Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 285 companies tracked

RevenueBase identified 285 investment advisory platforms headquartered in 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 investment advisory platforms headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

285Companies

2,269Contacts tracked

810Verified emails

100Mobile numbers

Unlock all 285 companies Free signup · no credit card · 500 free credits

The 25 largest investment advisory platforms based in France

Ranked by team size

Top 25 of 285 investment advisory platforms based in France, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	SharesPartial evidence	Paris, FranceHQ checked Sep 4, 2026	51-200	128
	“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: company website · checked Sep 4, 2026
2	LA Financière D'orionIndirect evidence	Quimper, FranceHQ checked Sep 4, 2026	51-200	95
	“La Financière d'Orion a été créée en juin 2009 autour d'un axe fondateur précis : l'Humain et l'Innovation.” Source: company website · checked Sep 4, 2026
3	ICA PatrimoineIndirect evidence	Toulouse, FranceHQ checked Sep 4, 2026	11-50	95
	“En quelques années, ICA Patrimoine, groupe Toulousain implanté au niveau national est devenu une référence incontournable de la création de patrimoine.” Source: company website · checked Sep 4, 2026
4	Investisseur PrivéIndirect evidence	FranceHQ checked Sep 4, 2026	n/a	73
	“Chez Investisseur Privé, votre conseiller dédié vous accompagne au quotidien dans la constitution, la gestion et le suivi de vos portefeuilles d’investissement, et plus largement…” Source: company website · checked Sep 4, 2026
5	Intencial PatrimoineIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	51-200	70
	“INTENCIAL Patrimoine est la plateforme du Groupe APICIL dédiée aux conseillers en gestion de patrimoine et à leurs clients.” Source: company website · checked Sep 4, 2026
6	EasybourseIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	59
	“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.” Source: company website · checked Sep 4, 2026
7	NALOIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	49
	“Nalo, des plans pour votre argent.” Source: company website · checked Sep 4, 2026
8	CLIMBIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	44
	“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Source: company website · checked Sep 4, 2026
9	WealthcomeIndirect evidence	Bordeaux, FranceHQ checked Sep 4, 2026	51-200	40
	“Wealthcome \| The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.” Source: company website · checked Sep 4, 2026
10	Carat CapitalIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	36
	“Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: company website · checked Sep 4, 2026
11	VIA Gestion DE PatrimoineIndirect evidence	Labège, FranceHQ checked Sep 4, 2026	11-50	35
	“Vous êtes conseiller en gestion de patrimoine… avec une vraie approche entrepreneuriale?” Source: company website · checked Sep 4, 2026
12	ManymoreIndirect evidence	Puteaux, FranceHQ checked Sep 4, 2026	51-200	32
	“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: company website · checked Sep 4, 2026
13	Patrimum GroupeIndirect evidence	Toulouse, FranceHQ checked Sep 4, 2026	11-50	30
	“Patrimum Groupe, c'est aujourd'hui plus de 300 clients, pour un encours supérieur à 100 M€.” Source: company website · checked Sep 4, 2026
14	Opale CapitalIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	29
	“Opale Capital est la plateforme de sélection en architecture ouverte et d’investissement créée par Tikehau Capital.” Source: company website · checked Sep 4, 2026
15	FeeftyIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	28
	“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Source: company website · checked Sep 4, 2026
16	Bonjour PatrimoineIndirect evidence	Toulouse, FranceHQ checked Sep 4, 2026	11-50	25
	“Ouvrez la porte à votre patrimoine!” Source: company website · checked Sep 4, 2026
17	LS AdvisorsStrong evidence	Boulogne-billancourt, FranceHQ checked Sep 4, 2026	11-50	24
	“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: •…” Source: company website · checked Sep 4, 2026
18	SNL ConseilIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	21
	“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…” Source: company website · checked Sep 4, 2026
19	ActusiteIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	20
	“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…” Source: company website · checked Sep 4, 2026
20	Finaval ConseilIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	1-10	20
	“Plateforme de mise à disposition de produits structurés au service des conseillers en gestion de patrimoine, sociétés de gestion, réseaux d'assurance, banques privées.” Source: company website · checked Sep 4, 2026
21	KarbonalphaIndirect evidence	Aix-En-Provence, FranceHQ checked Sep 4, 2026	11-50	19
	“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…” Source: company website · checked Sep 4, 2026
22	wizio.frIndirect evidence	Lyon, FranceHQ checked Sep 4, 2026	11-50	18
	“Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Source: company website · checked Sep 4, 2026
23	LabienveillancefinancièreIndirect evidence	Paris, FranceHQ checked Sep 4, 2026	11-50	18
	“LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Source: company website · checked Sep 4, 2026
24	LA Financière InvestissementIndirect evidence	La Ciotat, FranceHQ checked Sep 4, 2026	11-50	17
	“Cabinet spécialisé en Conseil et Gestion de Patrimoine depuis 2006, basé à La Ciotat nous sommes également présents historiquement à La Réunion.” Source: company website · checked Sep 4, 2026
25	NEOFAPartial evidence	FranceHQ checked Sep 4, 2026	11-50	17
	“At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: company website · checked Sep 4, 2026

Showing 25 of 285 investment advisory platforms based in France

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 810 reachable decision-makers.

Free signup · no credit card

See all 285 companies

Investment advisory platforms based in France at a glance

As of Sep 4, 2026

1-10Median size (employees)

ParisLargest hub · 97 HQs

100Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

226

11-50

51-200

501-1,000

Verified emails by last verification

0–30

31–60

61–90

433

90–180

302

180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in France whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 810 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment advisory platforms by metro

Investment advisory platforms in Paris97

Frequently asked

How many investment advisory platforms are there based in France?

RevenueBase identified 285 investment advisory platforms headquartered in France as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Shares, headquartered in Paris, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Paris leads with 97 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 810 verified decision-maker contacts tracked across these 285 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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.

Get the full list

Related lists

Investment advisory platforms by geography

Browse the directory

Browse: Companies home · All France lists · All Investment advisory platforms lists · New lists

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.