Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 904 companies tracked

RevenueBase identified 904 company matches for insurance planning advisors associated with France as of September 2026 and tracks 9,138 professional contacts across them, including 2,256 with verified work emails. Paris is the largest hub.

This list covers company matches for insurance planning advisors 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

904Companies

9,138Contacts tracked

2,256Verified emails

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The 25 largest insurance planning advisors based in France

Ranked by team size

Top 25 of 904 company matches for insurance planning advisors 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	Delta Assurances	Exact match	Marseille, FranceHQ recorded Sep 17, 2026	51-200	132 contacts →
	Exact match “delta assurances vous conseille 95 collaborateurs vous offrent leur disponibilité quotidienne pour analyser vos besoins et mettre en place vos programmes d’assurance et de…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Groupe Rodin	Exact match	Boulogne Billancourt, FranceHQ recorded Sep 17, 2026	11-50	86 contacts →
	Exact match “Société de courtage située à Paris, le Groupe Rodin est né il y a maintenant 18 ans dans l’objectif d’accompagner particuliers et entreprises dans leurs placements et leur…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Servyr	Exact match	Reims, FranceHQ recorded Sep 17, 2026	51-200	75 contacts →
	Exact match “L’histoire de Servyr débute en 1902, en Champagne avec Georges Renard et se poursuit depuis 120 ans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Colbert Groupe	Exact match	Nantes, FranceHQ recorded Sep 17, 2026	51-200	69 contacts →
	Exact match “Implanté à Nantes, Angers, Rennes, Paris, Bordeaux, Cholet, et aux Herbiers, Colbert groupe propose une offre multi-experte autour de 4 métiers - Assurances - Gestion de…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Anavie	Exact match	Neuilly-sur-seine, FranceHQ recorded Sep 17, 2026	51-200	63 contacts →
	Exact match “Chez Anavie, notre mission est de vous accompagner dans la réalisation de vos projets personnels et/ou professionnels.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Vigny Depierre Assurances	Exact match	Archamps, FranceHQ recorded Sep 17, 2026	51-200	59 contacts →
	Exact match “A specialist in independent insurance and finance brokerage, the Vigny Depierre consultancy is also the first Allianz general agent.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Chesneau	Exact match	Nantes, FranceHQ recorded Sep 17, 2026	51-200	55 contacts →
	Exact match “Eclairer vos risques \| CHESNEAU, courtier spécialisé en ASSURANCES d'ENTREPRISES, apporte une vision indépendante des risques des entreprises pour optimiser durablement les…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Phénix Assurances	Exact match	Paris, FranceHQ recorded Sep 17, 2026	201-500	46 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	LA Flandre Assurances	Exact match	Marcq-en-baroeul, FranceHQ recorded Sep 17, 2026	11-50	45 contacts →
	Exact match “Courtier en assurance pour les entreprises et les particuliers depuis 4 générations, LA FLANDRE ASSURANCES vous accompagne au quotidien dans la couverture de vos risques.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Patrimum Groupe	Exact match	Toulouse, FranceHQ recorded Sep 17, 2026	11-50	30 contacts →
	Exact match “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Raffin & Associés - Assurances	Exact match	Chavanod, FranceHQ recorded Sep 17, 2026	51-200	29 contacts →
	Exact match “HIER Précurseur dans les assurances de personnes « Vie et Collectives » avec l’implantation dans notre région du Groupe Mornay, nous avons fondé notre développement sur le conseil…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Altéor Patrimoine ET Prévoyance	Exact match	Le Rheu, FranceHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Optimum Assurance VIE	Exact match	Paris, FranceHQ recorded Sep 17, 2026	51-200	27 contacts →
	Exact match “Étant un acteur de proximité, nous établissons une relation de confiance durable avec nos courtiers et nos partenaires.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Triceps Conseils	Exact match	Brive-la-gaillarde, FranceHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “TRICEPS est un réseau de courtiers-conseils intervenant dans les domaines de la protection sociale, de la stratégie patrimoniale et financière, du coaching retraite, ainsi que des…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Schaupp & Hardy Assurances	Exact match	Angers, FranceHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “SCHAUPP & HARDY, Cabinet d'assurances à votre service sur Angers Assurances vie Assurances dommages Entreprises Professionnels Particuliers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Bonjour Patrimoine	Exact match	Toulouse, FranceHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Sefima	Exact match	Marseille, FranceHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” 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 planning advisors”. 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 904 insurance planning advisors based in France

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Insurance planning advisors based in France at a glance

As of Sep 17, 2026

24.7%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

11.7%Largest-city concentration · Paris

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

751

11-50

123

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 904 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 planning advisors” 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 2,256 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.

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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning advisors are there based in France?

RevenueBase identified 904 company matches for insurance planning advisors 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?

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

Which city has the most insurance planning advisors?

Paris leads with 106 company records, followed by Lyon (25) and Toulouse (21).

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 2,256 professional contacts with verified work emails tracked across these 904 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.