Company lists · Data refreshed October 2026
Top 25 Investment portfolio management software companies based in France
RevenueBase identified 75 company matches for investment portfolio management software companies associated with France as of October 2026 and tracks 1,883 professional contacts across them, including 825 with verified work emails. Paris is the largest hub.
This list covers company matches for investment portfolio management software companies 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 October 1, 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 portfolio management software companies based in France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 477 contacts → | ||||
Exact match “NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 348 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 218 contacts → | ||||
Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 132 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 104 contacts → | ||||
Exact match “eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 73 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 45 contacts → | ||||
Exact match “JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 41 contacts → | ||||
Exact match “Smart solutions, expertise and advice” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 31 contacts → | ||||
Exact match “New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 31 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Entrust success to intelligence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Softwares for the Asset Management industry # PRIIPS Solutions: Computation / KID Automation / EPT Automation # Complete Front to back offer, Risks, Reportings, rules # Industry…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Vous jonglez avec plusieurs outils?” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Koris International offers its services to parties seeking to benefit from the most advanced academic research and to take full advantage of the bridge closing the gap between the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded in the RevenueBase company graph · Oct 1, 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 portfolio management software companies”. 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 75 investment portfolio management software companies based in France
See the full list, filter by size, metro and specialty, and access 825 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio management software companies based in France at a glance
As of Oct 1, 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 75 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 portfolio management software companies” 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 825 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 October 1, 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 portfolio management software companies 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 portfolio management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio management software companies are there based in France?
RevenueBase identified 75 company matches for investment portfolio management software companies associated with France as of October 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?
Neoxam tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment portfolio management software companies?
Paris leads with 48 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 825 professional contacts with verified work emails tracked across these 75 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 75 investment portfolio management software companies based in France. Start with a free account, no credit card.
Download this list →Related lists
Investment portfolio management software companies by geography
- Investment portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
- Investment portfolio management software companies based in London, United Kingdom
- Investment portfolio management software companies based in Chicago, United States
- Investment portfolio management software companies based in New York, United States
- Investment portfolio management software companies based in Australia
- Investment portfolio management software companies based in Brazil
- Investment portfolio management software companies based in Canada
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 portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 investment portfolio management software companies 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 75 matching company records for investment portfolio management software companies based in France, with 1,883 tracked contacts and 825 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: October 1, 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 portfolio management software companies 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 |  Neoxamneoxam.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 477 contacts → |
“NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Efrontefront.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 104 contacts → |
“eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Quantalys France Harvest Groupquantalys.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  JUMPjump-technology.comHQ: Paris La Défense, FranceReported employees: 51-200 | Paris La Défense, France | 51-200 | Exact match | 45 contacts → |
“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bisam, A Factset Companyfactset.comHQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 43 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fininfo Solutionsfininfosolutions.comHQ: Colombes, FranceReported employees: 11-50 | Colombes, France | 11-50 | Exact match | 41 contacts → |
“Smart solutions, expertise and advice” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Newalpha Asset Managementnewalpha.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Raise Partnerraisepartner.comHQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lexifilexifi.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Omega Financial Solutionsomega-financial-solutions.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  4tpm4tpm.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Quantiliaquantilia.comHQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 11 contacts → |
“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dreamquarkdreamquark.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Zalphazalpha.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Entrust success to intelligence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Starcierstarcier.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NÉO Gestion Informatiqueneo-gi.comHQ: Montauban, FranceReported employees: 11-50 | Montauban, France | 11-50 | Exact match | 8 contacts → |
“Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fund KISfundkis.comHQ: Antony, FranceReported employees: 1-10 | Antony, France | 1-10 | Exact match | 7 contacts → |
“Softwares for the Asset Management industry # PRIIPS Solutions: Computation / KID Automation / EPT Automation # Complete Front to back offer, Risks, Reportings, rules # Industry…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Homeclikhomeclik.frHQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Koris Internationalkoris-intl.comHQ: Biot, FranceReported employees: 11-50 | Biot, France | 11-50 | Exact match | 6 contacts → |
“Koris International offers its services to parties seeking to benefit from the most advanced academic research and to take full advantage of the bridge closing the gap between the…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Orion Financial Partnersorion-fp.comHQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 75 company matches
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Investment portfolio management software companies: dataset insights
October 1, 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
75 records in the displayed employee bands.
0 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 75 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: October 1, 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 portfolio management software companies by metro
Questions about this company list
What does Exact match mean for investment portfolio management software companies?
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 portfolio management software companies did RevenueBase find based in France?
