier réservé à une certaine élite sociale.” Source: RevenueBase Database · checked Sep 17, 2026
4	LYCÉA	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Cabinet de courtage d'assurance spécialisé dans l'assurance de transporteurs, d'entreprises industrielles, d'immeubles en copropriété et de moniteurs sportifs.” Source: RevenueBase Database · checked Sep 17, 2026
5	Segura & Associés	Partial evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Welcome to Segura & Associates, your insurance partner for businesses in the construction, industry, and renewable energy sectors.” Source: RevenueBase Database · checked Sep 17, 2026
6	OLM Assurances	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “Olm Assurances est un cabinet spécialisé en IARD et assurances de personnes, dédié à accompagner les particuliers dans la gestion de leurs risques au quotidien.” Source: RevenueBase Database · checked Sep 17, 2026
7	Assurhelium	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “Assurhelium, c’est l’assurance sans astérisque Nous protégeons les entreprises, dirigeants et professionnels avec des contrats pensés pour leur métier, pas sortis d’un…” Source: RevenueBase Database · checked Sep 17, 2026
8	Dlcp Gestion DE Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “Nous accompagnons les particuliers et professionnels dans tous les domaines liés aux placements financiers et la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 17, 2026
9	Consultance Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “Créé en 2010 par Amandine AVRILLON et Sandrine VIVIER-SEURRE, CONSULTANCE PATRIMOINE est spécialisé dans la gestion de patrimoine pour les particuliers et les entreprises.” Source: RevenueBase Database · checked Sep 17, 2026
10	Privalys	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “Depuis 2008, Privalys Gestion Privée s’est développé dans le conseil en Ingénierie Patrimoniale.” Source: RevenueBase Database · checked Sep 17, 2026
11	CF Assurances	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	51-200	6 contacts →
	Indirect evidence “Cf assurances 69002 lyon” Source: RevenueBase Database · checked Sep 17, 2026
12	Laÿs Pellet & Associés	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “LPA accompagne ses clients depuis plus de 20 ans à chaque étape du cycle de vie patrimonial - Audit Patrimonial - Construction et Structuration du Patrimoine - Développement &…” Source: RevenueBase Database · checked Sep 17, 2026
13	Silveris	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Silveris Gestion Privée est un cabinet de gestion de patrimoine indépendant, fondé et présent à Lyon depuis 2004.” Source: RevenueBase Database · checked Sep 17, 2026
14	Qualys Investissement	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Construire et préserver votre patrimoine nécessite une stratégie indépendante, sur-mesure et pérenne.” Source: RevenueBase Database · checked Sep 17, 2026
15	Canopée Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Cabinet en gestion de patrimoine basé à LYON.” Source: RevenueBase Database · checked Sep 17, 2026
16	Cgca Courtage EN Assurances	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “CGCA, Courtier de proximité en assurances, pour les Particuliers, PRO, TPE-PME 3 domaines de compétences - Assurances dommage : RC, Dommage ouvrage, Assurance construction…” Source: RevenueBase Database · checked Sep 17, 2026
17	Invictus Courtage	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “INVICTUS COURTAGE est une société de courtage d’assurances exclusivement tournée vers l’entreprise et ses besoins.” Source: RevenueBase Database · checked Sep 17, 2026
18	Lodi Gestion Privée	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Chez Lodi Gestion Privée, nous pensons que chaque client mérite une gestion de patrimoine qui lui ressemble.” Source: RevenueBase Database · checked Sep 17, 2026
19	Komon Courtage	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Nous sommes courtier-conseil spécialisé en assurance de personnes, installé à Lyon.” Source: RevenueBase Database · checked Sep 17, 2026
20	Synervial	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
21	Signature Assurances	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	2 contacts →
	Indirect evidence “Signature Assurances est un courtier grossiste dédié à l’assurance des biens d’exception privés, public ou institutionnels.” Source: RevenueBase Database · checked Sep 17, 2026
22	Cdvg Assurances - MMA	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	2 contacts →
	Indirect evidence “MMA - Cabinet de Vaublanc et Gill, une équipe dynamique qui vous accompagne que vous soyez commerçant, artisan, profession libérale, une PME, une ETI, professionnels de l'auto…” Source: RevenueBase Database · checked Sep 17, 2026
23	Horizon Consultant	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “COURTAGE ASSURANCES ET GESTION DE RISQUES À LYON Pour nous, l’accompagnement repose sur l’indépendance, la confiance, et la complémentarité des expériences.” Source: RevenueBase Database · checked Sep 17, 2026
24	LA Lyonnaise DU Patrimoine	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “Au sein de la Lyonnaise du Patrimoine, nous accompagnons au quotidien des chefs d'entreprises, cadres, professions libérales dans la gestion de leur patrimoine privé et…” Source: RevenueBase Database · checked Sep 17, 2026
25	CPA - Assurance	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “CPA est un courtier spécialisé dans la recherche des meilleures solutions d’assurances pour les professionnels et les entreprises.” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 88 insurance brokers for wealth planning based in Lyon, France

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Insurance brokers for wealth planning based in Lyon, France at a glance

As of Sep 17, 2026

17.5%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

450.0%Largest-city concentration · Paris

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole France list rather than for Lyon, so it is reported there. Company counts and contact totals on this page are exact for Lyon, over 88 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 insurance brokers for wealth planning, 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 Lyon, France whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Lyon 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, 137 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 17, 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.

Insurance brokers for wealth planning by metro in France

Insurance brokers for wealth planning in Paris396
Insurance brokers for wealth planning in Lyon88
Insurance brokers for wealth planning in Toulouse60
Insurance brokers for wealth planning in Marseille49
Insurance brokers for wealth planning in Bordeaux37

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Lyon, France?

RevenueBase identified 88 insurance brokers for wealth planning headquartered in Lyon, 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?

Utwin Assurances, headquartered in Lyon, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Paris leads with 396 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 137 verified decision-maker contacts tracked across these 88 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 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 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.