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 insurance planning advisors headquartered in 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 insurance planning advisors headquartered in 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

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 insurance planning advisors based in France, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: 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	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 17, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 17, 2026
2	Capfinances	Indirect evidence	Bois-guillaume, FranceHQ checked Sep 17, 2026	n/a	894 contacts →
	Indirect evidence “QUI SOMMES-NOUS?” Source: RevenueBase Database · checked Sep 17, 2026
3	GAN Patrimoine	Indirect evidence	Lille, FranceHQ checked Sep 17, 2026	201-500	704 contacts →
	Indirect evidence “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Source: RevenueBase Database · checked Sep 17, 2026
4	BESSÉ	Indirect evidence	Nantes, FranceHQ checked Sep 17, 2026	501-1,000	468 contacts →
	Indirect evidence “Les hommes et les femmes de Bessé sont des experts du conseil et du courtage en assurances.” Source: RevenueBase Database · checked Sep 17, 2026
5	Kereis France	Indirect evidence	Saint Herblain, FranceHQ checked Sep 17, 2026	501-1,000	269 contacts →
	Indirect evidence “Kereis France est courtier conseil et gestionnaire, spécialisé en assurance emprunteur et prévoyance individuelle.” Source: RevenueBase Database · checked Sep 17, 2026
6	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
7	Albea Patrimoine	Indirect evidence	Bois-colombes, FranceHQ checked Sep 17, 2026	51-200	147 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
8	OVB Conseils EN Patrimoine France	Indirect evidence	Entzheim, FranceHQ checked Sep 17, 2026	n/a	133 contacts →
	Indirect evidence “OVB Conseils en Patrimoine France est la filiale française d'OVB Holding AG, prestataire européen de services financiers présent aujourd'hui dans 16 pays.” Source: RevenueBase Database · checked Sep 17, 2026
9	Delta Assurances	Indirect evidence	Marseille, FranceHQ checked Sep 17, 2026	51-200	132 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
10	Groupe Rodin	Indirect evidence	Boulogne Billancourt, FranceHQ checked Sep 17, 2026	11-50	86 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
11	Servyr	Indirect evidence	Reims, FranceHQ checked Sep 17, 2026	51-200	75 contacts →
	Indirect evidence “L’histoire de Servyr débute en 1902, en Champagne avec Georges Renard et se poursuit depuis 120 ans.” Source: RevenueBase Database · checked Sep 17, 2026
12	Colbert Groupe	Indirect evidence	Nantes, FranceHQ checked Sep 17, 2026	51-200	69 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
13	Anavie	Indirect evidence	Neuilly-sur-seine, FranceHQ checked Sep 17, 2026	51-200	63 contacts →
	Indirect evidence “Chez Anavie, notre mission est de vous accompagner dans la réalisation de vos projets personnels et/ou professionnels.” Source: RevenueBase Database · checked Sep 17, 2026
14	Vigny Depierre Assurances	Partial evidence	Archamps, FranceHQ checked Sep 17, 2026	51-200	59 contacts →
	Partial evidence “A specialist in independent insurance and finance brokerage, the Vigny Depierre consultancy is also the first Allianz general agent.” Source: RevenueBase Database · checked Sep 17, 2026
15	Chesneau	Indirect evidence	Nantes, FranceHQ checked Sep 17, 2026	51-200	55 contacts →
	Indirect evidence “Eclairer vos risques \| CHESNEAU, courtier spécialisé en ASSURANCES d'ENTREPRISES, apporte une vision indépendante des risques des entreprises pour optimiser durablement les…” Source: RevenueBase Database · checked Sep 17, 2026
16	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
17	LA Flandre Assurances	Indirect evidence	Marcq-en-baroeul, FranceHQ checked Sep 17, 2026	11-50	45 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
18	Patrimum Groupe	Indirect evidence	Toulouse, FranceHQ checked Sep 17, 2026	11-50	30 contacts →
	Indirect evidence “Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Source: RevenueBase Database · checked Sep 17, 2026
19	Raffin & Associés - Assurances	Indirect evidence	Chavanod, FranceHQ checked Sep 17, 2026	51-200	29 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
20	Altéor Patrimoine ET Prévoyance	Indirect evidence	Le Rheu, FranceHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence “Altéor Patrimoine et Prévoyance est une société dédiée au conseil en gestion de patrimoine et prévoyance.” 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	Triceps Conseils	Indirect evidence	Brive-la-gaillarde, FranceHQ checked Sep 17, 2026	11-50	27 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
23	Schaupp & Hardy Assurances	Indirect evidence	Angers, FranceHQ checked Sep 17, 2026	11-50	26 contacts →
	Indirect evidence “SCHAUPP & HARDY, Cabinet d'assurances à votre service sur Angers Assurances vie Assurances dommages Entreprises Professionnels Particuliers.” Source: RevenueBase Database · checked Sep 17, 2026
24	Bonjour Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 17, 2026	11-50	25 contacts →
	Indirect evidence “Ouvrez la porte à votre patrimoine!” Source: RevenueBase Database · checked Sep 17, 2026
25	Sefima	Indirect evidence	Marseille, FranceHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “Le cabinet SEFIMA, fondé en 1991, a bâti sa réputation sur son indépendance et sa rigueur.” 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 planning advisors. 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 planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance planning advisors, 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 France whose own description of what they do matches “insurance planning advisors”. 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 planning advisors), 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 planning advisors, and records with no verified work email. Companies headquartered outside France 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, 2,256 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 planning advisors by metro

Insurance planning advisors in Paris106
Insurance planning advisors in Lyon25

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 planning advisors, 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 planning advisors are there based in France?

RevenueBase identified 904 insurance planning advisors headquartered in 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?

UFF, headquartered in Bois-Colombes, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

Paris leads with 106 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,256 verified decision-maker contacts tracked across these 904 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.