Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in France

Name: Millennial wealth management companies based in France
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 671 companies tracked

RevenueBase identified 671 millennial wealth management companies headquartered in France as of September 2026 and tracks 9,210 professional contacts across them, including 2,243 with verified work emails. Paris is the largest hub.

This list covers millennial wealth management 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 17, 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 17, 2026 86% judged on-target in blind review

671Companies

9,210Contacts tracked

2,243Verified emails

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The 25 largest millennial wealth management companies based in France

Ranked by team size

Top 25 of 671 millennial wealth management companies based in France, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management 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	Indosuez Wealth Management	Strong evidence	Paris, FranceHQ checked Sep 17, 2026	1,001-5,000	2,141 contacts →
	Strong evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 17, 2026
2	Louvre Banque Privée	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	501-1,000	565 contacts →
	Indirect evidence “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Source: RevenueBase Database · checked Sep 17, 2026
3	Cyrus Herez	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	201-500	378 contacts →
	Indirect evidence “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Source: RevenueBase Database · checked Sep 17, 2026
4	L&a Finance	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	154 contacts →
	Indirect evidence “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Source: RevenueBase Database · checked Sep 17, 2026
5	Crystal	Indirect evidence	Montpellier, FranceHQ checked Sep 17, 2026	501-1,000	125 contacts →
	Indirect evidence “Acteur incontournable du conseil en gestion de patrimoine depuis 1992, le groupe Crystal bénéficie d'un rayonnement et d'un développement sur le plan national et international…” Source: RevenueBase Database · checked Sep 17, 2026
6	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	n/a	73 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 17, 2026
7	Norman K	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	69 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
8	Optélios Groupe	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	64 contacts →
	Indirect evidence “Gestion de patrimoine • Bilan Patrimonial • Analyse • Prescription patrimoniale Financement • Accompagnement • Conseil Gestion privée • Vie” Source: RevenueBase Database · checked Sep 17, 2026
9	Expert & Finance	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	51-200	62 contacts →
	Indirect evidence “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Source: RevenueBase Database · checked Sep 17, 2026
10	Rockfi	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	55 contacts →
	Indirect evidence “Nous construisons une nouvelle gestion privée.” Source: RevenueBase Database · checked Sep 17, 2026
11	ID Groupe	Indirect evidence	Lagord, FranceHQ checked Sep 17, 2026	11-50	54 contacts →
	Indirect evidence “Le Groupe ID vous accompagne depuis plus de 15 ans pour toutes les étapes de votre vie personnelle et professionnelle afin de créer, développer et transmettre votre patrimoine.” Source: RevenueBase Database · checked Sep 17, 2026
12	Mirari Wealth Management	Strong evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	51 contacts →
	Strong evidence “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Source: RevenueBase Database · checked Sep 17, 2026
13	Ramify	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	51 contacts →
	Indirect evidence “Ramify réinvente la gestion de patrimoine en offrant aux particuliers l'accès à des solutions dignes des plus grandes banques privées.” Source: RevenueBase Database · checked Sep 17, 2026
14	Cabinet IGC	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	48 contacts →
	Indirect evidence “Au Cabinet IGC, nous mettons notre expertise en gestion de patrimoine au service de votre retraite, en vous proposant des solutions d’investissement sur mesure et optimisées.” Source: RevenueBase Database · checked Sep 17, 2026
15	CLIMB	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	48 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 17, 2026
16	Perlib	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	46 contacts →
	Indirect evidence “Expert de la gestion de patrimoine pour tous.” Source: RevenueBase Database · checked Sep 17, 2026
17	Kays Wealth Management	Strong evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	45 contacts →
	Strong evidence “KAYS Wealth Management est né d’un constat établi par les associés du groupe sur ces 15 dernières années, à savoir un manque de conseil en matière d’investissements et…” Source: RevenueBase Database · checked Sep 17, 2026
18	Ivesta Family Office	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	44 contacts →
	Indirect evidence “Fondée en 2017, iVESTA Family Office est un des leaders des multi family offices et s’est imposé comme le family office incontournable des entrepreneurs première génération.” Source: RevenueBase Database · checked Sep 17, 2026
19	Financière D'uzès	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	51-200	42 contacts →
	Indirect evidence “Créée en 1989 par l’agent de change Gilbert André GOIRAND, la FINANCIÈRE D’UZÈS est une entreprise d’investissement dont l’histoire remonte par cheminement à la création de la…” Source: RevenueBase Database · checked Sep 17, 2026
20	Carat Capital	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	37 contacts →
	Indirect evidence “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Source: RevenueBase Database · checked Sep 17, 2026
21	Tissier DE Mallerais & Associés	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	34 contacts →
	Indirect evidence “Tissier de Mallerais & Associés est l'un des principaux Cabinets de Gestion Privée et de Gestion de Patrimoine d'AXA.” Source: RevenueBase Database · checked Sep 17, 2026
22	Aliquis	Indirect evidence	Lyon, FranceHQ checked Sep 17, 2026	11-50	31 contacts →
	Indirect evidence “ALIQUIS Conseil est un acteur global de la gestion privée.” Source: RevenueBase Database · checked Sep 17, 2026
23	Evolve	Indirect evidence	Paris, FranceHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence “Evolve, spécialiste de la gestion privée, accompagne les particuliers, tels que les chefs d'entreprises, les cadres et les professions libérales, ainsi que les sociétés, dans la…” Source: RevenueBase Database · checked Sep 17, 2026
24	Groupe Sarro	Indirect evidence	Jacou, FranceHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect evidence “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Source: RevenueBase Database · checked Sep 17, 2026
25	Bonjour Patrimoine	Indirect evidence	Toulouse, FranceHQ checked Sep 17, 2026	11-50	25 contacts →
	Indirect evidence “Ouvrez la porte à votre patrimoine!” Source: RevenueBase Database · checked Sep 17, 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: millennial wealth management 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management 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 671 millennial wealth management companies based in France

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Millennial wealth management companies based in France at a glance

As of Sep 17, 2026

24.4%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

30.0%Largest-city concentration · Paris

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

559

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 671 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 millennial wealth management 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 “millennial wealth management 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 millennial wealth management 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 millennial wealth management 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, 2,243 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 17, 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.

Millennial wealth management companies by metro

Millennial wealth management companies in Paris201
Millennial wealth management companies in Lyon30

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 millennial wealth management 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 millennial wealth management companies are there based in France?

RevenueBase identified 671 millennial wealth management 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?

Indosuez Wealth Management, headquartered in Paris, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Paris leads with 201 headquartered companies, followed by Lyon (30) and Toulouse (20).

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 2,243 verified decision-maker contacts tracked across these 671 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 17, 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.