Company lists · Data refreshed November 2026
Top 25 Investment advisors based in France
RevenueBase identified 1,573 company matches for investment advisors associated with France as of November 2026 and tracks 12,812 professional contacts across them, including 3,268 with verified work emails. Paris is the largest hub.
This list covers company matches for investment 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 November 6, 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.
The 25 largest investment advisors based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,474 contacts → | ||||
Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 740 contacts → | ||||
Exact match “Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 730 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 193 contacts → | ||||
Exact match “Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 153 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 106 contacts → | ||||
Exact match “La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 99 contacts → | ||||
Exact match “Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 91 contacts → | ||||
Exact match “En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 89 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 79 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 76 contacts → | ||||
Exact match “INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 70 contacts → | ||||
Exact match “Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 68 contacts → | ||||
Exact match “ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 65 contacts → | ||||
Exact match “Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 63 contacts → | ||||
Exact match “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 59 contacts → | ||||
Exact match “Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 57 contacts → | ||||
Exact match “Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 57 contacts → | ||||
Exact match “Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 56 contacts → | ||||
Exact match “Créée en 2004, l'ANACOFI compte aujourd'hui plus de 2750 entreprises (pour 2160 entreprises ou groupes d'entreprises inscrits en direct) et plus de 12 professionnels, auxquels…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 54 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 53 contacts → | ||||
Exact match “La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 48 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 47 contacts → | ||||
Exact match “Au Cabinet IGC, cabinet indépendant de gestion de patrimoine, nous structurons et pilotons votre stratégie autour de trois pôles complémentaires : Immobilier neuf : nous…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 42 contacts → | ||||
Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 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 “investment 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 1,573 investment advisors based in France
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Investment advisors based in France at a glance
As of Nov 6, 2026Companies by employee count
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 1,573 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 “investment 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 3,268 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 November 6, 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.
Investment advisors by metro
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 “investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisors are there based in France?
RevenueBase identified 1,573 company matches for investment advisors associated with France as of November 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 investment advisors?
Paris leads with 417 company records, followed by Lyon (67) and Toulouse (42).
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 3,268 professional contacts with verified work emails tracked across these 1,573 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,573 investment advisors based in France. Start with a free account, no credit card.
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Investment advisors by geography
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- Investment advisors based in Germany
- Investment advisors based in the Netherlands
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Browse the directory
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.
More company lists
Company intelligence · public preview
Top 25 investment advisors based in France
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,573 matching company records for investment advisors based in France, with 12,812 tracked contacts and 3,268 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisors based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  UFFuff.netHQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Predictispredictis.comHQ: Boulogne-billancourt, FranceReported employees: Not recorded | Boulogne-billancourt, France | Not recorded | Exact match | 740 contacts → |
“Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GAN Patrimoineganpatrimoine.frHQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 730 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Portzamparc Groupe BNP Paribasportzamparc.bnpparibasHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 193 contacts → |
“Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Albea Patrimoinealbea-patrimoine.comHQ: Bois-colombes, FranceReported employees: 51-200 | Bois-colombes, France | 51-200 | Exact match | 153 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  LA Financière D'orionlafinancieredorion.frHQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 106 contacts → |
“La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IROKOiroko.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 99 contacts → |
“Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 91 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Groupe Rodingrouperodin.frHQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 89 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investisseur Privéinvestisseurprive.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 79 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Intencial Patrimoineintencial.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 76 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Synalp Groupesynalp.frHQ: Méry, FranceReported employees: 11-50 | Méry, France | 11-50 | Exact match | 70 contacts → |
“Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Adviso Partnersadvisopartners.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 68 contacts → |
“ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Parangon Patrimoineparangon-patrimoine.frHQ: Deauville, FranceReported employees: 11-50 | Deauville, France | 11-50 | Exact match | 65 contacts → |
“Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Expert & Financelaplace-groupe.comHQ: Lyon, FranceReported employees: 51-200 | Lyon, France | 51-200 | Exact match | 63 contacts → |
“Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Largilliere Financelargilliere-finance.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Blanche Capitalblanche-capital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 57 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rhetores Financerhetores.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Anacofianacofi.asso.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 56 contacts → |
“Créée en 2004, l'ANACOFI compte aujourd'hui plus de 2750 entreprises (pour 2160 entreprises ou groupes d'entreprises inscrits en direct) et plus de 12 professionnels, auxquels…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hubn'uphubnup.frHQ: Montpellier, FranceReported employees: Not recorded | Montpellier, France | Not recorded | Exact match | 54 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CNCGPcncgp.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kays Wealth Managementkays-wm.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cabinet IGCcabinet-igc.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 47 contacts → |
“Au Cabinet IGC, cabinet indépendant de gestion de patrimoine, nous structurons et pilotons votre stratégie autour de trois pôles complémentaires : Immobilier neuf : nous…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Carat Capitalcaratcapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 42 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,573 company matches
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Investment advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,557 records in the displayed employee bands.
16 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,573 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisors by metro
Questions about this company list
What does Exact match mean for investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisors did RevenueBase find based in France?
