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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
62Companies
5,274Contacts tracked
3,140Verified emails
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The 25 largest multi-asset portfolio platforms based in Paris, France

Ranked by team size
Top 25 of 62 multi-asset portfolio platforms based in Paris, France, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-asset portfolio platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceParis, FranceHQ checked Sep 29, 2026501-1,000477 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, 2026
2Indirect evidenceParis, FranceHQ checked Sep 29, 2026201-500348 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, 2026
3Indirect evidenceParis, FranceHQ checked Sep 29, 2026201-500218 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, 2026
4Indirect evidenceParis, FranceHQ checked Sep 29, 202651-200132 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, 2026
5Indirect evidenceParis, FranceHQ checked Sep 29, 2026501-1,000104 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, 2026
6Strong evidenceParis, FranceHQ checked Sep 29, 202651-200103 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, 2026
7Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5033 contacts →

Indirect evidence

“Kls est un éditeur de solutions de pilotage de financements corporates.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5029 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, 2026
9Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5024 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, 2026
10Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“LexiFi provides software for the pricing, document generation and management of derivatives and structured products.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceParis, FranceHQ checked Sep 29, 20261-1020 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, 2026
12Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5014 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, 2026
13Partial evidenceParis, FranceHQ checked Sep 29, 202611-5013 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, 2026
14Partial evidenceParis, FranceHQ checked Sep 29, 20261-1011 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, 2026
15Partial evidenceParis, FranceHQ checked Sep 29, 202611-5011 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, 2026
16Indirect evidenceParis, FranceHQ checked Sep 29, 202611-5011 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, 2026
17Indirect evidenceParis, FranceHQ checked Sep 29, 20261-1010 contacts →

Indirect evidence

“AMX1 est une plateforme SaaS opérationnelle conçue spécifiquement pour les sociétés de gestion d'actifs.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceParis, FranceHQ checked Sep 29, 202611-509 contacts →

Indirect evidence

“Struggling to price complex derivatives?”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceParis, FranceHQ checked Sep 29, 202611-509 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, 2026
20Indirect evidenceParis, FranceHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Entrust success to intelligence.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceParis, FranceHQ checked Sep 29, 202611-508 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, 2026
22Indirect evidenceParis, FranceHQ checked Sep 29, 20261-106 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, 2026
23Partial evidenceParis, FranceHQ checked Sep 29, 202611-505 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, 2026
24Indirect evidenceParis, FranceHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Créé en 2013, FundShop est un pionnier de la Fintech en France.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceParis, FranceHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“LEO is a pioneering software provider company that facilitates the democratization of Alternative Investments.”

Source: RevenueBase Database · checked Sep 29, 2026

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, 2026
59.5%Verified-email coverage
85.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
20
51-200
2
201-500
2
501-1,000
2
1,001-5,000
1

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.