The saved snapshot records 75 matching company records, 1,883 tracked contacts and 825 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: October 1, 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 portfolio management software companies by geography
- Investment portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
- Investment portfolio management software companies based in London, United Kingdom
- Investment portfolio management software companies based in Chicago, United States
- Investment portfolio management software companies based in New York, United States
- Investment portfolio management software companies based in Australia
- Investment portfolio management software companies based in Brazil
- Investment portfolio management software companies based in Canada
Cite this list
RevenueBase Data Team. Top 25 investment portfolio management software companies based in France. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-portfolio-management-software-companies/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 portfolio management software companies based in Sao Paulo, Brazil
- Investment portfolio management software companies based in Toronto, Canada
- Investment portfolio management software companies based in Paris, France
- Investment portfolio management software companies based in Bangalore, India
- Investment portfolio management software companies based in Mumbai, India
- Investment portfolio management software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 investment portfolio management software companies based in France
RevenueBase records 75 matching company records for investment portfolio management software companies based in France, with 1,883 tracked contacts and 825 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: October 1, 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 portfolio management software companies 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 | Neoxamneoxam.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 477 contacts → |
“NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Efrontefront.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 104 contacts → |
“eFront is the leading technology solution for alternative investment management, covering the needs of all alternative investment professionals end-to-end, from fundraising and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Quantalys France Harvest Groupquantalys.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 73 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | JUMPjump-technology.com HQ: Paris La Défense, FranceReported employees: 51-200 | Paris La Défense, France | 51-200 | Exact match | 45 contacts → |
“JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Private and Wealth Management, Life Insurance…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bisam, A Factset Companyfactset.com HQ: Paris, FranceReported employees: Not recorded | Paris, France | Not recorded | Exact match | 43 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fininfo Solutionsfininfosolutions.com HQ: Colombes, FranceReported employees: 11-50 | Colombes, France | 11-50 | Exact match | 41 contacts → |
“Smart solutions, expertise and advice” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Newalpha Asset Managementnewalpha.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 31 contacts → |
“New Alpha is an open-architecture, multi-asset class solutions provider.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Manymoremanymore.fr HQ: Puteaux, FranceReported employees: 51-200 | Puteaux, France | 51-200 | Exact match | 31 contacts → |
“Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Raise Partnerraisepartner.com HQ: Grenoble, FranceReported employees: 11-50 | Grenoble, France | 11-50 | Exact match | 30 contacts → |
“Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lexifilexifi.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 20 contacts → |
“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Omega Financial Solutionsomega-financial-solutions.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 13 contacts → |
“Omega Financial Solutions is a leading provider of Portfolio and Fund Management software to the global investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 4tpm4tpm.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 11 contacts → |
“4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Quantiliaquantilia.com HQ: Nice, FranceReported employees: 11-50 | Nice, France | 11-50 | Exact match | 11 contacts → |
“Quantilia is a cutting-edge financial data management and analytics platform designed for institutional investors, asset managers, and family offices.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dreamquarkdreamquark.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Zalphazalpha.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Entrust success to intelligence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Starcierstarcier.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 8 contacts → |
“Starcier is a financial software and design company headquartered in France with clients across the USA, Europe, and the UK.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NÉO Gestion Informatiqueneo-gi.com HQ: Montauban, FranceReported employees: 11-50 | Montauban, France | 11-50 | Exact match | 8 contacts → |
“Néo Gestion Informatique développe et commercialise une suite de logiciels de gestion adaptés aux professionnels du négoce.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fund KISfundkis.com HQ: Antony, FranceReported employees: 1-10 | Antony, France | 1-10 | Exact match | 7 contacts → |
“Softwares for the Asset Management industry # PRIIPS Solutions: Computation / KID Automation / EPT Automation # Complete Front to back offer, Risks, Reportings, rules # Industry…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Homeclikhomeclik.fr HQ: Bordeaux, FranceReported employees: 1-10 | Bordeaux, France | 1-10 | Exact match | 7 contacts → |
“Vous jonglez avec plusieurs outils?” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Koris Internationalkoris-intl.com HQ: Biot, FranceReported employees: 11-50 | Biot, France | 11-50 | Exact match | 6 contacts → |
“Koris International offers its services to parties seeking to benefit from the most advanced academic research and to take full advantage of the bridge closing the gap between the…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Orion Financial Partnersorion-fp.com HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 6 contacts → |
“Orion Financial Partners is an investment advisory firm, created at the end of 2009, today composed of 6 people, all from the world of capital markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment portfolio management software companies: dataset insights
October 1, 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
75 records in the displayed employee bands.
0 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 75 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: October 1, 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 portfolio management software companies by metro
Questions about this company list
What does Exact match mean for investment portfolio management software companies?
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 portfolio management software companies did RevenueBase find based in France?
The saved snapshot records 75 matching company records, 1,883 tracked contacts and 825 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: October 1, 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 portfolio management software companies by geography
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- Investment portfolio management software companies based in Mumbai, India
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Cite this list
RevenueBase Data Team. Top 25 investment portfolio management software companies based in France. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-portfolio-management-software-companies/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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