Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 396 companies tracked

RevenueBase identified 396 insurance brokers for wealth planning headquartered in Paris, France as of September 2026 and tracks 6,356 professional contacts across them, including 1,613 with verified work emails. Paris is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Paris, 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

396Companies

6,356Contacts tracked

1,613Verified emails

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

Ranked by team size

Top 25 of 396 insurance brokers for wealth planning based in Paris, 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	Diot-Siaci	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	10001+	1,290 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
2	Prévoir	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	1,001-5,000	1,111 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
3	Groupe ECG Pereire Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	267 contacts →
	Indirect evidence “Depuis plus de 30 ans, ECG Groupe continue de dénicher les meilleures assurances pour vous couvrir au meilleur tarif!” Source: RevenueBase Database · checked Sep 17, 2026
4	Solly Azar Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	251 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
5	Groupe Quintésens	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	243 contacts →
	Indirect evidence “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Source: RevenueBase Database · checked Sep 17, 2026
6	Groupe Santiane	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	501-1,000	226 contacts →
	Indirect evidence “Le Groupe Santiane, fondé en 2007, a connu une croissance quasi ininterrompue depuis sa création.” Source: RevenueBase Database · checked Sep 17, 2026
7	Kereis	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	1,001-5,000	183 contacts →
	Indirect evidence “Nos vies sont rythmées par une succession d’événements marquants, de projets et d’accomplissements, mais aussi d’imprévus.” Source: RevenueBase Database · checked Sep 17, 2026
8	Ageo Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	171 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
9	Groupe Odealim	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	501-1,000	98 contacts →
	Indirect evidence “Acteur national de référence sur les marchés du courtage en assurance et en financement, les activités du groupe sont réparties au sein de 4 pôles indépendants : Assurances…” Source: RevenueBase Database · checked Sep 17, 2026
10	Yonivers	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	91 contacts →
	Indirect evidence “Yonivers est une société spécialisée dans le courtage de produits d’assurances crée en 2014.” Source: RevenueBase Database · checked Sep 17, 2026
11	Optélios Groupe	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	64 contacts →
	Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 17, 2026
12	Carene Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	62 contacts →
	Indirect evidence “Carene assurances, courtier multi-spécialiste, propose une large gamme de produits pour les entreprises et professionnels indépendants des secteurs - de l'industrie- du transport-…” Source: RevenueBase Database · checked Sep 17, 2026
13	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 17, 2026
14	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 17, 2026
15	Phénix Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	46 contacts →
	Indirect evidence “Bienvenue chez Phénix Assurances!** En tant que cabinet de courtage d'assurances généraliste de premier plan, nous sommes fiers de notre expertise approfondie et de notre…” Source: RevenueBase Database · checked Sep 17, 2026
16	Tissier DE Mallerais & Associés	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	34 contacts →
	Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 17, 2026
17	Aiac Courtage	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	31 contacts →
	Indirect evidence “Cabinet de courtage en assurances professionnelles Notre cœur de métier : les risques d'entreprises Nos spécialités : entreprises, immeuble, collectives, sport, construction aiac…” Source: RevenueBase Database · checked Sep 17, 2026
18	Epsilium	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	30 contacts →
	Indirect evidence “Conseil en gestion de patrimoine du particulier.” Source: RevenueBase Database · checked Sep 17, 2026
19	Evolve	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 17, 2026
20	Pluralle Groupe	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	501-1,000	28 contacts →
	Indirect evidence “Pluralle Groupe rassemble plusieurs entités, créées pour répondre à TOUTES vos problématiques patrimoniales : Réduire vos impôts Investir dans l'immobilier locatif Mettre votre…” Source: RevenueBase Database · checked Sep 17, 2026
21	Optimum Assurance VIE	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	27 contacts →
	Indirect evidence “Étant un acteur de proximité, nous établissons une relation de confiance durable avec nos courtiers et nos partenaires.” Source: RevenueBase Database · checked Sep 17, 2026
22	Arilim Assurances	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “Courtier en Assurances spécialisé en Immobilier, Entreprise, Protection Sociale Chiffres clés : 25 Collaborateurs 7.8 M€ de CA 3 Antennes (Lyon, Paris, Toulon) 2500 Clients 5500…” Source: RevenueBase Database · checked Sep 17, 2026
23	Opale Gestion Privée	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	23 contacts →
	Indirect evidence “Opale Gestion Privée est une entreprise familiale de Conseil en Gestion de Patrimoine Indépendant.” Source: RevenueBase Database · checked Sep 17, 2026
24	Haussmann Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	21 contacts →
	Indirect evidence “Faire mieux que votre Banque Privée.” Source: RevenueBase Database · checked Sep 17, 2026
25	H&d Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	21 contacts →
	Indirect evidence “Cabinet de courtage en produits financiers et d'assurances.” 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 396 insurance brokers for wealth planning based in Paris, France

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

As of Sep 17, 2026

25.4%Verified-email coverage

16.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Paris

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

302

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 396 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 Paris, 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 Paris 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, 1,613 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 Paris, France?

RevenueBase identified 396 insurance brokers for wealth planning headquartered in Paris, 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?

Diot-Siaci, headquartered in Paris, 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 1,613 verified decision-maker contacts tracked across these 396 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.