Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies based in France

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 82 companies tracked

RevenueBase identified 82 online portfolio management companies headquartered in France as of September 2026 and tracks 1,509 professional contacts across them, including 496 with verified work emails. Paris is the largest hub.

This list covers online portfolio 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 20, 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 20, 2026 86% judged on-target in blind review

82Companies

1,509Contacts tracked

496Verified emails

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The 25 largest online portfolio management companies based in France

Ranked by team size

Top 25 of 82 online portfolio management companies based in France, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to online portfolio 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	Trading Central	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	201-500	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 20, 2026
2	Shares	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	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 20, 2026
3	IM Global Partner	Partial evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	103 contacts →
	Partial 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 20, 2026
4	Quantalys France Harvest Group	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	51-200	73 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
5	Investisseur Privé	Indirect evidence	Paris, FranceHQ checked Sep 20, 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 20, 2026
6	Easybourse	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	58 contacts →
	Indirect evidence “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Source: RevenueBase Database · checked Sep 20, 2026
7	Vancelian	Indirect evidence	Biot, FranceHQ checked Sep 20, 2026	11-50	55 contacts →
	Indirect evidence “Vancelian offers modern, high-yield investment solutions, secured by a robust and regulated infrastructure.” Source: RevenueBase Database · checked Sep 20, 2026
8	Flornoy Ferri	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “Société de gestion de portefeuille née de la fusion entre FLORNOY et FERRI Gestion.” Source: RevenueBase Database · checked Sep 20, 2026
9	NALO	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	52 contacts →
	Indirect evidence “Nalo, des plans pour votre argent.” Source: RevenueBase Database · checked Sep 20, 2026
10	CLIMB	Indirect evidence	Paris, FranceHQ checked Sep 20, 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 20, 2026
11	Manymore	Indirect evidence	Puteaux, FranceHQ checked Sep 20, 2026	51-200	31 contacts →
	Indirect evidence “Découvrez Prisme la solution de gestion de cabinet la plus puissante et la plus innovante du marché.” Source: RevenueBase Database · checked Sep 20, 2026
12	Raise Partner	Partial evidence	Grenoble, FranceHQ checked Sep 20, 2026	11-50	30 contacts →
	Partial evidence “Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.” Source: RevenueBase Database · checked Sep 20, 2026
13	Feefty	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	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 20, 2026
14	Archinvest	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Archinvest est une société de gestion qui offre aux conseillers en gestion de patrimoine ainsi que leurs clients investisseurs particuliers un accès privilégié, à partir de 100k€…” Source: RevenueBase Database · checked Sep 20, 2026
15	wizio.fr	Indirect evidence	Lyon, FranceHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Wizio distinguée par l’écosystème patrimonial • Classée 92e fintech française 2026 au sein du classement Fintech 100, et 3e dans la catégorie Process Automation.” Source: RevenueBase Database · checked Sep 20, 2026
16	Labienveillancefinancière	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “LaBienveillanceFinanciere est une Fintech basée à Paris qui a développé une plateforme de conseil patrimonial augmenté à destination des conseillers financiers et des conseillers…” Source: RevenueBase Database · checked Sep 20, 2026
17	Days Legacy	Indirect evidence	Courbevoie, FranceHQ checked Sep 20, 2026	1-10	17 contacts →
	Indirect evidence “Bienvenue dans l'univers innovant de DAYS LEGACY, une FinTech dédiée à la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
18	NEOFA	Indirect evidence	Nice, FranceHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “At Neofa, we believe in a transparent, neutral and accessible financial and investment advice.” Source: RevenueBase Database · checked Sep 20, 2026
19	PEQAN	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	17 contacts →
	Indirect evidence “Peqan est une société de gestion agréée par l’Autorité des marchés financiers sous le numéro résolument tournée vers les Conseillers en Investissements Financiers.” Source: RevenueBase Database · checked Sep 20, 2026
20	Grisbee Gestion Privée	Indirect evidence	Versailles, FranceHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Grisbee Gestion Privée est un cabinet en gestion de patrimoine digital qui vous offre une expérience à 360° : un conseiller dédié, des placements et services haut de gamme ainsi…” Source: RevenueBase Database · checked Sep 20, 2026
21	ISMO	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous?” Source: RevenueBase Database · checked Sep 20, 2026
22	4tpm	Strong evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	11 contacts →
	Strong evidence “4TPM is a leading Software Editor that specializes in Portfolio Management and Trading for 24 years.” Source: RevenueBase Database · checked Sep 20, 2026
23	Goliaths	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Goliaths est une plateforme de social investissement, offrant l'opportunité d'investir dans une variété de classes d'actifs financiers à partir de montants accessibles.” Source: RevenueBase Database · checked Sep 20, 2026
24	Alpin Capital	Indirect evidence	Chambéry, FranceHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Alpin Capital est une plateforme d’investissement en crypto-actifs conçue spécifiquement pour les professionnels du conseil et de la gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026
25	MON Partenaire Patrimoine	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Mon Partenaire Patrimoine est un Conseiller en Gestion de Patrimoine multicanal au positionnement unique sur le marché : adossé au media digital de finances personnelles…” Source: RevenueBase Database · checked Sep 20, 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: online portfolio 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 online portfolio management companies.
Partial evidence: Its own public description names part of online portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name online portfolio 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 82 online portfolio management companies based in France

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Online portfolio management companies based in France at a glance

As of Sep 20, 2026

32.9%Verified-email coverage

18.4Average contacts per company

1-10Median size (employees)

59.8%Largest-city concentration · Paris

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 82 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 online portfolio 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 “online portfolio 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 online portfolio 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 online portfolio 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, 496 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 20, 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.

Online portfolio management companies by metro

Online portfolio management companies in Paris49

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 online portfolio 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 online portfolio management companies are there based in France?

RevenueBase identified 82 online portfolio 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?

Trading Central, headquartered in Paris, tops this list with the largest team on record.

Which city has the most online portfolio management companies?

Paris leads with 49 headquartered companies, followed by Lyon (4) and Biot (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 496 verified decision-maker contacts tracked across these 82 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 20, 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.