Company lists · Data refreshed September 2026

Top 25 Investment portfolio management software companies based in France

Name: Investment portfolio management software companies based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 63 companies tracked

RevenueBase identified 63 investment portfolio management software companies headquartered in France as of September 2026 and tracks 1,335 professional contacts across them, including 538 with verified work emails. Paris is the largest hub.

This list covers investment portfolio management software companies headquartered in France, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

63Companies

1,335Contacts tracked

538Verified emails

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The 25 largest investment portfolio management software companies based in France

Ranked by team size

Top 25 of 63 investment portfolio management software companies based in France, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Harvest Groupe	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	201-500	348 contacts →
	Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 14, 2026
2	Trading Central	Partial evidence	Paris, FranceHQ checked Sep 14, 2026	201-500	218 contacts →
	Partial evidence “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Source: RevenueBase Database · checked Sep 14, 2026
3	Shares	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	51-200	132 contacts →
	Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 14, 2026
4	Efront	Strong evidence	Paris, FranceHQ checked Sep 14, 2026	501-1,000	104 contacts →
	Strong evidence “eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Source: RevenueBase Database · checked Sep 14, 2026
5	Quantalys France Harvest Group	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	51-200	73 contacts →
	Indirect evidence “Depuis 2007, Quantalys Harvest Group aide les professionnels du patrimoine et de la finance à construire les meilleurs portefeuilles de fonds pour leurs clients avec rigueur…” Source: RevenueBase Database · checked Sep 14, 2026
6	JUMP	Strong evidence	Paris La Défense, FranceHQ checked Sep 14, 2026	51-200	45 contacts →
	Strong evidence “JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Source: RevenueBase Database · checked Sep 14, 2026
7	Bisam, A Factset Company	Strong evidence	Paris, FranceHQ checked Sep 14, 2026	n/a	43 contacts →
	Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 14, 2026
8	Newalpha Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	31 contacts →
	Indirect evidence “New Alpha is an open-architecture, multi-asset class solutions provider.” Source: RevenueBase Database · checked Sep 14, 2026
9	Manymore	Indirect evidence	Puteaux, FranceHQ checked Sep 14, 2026	51-200	31 contacts →
	Indirect evidence “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: RevenueBase Database · checked Sep 14, 2026
10	Raise Partner	Partial evidence	Grenoble, FranceHQ checked Sep 14, 2026	11-50	30 contacts →
	Partial evidence “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: RevenueBase Database · checked Sep 14, 2026
11	wizio.fr	Indirect evidence	Lyon, FranceHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
12	NEOFA	Partial evidence	Nice, FranceHQ checked Sep 14, 2026	11-50	17 contacts →
	Partial evidence “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: RevenueBase Database · checked Sep 14, 2026
13	Grisbee Gestion Privée	Indirect evidence	Versailles, FranceHQ checked Sep 14, 2026	11-50	16 contacts →
	Indirect evidence “Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Source: RevenueBase Database · checked Sep 14, 2026
14	Omega Financial Solutions	Strong evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	13 contacts →
	Strong evidence “Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Source: RevenueBase Database · checked Sep 14, 2026
15	4tpm	Strong evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Source: RevenueBase Database · checked Sep 14, 2026
16	Quantilia	Partial evidence	Nice, FranceHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Source: RevenueBase Database · checked Sep 14, 2026
17	Dreamquark	Partial evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Source: RevenueBase Database · checked Sep 14, 2026
18	Starcier	Partial evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Source: RevenueBase Database · checked Sep 14, 2026
19	Zalpha	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence “Entrust success to intelligence.” Source: RevenueBase Database · checked Sep 14, 2026
20	NÉO Gestion Informatique	Indirect evidence	Montauban, FranceHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence “Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Source: RevenueBase Database · checked Sep 14, 2026
21	Homeclik	Indirect evidence	Bordeaux, FranceHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Vous jonglez avec plusieurs outils?” Source: RevenueBase Database · checked Sep 14, 2026
22	Pickingbox	Indirect evidence	Poitiers, FranceHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Le cloud dédié aux Asset Managers!” Source: RevenueBase Database · checked Sep 14, 2026
23	Interselection AA	Indirect evidence	Bordeaux, FranceHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Interselection Actuariat Adviser a été créée en 1996, et a pour rôle d’être un véritable "outil de travail" pour une optimisation des décisions d'investissements sur les marchés…” Source: RevenueBase Database · checked Sep 14, 2026
24	EOS Allocations	Indirect evidence	Bordeaux, FranceHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “EOS ALLOCATIONS est une société de conseil en allocation d'actifs et sélection de fonds.” Source: RevenueBase Database · checked Sep 14, 2026
25	TUKHE	Indirect evidence	Paris, FranceHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Philosophy: The Intelligence of Risk.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment portfolio management software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 63 investment portfolio management software companies based in France

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Investment portfolio management software companies based in France at a glance

As of Sep 14, 2026

40.3%Verified-email coverage

21.2Average contacts per company

1-10Median size (employees)

57.1%Largest-city concentration · Paris

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured worldwide rather than for France, so it is reported there. Company counts and contact totals on this page are exact for France, over 63 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in France whose own description of what they do matches “investment portfolio management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment portfolio management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment portfolio management software companies, and records with no verified work email. Companies headquartered outside France are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 538 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 14, 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 portfolio management software companies by metro

Investment portfolio management software companies in Paris36

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment portfolio management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment portfolio management software companies are there based in France?

RevenueBase identified 63 investment portfolio management software companies 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?

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

Which city has the most investment portfolio management software companies?

Paris leads with 36 headquartered companies, followed by Bordeaux (4) and Lyon (3).

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 538 verified decision-maker contacts tracked across these 63 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 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.