Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies based in France

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

Compiled by the RevenueBase Data Team Data refreshed Oct 18, 2026 867 companies tracked

RevenueBase identified 867 company matches for nonprofit wealth management companies associated with France as of October 2026 and tracks 10,332 professional contacts across them, including 2,496 with verified work emails. Paris is the largest hub.

This list covers company matches for nonprofit wealth management 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 18, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 18, 2026 How this list was built

867Companies

10,332Contacts tracked

2,496Verified emails

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The 25 largest nonprofit wealth management companies based in France

Ranked by team size

Top 25 of 867 company matches for nonprofit wealth management companies based in France, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Oct 18, 2026	1,001-5,000	2,220 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Louvre Banque Privée	Exact match	Paris, FranceHQ recorded Oct 18, 2026	501-1,000	567 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Inovéa	Exact match	Mauguio, FranceHQ recorded Oct 18, 2026	51-200	550 contacts →
	Exact match “INOVÉA, une réponse nouvelle aux besoins d’aujourd’hui et de demain Créé par des professionnels de la gestion de patrimoine et du marketing relationnel, le Groupe INOVÉA propose…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Cyrus Herez	Exact match	Paris, FranceHQ recorded Oct 18, 2026	201-500	377 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	Groupe Quintésens	Exact match	Paris, FranceHQ recorded Oct 18, 2026	201-500	233 contacts →
	Exact match “Entité de Pluralle Groupe, Groupe Quintésens est un cabinet spécialisé en gestion de patrimoine global.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Groupe Euodia	Exact match	Neuilly-sur-seine, FranceHQ recorded Oct 18, 2026	n/a	173 contacts →
	Exact match “Cabinet en gestion de patrimoine à Paris.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	L&a Finance	Exact match	Paris, FranceHQ recorded Oct 18, 2026	51-200	160 contacts →
	Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Cheval Blanc Patrimoine	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	62 contacts →
	Exact match “Élu meilleur cabinet de gestion de patrimoine par les professionnels en 2025.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Expert & Finance	Exact match	Lyon, FranceHQ recorded Oct 18, 2026	51-200	56 contacts →
	Exact match “Depuis 1987, Expert & Finance accompagne les chefs d’entreprise et professionnels libéraux dans le développement et la transmission de leur patrimoine privé et professionnel.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	ID Groupe	Exact match	Lagord, FranceHQ recorded Oct 18, 2026	11-50	54 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	Mirari Wealth Management	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	49 contacts →
	Exact match “Chez MIRARI Wealth Management, nous rendons la gestion privée accessible à tous et proposons une stratégie personnalisée à nos clients.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Ivesta Family Office	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	47 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Kays Wealth Management	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	47 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Hubn'up	Exact match	Montpellier, FranceHQ recorded Oct 18, 2026	n/a	47 contacts →
	Exact match “Hubn’UP est la bannière d’un réseau de Conseillers en Gestion de Patrimoine labellisés, présents sur tout le territoire national, au plus près de ses clients, grâce à son…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	Perlib	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	44 contacts →
	Exact match “Expert de la gestion de patrimoine pour tous.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	Cabinet IGC	Exact match	Paris, FranceHQ recorded Oct 18, 2026	51-200	43 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Carat Capital	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	41 contacts →
	Exact match “Carat Capital est le leader d’une nouvelle génération de conseil en patrimoine.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	Evolve	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	35 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Aliquis	Exact match	Lyon, FranceHQ recorded Oct 18, 2026	11-50	34 contacts →
	Exact match “ALIQUIS Conseil est un acteur global de la gestion privée.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Elixium Patrimoine	Exact match	Lyon, FranceHQ recorded Oct 18, 2026	11-50	30 contacts →
	Exact match “ELIXIUM est spécialisé dans la conception de stratégies immobilières et le conseil en gestion de patrimoine.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Groupe Sarro	Exact match	Jacou, FranceHQ recorded Oct 18, 2026	11-50	25 contacts →
	Exact match “Le Groupe Sarro est un cabinet de gestion de patrimoine, implanté à Montpellier.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Agora Finance	Exact match	Paris, FranceHQ recorded Oct 18, 2026	11-50	25 contacts →
	Exact match “AGORA Finance est un cabinet spécialisé dans le conseil en gestion de patrimoine financier et immobilier agréé par l'AMF (Autorité des Marchés Financiers).” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Pluralle Groupe	Exact match	Paris, FranceHQ recorded Oct 18, 2026	501-1,000	25 contacts →
	Exact match “Pluralle Groupe rassemble plusieurs entités, créées pour répondre à TOUTES vos problématiques patrimoniales : Réduire vos impôts Investir dans l'immobilier locatif Mettre votre…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Hyperion Capital	Exact match	Vincennes, FranceHQ recorded Oct 18, 2026	11-50	23 contacts →
	Exact match “Née de notre souhait commun d’apporter davantage de services à nos clients; Hyperion Capital, cabinet en gestion de patrimoine, est le résultat du rapprochement entre deux entités…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Cabinet Relya	Exact match	Vitré, FranceHQ recorded Oct 18, 2026	11-50	23 contacts →
	Exact match “Expertise comptable Gestion de patrimoine” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit wealth management 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 867 nonprofit wealth management companies based in France

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Nonprofit wealth management companies based in France at a glance

As of Oct 18, 2026

24.2%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

26.3%Largest-city concentration · Paris

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

749

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 867 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 “nonprofit wealth management 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 2,496 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 18, 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.

Nonprofit wealth management 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there based in France?

RevenueBase identified 867 company matches for nonprofit wealth management 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?

Indosuez Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit wealth management companies?

Paris leads with 228 company records, followed by Lyon (40) and Toulouse (32).

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 2,496 professional contacts with verified work emails tracked across these 867 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 18, 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 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.