Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in France

Name: Integrated wealth platforms based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 885 companies tracked

RevenueBase identified 885 integrated wealth platforms headquartered in France as of September 2026 and tracks 10,942 professional contacts across them, including 3,007 with verified work emails. Paris is the largest hub.

This list covers integrated wealth platforms 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 28, 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 28, 2026 86% judged on-target in blind review

885Companies

10,942Contacts tracked

3,007Verified emails

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The 25 largest integrated wealth platforms based in France

Ranked by team size

Top 25 of 885 integrated wealth platforms based in France, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth platforms: 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 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
2	Indosuez Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	1,001-5,000	2,141 contacts →
	Partial evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 28, 2026
3	GAN Patrimoine	Indirect evidence	Lille, FranceHQ checked Sep 28, 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 28, 2026
4	Harvest Groupe	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	348 contacts →
	Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 28, 2026
5	Trading Central	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	218 contacts →
	Partial evidence “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Source: RevenueBase Database · checked Sep 28, 2026
6	Groupe Euodia	Indirect evidence	Neuilly-sur-seine, FranceHQ checked Sep 28, 2026	n/a	159 contacts →
	Indirect evidence “Cabinet en gestion de patrimoine à Paris.” Source: RevenueBase Database · checked Sep 28, 2026
7	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	154 contacts →
	Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 28, 2026
8	Shares	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	132 contacts →
	Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 28, 2026
9	Crystal	Indirect evidence	Montpellier, FranceHQ checked Sep 28, 2026	501-1,000	125 contacts →
	Indirect evidence “Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Source: RevenueBase Database · checked Sep 28, 2026
10	ICA Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 28, 2026	11-50	95 contacts →
	Indirect evidence “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Source: RevenueBase Database · checked Sep 28, 2026
11	Theseis	Indirect evidence	Balma, FranceHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “PROSPECTS IMMOBILIER CRÉDITS PLACEMENTS & ASSURANCES SERVICES ** THESEIS : La solution clé en main pour les professionnels du patrimoine Connectez-vous aux équipes…” Source: RevenueBase Database · checked Sep 28, 2026
12	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	n/a	73 contacts →
	Indirect evidence “Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Source: RevenueBase Database · checked Sep 28, 2026
13	Norman K	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	51-200	69 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
14	Optélios Groupe	Indirect evidence	Paris, FranceHQ checked Sep 28, 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 28, 2026
15	Cheval Blanc Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	58 contacts →
	Indirect evidence “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Source: RevenueBase Database · checked Sep 28, 2026
16	Rockfi	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “Nous construisons une nouvelle gestion privée.” Source: RevenueBase Database · checked Sep 28, 2026
17	Vancelian	Indirect evidence	Biot, FranceHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Source: RevenueBase Database · checked Sep 28, 2026
18	Mirari Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	51 contacts →
	Partial evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ramify	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: RevenueBase Database · checked Sep 28, 2026
20	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 28, 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 28, 2026
21	CLIMB	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	48 contacts →
	Indirect evidence “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Source: RevenueBase Database · checked Sep 28, 2026
22	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 28, 2026
23	Kays Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	11-50	45 contacts →
	Partial evidence “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Source: RevenueBase Database · checked Sep 28, 2026
24	Hubn'up	Indirect evidence	Montpellier, FranceHQ checked Sep 28, 2026	n/a	43 contacts →
	Indirect evidence “Hubn’UP est la bannière d’un réseau de Conseillers en Gestion de Patrimoine labellisés, présents sur tout le territoire national, au plus près de ses clients, grâce à son…” Source: RevenueBase Database · checked Sep 28, 2026
25	Stellium Placement	Indirect evidence	Toulouse, FranceHQ checked Sep 28, 2026	51-200	41 contacts →
	Indirect evidence “Spécialistes en solutions patrimoniales, Stellium Courtage et Invest sélectionnent en toute indépendance et développent en architecture ouverte une offre de solutions globale…” Source: RevenueBase Database · checked Sep 28, 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: integrated wealth platforms. 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 integrated wealth platforms.
Partial evidence: Its own public description names part of integrated wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name integrated wealth platforms. 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 885 integrated wealth platforms based in France

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Integrated wealth platforms based in France at a glance

As of Sep 28, 2026

27.5%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

24.2%Largest-city concentration · Paris

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

746

11-50

109

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 885 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 integrated wealth platforms, 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 “integrated wealth platforms”. 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 integrated wealth platforms), 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 integrated wealth platforms, 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, 3,007 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 28, 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.

Integrated wealth platforms by metro

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 integrated wealth platforms, 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 integrated wealth platforms are there based in France?

RevenueBase identified 885 integrated wealth platforms 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 integrated wealth platforms?

Paris leads with 214 headquartered companies, followed by Lyon (46) and Toulouse (30).

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 3,007 verified decision-maker contacts tracked across these 885 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 28, 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.