Company lists · Data refreshed September 2026
Top 25 Multi-asset portfolio platforms based in Paris, France
RevenueBase identified 62 multi-asset portfolio platforms headquartered in Paris, France as of September 2026 and tracks 5,274 professional contacts across them, including 3,140 with verified work emails. Across France, Paris is the largest hub for this category.
This list covers multi-asset portfolio platforms headquartered in Paris, 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 29, 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.
The 25 largest multi-asset portfolio platforms based in Paris, France
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 477 contacts → | ||||
Indirect evidence “NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 218 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 104 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 103 contacts → | ||||
Strong evidence “Since 2015, iM Global Partner has built a global asset management platform focused on delivering excellence in active management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence “Kls est un éditeur de solutions de pilotage de financements corporates.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 contacts → | ||||
Indirect evidence “Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 24 contacts → | ||||
Indirect evidence “AYDO is a Financial Technology company whose mission is to unleash the potential of Structured Products through Expertise, Education and the Power of Data.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Indirect evidence “LexiFi provides software for the pricing, document generation and management of derivatives and structured products.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “Wiséam propose à ses clients privés et institutionnels une gamme complète de solutions (OPCVM diversifiés, mandats et fonds dédiés) répondant à leurs objectifs patrimoniaux.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “Infin provides a single secured cloud-native Investment platform that allows to simplify, streamline and automate operational tasks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Partial evidence “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “Novasecur is a French software publisher that develops, markets and integrates the only modular software solution that covers all of the risk management functionalities necessary…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Indirect evidence “AMX1 est une plateforme SaaS opérationnelle conçue spécifiquement pour les sociétés de gestion d'actifs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence “Struggling to price complex derivatives?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “Riskdata is the all-in-one solution to provide risk managers, quantitative analysts and portfolio managers with the most accurate calculation of any risk analytics in real time…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Indirect evidence “Entrust success to intelligence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence “DreamQuark’s efficient, user friendly software solution, Brain, is designed to help Wealth Managers grow smarter.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “Phiadvisor Valquant specializes in quantitative research (based on both prices and fundamentals) and offers a complete solution for: Wealth Managers Financial Advisors Family…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Partial evidence “An independent European FinTech, Systemathics develops platforms that combine technical performance, ease of use, and absolute confidentiality purpose-built for financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “Créé en 2013, FundShop est un pionnier de la Fintech en France.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “LEO is a pioneering software provider company that facilitates the democratization of Alternative Investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: multi-asset portfolio platforms. 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 multi-asset portfolio platforms.
- Partial evidence
- Its own public description names part of multi-asset portfolio platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-asset portfolio platforms. 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 62 multi-asset portfolio platforms based in Paris, France
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Multi-asset portfolio platforms based in Paris, France at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole France list rather than for Paris, so it is reported there. Company counts and contact totals on this page are exact for Paris, over 62 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 multi-asset portfolio platforms, 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 Paris, France whose own description of what they do matches “multi-asset portfolio platforms”. 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 multi-asset portfolio platforms), 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 multi-asset portfolio platforms, and records with no verified work email. Companies headquartered outside Paris 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, 3,140 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 29, 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.
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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are there based in Paris, France?
RevenueBase identified 62 multi-asset portfolio platforms headquartered in Paris, 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?
Neoxam, headquartered in Paris, tops this list with the largest team on record.
Which city in France has the most multi-asset portfolio platforms?
Paris leads France with 62 headquartered companies, followed by Aix En Provence (2) and Bordeaux (2).
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 3,140 verified decision-maker contacts tracked across these 62 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 29, 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.
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