Company lists · Data refreshed September 2026
Top 25 Investment advisory platforms based in France
RevenueBase identified 285 company matches for investment advisory platforms associated with France as of September 2026 and tracks 2,269 professional contacts across them, including 810 with verified work emails and 100 with mobile numbers. Paris is the largest hub.
This list covers company matches for investment advisory platforms 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 4, 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 advisory platforms based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 128 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 95 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 · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 95 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 · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 73 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 · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 70 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 · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 59 contacts → | ||||
Exact match “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 49 contacts → | ||||
Exact match “Nalo, des plans pour votre argent.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 44 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 · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 40 contacts → | ||||
Exact match “Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 35 contacts → | ||||
Exact match “Vous êtes conseiller en gestion de patrimoine… avec une vraie approche entrepreneuriale?” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 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 4, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “Opale Capital est la plateforme de sélection en architecture ouverte et d’investissement créée par Tikehau Capital.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 28 contacts → | ||||
Exact match “Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Ouvrez la porte à votre patrimoine!” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 24 contacts → | ||||
Exact match “LS ADVISORS was founded in 2006 by former investment bank capital market sales and private bankers from the largest banks in order to provide institutional investors with: •…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “Notre offre pour les CGPI, Courtiers et Agents Généraux : Le Ebureau : 1er espace communautaire des indépendants de l'assurance et du patrimoine- Une source unique d'informations…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Plateforme de mise à disposition de produits structurés au service des conseillers en gestion de patrimoine, sociétés de gestion, réseaux d'assurance, banques privées.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 23 | 18 contacts → | ||||
Exact match “LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 24 | 17 contacts → | ||||
Exact match “Cabinet spécialisé en Conseil et Gestion de Patrimoine depuis 2006, basé à La Ciotat nous sommes également présents historiquement à La Réunion.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 25 | 17 contacts → | ||||
Exact match “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded in the RevenueBase company graph · Sep 4, 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 advisory platforms”. 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 285 investment advisory platforms based in France
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Investment advisory platforms based in France at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 advisory platforms” 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 810 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 4, 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 advisory platforms 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 advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisory platforms are there based in France?
RevenueBase identified 285 company matches for investment advisory platforms 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?
Shares tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment advisory platforms?
Paris leads with 97 company records, followed by Lyon (15) and Bordeaux (11).
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 810 professional contacts with verified work emails tracked across these 285 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 4, 2026.
Ready to reach these companies? Verified emails and direct dials for all 285 investment advisory platforms based in France. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory platforms by geography
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- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms 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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
Company intelligence · public preview
Top 25 investment advisory platforms 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 285 matching company records for investment advisory platforms based in France, with 2,269 tracked contacts and 810 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: September 4, 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 advisory platforms 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 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  LA Financière D'orionlafinancieredorion.frHQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 95 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ICA Patrimoineicapatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Investisseur Privéinvestisseurprive.comHQ: FranceReported employees: Not recorded | France | Not recorded | Exact match | 73 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Intencial Patrimoineintencial.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 70 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Easybourseeasybourse.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  NALOnalo.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 44 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthcomewealthcome.frHQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Carat Capitalcaratcapital.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  VIA Gestion DE Patrimoinevia-ap.comHQ: Labège, FranceReported employees: 11-50 | Labège, France | 11-50 | Exact match | 35 contacts → |
“Vous êtes conseiller en gestion de patrimoine… avec une vraie approche entrepreneuriale?” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 32 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Patrimum Groupepatrimum.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Opale Capitalopalecapital.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Opale Capital est la plateforme de sélection en architecture ouverte et d’investissement créée par Tikehau Capital.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Feeftyfeefty.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bonjour Patrimoinebonjourpatrimoine.frHQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  LS Advisorsls-advisors.comHQ: Boulogne-billancourt, FranceReported employees: 11-50 | Boulogne-billancourt, France | 11-50 | Exact match | 24 contacts → |
“LS ADVISORS was founded in 2006 by former investment bank capital market sales and private bankers from the largest banks in order to provide institutional investors with: •…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  SNL Conseilsnlconseil.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Actusiteactusite.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Notre offre pour les CGPI, Courtiers et Agents Généraux : Le Ebureau : 1er espace communautaire des indépendants de l'assurance et du patrimoine- Une source unique d'informations…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finaval Conseilfinaval.frHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“Plateforme de mise à disposition de produits structurés au service des conseillers en gestion de patrimoine, sociétés de gestion, réseaux d'assurance, banques privées.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Karbonalphakarbonalpha.comHQ: Aix-En-Provence, FranceReported employees: 11-50 | Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  wizio.frwizio.frHQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Labienveillancefinancièrelabienveillancefinanciere.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  LA Financière Investissementfinanciere-investissement.frHQ: La Ciotat, FranceReported employees: 11-50 | La Ciotat, France | 11-50 | Exact match | 17 contacts → |
“Cabinet spécialisé en Conseil et Gestion de Patrimoine depuis 2006, basé à La Ciotat nous sommes également présents historiquement à La Réunion.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  NEOFAneofa.comHQ: FranceReported employees: 11-50 | France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 285 company matches
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
282 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 4, 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 advisory platforms by metro
Questions about this company list
What does Exact match mean for investment advisory platforms?