The saved snapshot records 1,573 matching company records, 12,812 tracked contacts and 3,268 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment advisors by geography
- Investment advisors based in the United States
- Investment advisors based in the United Kingdom
- Investment advisors based in Australia
- Investment advisors based in Canada
- Investment advisors based in Brazil
- Investment advisors based in Germany
- Investment advisors based in the Netherlands
- Investment advisors based in South Africa
- Investment advisors based in Switzerland
- Investment advisors based in Mexico
- Investment advisors based in Spain
- Investment advisors based in Ireland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 investment advisors based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 investment advisors based in France
RevenueBase records 1,573 matching company records for investment advisors based in France, with 12,812 tracked contacts and 3,268 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisors based in France
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | UFFuff.net HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Predictispredictis.com HQ: Boulogne-billancourt, FranceReported employees: Not recorded | Boulogne-billancourt, France | Not recorded | Exact match | 740 contacts → |
“Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GAN Patrimoineganpatrimoine.fr HQ: Lille, FranceReported employees: 201-500 | Lille, France | 201-500 | Exact match | 730 contacts → |
“Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Portzamparc Groupe BNP Paribasportzamparc.bnpparibas HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 193 contacts → |
“Acteur historique des marchés financiers, Portzamparc présente une expérience de plus de 150 ans des métiers de la Bourse.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Albea Patrimoinealbea-patrimoine.com HQ: Bois-colombes, FranceReported employees: 51-200 | Bois-colombes, France | 51-200 | Exact match | 153 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | LA Financière D'orionlafinancieredorion.fr HQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 106 contacts → |
“La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IROKOiroko.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 99 contacts → |
“Créée en 2020, Iroko est une société de gestion indépendante agréée par l’Autorité des Marchés Financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 91 contacts → |
“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Groupe Rodingrouperodin.fr HQ: Boulogne Billancourt, FranceReported employees: 11-50 | Boulogne Billancourt, France | 11-50 | Exact match | 89 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investisseur Privéinvestisseurprive.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 79 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Intencial Patrimoineintencial.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 76 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Synalp Groupesynalp.fr HQ: Méry, FranceReported employees: 11-50 | Méry, France | 11-50 | Exact match | 70 contacts → |
“Conseil en Investissement Financier & Gestion Privée Syndic, Gestion, Location et Syndic immobilier Mutuelle, Prévoyance & Retraite Assurances de Biens et des Responsabilités…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adviso Partnersadvisopartners.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 68 contacts → |
“ADVISO PARTNERS est une société de conseil financier indépendante spécialisée dans les opérations de fusion-acquisition, levée de fonds et ingénierie financière, dédiée au segment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Parangon Patrimoineparangon-patrimoine.fr HQ: Deauville, FranceReported employees: 11-50 | Deauville, France | 11-50 | Exact match | 65 contacts → |
“Trop d'épargnants déclarent sans optimiser et placent sans stratégie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Expert & Financelaplace-groupe.com HQ: Lyon, FranceReported employees: 51-200 | Lyon, France | 51-200 | Exact match | 63 contacts → |
“Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Largilliere Financelargilliere-finance.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Founded in 2005, Largillière Finance is an advisory firm with offices in Paris, Lyon, Nantes, Brussels and Geneva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Blanche Capitalblanche-capital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 57 contacts → |
“Blanche Capital accompagne et conseille les dirigeants de TPE et PME dans leurs opérations de haut de bilan : cession, acquisition, rapprochement et levée de fonds.> Notre…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rhetores Financerhetores.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 57 contacts → |
“Chez RHETORES, notre mission est claire : sécuriser le patrimoine de nos clients, à court et long terme, tout en les accompagnant sur le chemin de l’indépendance financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Anacofianacofi.asso.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 56 contacts → |
“Créée en 2004, l'ANACOFI compte aujourd'hui plus de 2750 entreprises (pour 2160 entreprises ou groupes d'entreprises inscrits en direct) et plus de 12 professionnels, auxquels…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hubn'uphubnup.fr HQ: Montpellier, FranceReported employees: Not recorded | Montpellier, France | Not recorded | Exact match | 54 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CNCGPcncgp.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 53 contacts → |
“La CNCGP, Chambre Nationale des Conseils en Gestion de Patrimoine, est l'association représentative de cette profession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kays Wealth Managementkays-wm.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cabinet IGCcabinet-igc.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 47 contacts → |
“Au Cabinet IGC, cabinet indépendant de gestion de patrimoine, nous structurons et pilotons votre stratégie autour de trois pôles complémentaires : Immobilier neuf : nous…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Carat Capitalcaratcapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 42 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,573 company matches
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Investment advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,557 records in the displayed employee bands.
16 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,573 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisors by metro
Questions about this company list
What does Exact match mean for investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisors did RevenueBase find based in France?
The saved snapshot records 1,573 matching company records, 12,812 tracked contacts and 3,268 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment advisors based in France. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-advisors/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