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 advisory platforms did RevenueBase find based in France?
The saved snapshot records 285 matching company records, 2,269 tracked contacts and 810 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: September 4, 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 advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
- Investment advisory platforms based in Argentina
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 investment advisory platforms based in France. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in Canada
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Company intelligence · public preview
Top 25 investment advisory platforms based in France
RevenueBase records 285 matching company records for investment advisory platforms based in France, with 2,269 tracked contacts and 810 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: September 4, 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 advisory platforms 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 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LA Financière D'orionlafinancieredorion.fr HQ: Quimper, FranceReported employees: 51-200 | Quimper, France | 51-200 | Exact match | 95 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ICA Patrimoineicapatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 95 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Investisseur Privéinvestisseurprive.com HQ: FranceReported employees: Not recorded | France | Not recorded | Exact match | 73 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Intencial Patrimoineintencial.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 70 contacts → |
“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Easybourseeasybourse.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 59 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | NALOnalo.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 49 contacts → |
“Nalo, des plans pour votre argent.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 44 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 · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthcomewealthcome.fr HQ: Bordeaux, FranceReported employees: 51-200 | Bordeaux, France | 51-200 | Exact match | 40 contacts → |
“Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Carat Capitalcaratcapital.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 36 contacts → |
“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | VIA Gestion DE Patrimoinevia-ap.com HQ: Labège, FranceReported employees: 11-50 | Labège, France | 11-50 | Exact match | 35 contacts → |
“Vous êtes conseiller en gestion de patrimoine… avec une vraie approche entrepreneuriale?” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 32 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Patrimum Groupepatrimum.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 30 contacts → |
“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Opale Capitalopalecapital.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Opale Capital est la plateforme de sélection en architecture ouverte et d’investissement créée par Tikehau Capital.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Feeftyfeefty.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 28 contacts → |
“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bonjour Patrimoinebonjourpatrimoine.fr HQ: Toulouse, FranceReported employees: 11-50 | Toulouse, France | 11-50 | Exact match | 25 contacts → |
“Ouvrez la porte à votre patrimoine!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | LS Advisorsls-advisors.com HQ: Boulogne-billancourt, FranceReported employees: 11-50 | Boulogne-billancourt, France | 11-50 | Exact match | 24 contacts → |
“LS ADVISORS was founded in 2006 by former investment bank capital market sales and private bankers from the largest banks in order to provide institutional investors with: •…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SNL Conseilsnlconseil.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 21 contacts → |
“Après plusieurs années d'expériences dans le domaine de la finance, mon associé, Romain Leruez, et moi même avons créée une société à notre image : SnL Conseil "l'art de vous…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Actusiteactusite.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“Notre offre pour les CGPI, Courtiers et Agents Généraux : Le Ebureau : 1er espace communautaire des indépendants de l'assurance et du patrimoine- Une source unique d'informations…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finaval Conseilfinaval.fr HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 20 contacts → |
“Plateforme de mise à disposition de produits structurés au service des conseillers en gestion de patrimoine, sociétés de gestion, réseaux d'assurance, banques privées.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Karbonalphakarbonalpha.com HQ: Aix-En-Provence, FranceReported employees: 11-50 | Aix-En-Provence, France | 11-50 | Exact match | 19 contacts → |
“Elu Fintech de l’année 2024 et 2025 par le palmarès des fournisseurs Gestion de Fortune Lauréat du Trophée Patrimonia de l’innovation digitale - Audit et Conformité 2023 Parce que…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | wizio.frwizio.fr HQ: Lyon, FranceReported employees: 11-50 | Lyon, France | 11-50 | Exact match | 18 contacts → |
“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Labienveillancefinancièrelabienveillancefinanciere.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 18 contacts → |
“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | LA Financière Investissementfinanciere-investissement.fr HQ: La Ciotat, FranceReported employees: 11-50 | La Ciotat, France | 11-50 | Exact match | 17 contacts → |
“Cabinet spécialisé en Conseil et Gestion de Patrimoine depuis 2006, basé à La Ciotat nous sommes également présents historiquement à La Réunion.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | NEOFAneofa.com HQ: FranceReported employees: 11-50 | France | 11-50 | Exact match | 17 contacts → |
“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 285 company matches
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
282 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 4, 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 advisory platforms by metro
Questions about this company list
What does Exact match mean for investment advisory platforms?
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 advisory platforms did RevenueBase find based in France?
The saved snapshot records 285 matching company records, 2,269 tracked contacts and 810 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: September 4, 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.
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Cite this list
RevenueBase Data Team. Top 25 investment advisory platforms based in France. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/france.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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